Wall Street expects a year-over-year increase in earnings on higher revenues when Harley-Davidson (HOG) reports results for the quarter ended June 2024. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on July 25, 2024, might help the stock move higher if these key numbers are better than expe ...

BUILD provides high school students an opportunity to learn technical skills including design, welding, fabrication, repair, machining, media, and more, through motorcycle construction. In addition to acquiring technical skills, teams also participate in marketing and fundraising efforts and host local events showcasing their work. BUILD program elements also emphasize the development of strong teamwork and interpersonal skills.Teams of students from local high schools are organized to design and rebuild a ...

vesilvio This article revises our outlook on Harley-Davidson, Inc. (NYSE:HOG) and its stock. We last covered the asset in June 2021, stating that it outperformed its fundamental capacity. We were correct with our call. However, numerous systematic and idiosyncratic variables have shifted since then, prompting us to revisit our stance on Harley-Davidson. Our Previous Article (Seeking Alpha) After revisiting the stock, we decided to upgrade Harley-Davidson to a buy from our previous sell rating; here's why. R ...

Spearheaded by the Harley-Davidson Foundation and designed by acclaimed designers Heatherwick Studio, Davidson Park will benefit employees, local community and visitors to Milwaukee MILWAUKEE, June 24, 2024 /PRNewswire/ -- Harley-Davidson, Inc. ("Harley-Davidson" or "H-D") (NYSE: HOG) today formally unveiled the newly created community park, Davidson Park ("the Park"), at its iconic Juneau Avenue campus in Milwaukee. The project, pioneered by the Harley-Davidson Foundation ("the Foundation"), has been creat ...

MILWAUKEE, May 17, 2024 /PRNewswire/ -- The Harley-Davidson, Inc. (NYSE: HOG) Board of Directors has approved a cash dividend of $0.1725 per share for the second quarter of 2024. The dividend is payable June 21, 2024 to the shareholders of record of the Company's common stock as of June 5, 2024. Harley-Davidson, Inc. is the parent company of Harley-Davidson Motor Company and Harley-Davidson Financial Services. ### (HOG-DIVIDEND) SOURCE Harley-Davidson, Inc. ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-9183 Harley-Davidson, Inc. (Exact name of registrant as specified in its charter) Wisconsin 39-1382325 (State of organization) (I.R.S. Employer ...

Harley-Davidson, Inc. (HOG) reported first-quarter 2024 adjusted earnings of $1.72 per share, which beat the Zacks Consensus Estimate of $1.48 but fell 16% year over year. The motorcycle manufacturer generated consolidated revenues (including motorcycle sales and financial services revenues) of $1.73 billion, down 3% from the prior-year quarter. Segmental Highlights Harley-Davidson Motor Company (HDMC): Total revenues from the Motorcycle and Related Products segment, constituting the bulk of the firm’s over ...

Harley-Davidson销售情况 - Harley-Davidson的国际摩托车销售下滑，导致股价暴跌[1] - 公司的新旅行车型直到季末才到达国际经销商处[1] - 尽管国际销售下降，Harley-Davidson在第一季度发布的收益和营收均超出预期[1] - Harley-Davidson报告称，欧洲、中东和非洲地区的零售摩托车销量下降11%，亚太地区下降12%，而北美市场销量增长6%至27,486辆[3] - 公司解释称，新的旅行车型Street Glide和Road Glide推动了北美销售，但这些摩托车直到季末才到达国际经销商处[4] - 尽管收益下降16%，营收下滑3%至17.3亿美元，但仍超出预期[5]

财务数据和关键指标变化 - 公司第一季度合并收入下降3%,其中HDMC收入下降5%,HDFS收入增长12% [36] - 公司第一季度合并营业利润下降29%,其中HDMC下降29%,HDFS下降8%,LiveWire亏损2900万美元 [36] - 公司第一季度毛利率为31.2%,较上年同期下降450个基点,主要受到产量下降带来的固定成本上升影响 [43][44] - 公司第一季度HDMC营业利润率为16.2%,高于全年预期 [44] - HDFS第一季度营业利润下降8%,主要受到借款成本上升、信贷损失准备计提增加和运营费用上升的影响 [45][46] 各条业务线数据和关键指标变化 - 北美地区第一季度零售销量增长6%,主要得益于新款Street Glide和Road Glide车型的推出 [38][39] - 欧洲地区第一季度零售销量下降11%,受宏观经济环境和地缘政治不确定性的影响 [39] - 亚太地区第一季度零售销量下降12%,主要受中国市场疲软拖累 [39] - 拉丁美洲地区第一季度零售销量小幅增长 [39] - 公司第一季度经销商库存较上年同期增加26% [40] 各个市场数据和关键指标变化 - 北美地区第一季度新车零售销量占比约为75%-80%,到3月份新车占比超过50% [73][74] - 欧洲和亚太地区新车零售占比较低,主要是由于新车型较晚进入这些市场 [76][77] - 公司预计第二季度北美市场表现可能好于第一季度,但国际市场仍存在不确定性 [102][103][104] 公司战略和发展方向及行业竞争 - 公司推出全新的2024款Street Glide和Road Glide车型,获得了客户、经销商和媒体的广泛好评 [9][10] - 公司推出了多款限量版车型,如Hydra-Glide复刻版和Tobacco Fade Enthusiast系列,反响良好 [15][16] - LiveWire推出了全新的S2 Mulholland电动巡航车型,成为美国电动摩托车市场的领导者 [17][29] - 公司推出了Harley-Davidson Flex Financing贷款计划,为客户提供更灵活的购车选择 [18][19] - 公司计划将LiveWire的所有运营集中在密尔沃基总部,以实现协同效应和提高效率 [32] 管理层对经营环境和未来前景的评论 - 公司预计2024年HDMC零售销量和批发销量将保持平衡,整体销量将持平至下降9% [23][52] - 公司预计HDMC全年营业利润率为12.6%-13.6%,较上年下降最多100个基点,主要受到产量下降、汇率和成本上升的影响 [24] - HDFS全年营业利润预计持平至增长5%,反映了零售和批发业务以及客户适应当前宏观环境 [25] - LiveWire全年亏损预计将改善至1.05-1.15亿美元,较之前预期的1.15-1.25亿美元有所改善 [25] - 公司将继续通过股票回购和股息支付来优化资本回报,自2022年以来已返还近10亿美元给股东 [26][27] 问答环节重要的提问和回答 问题1 **Craig Kennison 提问** 询问公司经销商网络的整体健康状况,特别是在高利率环境下的影响 [58] **Jonathan Root 回答** 公司密切关注经销商的整体健康状况,认为经销商对新车型反响积极,但高利率环境确实给经销商带来一些压力,公司正采取一些措施来支持经销商 [59][60][61][62] 问题2 **Joseph Altobello 提问** 询问第一季度新旧车型零售销量占比情况 [72] **Jonathan Root 回答** 1月份新车型占比约75%-80%,到3月份超过50%,随着新车型逐步进入市场,新车型销量占比不断提高 [73][74] 问题3 **Tristan Thomas-Martin 提问** 询问天气对零售销量的影响,以及Harley-Davidson Flex Financing的采用情况 [110] **Jonathan Root 和Jochen Zeitz回答** 天气因素确实对零售销量产生一定影响,好天气有利于销量,但整体来看天气因素并未完全支持第一季度的销售 [111][112][113] Flex Financing推出时间较短,公司预计未来12-24个月内才能完全渗透到经销商网络,目前已有数百家经销商开始提供该产品 [114][115]

Harley-Davidson (HOG) reported $1.48 billion in revenue for the quarter ended March 2024, representing a year-over-year decline of 4.9%. EPS of $1.72 for the same period compares to $2.04 a year ago. The reported revenue compares to the Zacks Consensus Estimate of $1.42 billion, representing a surprise of +4.54%. The company delivered an EPS surprise of +16.22%, with the consensus EPS estimate being $1.48. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- an ...