Harley-Davidson Q1 Earnings Call Highlights

Harley-Davidson NYSE: HOG reported higher first-quarter retail motorcycle sales but sharply lower earnings as the company absorbed tariff costs, restructuring expenses and the effects of a new capital-light model at Harley-Davidson Financial Services.

MarketBeat • May 10, 2026

Harley-Davidson's Cultural Resurgence (Rating Upgrade)

Harley Davidson (HOG) is at a pivotal turnaround moment, with operational synergies and cultural resurgence driving a bullish long-term outlook. HOG's Q1 showed real demand growth, dealer network revitalization, and a shift toward a rider-first, culture-centric strategy to reclaim relevance and profitability. The equity is moderately undervalued, with a bull-case 2-year CAGR of 35–40% and a 12-month price target of $31.50, but downside risk remains significant.

Seeking Alpha • May 6, 2026

Harley-Davidson bets on affordable models, dealer network in latest turnaround effort

Harley-Davidson outlined a new strategy on Tuesday focused on lower-priced motorcycles and its dealer network to help shore up volumes, under new top boss ​Artie Starrs.

Reuters • May 5, 2026

Harley-Davidson Stock Pops on Solid Earnings. It Has a Turnaround Plan.

The motorcycle maker reported earnings per share of 22 cents from sales of $1.2 billion. Wall Street was looking for earnings per share of 22 cents from sales of $1 billion.

Barrons • May 5, 2026

Harley-Davidson, Inc. (HOG) Q1 2026 Earnings Call Transcript

Harley-Davidson, Inc. (HOG) Q1 2026 Earnings Call Transcript

Seeking Alpha • May 5, 2026

Harley-Davidson Delivers First Quarter Financial Results

MILWAUKEE, May 5, 2026 /PRNewswire/ -- Harley-Davidson, Inc. ("Harley-Davidson," "HDI," or the "Company") (NYSE: HOG) today reported first quarter 2026 results. "We're pleased with our first quarter results, which reflect actions we've taken to drive demand and improve dealer health.

PRNewsWire • May 5, 2026

Harley-Davidson (HOG) Misses Q1 Earnings Estimates

Harley-Davidson (HOG) came out with quarterly earnings of $0.22 per share, missing the Zacks Consensus Estimate of $0.34 per share. This compares to earnings of $1.07 per share a year ago.

Zacks Investment Research • May 5, 2026

Compared to Estimates, Harley-Davidson (HOG) Q1 Earnings: A Look at Key Metrics

While the top- and bottom-line numbers for Harley-Davidson (HOG) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Zacks Investment Research • May 5, 2026

HOG Q1 Earnings Miss Estimates on Tariff-Pressured Margins

HOG Q1 EPS misses as tariffs and incentives squeeze HDMC margins, even with retail sales up and 2026 guidance reaffirmed.

Zacks Investment Research • May 5, 2026

Harley-Davidson Announces "Back to the Bricks" Strategic Plan to Restore Performance and Deliver Profitable Growth

Strategy Leverages Harley-Davidson's Competitive Advantages to Restore Volumes and Build Platform for Value Creation; Targeting over $350 million of HDMC EBITDA in 2027 Conference Call at 8 a.m. CT to Present Strategy and Discuss First Quarter 2026 Financial Results; Presentation Available on Harley-Davidson's Investor Relations Website MILWAUKEE, May 5, 2026 /PRNewswire/ -- Harley-Davidson, Inc. ("Harley-Davidson" or the "Company") (NYSE: HOG) today announced "Back to the Bricks," its new strategic plan designed to restore the Company's performance and deliver profitable growth.

PRNewsWire • May 5, 2026