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Harley-Davidson
Harley-Davidson (HOG) investor relations material
Harley-Davidson Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary10 Feb, 2026
Executive summary
2025 was a challenging year with significant macro and company-specific pressures, leading to a reset of business priorities and a focus on stabilizing operations for a more sustainable future in 2026 and beyond.
Leadership changes and organizational restructuring were implemented to improve agility, decision-making, and accountability, with a renewed emphasis on dealer relationships and brand culture.
Diluted EPS for 2025 was $2.78, with a Q4 loss of $2.44 per share, reflecting challenging market conditions and operational headwinds.
Global retail motorcycle sales declined 12% year-over-year to 132,535 units, with shipments down 16%.
$434 million was returned to shareholders through $347 million in share repurchases and $86 million in dividends.
Financial highlights
Full year consolidated revenue was $4.47 billion, down 14%; Q4 revenue down 28% year-over-year.
Full year net income attributable was $339 million, down 19%–26% year-over-year; Q4 net loss was $279 million.
HDMC full year operating loss was $29 million, compared to $278 million income in 2024; Q4 operating loss was $260 million.
HDFS delivered record full year operating income of $490 million, up 97% year-over-year, driven by favorable credit loss provisions and higher other income.
LiveWire posted a full year operating loss of $75 million, a 32% improvement year-over-year.
Outlook and guidance
2026 is viewed as a transition year, with margins expected to remain under pressure due to lower production and higher tariffs.
2026 guidance: global motorcycle retail and wholesale shipments of 130,000–135,000 units, with a one-to-one relationship expected.
HDMC operating income expected between $(40) million and $10 million; HDFS operating income $45–$60 million.
LiveWire operating loss projected at $(70)–$(80) million; capital investment planned at $175–$200 million.
$150 million in annual run-rate savings expected to be realized starting in 2027, not including LiveWire.
HDFS sustainable operating income post-transaction?
HDMC North America Q4 retail growth drivers?
LiveWire path to profitability or loss reduction?
HDFS 2026 profit outlook vs. prior expectations
Breakdown $150M cost savings by segment & cadence
Product strategy to widen funnel and address pricing
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Next Harley-Davidson earnings date
Q1 202630 Apr, 2026
Harley-Davidson
Next Harley-Davidson earnings date
Q1 202630 Apr, 2026
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Frequently asked questions
The notorious American motorcycle manufacturer founded in 1903
Harley-Davidson is an American motorcycle manufacturer founded in 1903. The company is best known for its iconic motorcycles, which have a distinctive look and sound that has made them a symbol of American culture. The business model is centered around producing high-quality motorcycles and related accessories and merchandise, with a strong focus on branding and marketing, which has helped to establish it as a leader in the motorcycle industry.
In addition to its motorcycles, Harley-Davidson also sells a wide range of branded merchandise, including clothing, accessories, and collectibles. This helps to create additional revenue streams for the company and helps to strengthen its brand.
Cult status
One of the key factors that make Harley-Davidson special is its loyal fan base. The company has built a community of enthusiasts who are passionate about the brand and its products. This has helped to create a sense of camaraderie among Harley riders, which has contributed to the company's success.
Listed peers to Harley-Davidson are:
Polaris. A manufacturer of power sports vehicles, including motorcycles, snowmobiles, and off-road vehicles.
BMW Group. Providing premium automobile and motorcycle products and financing services.
Eicher Motors. based in Gurgaon, India. It manufactures and sells motorcycles and commercial vehicles in India, Bangladesh, Kenya, and Uganda.
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