Harley-Davidson Delivers First Quarter Financial Results
Harley-Davidson reported Q1 2026 revenue of $1.17 billion and diluted EPS of $0.22, with headline declines driven largely by a 54% drop in HDFS revenue following last year's asset sale transaction. Despite the consolidated revenue dip, the core motorcycle business showed healthy demand: North American retail sales jumped 14% to 23,803 units, driving global retail sales up 8% while dealer inventories fell 22% year-over-year.
Key figures
- Eps
- 0.22
- Revenue
- $1.173 billion
- Guidance
- HDMC global motorcycle retail sales of 130,000 to 135,000 units; HDMC global motorcycle wholesale shipments of 130,000 to 135,000 units; HDMC operating income of a $40 million loss to a $10 million profit; HDFS operating income of $45 to $60 million
- Revenue Yoy
- -12%
- Hdfs revenue change
- -54%
- Dealer inventory change
- -22%
- Share repurchase amount
- $128 million
- Global retail sales change
- 8%
- North america retail sales change
- 14%
AI analysis
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