Harley-Davidson's revenue, profits, and cash flows have sharply declined due to weak demand, high interest rates, and shifting consumer preferences. Despite low share prices, ongoing financial deterioration, and negative analyst outlooks, Harley-Davidson is a risky investment at this time. Management has withdrawn 2025 guidance and warned that new tariffs could further erode profitability by $130-$175 million annually.
Key Points in This Article: Investing in discounted stocks can offer significant opportunities in buying undervalued companies poised for a rebound.
Harley-Davidson Inc. (NYSE: HOG) has enough trouble.
Shareholder advisers differed on an activist investor's campaign to remove three board members.
Investors looking for stocks in the Automotive - Domestic sector might want to consider either Harley-Davidson (HOG) or Tesla (TSLA). But which of these two stocks presents investors with the better value opportunity right now?
While HOG's EPS grows year over year, revenues decline. The company withdraws its 2025 guidance amid macroeconomic and tariff uncertainties.
While automakers enjoyed a rush of sales, as customers hurried to buy cars ahead of any tariff-induced price hikes, Harley-Davidson saw consumers hold back on non-necessities and splurges.
Although the revenue and EPS for Harley-Davidson (HOG) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Harley-Davidson, Inc. (NYSE:HOG ) Q1 2025 Earnings Conference Call May 1, 2025 9:00 AM ET Company Participants Shawn Collins - Director, Investor Relations Jochen Zeitz - Chief Executive Officer Jonathan Root - Chief Financial Officer & President, Commercial Karim Donnez - LiveWire, Chief Executive Officer Conference Call Participants Craig Kennison - Baird Joseph Altobello - Raymond James James Hardiman - Citi Robin Farley - UBS Alex Perry - Bank America Noah Zatzkin - KeyBanc Capital Markets David MacGregor - Longbow Research Tristan Thomas-Martin - BMO Capital Markets Operator Thank you for standing by, and welcome to the Harley-Davidson 2025 First Quarter Investor and Analyst Conference Call. Please be advised that today's conference is being recorded.
Harley-Davidson (HOG) came out with quarterly earnings of $1.07 per share, beating the Zacks Consensus Estimate of $0.80 per share. This compares to earnings of $1.72 per share a year ago.
Harley-Davidson pulled its guidance for the year, citing an uncertain business environment as tariffs and broader concerns on the economy weighed on sales in its latest quarter.
Shifting consumer aspirations have this boomer legacy company struggling to find new markets.