AI brief of an SEC Form 8-K · Harley-Davidson (HOG)

Harley-Davidson Q3 net income falls to $43 million; raises 2026 guidance

Mixed Impact 4 of 5 earnings

Harley-Davidson reported third-quarter 2026 results with HDMC revenue of $964 million, down 10 percent from a year earlier, and net income attributable to the company of $43 million, down from $377 million, which the company tied mainly to a 2025 benefit from HDFS's sale of securitization interests and receivables. It raised full-year 2026 HDMC and HDFS guidance for the second time this year and added two independent directors, Anthony D. Fassino and Bryan E. Slone, bringing the Board to ten members.

Key points

  • Q3 2026 diluted EPS was $0.40, versus $3.10 in Q3 2025.
  • HDMC operating income was $44 million in Q3 2026, down 18 percent; global retail sales of new motorcycles rose 5 percent.
  • Full-year 2026 guidance raised: HDMC operating income of $25 to $55 million and HDFS operating income of $60 to $70 million.
  • Fassino and Slone took Board seats effective October 28, 2026, with terms expiring at the 2027 Annual Meeting.

The filing

CompanyHarley-Davidson (HOG)
Form8-K, current report
Filed with the SECOct 29, 2026, 6:52 AM ET
Accession number0000793952-26-000065

Items reported: 2.02 Results of Operations5.02 Director / Officer Change

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 7, 2026, 11:17 PM ET, from the text of the filing and its press-release exhibits only.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.