LiveWire Group (LVWR)
NYSE:LVWR
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Earnings Data
Report Date
Jul 23, 2026Before Open (Not Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
-0.09Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Negative
The call presented a mixed picture: solid retail momentum (North America +14%, global +8), inventory normalization (-22% dealer inventory) and a clear strategic plan with cost-savings targets, product reintroductions (Sportster, Sprint) and P&A growth opportunities provide a constructive medium-term outlook. However, near-term financials are challenged — consolidated revenue and operating income declined sharply, EPS fell materially, margins were compressed by tariffs and mix, operating expenses rose, and operating cash flow deteriorated. The strategy and early operational improvements are encouraging, but significant near-term headwinds and execution risks remain.Company Guidance
Strong Retail Performance in North America and Global Growth
North American retail sales of new motorcycles increased 14% year-over-year (U.S. +16%, Canada -8) with ~24,000 motorcycles sold in Q1; global retail sales of new motorcycles grew 8% year-over-year with ~34,000 motorcycles retailed (10,000 outside North America).
Dealer Inventory Reduction and Improved Inventory Quality
Global dealer inventory declined 22% year-over-year (North America down 21%, outside NA down 23%), and North American dealer inventory is now ~2/3 current model year 2026 (up from <1/2 prior year), creating a healthier starting setup for the riding season.
Market Share Gains
Harley-Davidson increased U.S. share to 38% of the 601cc+ market (up 2 percentage points year-over-year) and grew European market share from 2% to 4% in Q1.
HDFS Origination Growth and Credit Metrics
Harley-Davidson Financial Services saw total retail loan originations up 14% in Q1 to $671 million; annualized retail credit loss ratio on managed loans improved to 3.6% from 3.8% a year ago. HDFS operating income was $22 million with a 19.9% operating margin, reflecting a successful transition to a capital-light model.
LiveWire Revenue Growth and Operational Improvement
LiveWire revenue increased 87% year-over-year in Q1; consolidated operating loss improved (down 11% year-over-year) and net cash used by operations improved by over 25% compared to Q1 2025.
Strategic Plan and Product Roadmap (Back to the Bricks)
Management introduced the 'Back to the Bricks' strategy targeting enterprise-wide profitability: returning the Sportster in 2027, launching Sprint in H2 2026, targeting 20%-30% P&A sales growth over time, at least $150 million in annual run-rate cost savings by 2027+, and a path to $350M+ EBITDA in 2027 with medium-term targets of mid-single-digit retail growth and 10%-12% EBITDA margin.
Capital Allocation Progress and Share Buybacks
Company repurchased 6.6 million shares for $128 million in Q1 and has repurchased a total of 26.8 million shares worth $726 million since Q2 2024; cash and cash equivalents were $1.8 billion at quarter end.
Early Marketing and Brand Momentum
Early reception to the new RIDE marketing platform has been positive; Juneau Avenue headquarters reopened and dealer feedback from roadshows shows renewed partnership momentum.
LVWR Earnings History
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 |
|---|---|---|---|
May 05, 2026 | $1.67 | $1.77 | +5.99% |
Feb 10, 2026 | $2.61 | $2.28 | -12.64% |
Nov 04, 2025 | $5.15 | $4.79 | -6.99% |
Jul 30, 2025 | $3.96 | $3.97 | +0.25% |
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 Jul 23, 2026, Before Open (Not Confirmed).
What is LiveWire Group (LVWR) earnings time?
LiveWire Group (LVWR) earnings time is at Jul 23, 2026, Before Open (Not Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is LVWR EPS forecast?
Currently, no data Available