NYSE$HOG

Harley-Davidson Inc · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

Harley-Davidson reported lower revenue and net income for the second quarter of 2025 compared to the prior year.

Harley-Davidson Inc. reported consolidated revenue of $1.31 billion and net income of $105.7 million for Q2 2025. Operating income declined across the HDMC segment due to lower motorcycle shipments, while LiveWire reduced its operating loss and HDFS maintained stable operating income. Retail motorcycle sales fell 15.5% year-over-year amid challenging macroeconomic conditions.

  • Worldwide wholesale motorcycle shipments declined 27.8% to 35,837 units in Q2 2025.
  • HDMC operating income fell 69% to $61.3 million due to lower volume and unfavorable manufacturing leverage.
  • LiveWire operating loss narrowed to $18.7 million from cost reduction actions.
  • HDFS operating income was $69.8 million, supported by a lower provision for credit losses.

Headline financials

Total Revenue

$1.31B

Previous: $1.62B-19.3%
EPS (adj)

$0.88

Previous: $1.63-46.0%
US wholesale shipments

21.7K

Previous: 32.3K-32.8%
Worldwide wholesale shipments

35.8K

Previous: 49.7K-27.8%
Worldwide retail sales

42.3K

Previous: 50.0K-15.5%
Capital Expenditures

-$65.6M

Previous: -$87.8M+25.4%
Net Income

$108M

Previous: $218M-50.7%
Operating Income

$112M

Previous: $241M-53.4%

Revenue & EPS history

Harley-Davidson · Revenue · Quarterly

$1.31B

Q2 2025-19.3%vs Q2 2024
Beat estimate in 13 of 16 quarters(81%)
ActualEstimate

Revenue by segment

Harley-Davidson · $1.31B total across 7 segments · Q2 2025

  • Motorcycles
    $778M
  • Financial services
    $257M
  • Parts and accessories
    $187M
  • Apparel
    $55.2M
  • Other HDMC
    $17.5M
  • LiveWire
    $6.01M
  • Licensing
    $5.94M

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

+1.2%

Avg return

Earnings day

+1.5%

Avg return

5 days after

+1.6%

Avg return

30 days after

57%

41 / 72 earnings

Positive

+28.6%

Q1 2020

Best reaction

-17.8%

Q4 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025
Q1 2026+1.4%+9.4%+5.0%
Q4 2025+4.0%+1.4%-10.8%
Q3 2025-6.6%-5.6%-12.5%
Q1 2025+2.8%+4.0%+8.0%
Q4 2024-1.6%-3.9%-2.7%
Q3 2024-6.7%-4.4%-1.7%
Q2 2024+8.7%+13.3%+12.6%
Q1 2024-11.9%-12.8%-10.7%
Q4 2023+6.7%+6.5%+11.4%
Q3 2023-9.2%-6.8%+5.8%
Q2 2023+2.8%+2.3%-11.0%
Q1 2023+0.5%-1.3%-10.7%
Q4 2022+9.8%+7.5%+1.7%
Q3 2022+12.2%+15.8%+28.5%
Q2 2022+10.2%+6.9%+16.6%
Q1 2022+1.6%+0.4%-0.4%
Q4 2021+20.0%+15.5%+7.4%
Q3 2021+4.3%+12.2%+5.4%
Q2 2021-8.6%-6.8%-9.7%
Q1 2021+14.4%+18.9%+21.2%
Q4 2020-17.8%-16.1%-12.5%
Q3 2020+16.8%+13.4%+41.3%
Q2 2020-3.6%-11.1%-3.9%
Q1 2020+28.6%+7.7%+23.8%
Q4 2019-2.9%-4.1%-10.5%
Q3 2019+6.7%+6.2%-3.5%
Q2 2019+4.1%+4.7%-6.7%
Q1 2019-4.9%-6.6%-13.7%
Q4 2018-0.4%+0.1%+1.4%
Q3 2018-2.6%-7.1%+3.5%
Q2 2018+8.8%+7.1%+3.1%
Q1 2018+3.2%+2.0%+2.0%
Q4 2017-12.4%-14.1%-18.4%
Q3 2017+3.1%+6.3%+3.3%
Q2 2017-6.2%-7.2%-9.4%
Q1 2017-5.0%-6.0%-11.2%
Q4 2016-2.3%-2.5%+1.2%
Q3 2016+10.2%+13.4%+16.9%
Q2 2016+4.6%+1.7%+3.9%
Q1 2016-0.0%
Q4 2015+6.7%
Q3 2015-16.1%
Q2 2015+6.7%
Q1 2015-9.0%
Q4 2014-0.9%
Q3 2014+6.1%
Q2 2014-3.7%
Q1 2014+6.2%
Q4 2013-3.7%
Q3 2013-2.4%
Q2 2013-0.9%
Q1 2013+1.6%
Q4 2012-0.4%
Q3 2012+6.5%
Q2 2012-4.7%
Q1 2012+5.0%
Q4 2010+0.5%
Q4 2011+0.5%
Q3 2011+0.3%
Q2 2011-7.0%
Q1 2011-1.0%
Q3 2010+6.4%
Q2 2010+0.6%
Q1 2009-4.3%
Q1 2010+1.4%
Q4 2007+1.6%
Q4 2009+1.6%
Q3 2009-5.3%
Q3 2008-5.3%
Q4 2008+4.7%
Q2 2008+4.7%
Q2 2009+4.7%

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