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

Harley-Davidson Q3 diluted EPS $3.10 vs $0.91 as HDFS transaction lifts results

Positive Impact 4 of 5 earnings Written later

Harley-Davidson reported third quarter 2025 revenue of $1,341 million, up 17% from a year earlier, and diluted EPS of $3.10 versus $0.91. The increase was driven mainly by HDFS operating income, which benefited from the HDFS transaction with KKR and PIMCO, while global retail motorcycle sales fell 6%. The company withheld its full-year HDMC 2025 outlook, so shareholders have no updated full-year motorcycle guidance.

Key points

  • Q3 revenue $1,341 million (up 17%); operating income $475 million vs $106 million; diluted EPS $3.10 vs $0.91
  • HDMC operating margin 5.0% vs 6.3%; global retail motorcycle sales down 6%; motorcycle shipments up 33%
  • HDFS operating income $439 million, including a $301 million benefit from reversing credit-loss allowances on held-for-sale receivables
  • Full-year HDMC 2025 outlook withheld; $200 million accelerated share repurchase with Goldman Sachs, part of a $1 billion buyback plan through 2026

The filing

CompanyHarley-Davidson (HOG)
Form8-K, current report
Filed with the SECNov 4, 2025, 6:50 AM ET
Accession number0001104659-25-105891

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:38 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on November 04, 2025.

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