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Harley-Davidson Sends Letter to Shareholders
Prnewswire· 2025-05-05 18:07
Highlights the Board's Critical Skills and Experience Needed to Choose the Company's Next CEO and Drive Future GrowthDetails How H Partners' Disingenuous Attacks on the Company's Strategy and Governance are Putting Shareholder Value at RiskUrges Shareholders to Vote "FOR ALL" Harley-Davidson Director Nominees on the WHITE Proxy Card TODAYVisit www.VoteHarleyDavidson.com to Learn MoreMILWAUKEE, May 5, 2025 /PRNewswire/ -- Harley-Davidson, Inc. (the "Company" or "Harley-Davidson") (NYSE: HOG) Monday sent a le ...
HOG or TSLA: Which Is the Better Value Stock Right Now?
ZACKS· 2025-05-02 16:41
Core Viewpoint - Investors are evaluating Harley-Davidson (HOG) and Tesla (TSLA) for potential value opportunities in the Automotive - Domestic sector, with HOG currently presenting a more favorable investment case than TSLA [1]. Valuation Metrics - HOG has a Zacks Rank of 2 (Buy), indicating a stronger earnings outlook compared to TSLA, which has a Zacks Rank of 5 (Strong Sell) [3]. - HOG's forward P/E ratio is 7.20, significantly lower than TSLA's forward P/E of 148.85, suggesting HOG is undervalued relative to TSLA [5]. - HOG's PEG ratio is 0.35, while TSLA's PEG ratio is 7.83, indicating HOG's expected earnings growth is more favorable [5]. - HOG has a P/B ratio of 0.90, contrasting with TSLA's P/B of 11.99, further supporting HOG's valuation attractiveness [6]. Value Grades - HOG has received a Value grade of A, while TSLA has been assigned a Value grade of F, reflecting HOG's superior valuation metrics and estimate revision activity [6][7].
Harley-Davidson Tops Q1 Earnings Estimates, Withdraws Guidance
ZACKS· 2025-05-02 13:25
Harley-Davidson, Inc. (HOG) reported first-quarter 2025 adjusted earnings of $1.07 per share, which surpassed the Zacks Consensus Estimate of 80 cents. The company had reported earnings of $1.72 per share in the year-ago quarter. The motorcycle manufacturer generated consolidated revenues (including motorcycle sales and financial services revenues) of $1.33 billion, down 23% from the prior-year quarter.Segmental HighlightsHarley-Davidson Motor Company: Total revenues from the Motorcycle and Related Products ...
美国中产消费信心暴跌,麦当劳、好时、哈雷摩托车等销售已受冲击
Hua Er Jie Jian Wen· 2025-05-02 01:22
麦当劳周四发布一季度财报称,其在美国的成熟餐厅销售额降至疫情以来的最低水平,原因是中低收入 顾客削减了消费支出。首席执行官Chris Kempczinski在周四对投资者表示:"人们变得更加谨慎了。"数 据显示,只有高收入消费者保持了稳定的购买频率,而中等收入客户减少了光顾,低收入群体的消费减 少更为明显。 特朗普关税政策重创美国消费者信心,中产阶级和低收入群体正在勒紧裤腰带,这一趋势已经开始在多 家以中产消费者为核心客群的企业财报中得到印证——从麦当劳到通用汽车,从哈雷-戴维森到好时, 越来越多的公司面临销售额下滑和利润挤压。 此外,美国连锁快餐巨头Chipotle、星巴克、必胜客、肯德基和达美乐披萨都已警告美国市场销售下 滑。达美乐首席执行官Russell Weiner在接受采访时表示: 在人们更加确信自己知道发生了什么之前,他们不会动用自己的储蓄。 汽车、摩托车销售大跌,糖果巨头也受到重创 哈雷-戴维森一季报显示,摩托车销量同比降幅达到了令人震惊的24%。该公司首席执行官Jochen Zeitz 周四告诉投资者,不确定的经济前景和高利率抑制了美国和全球的需求。虽然公司考虑提高价格以缓解 关税成本,但他承 ...
Harley-Davidson yanks full-year forecast over ‘uncertain global tariff situation'
New York Post· 2025-05-01 16:43
Harley-Davidson on Thursday suspended its full-year forecast as President Trump’s tariffs fuel economic uncertainty.“Due to the uncertain global tariff situation and macroeconomic conditions, we are withdrawing our full year 2025 financial outlook,” the motorcycle maker said in a statement.The company estimated its tariff bill could reach $175 million this year, even though most of its suppliers are in the US, because it still imports parts from China, which face a hefty 145% tariff.Harley-Davidson suspende ...
Harley-Davidson (HOG) Reports Q1 Earnings: What Key Metrics Have to Say
ZACKS· 2025-05-01 16:00
Core Insights - Harley-Davidson reported a revenue of $1.08 billion for the quarter ended March 2025, reflecting a decline of 26.8% year-over-year and a surprise of -3.24% compared to the Zacks Consensus Estimate of $1.12 billion [1] - The earnings per share (EPS) was $1.07, down from $1.72 in the same quarter last year, with an EPS surprise of +33.75% against the consensus estimate of $0.80 [1] Financial Performance Metrics - Harley-Davidson's worldwide retail motorcycle sales totaled 31,010 units, falling short of the average estimate of 36,821 units [4] - Total worldwide motorcycle shipments were 38,601, compared to the average estimate of 40,365 [4] - Revenue from motorcycles and related products was $863.86 million, slightly above the average estimate of $861.54 million, but still down 29.3% year-over-year [4] - Revenue from licensing was reported at $3.06 million, significantly below the average estimate of $8.03 million, representing a year-over-year decline of 65.8% [4] - Revenue from Live Wire was $2.74 million, compared to the estimated $6.64 million, marking a 41.7% decrease year-over-year [4] - Apparel revenue was $57.32 million, below the average estimate of $63.92 million [4] - Parts & Accessories revenue was $143.43 million, compared to the average estimate of $163.70 million, reflecting a year-over-year decline of 13.7% [4] - Financial services revenue was $244.96 million, slightly below the average estimate of $249.71 million, with a year-over-year change of -1.5% [4] Stock Performance - Over the past month, Harley-Davidson shares have returned -12.4%, contrasting with the Zacks S&P 500 composite's -0.7% change [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential for outperformance in the near term [3]
LiveWire (LVWR) - 2025 Q1 - Earnings Call Transcript
2025-05-01 14:00
LiveWire Group (LVWR) Q1 2025 Earnings Call May 01, 2025 09:00 AM ET Company Participants Shawn Collins - Director of IRJochen Zeitz - Chairman, President, and CEO - Harley-DavidsonJonathan Root - Chief Financial Officer, Harley DavidsonRobin Farley - Managing DirectorAlexander Perry - Director, Equity ResearchDavid Macgregor - PresidentTristan Thomas - Equity Research Associate Conference Call Participants Craig Kennison - Director of Research Operations & Senior Research AnalystJoseph Altobello - MD & Sen ...
Harley-Davidson (HOG) Tops Q1 Earnings Estimates
ZACKS· 2025-05-01 13:20
Harley-Davidson (HOG) came out with quarterly earnings of $1.07 per share, beating the Zacks Consensus Estimate of $0.80 per share. This compares to earnings of $1.72 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 33.75%. A quarter ago, it was expected that this motorcycle maker would post a loss of $0.68 per share when it actually produced a loss of $0.93, delivering a surprise of -36.76%.Over the last four quarters, the com ...
Harley-Davidson(HOG) - 2025 Q1 - Earnings Call Transcript
2025-05-01 13:00
Harley-Davidson (HOG) Q1 2025 Earnings Call May 01, 2025 09:00 AM ET Speaker0 Thank you for standing by, and welcome to the Harley Davidson twenty twenty five First Quarter Investor and Analyst Conference Call. Please be advised that today's conference is being recorded. I would now like to hand the conference over to Sean Collins. Thank you. Please go ahead. Speaker1 Thank you. Good morning. This is Sean Collins, the Director of Investor Relations at Harley Davidson. You can access the slides supporting to ...
Harley-Davidson(HOG) - 2025 Q1 - Earnings Call Transcript
2025-05-01 13:00
Harley-Davidson (HOG) Q1 2025 Earnings Call May 01, 2025 09:00 AM ET Company Participants Shawn Collins - Director of IRJochen Zeitz - Chairman, President & CEOJonathan Root - Chief Financial Officer and President, Commercial Harley-Davidson, Inc.Robin Farley - Managing DirectorAlexander Perry - Director, Equity ResearchKarim Donnez - CEODavid Macgregor - President Conference Call Participants Craig Kennison - Director of Research Operations & Senior Research AnalystJoseph Altobello - MD & Senior AnalystJam ...