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Harley-Davidson (HOG) Reports Q1 Earnings: What Key Metrics Have to Say
HOGHarley-Davidson(HOG) ZACKS·2025-05-01 16:00

Core Insights - Harley-Davidson reported a revenue of 1.08billionforthequarterendedMarch2025,reflectingadeclineof26.81.08 billion for the quarter ended March 2025, reflecting a decline of 26.8% year-over-year and a surprise of -3.24% compared to the Zacks Consensus Estimate of 1.12 billion [1] - The earnings per share (EPS) was 1.07,downfrom1.07, down from 1.72 in the same quarter last year, with an EPS surprise of +33.75% against the consensus estimate of 0.80[1]FinancialPerformanceMetricsHarleyDavidsonsworldwideretailmotorcyclesalestotaled31,010units,fallingshortoftheaverageestimateof36,821units[4]Totalworldwidemotorcycleshipmentswere38,601,comparedtotheaverageestimateof40,365[4]Revenuefrommotorcyclesandrelatedproductswas0.80 [1] Financial Performance Metrics - Harley-Davidson's worldwide retail motorcycle sales totaled 31,010 units, falling short of the average estimate of 36,821 units [4] - Total worldwide motorcycle shipments were 38,601, compared to the average estimate of 40,365 [4] - Revenue from motorcycles and related products was 863.86 million, slightly above the average estimate of 861.54million,butstilldown29.3861.54 million, but still down 29.3% year-over-year [4] - Revenue from licensing was reported at 3.06 million, significantly below the average estimate of 8.03million,representingayearoveryeardeclineof65.88.03 million, representing a year-over-year decline of 65.8% [4] - Revenue from Live Wire was 2.74 million, compared to the estimated 6.64million,markinga41.76.64 million, marking a 41.7% decrease year-over-year [4] - Apparel revenue was 57.32 million, below the average estimate of 63.92 million [4] - Parts & Accessories revenue was 143.43 million, compared to the average estimate of 163.70million,reflectingayearoveryeardeclineof13.7163.70 million, reflecting a year-over-year decline of 13.7% [4] - Financial services revenue was 244.96 million, slightly below the average estimate of $249.71 million, with a year-over-year change of -1.5% [4] Stock Performance - Over the past month, Harley-Davidson shares have returned -12.4%, contrasting with the Zacks S&P 500 composite's -0.7% change [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential for outperformance in the near term [3]