secwatch.observer — SEC 8-K summary
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Issuer:     HARLEY-DAVIDSON, INC. (HOG)
CIK:        0000793952
Form:       8-K
Filed at:   2025-11-04T23:59:59+00:00
Accession:  0001104659-25-105891
Event type: earnings
Sentiment:  neutral
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Harley-Davidson Q3 EPS $3.10 (+241% YoY) on HDFS transaction; retail sales down 6%
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- Diluted EPS $3.10 vs $0.91; revenue $1.341B (+17% YoY).
- Global retail motorcycle sales fell 6% YoY; HDMC operating income down 2% to $54M.
- HDFS operating income surged to $439M from $77M due to ~$301M reversal of credit loss allowances.
- HDFS partnership with KKR/PIMCO unlocks $1.2B+ discretionary cash; completed sale of ~$6B loan receivables.
- Announced $200M accelerated share repurchase (ASR) with Goldman Sachs as part of $1B buyback plan.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/793952/000110465925105891/0001104659-25-105891-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/793952/000110465925105891/tm2530006d1_8k.htm
  HTML page:      https://secwatch.observer/filing/0001104659-25-105891

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