The earnings call presented a mixed picture with significant strategic achievements such as the partnerships with KKR and PIMCO, a strong plan for debt reduction and share buybacks, and new product launches. However, these were offset by declines in revenue and sales, ongoing tariff challenges, and increased credit losses. Despite these challenges, the company's strategic moves and market share gains suggest a cautiously optimistic outlook.

Company Guidance

In the Harley-Davidson 2025 Second Quarter Investor and Analyst Conference Call, key guidance metrics were shared regarding the company's strategic initiatives and financial performance. The company announced a strategic partnership with KKR and PIMCO, valuing the HDFS business at approximately 1.75x post-transaction book value, and expects this partnership to significantly boost HDFS' go-forward ROE to the high 20s. The transaction is projected to enhance HDFS earnings by $275 million to $300 million in operating income for the year, with a planned distribution of approximately $1.25 billion in cash to HDI. Harley-Davidson also aims to reduce its debt by $450 million and accelerate its share buyback program with the intention to purchase $500 million in the second half of 2025. Additionally, the company plans to invest up to $300 million in future growth opportunities. Despite a 19% decline in consolidated revenue for Q2, driven by a 15% drop in global motorcycle retail sales, the company remains optimistic about future retail performance, particularly in North America, and is planning to introduce a new efficiency program leveraging technology and AI for cost savings.

Strategic Partnerships with KKR and PIMCO

Harley-Davidson announced strategic partnerships with KKR and PIMCO for HDFS, involving a 1.75x post-transaction book valuation, providing flexibility and long-term growth potential.

HDFS Earnings Boost

The transaction is expected to boost HDFS earnings by $275 million to $300 million in operating income for 2025.

Debt Reduction and Share Buyback

The company plans to reduce its debt by $450 million and accelerate its $1 billion share buyback program, with $500 million in purchases planned for the second half of '25.

Launch of New Small Displacement Motorcycle

Harley-Davidson plans to launch a new small displacement motorcycle priced below $6,000, aiming for profitability and market expansion.

RevMAX Platform Growth

The RevMAX platform, including Adventure Touring and Sportster models, grew 16% year-over-year in North America.

LiveWire's Operating Loss Improvement

LiveWire delivered a 34% improvement in consolidated operating loss compared to Q2 '24.

Increase in Cruiser Market Share

In the U.S., Harley-Davidson gained 3 points of share in the Total Cruiser segment, growing to 53% market share in Q2 of '25 from 50% in Q2 of '24.

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?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is LVWR EPS forecast?

Currently, no data Available

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