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.
The motorcycle maker is expanding responsibility for its finance chief and bringing back a company veteran as chief operating officer, firming up the top ranks under new Chief Executive Artie Starrs.
Harley-Davidson (HOG) reported earnings 30 days ago. What's next for the stock?
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HOG's Q3 earnings and revenues surpass expectations, driven by higher motorcycle shipments and stronger segment performance.
Harley-Davidson, Inc. ( HOG ) Q3 2025 Earnings Call November 4, 2025 9:00 AM EST Company Participants Shawn Collins - Director of Investor Relations Arthur Starrs - CEO, President & Director Jonathan Root - CFO & President of Commercial Conference Call Participants Craig Kennison - Robert W. Baird & Co. Incorporated, Research Division Stephen Grambling - Morgan Stanley, Research Division Noah Zatzkin - KeyBanc Capital Markets Inc., Research Division Robin Farley - UBS Investment Bank, Research Division Joseph Altobello - Raymond James & Associates, Inc., Research Division Sean Wagner - Citigroup Inc., Research Division Jaime Katz - Morningstar Inc., Research Division Presentation Operator Thank you for standing by, and welcome to the Harley-Davidson 2025 Third Quarter Investor and Analyst Conference Call.
The headline numbers for Harley-Davidson (HOG) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Harley-Davidson (HOG) came out with quarterly earnings of $3.1 per share, beating the Zacks Consensus Estimate of $1.38 per share. This compares to earnings of $0.91 per share a year ago.