Harley-Davidson 2025 Q3 Earnings Net Income Surges 223.5% Despite Revenue Miss

Generated by AI AgentDaily EarningsReviewed byAInvest News Editorial Team
Wednesday, Nov 5, 2025 4:17 pm ET1min read
Aime RobotAime Summary

- Harley-Davidson reported Q3 2025 earnings with revenue above estimates and a 223.5% net income surge, but the stock fell sharply post-earnings due to investor concerns over macroeconomic risks and sector volatility.

- Strong profitability highlighted operational efficiency and diversified revenue streams, including growth in core segments and the electric motorcycle unit LiveWire.

- The company completed a capital-light HDFS transaction with

and PIMCO and appointed Artie Starrs as CEO, focusing on dealer support and market stability.

Harley-Davidson (HOG) reported fiscal 2025 Q3 earnings on Nov 5, 2025, . , . Despite strong profitability, the stock fell sharply post-earnings, .

Revenue

, reflecting robust growth across core segments. , while parts & . , respectively. , and LiveWire, the electric motorcycle unit, . These figures highlight the company’s diversified revenue streams, .

Earnings/Net Income

The company’s profitability strengthened significantly, , . , underscoring operational efficiency and cost management. This performance demonstrates Harley-Davidson’s ability to sustain profitability for over 20 years, despite market challenges.

Price Action

Post-earnings, Harley-Davidson’s stock price experienced a sharp decline, , , . This volatility contrasts with the company’s strong earnings, reflecting investor concerns over broader market conditions and sector-specific risks.

Post-Earnings Price Action Review

A backtest of the strategy to buy

when revenues beat estimates and hold for 30 days reveals mixed outcomes. , with recent quarters (Q2 and Q3 2025) underperforming due to cash flow concerns and macroeconomic headwinds. For example, , . This highlights the strategy’s high volatility and lack of reliability, .

CEO Commentary

[Data unavailable: The CEO’s remarks from the earnings call are not provided in the referenced content. No transcript or quotes are available for analysis.]

Guidance

[Data unavailable: The article does not include forward-looking guidance from the CEO or management. Historical revenue and EPS figures are provided, but no explicit quantitative or qualitative targets for future periods are mentioned.]

Additional News

Harley-Davidson completed the HDFS transaction with KKR and PIMCO, transforming its financial services unit into a capital-light, lower-risk model. . Additionally, . Leadership transition marked the appointment of as CEO, succeeding , with a focus on dealer support and market stability.

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