Harley-Davidson(US:HOG)2025-05-01 12:49Financial Performance - Harley-Davidson's diluted EPS was $1.07[6], a decrease of 38% year-over-year[12] - HDMC revenue decreased by 27% year-over-year to $1,082 million[6, 12], primarily due to a planned decrease in motorcycle shipments[6] - HDMC operating income margin was 10.8%[6, 12], a decrease from 16.2% in Q1 2024[21, 22] - HDFS operating income margin increased to 26.1%[6, 12], with operating income of $64 million, a 19% increase year-over-year[12, 27] - LiveWire revenue decreased by 42% to $3 million[12, 31], with a 72% decrease in motorcycle units sold (33 units)[31] Retail Sales and Market Share - Global motorcycle retail sales decreased by 21% year-over-year[6, 13], driven by a volatile macro environment and consumer uncertainty[6] - North America retail sales decreased by 24%[13] - Asia Pacific retail sales decreased by 28%[13] - Harley-Davidson's U.S market share was 36% for new 601+CC motorcycles[13] Capital Allocation - The company repurchased $87 million of shares (3.4 million shares) on a discretionary basis[6, 35] - The company has repurchased 10.5 million shares on a discretionary basis or $337 million of HOG stock towards the $1 billion target[38] Tariffs - The net new 2025 tariff headwind is estimated at $130 - $175 million[26]