Harley-Davidson, Inc. (HOG) Discusses HDFS Business Model Update and Strategic Partnerships with KKR and PIMCO Prepared Remarks Transcript
AI chips, retails giants, and legacy motorcycles take Don Kaufman's (@Theotrade) focus amid a sharp rally on headlines of a U.S.-Iran ceasefire. He sees Harley Davidson (HOG) shares hitting the gas in the near-future, Walmart (WMT) capturing more bearish interest, and Marvell (MRVL) continuing its recent uptrend as retail trade accelerates.
Charles Do sold 4,241 shares for a transaction value of ~$77,000 at around $18.09 per share on March 12, 2026. The transaction represented the majority of Do's direct holdings, reducing his direct ownership to 183 shares post-transaction.
Harley-Davidson (HOG) reported earnings 30 days ago. What's next for the stock?
HOG posts wider Q4 loss as revenues sink 28%, tariffs bite and retail slides, with 2026 outlook pointing to more pressure ahead.
Harley-Davidson ( NYSE:HOG ) just issued fourth-quarter and full-year 2025 earnings that missed analyst expectations, reporting wider per-share losses than analysts forecast, with revenue also falling short of some projections amid ongoing demand weakness.
HOG posts a wider Q4 loss as revenues fall 28% Y/Y, with mixed segment results and new 2026 guidance in focus.
While the top- and bottom-line numbers for Harley-Davidson (HOG) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Harley-Davidson (HOG) came out with a quarterly loss of $2.44 per share versus the Zacks Consensus Estimate of a loss of $0.92. This compares to a loss of $0.93 per share a year ago.
Harley-Davidson more than doubled its loss in the fourth quarter as motorcycle sales continued to slump.
Harley-Davidson (HOG) faces secular decline, aging demographics, and market share losses, yet trades at an extremely undervalued level even accounting for ongoing headwinds. The recent debt deal with KKR and PIMCO unlocks $1.25 billion in discretionary cash, reduces capital requirements, and strengthens HOG's balance sheet. Despite a 35% revenue decline from 2023 to 2026 and lower EPS, HOG remains profitable and has protected margins through deleveraging and cost cuts.
Harley-Davidson's operating revamp, HDFS partnerships and LiveWire momentum support retention, even as tariffs and inventory risks weigh.