Harley-Davidson, Inc., publicly traded under the symbol HOG, is fundamentally a manufacturer and seller of motorcycles. The company's operations are divided into ...
예상 EPS $0.45 · 매출 $1.08B · 9 명의 애널리스트
예상 EPS $0.46
예상 EPS $-0.77 · 매출 $594.76M · 8 명의 애널리스트
예상 EPS $0.68 · 매출 $3.87B · 11 명의 애널리스트
$0.73 주당
$0.73 주당
| 지표 | 최신 | 전년 대비YoY는 Year-over-Year(전년 대비)를 의미합니다. 최근 연도 값을 이전 연도 값과 비교하여 장기 추세의 강도를 보여줍니다. | 전분기 대비QoQ는 Quarter-over-Quarter(전분기 대비)를 의미합니다. 최근 분기를 직전 분기와 비교하여 단기 모멘텀 변화를 보여줍니다. |
|---|---|---|---|
| 매출고객에게 물건을 판매하여 청구서가 지급되기 전까지 들어온 총 금액입니다. 고객의 모든 카드 결제의 총합이라고 보시면 됩니다. (YoY는 올해를 작년 성과와 비교하며, QoQ는 최근 3개월을 이전 3개월과 비교합니다). | $4.5B | -13.8% | -5.9% |
| 순이익절대적인 최종 이익입니다. 회사가 모든 공급업체, 직원, 은행, 세무 당국에 비용을 지불하고 남은 실제 금액입니다. | $338.7M | -25.6% | +218.8% |
| 매출총이익률기본적인 마진입니다. 100달러짜리 운동화를 판매한다면, 이 비율은 원료와 끈 비용을 지불한 직후의 이익이 가격의 얼마인지를 나타내며, 매장 임대료나 TV 광고 같은 비용은 제외됩니다. | +30.2% | -13.3% | -15.0% |
| 영업이익률본업의 효율성 점수입니다. 고객이 지불하는 1달러 중에서 제품을 만들고 모든 일상적인 회사 운영비(급여, 마케팅, 임대료 등)를 지불한 후 회사가 보유하는 금액을 나타냅니다. | +8.6% | +7.6% | +5.2% |
| 순이익률최종 이익 비율입니다. 모든 비용, 세금, 이자를 차감한 후, 매출 1달러 중 회사가 실제로 보유하는 정확한 액수입니다. | +7.6% | -13.7% | +238.8% |
| 잉여현금흐름기업 현금흐름의 핵심입니다. 일상적인 운영비를 지불하고 생존에 필요한 큰 설비(공장, 서버 등)에 투자한 후 남은 사용 가능한 실제 현금입니다. 배당금이나 자사주 매각에 사용될 수 있는 '자유' 현금입니다. | $415.2M | -52.1% | +159.8% |
| FCF 마진궁극의 현금 전환율입니다. 일반 매출을 즉시 사용 가능한 현금으로 얼마나 잘 전환하는지를 나타냅니다. 비율이 높을수록 현금 창출 능력이 우수합니다. | +9.3% | -44.5% | +163.6% |
| 부채/자본재무 리스크 지표입니다. 차입금으로 구축된 자산과 주주의 자기자본 비율을 비교합니다. 높으면 레버리지가 크고 위험이 큽니다. | 97.2% | -56.2% | +3.7% |
| 유동비율12개월 생존 점검입니다. 현재 보유한 현금과 즉시 현금화 가능한 자산으로 1년 내 갚아야 할 즉시 청구서를 갚을 수 있는지를 비교합니다. 1 이상이면 당장 지급에 충분합니다. | 2.10x | +49.6% | -0.6% |
| 총자산회사의 절대적인 규모입니다. 계산대의 현금, 창고의 재고, 소프트웨어 특허, 공장 등 회사가 보유한 모든 가치 있는 자산을 합친 것입니다. | $8.0B | -32.3% | +0.0% |
| 지표 | 연간 (실적 vs 추정치) | 연간 서프라이즈 | 분기 (실적 vs 추정치) | 분기 서프라이즈 |
|---|---|---|---|---|
| EPS 서프라이즈 | 2.78 vs 4.14 | -32.8% | 0.75 vs 0.45 | +65.4% |
| 매출 서프라이즈 | $4.5B vs $3.7B | +21.5% | $1.1B vs $1.1B | +2.5% |
| 날짜 | 임원 | 직책 | 증권 | 구분 | 주식 수 | 가격 |
|---|---|---|---|---|---|---|
| Sep 1, 2026 | Root Jonathan R | officer: CFO and CCO | Common Stock | D | 1,554 | $27.46 |
| Aug 11, 2026 | Littleton Gayle | officer: CLO, CCO, CAO & Corp Sec | Common Stock | A | 7,500 | $26.38 |
| Aug 10, 2026 | Starrs Artie | director, officer: President & CEO | Common Stock | A | 10,000 | $25.89 |
| Aug 3, 2026 | Root Jonathan R | officer: CFO and CCO | Common Stock | D | 1,554 | $24.88 |
| Jul 31, 2026 | NOVA DANIEL J | director | Common Stock | A | 40,000 | $24.57 |
Operator: Good afternoon, and welcome to the Harley-Davidson 2026 Second Quarter Investor and Analyst Conference Call. Please be advised that today's conference is being recorded. I would now like to hand the conference over to Shawn Collins. Thank you. Please go ahead. Shawn Collins: Thank you. Good morning. This is Shawn Collins, the Director of Investor Relations at Harley-Davidson. You can access the slides supporting today's call on the Internet at the Harley-Davidson Investor Relations website. As you might expect, our comments will include forward-looking statements that are subject to risks that could cause actual results to be materially different. Those risks include, among others, matters we have noted in today's earnings release and in our latest filings with the SEC. Joining me for this morning's call are Harley-Davidson Chief Executive Officer, Artie Starrs; and Chief Financial and Commercial Officer, Jonathan Root. With that, let me turn it over to Harley-Davidson CEO, Artie Starrs. Arthur Starrs: Thank you, Shawn. Good morning, everyone, and thank you for joining us today for our second quarter 2026 results. Before I get into the quarter, I want to start by thanking our Harley-Davidson employees and our dealers around the world. The progress we are beginning to see is the direct result of your focus, your urgency and your commitment to this brand. I also want to thank our riders and the broader motorcycle community for continuing to support Harley-Davidson and for holding us to the highest standard this company has earned over more than 120 years. Last quarter, we introduced our new strategic plan Back to the Bricks. We said that 2026 would be a transition year as we reset the business, rebuild dealer confidence, improve execution and position Harley-Davidson for stronger, more durable performance over time. We also said that the work would not happen overnight, but that we would move with urgency and discipline. In the second quarter, we are pleased with the early progress we made against that plan. As the Motor Company, our results reflect the business that we believe is beginning to stabilize and a team that is executing with greater focus. Domestic retail remains strong with North America retail up 3%, the third consecutive year-over-year quarter of retail growth in North America. That continued strength is important. It shows that when we have the right motorcycles, the right dealer engagement and the right marketing support in the market, riders respond. We are pleased with the overall domestic market share year-to-date and continued strength in Touring in Q2. We also made continued progress on one of the most important priorities when I joined the company, dealer inventory health. At the end of the quarter, dealer inventory position was meaningfully improved and over 85% of dealer inventory was model year 2026 product. That is the healthiest inventory position global dealers have had in years, an improvement …
| 이름 | 직함 | 보수 | 성별 | 출생 연도 | 상태 |
|---|---|---|---|---|---|
Arthur Francis Starrs | Chief Executive Officer, President & Director | USD 2,466,971 | Male | 1978 | Active |
Matt Ryan | Chief Marketing & Technology Officer | USD 1,193,868 | Male | 1974 | Active |
Bryan Niketh | Chief Operating Officer | USD 1,150,210 | Male | 1977 | Active |
Jonathan R. Root | CFO & Chief Commercial Officer | USD 789,929 | Male | 1974 | Active |
Gayle E. Littleton | Chief Legal, Compliance and Corporate Affairs Officer & Corporate Secretary | USD 622,046 | Female | 1973 | Active |
Paul J. Krause | Advisor | USD 622,046 | Male | 1978 | Active |
Andy Benka | Vice President of Product Management & Chief of Staff | — | Male | — | Active |
Ray Drea | Chief Stylist | — | — | — | Active |
Bryan Andrew Beck | Chief Accounting Officer | — | Male | — | Active |
Shawn Michael Collins | Director of Investor Relations | — | Male | — | Active |
Tori Termaat | Chief Human Resources Officer | — | Female | 1978 | Active |
Dimensional Fund Advisors LP decreased its position in Harley-Davidson, Inc. (NYSE: HOG) by 11.5% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 5,844,941 shares of the company's stock after selling 761,284 shares during the quarter. Dimensional Fund Advisors LP owned approximately 5.36%
Harley-Davidson (HOG) made it through our 'Fast-Paced Momentum at a Bargain' screen and could be a great choice for investors looking for stocks that have gained strong momentum recently but are still trading at reasonable prices.
Bank of New York Mellon Corp lifted its position in shares of Harley-Davidson, Inc. (NYSE: HOG) by 8.4% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 2,110,552 shares of the company's stock after purchasing an additional 163,762 shares during
HOG beats Q2 earnings estimates as motorcycle demand lifts HDMC, while HDFS revenues plunge and LiveWire narrows losses.
Harley-Davidson, Inc. (HOG) Q2 2026 Earnings Call Transcript
