Harley-Davidson(US:HOG) ZACKSยท2025-07-30 14:31Core Insights - Harley-Davidson reported a revenue of $1.05 billion for the quarter ended June 2025, reflecting a year-over-year decline of 22.6% and an EPS of $0.88 compared to $1.63 a year ago, indicating a significant drop in financial performance [1] - The reported revenue was 7.04% lower than the Zacks Consensus Estimate of $1.13 billion, and the EPS fell short of the consensus estimate of $0.99 by 11.11% [1] Financial Performance Metrics - Total worldwide retail sales of Harley-Davidson motorcycles were 42,254, below the estimated 45,308 [4] - Total worldwide motorcycle shipments were 35,837, compared to the estimated 39,622 [4] - Revenue from motorcycles and related products (HDMC) was $1.04 billion, missing the estimated $1.13 billion, marking a 22.6% decline year-over-year [4] - Financial services revenue (HDFS) was $257.44 million, slightly below the estimated $268.81 million, representing a 2.3% decline year-over-year [4] - Live Wire revenue was $6.01 million, below the estimated $7.35 million, reflecting a 6.8% decline year-over-year [4] - Revenue from parts and accessories was $186.87 million, compared to the estimated $189.7 million, showing a 3.6% decline year-over-year [4] - Apparel revenue was $55.24 million, significantly lower than the estimated $63.64 million [4] - Licensing revenue increased to $5.94 million, exceeding the estimated $4.57 million, with an 8.4% increase year-over-year [4] - Motorcycle revenue was $778.05 million, below the estimated $848.49 million, indicating a 27.2% decline year-over-year [4] Stock Performance - Harley-Davidson shares have returned -8.4% over the past month, contrasting with the Zacks S&P 500 composite's +3.4% change, indicating underperformance in the market [3] - The stock currently holds a Zacks Rank 4 (Sell), suggesting potential continued underperformance in the near term [3]