tiprankstipranks
Trending News
More News >
Harley-Davidson (HOG)
:HOG
US Market
Advertisement

Harley-Davidson (HOG) Earnings Dates, Call Summary & Reports

Compare
1,666 Followers

Earnings Data

Report Date
Feb 03, 2026
Before Open (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
-0.59
Last Year’s EPS
-0.93
Same Quarter Last Year
Based on 4 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Nov 04, 2025|
% Change Since:
|
Earnings Call Sentiment|Neutral
The earnings call highlighted several strategic initiatives, including the successful transformation of Harley-Davidson Financial Services, which is expected to unlock significant cash. However, the call also revealed challenges such as disappointing results from the Motor Company and global retail declines. While there are positive signs in specific segments and regions, persistent issues like tariff costs and international market challenges weigh heavily.
Company Guidance
In the third quarter of 2025, Harley-Davidson provided guidance focused on several strategic initiatives aimed at improving dealer health and profitability. The company emphasized enhancing motorcycle inventory management, particularly in the touring and CVO segments, to ensure a balanced mix across the network. Harley-Davidson also announced market-responsive customer-facing promotions to drive dealer traffic and boost sales, while exploring e-commerce alternatives with the U.S. Dealer Advisory Council. Additionally, they proposed flexibility in dealer facility guidelines by suspending noncompliance penalties for 12 months. Financially, Harley-Davidson highlighted the strategic value of its Harley-Davidson Financial Services (HDFS) unit, which underwent a significant transaction with KKR and PIMCO, expected to unlock $1.2 to $1.25 billion in discretionary cash by Q1 2026. This transaction included the sale of $6 billion in existing HDFS loan receivables and the sale of a 9.8% equity interest to KKR and PIMCO. Overall, Harley-Davidson's focus remains on enhancing dealer relationships, product portfolio diversification, and maintaining strong financial health amidst a challenging macroeconomic environment.
HDFS Transaction Success
Harley-Davidson announced a strategic partnership with KKR and PIMCO to transform Harley-Davidson Financial Services into a capital-light derisked business model. This transaction is expected to unlock $1.2 billion to $1.25 billion in discretionary cash by Q1 of 2026.
Global Revenue Growth
Consolidated revenue in the third quarter was up 17%, largely driven by a 23% increase in HDMC revenue. LiveWire revenue also saw a 16% increase.
Softail Family Growth
The Softail family delivered strong growth of 9% in North America, reflecting the strength of the revised product lineup.
Improvement in Latin America
Retail in Latin America was up 16%, with Brazil and Mexico showing significant growth.
Market Share Expansion
In the U.S., market share for Harley-Davidson in the large cruiser category expanded from 61% in Q3 of 2024 to 68% in Q3 of 2025.

Harley-Davidson (HOG) 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

HOG Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 03, 2026
2025 (Q4)
-0.59 / -
-0.93
Nov 04, 2025
2025 (Q3)
1.53 / 3.10
0.91240.66% (+2.19)
Jul 30, 2025
2025 (Q2)
0.95 / 0.88
1.63-46.01% (-0.75)
May 01, 2025
2025 (Q1)
0.78 / 1.07
1.72-37.79% (-0.65)
Feb 05, 2025
2024 (Q4)
-0.66 / -0.93
0.18-616.67% (-1.11)
Oct 24, 2024
2024 (Q3)
0.81 / 0.91
1.38-34.06% (-0.47)
Jul 25, 2024
2024 (Q2)
1.41 / 1.63
1.2233.61% (+0.41)
Apr 25, 2024
2024 (Q1)
1.51 / 1.72
2.04-15.69% (-0.32)
Feb 08, 2024
2023 (Q4)
0.04 / 0.18
0.28-35.71% (-0.10)
Oct 26, 2023
2023 (Q3)
1.35 / 1.38
1.78-22.47% (-0.40)
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

HOG Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Nov 04, 2025
$27.11$25.36-6.46%
Jul 30, 2025
$22.82$25.87+13.37%
May 01, 2025
$22.12$22.74+2.80%
Feb 05, 2025
$26.28$25.87-1.56%
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 Harley-Davidson (HOG) report earnings?
Harley-Davidson (HOG) is schdueled to report earning on Feb 03, 2026, Before Open (Confirmed).
    What is Harley-Davidson (HOG) earnings time?
    Harley-Davidson (HOG) earnings time is at Feb 03, 2026, Before Open (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 HOG EPS forecast?
          HOG EPS forecast for the fiscal quarter 2025 (Q4) is -0.59.

            Harley-Davidson (HOG) Earnings News

            Harley-Davidson (NYSE:HOG) Races Past Q4 Estimates
            Premium
            Market News
            Harley-Davidson (NYSE:HOG) Races Past Q4 Estimates
            2y ago
            Harley-Davidson (NYSE:HOG) Crashes on Dismal Q3 Print
            Premium
            Market News
            Harley-Davidson (NYSE:HOG) Crashes on Dismal Q3 Print
            2y ago
            Harley-Davidson Rides Higher on Q4 Beat
            Premium
            Market News
            Harley-Davidson Rides Higher on Q4 Beat
            3y ago
            What am I Missing?
            Make informed decisions based on Top Analysts' activity
            Know what industry insiders are buying
            Get actionable alerts from top Wall Street Analysts
            Find out before anyone else which stock is going to shoot up
            Get powerful stock screeners & detailed portfolio analysis