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Harley-Davidson Earnings Calls
| Release date | Jul 23, 2026 |
| EPS estimate | $0.645 |
| EPS actual | $0.750 |
| EPS Surprise | 16.28% |
| Revenue estimate | 1.167B |
| Revenue actual | 1.104B |
| Revenue Surprise | -5.41% |
| Release date | May 05, 2026 |
| EPS estimate | $0.340 |
| EPS actual | $0.220 |
| EPS Surprise | -35.29% |
| Revenue estimate | 1.01B |
| Revenue actual | 1.055B |
| Revenue Surprise | 4.53% |
| Release date | Feb 10, 2026 |
| EPS estimate | -$0.92 |
| EPS actual | -$2.44 |
| EPS Surprise | -165.22% |
| Revenue estimate | 484.563M |
| Revenue actual | 379.195M |
| Revenue Surprise | -21.75% |
| Release date | Nov 04, 2025 |
| EPS estimate | $1.38 |
| EPS actual | $3.10 |
| EPS Surprise | 124.64% |
| Revenue estimate | 509.264M |
| Revenue actual | 1.074B |
| Revenue Surprise | 110.88% |
Last 4 Quarters for Harley-Davidson
Below you can see how HOG performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Nov 04, 2025 |
| Price on release | $25.36 |
| EPS estimate | $1.38 |
| EPS actual | $3.10 |
| EPS surprise | 124.64% |
| Date | Price |
|---|---|
| Oct 29, 2025 | $26.95 |
| Oct 30, 2025 | $26.65 |
| Oct 31, 2025 | $26.98 |
| Nov 03, 2025 | $27.11 |
| Nov 04, 2025 | $25.36 |
| Nov 05, 2025 | $25.43 |
| Nov 06, 2025 | $25.14 |
| Nov 07, 2025 | $25.59 |
| Nov 10, 2025 | $25.23 |
| 4 days before | -5.90% |
| 4 days after | -0.513% |
| On release day | 0.276% |
| Change in period | -6.38% |
| Release date | Feb 10, 2026 |
| Price on release | $20.94 |
| EPS estimate | -$0.92 |
| EPS actual | -$2.44 |
| EPS surprise | -165.22% |
| Date | Price |
|---|---|
| Feb 04, 2026 | $20.51 |
| Feb 05, 2026 | $20.09 |
| Feb 06, 2026 | $20.49 |
| Feb 09, 2026 | $20.14 |
| Feb 10, 2026 | $20.94 |
| Feb 11, 2026 | $20.58 |
| Feb 12, 2026 | $19.70 |
| Feb 13, 2026 | $20.42 |
| Feb 17, 2026 | $20.35 |
| 4 days before | 2.10% |
| 4 days after | -2.82% |
| On release day | -1.72% |
| Change in period | -0.780% |
| Release date | May 05, 2026 |
| Price on release | $25.10 |
| EPS estimate | $0.340 |
| EPS actual | $0.220 |
| EPS surprise | -35.29% |
| Date | Price |
|---|---|
| Apr 29, 2026 | $23.62 |
| Apr 30, 2026 | $23.89 |
| May 01, 2026 | $24.48 |
| May 04, 2026 | $23.21 |
| May 05, 2026 | $25.10 |
| May 06, 2026 | $23.84 |
| May 07, 2026 | $23.63 |
| May 08, 2026 | $25.42 |
| May 11, 2026 | $25.53 |
| 4 days before | 6.27% |
| 4 days after | 1.71% |
| On release day | -5.02% |
| Change in period | 8.09% |
| Release date | Jul 23, 2026 |
| Price on release | $26.54 |
| EPS estimate | $0.645 |
| EPS actual | $0.750 |
| EPS surprise | 16.28% |
| Date | Price |
|---|---|
| Jul 17, 2026 | $26.58 |
| Jul 20, 2026 | $27.82 |
| Jul 21, 2026 | $28.46 |
| Jul 22, 2026 | $27.64 |
| Jul 23, 2026 | $26.54 |
| Jul 24, 2026 | $25.49 |
| Jul 27, 2026 | $24.79 |
| Jul 28, 2026 | $25.30 |
| Jul 29, 2026 | $24.83 |
| 4 days before | -0.150% |
| 4 days after | -6.44% |
| On release day | -3.96% |
| Change in period | -6.58% |
Harley-Davidson Earnings Call Transcript Summary of Q2 2026
Harley-Davidson reported early progress on its "Back to the Bricks" strategic plan and raised 2026 guidance. Key operational takeaways: North America retail grew 3% in Q2 (third consecutive YoY increase), global retail was up ~1%, and dealer inventory improved materially (dealer inventory down 17% YoY; 85% of North American dealer inventory is 2026 model year). New product launches (Super Glide and Deadwood) have generated strong dealer/rider enthusiasm and healthy sell-through and MSRP realization. Parts & Accessories and apparel show early recovery signs. HDFS is transitioning to a capital-light model with lower interest income but improving servicing fees; HDFS operating income guidance was raised. Tariff headwinds remain (company expects $75–$90M of tariff cost for 2026, with some recoveries realized in Q1/Q2). The company repurchased 7.9M shares ($158M) in H1 and ended Q2 with $1.9B cash. Financial guidance updates: HDMC retail and wholesale units raised to 133,500–138,500; HDMC operating income now expected $10M–$50M (up from a prior range that included a loss); HDFS operating income now $55M–$70M; LiveWire operating loss unchanged ($70M–$80M). Management reiterated targets for 2027 including $150M of fixed cost savings and a >$350M HDMC EBITDA goal, while noting supplier issues, European market softness, and tariff uncertainty as key risks.
