Quarterly ResultJul 23, 2026, 06:56 AM
Harley-Davidson Raises FY26 Guidance; Q2 Net Income $80M, EPS $0.75
AI Summary
Harley-Davidson reported second quarter 2026 results, with net income attributable to HDI at $80 million, a 26% decrease from the prior year, and diluted EPS of $0.75, down 15%. HDMC revenue increased by 6% to $1.1 billion, while HDFS revenue saw a 55% decrease due to a shift to a capital-light model. Despite some declines, the company raised its full-year 2026 guidance for HDMC global motorcycle retail sales, wholesale shipments, and operating income, citing strong domestic retail business and progress on strategic initiatives.
Key Highlights
- Raised FY 2026 HDMC retail sales guidance to 133,500-138,500 units.
- Raised FY 2026 HDMC wholesale shipments guidance to 133,500-138,500 units.
- Raised FY 2026 HDMC operating income guidance to $10M-$50M.
- Q2 2026 Net Income attributable to HDI was $80 million, down 26% YoY.
- Q2 2026 Diluted EPS was $0.75, down 15% YoY.
- Q2 2026 HDMC revenue was $1.1 billion, up 6% YoY.
- Q2 2026 HDFS revenue decreased 55% due to loan asset sales.
- North American retail motorcycle sales were 29,751 units, up 3% YoY.
Price Impact
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