NYSE$HOG

Harley-Davidson Inc · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

Harley-Davidson's Q4 2024 performance was significantly impacted by cyclical headwinds and strategic decisions, resulting in a diluted EPS loss of $0.93.

Harley-Davidson reported a challenging fourth quarter in 2024, with a significant decline in revenue and global motorcycle shipments. The company faced headwinds from a high-interest rate environment affecting consumer confidence. Despite these challenges, the launch of new touring motorcycles contributed to growth in the U.S. Touring segment and increased market share. The company is focused on strengthening its foundation through its Hardwire strategy.

  • Harley-Davidson delivered a diluted EPS loss of $0.93 for Q4 2024.
  • HDMC revenue decreased by 47% to $420 million compared to the previous year.
  • Global motorcycle shipments for HDMC were down 53% to 14,010 units.
  • Global retail sales of new motorcycles decreased by 15% compared to the prior year.

Headline financials

Total Revenue

$688M

Previous: $1.05B-34.7%
EPS (adj)

-$0.93

Previous: $0.18-616.7%
Capital Expenditures

-$56.1M

Previous: -$68.5M+18.0%
Net Income

-$117M

Previous: $23.3M-602.4%
Operating Income

-$193M

Previous: -$21.1M-812.7%
Gross Profit

-$3.17M

Previous: $234M-101.4%

Revenue & EPS history

Harley-Davidson · Revenue · Quarterly

$688M

Q4 2024-34.7%vs Q4 2023
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

Harley-Davidson · $2.96B total across 5 segments · Q3 2023

  • Parts & Accessories
    $1.85B+819.4%
  • Motorcycles
    $1.02B-9.8%
  • Apparel
    $49.3M-29.5%
  • Other HDMC
    $30.2M+37.1%
  • Licensing
    $9.59M-12.9%

Forward guidance

For the full year 2025, the company expects HDMC revenue to be flat to down 5% with an operating income margin of 7.0% to 8.0%. HDFS operating income is expected to be down 10% to 15%. LiveWire expects electric motorcycle unit sales of 1,000 – 1,500 and an operating loss of $70 to $80 million. Harley-Davidson, Inc. diluted earnings per share are expected to be flat to down 5%. Capital investments are projected to be $225 to $250 million.

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

+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
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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