Harley-Davidson, Inc.
$27.72+0.4%1Y-5.8%
Mentions · last 7 days
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Price updated 35m ago
What it does
Plain-English summary of the business — what they sell and how they make money.
Industry overviewAI analysisGenerated by AI from underlying data
Where Auto - Manufacturers sits in its cycle right now — and what that implies for $HOG.
Auto - Manufacturers
EV adoption curve uncertainty and tariff-driven cost structures weigh on margins; OEMs are caught between legacy ICE profitability and EV capital commitments that haven't yet scaled. China competition in EV is the structural headwind — pricing pressure on volume is not abating.
What this means for $HOG
Direct beneficiary — AI-native product or platform captures spend from the same capex cycle driving the industry; Harley-Davidson manufactures heavyweight touring and cruiser motorcycles and operates an in-house financial services div.
Industry benchmark
16-name peer basket
-18.2%YTD
-15.2%1Y
Fundamentals & catalyst
Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.
Key ratios
P/E
17.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.ROIC
2.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.Op margin
5.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.FCF yield
-4.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).P/S
0.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.ROE
6.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.Gross margin
23.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.D/E
0.7Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.Past earnings
QuarterReportedActualEstimateSurprise
Q2 2026Jul 23, 2026$0.75$0.65+16.3%
Q1 2026May 5, 2026$0.22$0.34-35.3%
Q4 2025Feb 10, 2026$-2.44$-0.92-165.2%
Q3 2025Nov 4, 2025$3.10$1.38+124.6%
Next earningsTue, Nov 3·consensus EPS $0.43
Quarterly trend
QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$1.1B-15.6%25.1%4.1%$0.74$155.4M
Q1 FY26$1.2B-11.8%29.5%3.9%$0.23$-259.8M
Q4 FY25$496.2M-27.8%-22.8%-72.8%$-2.44$100.4M
Q3 FY25$1.3B+16.5%35.2%35.7%$3.13$-129.1M
Forward consensus
FYRevenueRangeEPSRangeAnalysts
FY26$3.9B$3.8B – $4.0B$0.68$0.27 – $1.068
FY27$4.0B$3.9B – $4.2B$1.91$1.26 – $2.579
FY28$4.3B$4.2B – $4.7B$2.92$1.77 – $3.484
Setup & momentum
Volume, range, and moving-average position — the technical setup driving short-term moves.
Right now
Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.74%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+5.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+20.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.
Float & profile
FloatMid float · 104.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.5% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.295-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.
Insider activity
Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.
SEC filings
Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.
Recent material filings
8-K/APress release / Reg FD (amended)Jul 238-K/A — Item 7.01: Press release / Reg FD
AI summary
3New insider — initial holdingsJul 93
AI summary
8-KOfficer or director changeJun 268-K — Item 5.02: Officer or director change
8-KOfficer or director changeMay 288-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
+ 18 other (8 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window
Recent news
Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.
Zacks Industry Outlook General Motors, PACCAR, Ford and Harley-Davidson4 Domestic Auto Biggies Poised to Benefit From Industry ResilienceAlgert Global LLC Reduces Stock Holdings in Harley-Davidson, Inc. $HOGBank of America Corp DE Increases Position in Harley-Davidson, Inc. $HOGBenzinga's 'Stock Whisper' Index: 5 Stocks Investors Secretly Monitor But Don't Talk About Yet
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