The earnings call reflects a mixed sentiment. While strategic partnerships, new product launches, and brand innovation initiatives highlight positive steps forward, significant challenges in revenue decline, international market performance, and tariff impacts weigh heavily on overall performance.

Company Guidance -

Q3 2025

During the Harley-Davidson 2025 Second Quarter Investor and Analyst Conference Call, a number of key metrics and strategic updates were provided. The company announced a significant transaction involving Harley-Davidson Financial Services (HDFS), forming strategic partnerships with KKR and PIMCO. The transaction involves KKR and PIMCO purchasing a 4.9% equity stake each in HDFS at approximately 1.75 times post-transaction book value. This deal is expected to generate $275 million to $300 million in incremental operating income for fiscal year 2025 and will result in a $1.25 billion cash distribution to Harley-Davidson, representing around 40% of its current market cap. The transaction will enable Harley-Davidson to reduce debt by $450 million and accelerate its $1 billion share buyback program, aiming to purchase $500 million in the second half of 2025. Additionally, Harley-Davidson plans to invest up to $300 million in future growth opportunities. The company also noted a 19% decline in consolidated revenue for Q2, driven by a planned reduction in motorcycle shipments and soft demand, with global motorcycle retail sales down 15%. Despite current challenges, Harley-Davidson is optimistic about future growth, highlighting the launch of a new small displacement motorcycle priced below $6,000, aimed at driving accessible and profitable growth.

Strategic Partnerships with KKR and PIMCO

Harley-Davidson entered into strategic partnerships for its financial services (HDFS) with KKR and PIMCO, selling a minority equity interest at approximately 1.75x post-transaction book valuation. This move aligns with the company's strategic objectives, expecting to boost HDFS earnings by $275 million to $300 million in operating income this year.

Debt Reduction and Share Buyback

The transaction will allow Harley-Davidson to reduce its debt by about $450 million and accelerate its $1 billion share buyback program, with plans to purchase $500 million in the second half of 2025.

New Product Launches

Harley-Davidson plans to launch a new small displacement motorcycle priced below $6,000 and a new iconic cruiser model. Both are expected to be profitable, marking a significant step in expanding the company's market segments.

Racing and Brand Innovation

Harley-Davidson announced a new racing series partnership with MotoGP for 2026, featuring Harley-Davidson Bagger motorcycles. This initiative aims to leverage racing for brand and product innovation.

LiveWire Group (LVWR) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

LVWR Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 23, 2025	2025 (Q3)	- / -	-0.11	―	―	―
Jul 30, 2025	2025 (Q2)	- / -0.09	-0.12	25.00% (+0.03)	―
May 01, 2025	2025 (Q1)	- / -0.09	-0.12	25.00% (+0.03)	―
Feb 05, 2025	2024 (Q4)	- / -0.11	-0.16	31.25% (+0.05)	―
Oct 24, 2024	2024 (Q3)	-0.17 / -0.11	-0.07	-57.14% (-0.04)	―
Jul 25, 2024	2024 (Q2)	-0.15 / -0.12	-0.2	40.00% (+0.08)	―
Apr 25, 2024	2024 (Q1)	-0.14 / -0.12	-0.1	-20.00% (-0.02)	―	―
Feb 08, 2024	2023 (Q4)	-0.14 / -0.16	-0.111	-44.14% (-0.05)	―	―
Oct 26, 2023	2023 (Q3)	-0.14 / -0.07	0.341	-120.53% (-0.41)	―	―
Jul 27, 2023	2023 (Q2)	-0.12 / -0.20	-0.098	-104.08% (-0.10)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

LVWR Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 30, 2025	$3.96	$3.97	+0.25%
May 01, 2025	$1.79	$1.54	-13.97%
Feb 05, 2025	$3.07	$3.05	-0.65%
Oct 24, 2024	$6.18	$5.85	-5.34%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does LiveWire Group (LVWR) report earnings?

LiveWire Group (LVWR) is schdueled to report earning on Oct 23, 2025, Before Open (Not Confirmed).

What is LiveWire Group (LVWR) earnings time?

LiveWire Group (LVWR) earnings time is at Oct 23, 2025, Before Open (Not Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

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What is LVWR EPS forecast?

Currently, no data Available

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