Harley-Davidson, Inc., publicly traded under the symbol HOG, is fundamentally a manufacturer and seller of motorcycles. The company's operations are divided into ...
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Est. EPS $0.45 · Revenue $1.08B · 9 analysts
Est. EPS $0.46
Est. EPS $-0.77 · Revenue $594.76M · 8 analysts
Est. EPS $0.68 · Revenue $3.87B · 11 analysts
$0.73 per share
$0.73 per share
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $4.5B | -13.8% | -5.9% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $338.7M | -25.6% | +218.8% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +30.2% | -13.3% | -15.0% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +8.6% | +7.6% | +5.2% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +7.6% | -13.7% | +238.8% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $415.2M | -52.1% | +159.8% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +9.3% | -44.5% | +163.6% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 97.2% | -56.2% | +3.7% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 2.10x | +49.6% | -0.6% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $8.0B | -32.3% | +0.0% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 2.78 vs 4.14 | -32.8% | 0.75 vs 0.45 | +65.4% |
| Revenue Surprise | $4.5B vs $3.7B | +21.5% | $1.1B vs $1.1B | +2.5% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| 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 …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
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
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Harley-Davidson, Inc. (HOG) Q2 2026 Earnings Call Transcript
