HOG
Harley-Davidson·NYSE
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HOG fundamentals
Harley-Davidson (HOG) released its earnings on Feb 10, 2026: revenue was 379.19M (YoY -9.82%), missed estimates; EPS was -2.44 (YoY -162.37%), missed estimates.
Revenue / YoY
379.19M
-9.82%
EPS / YoY
-2.44
-162.37%
Report date
Feb 10, 2026
HOG Earnings Call Summary for Q4,2025
- Dealer Inventory Reset: Global dealer inventory down 17% YoY, North America 16%, positioning for 2026 growth.
- HDFS Restructuring: $6B loan sale reduces capital intensity, 2026 HDFS operating income $45-60M.
- Tariff Headwinds: 2026 tariff costs $75-105M, pressuring margins.
- LiveWire Expansion: S4 Honcho launch in Q2 2026, 2026 operating loss $70-80M.
- Cost Savings: $150M+ annual savings by 2027, supporting long-term margin recovery.
- Used Market Dynamics: Promotions closing new/used price gap, used values stabilizing.
EPS
Actual | 0.51 | -0.35 | 1.05 | -0.44 | 1.68 | 1.41 | 1.18 | 0.15 | 1.45 | 1.46 | 1.78 | 0.28 | 2.04 | 1.22 | 1.38 | 0.18 | 1.72 | 1.63 | 0.91 | -0.93 | 1.07 | 0.88 | 3.1 | -2.44 | |||||||||||||||
Forecast | 0.5804 | 0.11 | 0.2752 | 0.2117 | 0.8991 | 1.2091 | 0.7736 | -0.3442 | 1.4533 | 1.071 | 1.3973 | 0.0705 | 1.3929 | 1.241 | 1.3554 | 0.0378 | 1.5081 | 1.4046 | 0.8091 | -0.6597 | 0.7764 | 0.9555 | 1.5313 | -1.072 | |||||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -12.13% | -418.18% | +281.54% | -307.84% | +86.85% | +16.62% | +52.53% | +143.58% | -0.23% | +36.32% | +27.39% | +297.16% | +46.46% | -1.69% | +1.81% | +376.19% | +14.05% | +16.05% | +12.47% | -40.97% | +37.82% | -7.90% | +102.44% | -127.61% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 1.10B | 669.27M | 964.03M | 530.96M | 1.23B | 1.33B | 1.16B | 816.01M | 1.30B | 1.27B | 1.44B | 919.00M | 1.56B | 1.20B | 1.30B | 791.65M | 1.48B | 1.35B | 876.40M | 420.49M | 1.08B | 1.04B | 1.07B | 379.19M |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 1.04B | 760.64M | 844.16M | 772.94M | 1.26B | 1.39B | 1.14B | 668.58M | 1.31B | 1.22B | 1.36B | 917.81M | 1.36B | 1.32B | 1.36B | 878.17M | 1.35B | 1.29B | 969.79M | 462.15M | 1.11B | 1.10B | 1.01B | 484.56M |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +5.71% | -12.01% | +14.20% | -31.31% | -2.03% | -4.45% | +1.59% | +22.05% | -0.65% | +3.72% | +5.91% | +0.13% | +14.70% | -9.05% | -4.33% | -9.85% | +9.33% | +4.92% | -9.63% | -9.01% | -2.30% | -5.06% | +6.46% | -21.75% |
Earnings Call
You can ask Aime
What is Harley-Davidson's latest dividend and current dividend yield?What is the revenue and EPS growth rate for Harley-Davidson year over year?What were the key takeaways from Harley-Davidson’s earnings call?Did Harley-Davidson beat or miss consensus estimates last quarter?What is the market's earnings forecast for Harley-Davidson next quarter?What does Harley-Davidson do and what are its main business segments?What factors drove the changes in Harley-Davidson's revenue and profit?What were the key takeaways from Harley-Davidson's earnings call?
