HOG · Harley-Davidson, Inc.
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Discretionary share repurchases | $158M | Six Months ended June 30, 2026 | — |
| Dividends paid | $41M | Six Months ended June 30, 2026 | — |
| Global dealer inventory of new motorcycles | -17% | Q2 2026 | — |
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| HDFS operating income margin | 18.5% | Q2 2026 | — |
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| HDMC Adjusted EBITDA non-GAAP | $115M | Q2 2026 | — |
| HDMC Adjusted EBITDA margin non-GAAP | 10.4% | Q2 2026 | — |
| LiveWire Adjusted EBITDA non-GAAP | -$15M | Q2 2026 | — |
| North America retail motorcycle sales | 29.8K | Q2 2026 | — |
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| Total quarter-end net finance receivables | $2.6B | Q2 2026 | — |
| Worldwide Total retail motorcycle sales | 42.5K | Q2 2026 | — |
| Effective tax rate | 43% | Q1 2026 | — |
| Global retail motorcycle sales | 33,507 | Q1 2026 | — |
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| HDMC global motorcycle shipments | 37,295 | Q1 2026 | — |
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| Net cash use from operating activities | -$228M | Q1 2026 | — |
| Strategic changes costs | $15M | Q1 2026 | — |
| Capital returned to shareholders | $434M | Full Year 2025 | — |
| HDFS operating income | $490M | Full Year 2025 | — |
| HDMC operating loss | -$29M | Full Year 2025 | — |
| LiveWire operating loss | -$75M | Full Year 2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Recreational Vehicles — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
HOG
this stock
Harley-Davidson, Inc.
|
$2.90B | +35.6% | -13.8% | — | 17.5% |
|
BC
Brunswick Corp
|
$5.36B | +11.4% | +2.4% | — | 8.2% |
|
DOO
BRP Inc.
|
$4.73B | -8.8% | — | — | 1.4% |
|
THO
Thor Industries Inc
|
$4.11B | -23.1% | -4.6% | 15.9 | 10.0% |
|
PII
Polaris Inc.
|
$3.90B | +9.9% | -0.3% | — | 6.3% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| HOG | +6.8% | +4.5% | +43.4% | +13.2% | +35.6% |
| SPY | +0.4% | +4.5% | +13.8% | +3.9% | +13.9% |
| vs SPY | +6.4% | +0.1% | +29.7% | +9.3% | +21.7% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.