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.