Departed
Jared Dourdeville
Director
HOG ·
HARLEY-DAVIDSON, INC.
Jared Dourdeville resigned from the board of directors (the “Board”) of the Company.
Ready 8-Ks
23
Latest filing
May 28, 2026, 4:41 PM ET
Top materiality
0.85
Event mix
earnings ×8 · other_material ×7 · leadership ×5
Sentiment
2 pos · 9 neg · 12 neu
Latest earnings
reported 2026-Q1
Executive change
recent →
Recent 8-K filings for HOG
Highest-materiality recent filing
Harley-Davidson sells ~1.75x book HDFS stake to KKR/PIMCO; $1.25B cash
- HDFS sells 4.9% equity to KKR and 4.9% to PIMCO (9.8% total) at ~1.75x post-transaction book value.
- HDFS sells over $5B of existing retail loan receivables and ~2/3 of future originations for 5 years at a premium.
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Harley-Davidson shareholders approve increase in incentive plan shares to 12.2M; say-on-pay passes
Shareholders approved amendment to 2020 Incentive Stock Plan, increasing authorized shares to 12,200,000 (66.9M for, 3.9M against).
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Harley-Davidson Q1 EPS $0.22, revenue $1.17B; operating income down 85%
Diluted EPS $0.22 vs $1.07 prior year (-79%); net income $25M vs $133M.
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Harley-Davidson to enter 10b5-1 plan for modest share repurchases
Company intends to enter Rule 10b5-1 trading plan by March 13, 2026.
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Harley-Davidson Q4 diluted EPS loss $2.44, FY25 revenue down 14%; provides weak 2026 outlook
FY25 diluted EPS $2.78 (down 19% YoY); consolidated revenue $4.47B (-14%); HDMC operating loss $29M vs profit $278M in FY24.
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Harley-Davidson appoints Bryan Niketh as COO effective Jan 1, 2026
Bryan Niketh, 48, becomes COO of Harley-Davidson Motor Co. effective Jan 1, 2026.
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Harley-Davidson CDO Krishnan and CCO Mansfield to depart Dec 31; CFO Root adds CCO role
Jagdish Krishnan (CDO) and Luke Mansfield (CCO) to step down effective December 31, 2025.
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HDCC sold a portion of its motorcycle loan portfolio to KKR Trust and HDL Trust for $4.06B on October 31, 2025.
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Harley-Davidson Q3 EPS $3.10 (+241% YoY) on HDFS transaction; retail sales down 6%
Diluted EPS $3.10 vs $0.91; revenue $1.341B (+17% YoY).
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Harley-Davidson adopts bylaw amendments including exclusive forum provisions for shareholder suits
Board adopted amended bylaws effective Sept 23, 2025; includes universal proxy compliance and enhanced advance notice rules.
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Harley-Davidson appoints two new independent directors; two veterans retire
Sara Levinson and N. Thomas Linebarger retire from Board effective Sept 15, 2025.
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Harley-Davidson sells ~1.75x book HDFS stake to KKR/PIMCO; $1.25B cash
HDFS sells 4.9% equity to KKR and 4.9% to PIMCO (9.8% total) at ~1.75x post-transaction book value.
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Harley-Davidson sells $4B motorcycle loan portfolio to KKR and PIMCO; issues 9.8% of HDFS equity.
Sale of back book assets expected to generate ~$4B net cash proceeds for HDCC; closing targeted by October 2025.
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Harley-Davidson appoints Topgolf CEO Arthur Starrs as President and CEO, effective Oct 1, 2025
Arthur Starrs, currently CEO of Topgolf, named President and CEO effective Oct 1, 2025; replaces retiring Jochen Zeitz.
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Q2 diluted EPS $0.88 vs $1.63 prior year; net income $108M vs $218M, revenue $1.307B down 19%.
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Harley-Davidson 2025 annual meeting votes: directors elected, say-on-pay and auditor ratified
All nine director nominees re-elected; Jochen Zeitz received 50.8M for vs 48.7M withheld (49% withhold).
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Harley-Davidson lowers 2025 tariff cost estimate to $30-55M; HDFS transaction progressing
Original incremental tariff estimate of $75-100M reduced by $45M to $30-55M following U.S.-China Geneva statement.
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Harley-Davidson Q1 EPS $1.07, revenue down 23%; withdraws 2025 outlook on tariff uncertainty
Diluted EPS $1.07, down 38% YoY from $1.72; revenue $1,329M, down 23%.
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Harley-Davidson director Dourdeville resigns after CEO search split; company rebuts claims
Jared Dourdeville resigned from the board on April 5, 2025, after his preferred CEO candidate failed to get majority independent director support.
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Harley-Davidson director Jared Dourdeville resigns citing governance and succession concerns
Jared Dourdeville resigned from the board on April 5, 2025, citing succession planning and board governance in his resignation letter.
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Harley-Davidson Q4 EPS loss $0.93, full-year EPS $3.44 down 29%
Q4 consolidated revenue $688M (-35%), operating loss $193M, net loss $117M.
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Harley-Davidson Q3 EPS $0.91, revenue down 26%; cuts FY2024 outlook
Consolidated revenue $1.15B (-26% YoY); diluted EPS $0.91 vs $1.38 (-34%).
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Harley-Davidson Q2 EPS $1.63, revenue +12% to $1.62B; lowers FY2024 outlook
Q2 diluted EPS $1.63 vs $1.22 a year ago; net income $218M (+23% YoY) on revenue $1,619M.
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Harley-Davidson shareholders reject advisory say-on-pay proposal at 2024 annual meeting
Say-on-pay failed with 54.1M votes for vs 54.2M against, 0.5M abstentions.
Executive changes
Departed
Jared Dourdeville
Director
HOG ·
HARLEY-DAVIDSON, INC.
On April 5, 2025, Jared Dourdeville resigned from the board of directors (the “Board”) of Harley-Davidson, Inc. (the “Company”).
Earnings & guidance
Materiality & sentiment trend
Max materiality 0.85 · Median 0.75 · Most common event earnings