Core Insights - Harley-Davidson reported a revenue of $390.55 million for the quarter ended December 2025, reflecting a decline of 9.4% year-over-year and falling short of the Zacks Consensus Estimate of $527.28 million by 25.93% [1] - The company's earnings per share (EPS) was -$2.44, a significant drop from -$0.93 in the same quarter last year, resulting in an EPS surprise of -165.22% compared to the consensus estimate of -$0.92 [1] Financial Performance - Total worldwide retail sales of Harley-Davidson motorcycles reached 25,287 units, exceeding the average estimate of 21,813 units [4] - Motorcycle shipments totaled 13,515, which was below the average estimate of 18,085 units [4] - Revenue from motorcycles and related products was $390.55 million, significantly lower than the average estimate of $530.92 million, marking a year-over-year decline of 9.4% [4] - Revenue from HDMC's motorcycle segment was $379.2 million, compared to the average estimate of $518.74 million [4] Segment Performance - Revenue from motorcycles was $193.88 million, falling short of the average estimate of $337.66 million, representing a year-over-year decrease of 16.2% [4] - Parts and accessories revenue was $116.51 million, slightly above the average estimate of $111.49 million, with a year-over-year change of -0.9% [4] - Apparel revenue was $47.17 million, below the average estimate of $51.35 million, indicating a decline of 12.8% year-over-year [4] - Revenue from licensing was $7.12 million, surpassing the average estimate of $5.06 million, showing a significant increase of 60.6% year-over-year [4] - Live Wire revenue was $11.35 million, slightly below the average estimate of $12.18 million, but still reflecting a year-over-year growth of 9.2% [4] Stock Performance - Harley-Davidson shares have returned -3.3% over the past month, while the Zacks S&P 500 composite remained unchanged [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

Core Insights - Harley-Davidson reported revenue of $1.08 billion for the quarter ended September 2025, reflecting a year-over-year increase of 22.5% and exceeding the Zacks Consensus Estimate by 7.98% [1] - The company's earnings per share (EPS) reached $3.10, a significant increase from $0.91 in the same quarter last year, resulting in an EPS surprise of 124.64% compared to the consensus estimate of $1.38 [1] Financial Performance Metrics - Total worldwide retail sales of Harley-Davidson motorcycles were 33,984, slightly below the estimated 34,506 [4] - Worldwide motorcycle shipments totaled 36,524, surpassing the average estimate of 33,182 [4] - Revenue from motorcycles and related products was $1.07 billion, exceeding the average estimate of $999.74 million, and representing a year-over-year change of 22.5% [4] - Revenue from motorcycles was $821.86 million, significantly higher than the estimated $734.64 million, marking a 33.5% increase year-over-year [4] - Revenue from parts and accessories was $167.25 million, slightly below the estimated $172.45 million, reflecting a 4% decrease compared to the previous year [4] - Financial services revenue was $261 million, falling short of the average estimate of $402.76 million, with a year-over-year decline of 3% [4] Stock Performance - Over the past month, Harley-Davidson shares returned 2.2%, slightly outperforming the Zacks S&P 500 composite's return of 2.1% [3] - The stock currently holds a Zacks Rank 5 (Strong Sell), indicating potential underperformance in the near term [3]

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]