Harley-Davidson

Harley-Davidson, Inc. is engaged in the manufacture and sale of custom, cruiser, and touring motorcycles. It operates through the following segments: Motorcycles & Related Products and Financial Services. The Motorcycles & Related Products segment manufactures, designs, and sells at wholesale on-road Harley-Davidson motorcycles as well as motorcycle parts, accessories, general merchandise, and related services. The Financial Services segment consists of financing and servicing wholesale inventory receivables and retail consumer loans, primarily for the purchase of Harley-Davidson motorcycles. The company was founded by William Sylvester Harley, Arthur Davidson, Walter C. Davidson, Sr. and William A. Davidson in 1903 and is headquartered in Milwaukee, WI.

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Harley-Davidson reports robust 2022 performance, eyes growth opportunities in 2023

Harley-Davidson's strong finish in 2022 reflects its commitment to profitable growth and innovation. While facing challenges in certain segments, the company is well-positioned for future growth through strategic investments and product enhancements. By focusing on core markets and maintaining profit margins, Harley-Davidson aims to return to historical levels of profitability.

Harley-Davidson reports robust Q1 revenue growth and strategic shifts

Harley-Davidson's Q1 2023 showed strong revenue growth and operational improvements, with a focus on premium segments and brand desirability.
Challenges include declining global retail sales, moderation in margins, and credit loss rates, but opportunities exist in new product launches and credit loss reduction strategies.
The company maintains full-year guidance, emphasizing profitability over volume and addressing challenges through strategic initiatives.
Overall, Harley-Davidson's performance in Q1 reflects a balanced approach to growth, profitability, and brand enhancement.

Harley-Davidson navigates revenue challenges with strategic focus and innovations

Harley-Davidson's Q2 performance reflects progress on strategic initiatives amidst revenue challenges and operational efficiencies.
The company's strengths lie in its customer-centric approach, product innovation, and focus on profitability and inventory management.
Challenges include financial pressures, inventory imbalances, and market uncertainties, requiring strategic adjustments and operational resilience.
Opportunities in new markets, promotional strategies, and operational enhancements offer avenues for growth and customer engagement in the future.

Harley-Davidson navigates challenges, sees growth potential in key categories

Harley-Davidson faced challenges in Q3 due to macroeconomic factors and production suspensions, impacting revenue and operating income.
Despite these challenges, the company demonstrated strength in key categories, profitability growth, and effective inventory management.
Opportunities lie in managing current challenges, aligning inventory levels, and driving growth through promotional activities and new initiatives.
Maintaining focus on cost productivity, dealer inventory mix, and supporting promotions is crucial for navigating the challenging market conditions ahead.

Harley-Davidson reports mixed Q4 results, eyes growth in retail units

Harley-Davidson's Q4 2023 showed mixed financial results with revenue down but improved profitability margins. The company faces challenges in retail sales decline and negative operating leverage impacting margins in 2024. However, opportunities exist in retail unit growth, stable HDFS income, and LiveWire expansion.

Harley-Davidson Q1 2024: Revenue Decline, LiveWire Launch Success

Harley-Davidson faced revenue and operating income declines in Q1 2024, with a focus on improving margins and clearing inventory.
Strengths include successful LiveWire launch, reaffirmed guidance, and strategic pillars driving growth.
Challenges include regional softness, margin pressure, and operational improvements needed in the LiveWire segment.
Opportunities lie in cost reduction, inventory clearance, financing adoption, and stable HDFS business health.

Harley-Davidson reports revenue growth and product success amidst regional challenges

Harley-Davidson's Q2 2024 performance reflects revenue growth, strong product reception, and operational improvements, despite regional challenges.
The company's proactive inventory management and focus on younger customer segments present opportunities for future growth and market expansion.
However, market dynamics and margin pressures pose challenges that require strategic adjustments to maintain competitiveness and profitability.

Harley-Davidson faces retail challenges but sees success in touring lineup

Harley-Davidson navigated a challenging market environment in Q3, with notable success in the touring lineup and financial services. The company is adjusting strategies to address lower demand and support dealer health while eyeing opportunities for growth in 2025.

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Harley-Davidson stock currently trades at $33 per share, around 36% below its level of $52 seen on May 17, 2021 (pre-inflation shock high), and appears to be undervalued. Harley saw its stock trading at around $32 at the end of June 2022, just before the Fed started increasing rates, and remains up by roughly 5% from those levels.

With Rate Cuts Around The Corner, Can Harley-Davidson Stock Recover To Over $50?

Harley-Davidson is at an inflection point and making progress through its five-year plan, 'The Hardwire', with a focus on growth and profitability, particularly in electric motorcycles. The company is targeting younger consumers to expand its customer base and stay relevant in the market. Harley-Davidson has shown improvements in operating margins and cost savings, and has a strong balance sheet to support its growth strategies.

Harley-Davidson: Revving Up For Profitability On The Road Ahead

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Harley-Davidson (HOG) lags third-quarter earnings estimates amid lower-than-anticipated revenues from the Motorcycles & Related Products.

Harley-Davidson (HOG) Q3 Earnings Miss Estimates, Fall 22% Y/Y

Harley-Davidson reported Q3 sales and profits that beat Wall Street's targets. But comments from management suggest that the company could see business pressures intensify.

Why Harley-Davidson Stock Is Falling This Week

Harley-Davidson's sales are falling, in part, due to higher interest rates. Lower sales are also leading to a lower profit margin, even though the company is still maintaining profits in spite of challenging headwinds.

Why Harley-Davidson Stock Slumped Today

Harley-Davidson, Inc. (NYSE:HOG ) Q3 2023 Earnings Call Transcript October 26, 2023 9:00 AM ET Company Participants Shawn Collins - Director, Investor Relations Jochen Zeitz - Chief Executive Officer Karim Donnez - LiveWire Chief Executive Officer Jonathan Root - Chief Financial Officer Edel O'Sullivan - Chief Commercial Officer Conference Call Participants Craig Kennison - Baird Robby Ohmes - Bank of America Joseph Altobello - Raymond James James Hardiman - Citi Tristan Thomas Martin - BMO Capital Markets Noah Zatzkin - KeyBanc Capital Markets David MacGregor - Longbow Research Brandon Rollé - D.A. Davidson Operator Thank you for standing by and welcome to the Harley-Davidson 2023 Third Quarter Investor and Analyst Conference Call.

Harley-Davidson, Inc. (HOG) Q3 2023 Earnings Call Transcript

Harley-Davidson posted a 24% dip in third-quarter profit as customers cut back on discretionary spending due to higher borrowing costs and inflationary pressures.

Harley-Davidson profit slumps on sluggish demand

Although the revenue and EPS for Harley-Davidson (HOG) give a sense of how its business performed in the quarter ended September 2023, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Harley-Davidson (HOG) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

Harley-Davidson (NYSE:HOG) shares tumbled more than 10% after the motorcycle maker's third quarter sales and profits missed Wall Street estimates. Higher interest rates and inflationary pressures continue to force consumers to cut back on big-ticket discretionary purchases like motorcycles.

Harley-Davidson shares reverse on 3Q profit plunge

Harley-Davidson (HOG) came out with quarterly earnings of $1.38 per share, missing the Zacks Consensus Estimate of $1.39 per share. This compares to earnings of $1.78 per share a year ago.

Harley-Davidson (HOG) Misses Q3 Earnings and Revenue Estimates

Harley-Davidson Inc.'s stock HOG, -1.40% rose 0.8% in premarket trading Thursday after the company beat analyst forecasts for profit and revenue. Harley-Davidson's third-quarter net income fell 24% to $199 million, or $1.38 a share, from $261 million, or $1.78 a share, in the year-ago quarter.

Harley-Davidson earnings drop 24% as sales dip, but stock rises as company beats forecast

Harley-Davidson Inc on Thursday reported a 24% fall in third-quarter profit as customers cut back on discretionary spending due to higher borrowing costs and inflationary pressures.

Harley-Davidson profit hit by slowing demand

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Webcast Conference Call Scheduled for 8 a.m. CDT MILWAUKEE , Oct. 5, 2023 /PRNewswire/ -- Harley-Davidson, Inc. (NYSE: HOG) will release its third quarter 2023 financial results before market hours Thursday, October 26, 2023.

Harley-Davidson, Inc. To Report Third Quarter 2023 Results on October 26, 2023

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Harley-Davidson Inc. HOG said Wednesday its board has approved an additional share buyback authorization of up to 10 million shares. The new authorization is on top of the existing program, which had 5.8 million shares remaining as of June 30.

Harley-Davidson board adds up to 10 million shares to buyback program

MILWAUKEE , Sept. 6, 2023 /PRNewswire/ -- The Harley-Davidson, Inc. (NYSE: HOG) Board of Directors has authorized the Company to repurchase up to an additional 10.0 million shares of Harley-Davidson, Inc. common stock.

Harley-Davidson, Inc. Announces Additional Share Repurchase Authorization

Shares of Harley-Davidson Inc. HOG, -1.07% was indicated down about 0.2% in premarket trading Tuesday, in the wake of the motorcycle maker's recall of more than 65,000 motorcycles to fix rear shock absorbers. “A fastener securing the rear shock absorber may break and allow the rear shock absorber adjuster to damage the rear tire, causing a loss of tire pressure,” according to a notice from the U.S. National Highway Traffic Safety Administration.

Harley-Davidson to recall more than 65,000 motorcycles to fix rear shock absorbers

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