MILWAUKEE, April 8, 2024 /PRNewswire/ -- Harley-Davidson is pleased to announce that the Company has ratified new collective bargaining agreements with the three Unions representing employees at the Company's Wisconsin manufacturing facilities, namely the United Steelworkers Local 2-209 and the International Association of Machinists and Aerospace Workers Lodge 78 representing workers at the Menomonee Falls, WI facility, and the United Steelworkers Local 460 representing workers at the Tomahawk, WI facility ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D. C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended: December 31, 2023 ☐ 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 Ide ...

公司信息 - Harley-Davidson, Inc. (NYSE: HOG) 董事会批准了2024年第一季度每股0.1725美元的现金股息[1] - 股息将于2024年3月20日支付给截至2024年3月4日持有公司普通股的股东[1] - Harley-Davidson, Inc. 是 Harley-Davidson Motor Company 和 Harley-Davidson Financial Services 的母公司[2]

财务表现 - Harley-Davidson, Inc. (HOG)2023年第四季度调整后每股收益为18美分，超过了Zacks Consensus Estimate的4美分，但同比下降了35.7%[1] - Harley-Davidson摩托车公司的总收入下降了14%，达到了7.92亿美元，低于我们预测的9.375亿美元，主要是因为摩托车发货量低于预期[2] - 在审查的季度中，摩托车销售收入为5.83亿美元，同比下降了13%[3] - Harley-Davidson在报告的季度中全球零售了30,200辆摩托车，同比下降了11%[4] - 配件收入从去年同期下降了14%，达到了1.3亿美元，低于我们的预期[5] - Harley-Davidson金融服务的收入达到了2.46亿美元，同比增长了15%，超过了我们的预测[6] - LiveWire的总发货量为514辆，同比增长了645%，收入增长了67%，超过了我们的预测[7] 财务展望 - Harley-Davidson截至2023年12月31日的现金及现金等价物为15.3亿美元，长期债务从2022年12月31日的4.46亿美元增加到4.99亿美元[9] - 2024年，公司预计HDMC的收入将保持不变至下降9%，金融服务的营业利润将保持不变至增长5%，LiveWire部门的摩托车批发单位预计在1000-1500之间[10]

财务数据和关键指标变化 - 2023年第四季度,全球批发摩托车发货量下降13% [32] - 2023年第四季度,HDMC收入下降14%,主要由于销量下降 [32][39] - 2023年全年,HDMC收入下降1%,主要由于销量下降7%,部分被定价和产品组合提升7个百分点所抵消 [42] - 2023年第四季度,综合毛利率下降360个基点至22.9%,主要受销量下降、定价和优惠力度增加的影响 [43] - 2023年全年,HDMC毛利率为32.3%,同比提升110个基点,主要受益于产品组合改善和定价 [44] - 2023年全年,HDMC营业利润率为13.6%,同比下降约20个基点 [44] 各条业务线数据和关键指标变化 - HDFS 2023年第四季度收入增长15%,主要由于商业金融应收款增加和利息收入上升 [45] - HDFS 2023年第四季度营业利润下降10%,主要受借款成本上升、信贷损失准备金增加和运营费用上升的影响 [45] - LiveWire 2023年第四季度收入增长至1500万美元,主要由于Del Mar电动摩托车销量增加 [49] - LiveWire 2023年全年营业亏损1.17亿美元,符合预期 [49] 各个市场数据和关键指标变化 - 2023年第四季度,北美零售销量下降9%,受高利率环境持续影响 [36] - 2023年第四季度,EMEA地区零售销量下降22%,受整体宏观环境和经济增长乏力的影响 [36] - 2023年第四季度,亚太地区零售销量下降10%,但较上一季度有所改善 [36] - 2023年第四季度,拉丁美洲零售销量增长46%,巴西和墨西哥表现强劲 [36] 公司战略和发展方向及行业竞争 - 公司继续专注于利润中心产品,如三轮车、CVO和重型巡航车,这些产品的零售表现优于整体 [11][14] - 公司推出了全新的2024款街道光和公路光巡航车型,这是公司10多年来最大规模的巡航车平台升级 [21][22] - 公司还推出了CVO Road Glide ST和CVO Pan America等新车型,进一步丰富了产品线 [23][24] - 公司与Hero MotoCorp的合资公司在印度市场反响热烈,已收到3万多预订 [16] - 公司正在努力提高客户体验,包括升级经销商网络、优化在线销售平台等 [18][19][20] - 公司正在推动生产效率提升,2024年计划再节省1亿美元的供应链成本 [57][58] 管理层对经营环境和未来前景的评论 - 2023年第四季度,零售表现好于预期但仍下降11% [10] - 公司认为当前宏观环境,特别是高利率,给客户购买高端消费品带来挑战 [26][129] - 公司对新款巡航车型的早期反馈很积极,但仍需密切关注市场变化 [25][129] - 公司将谨慎管理库存,确保批发和零售保持平衡 [27] - 公司2024年零售指引为持平至增长9%,批发下降1%至10% [52] - 公司2024年HDMC营业利润率预计为12.6%至13.6%,受销量下降、汇率和成本上升的影响 [53] 问答环节重要的提问和回答 问题1 **Craig Kennison 提问** 询问公司如何重新定义与经销商的关系,以应对当前经销商利润下降的挑战 [62] **Jonathan Root 回答** 公司认识到2023年对经销商来说是艰难的一年,正在采取多种措施支持经销商,包括新产品推出、定价策略调整等,并将继续关注经销商的财务状况 [63][64][65] 问题2 **Alex Perry 提问** 询问2024年产品组合预期,是否会更倾向于巡航车和三轮车,以及促销和优惠对摩托车毛利的影响时间 [69][70] **Jochen Zeitz 回答** 公司将继续优化产品组合,重点发展利润中心产品,同时也会针对2023年库存车型提供支持性定价,以帮助经销商消化库存 [70][71] 问题3 **Joe Altobello 提问** 询问2024年HDMC毛利率下降的主要驱动因素,包括负面营业杠杆和经销商支持力度 [82][83] **Jonathan Root 回答** 2023年第四季度的经销商支持措施约4000万美元,将有利于2024年零售表现。此外,产品组合变化也将影响2024年毛利率 [83][84][85]

Harley-Davidson (HOG) reported $807.01 million in revenue for the quarter ended December 2023, representing a year-over-year decline of 12.2%. EPS of $0.18 for the same period compares to $0.28 a year ago.The reported revenue represents a surprise of -13.24% over the Zacks Consensus Estimate of $930.18 million. With the consensus EPS estimate being $0.04, the EPS surprise was +350.00%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to ...

Q4 and Full Year 2023 Results & 2024 Outlook Thursday, February 8, 2024 Q4 & FULL YEAR 2023 RESULTS & 2024 OUTLOOK – EARNINGS CALL Call Participants ▪ Jochen Zeitz, Chairman, President and CEO ▪ Jonathan Root, Chief Financial Officer ▪ Edel O’Sullivan, Chief Commercial Officer ▪ Karim Donnez, CEO – LiveWire (NYSE: LVWR) ...

Harley-Davidson (HOG) came out with quarterly earnings of $0.18 per share, beating the Zacks Consensus Estimate of $0.04 per share. This compares to earnings of $0.28 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 350%. A quarter ago, it was expected that this motorcycle maker would post earnings of $1.39 per share when it actually produced earnings of $1.38, delivering a surprise of -0.72%.Over the last four quarters, the co ...

Shares of Harley-Davidson Inc. HOG, +1.11% rose 1% in premarket trading Thursday, after the motorcycle maker beat fourth-quarter profit expectations by a wide margin, even as motorcycle shipments continued to fall due to “prudent” dealer inventory management and market conditions. Net income dropped to $25.8 million, or 18 cents a share, from $41.9 million, or 28 cents a share, in the year-ago period. That beat the FactSet consensus for earnings per share of 4 cents. Revenue declined 7.8% to $1.05 billion, ...

MILWAUKEE, Feb. 8, 2024 /PRNewswire/ -- Harley-Davidson, Inc. ("Harley-Davidson," "HDI," or the "Company") (NYSE: HOG) today reported fourth quarter and full year 2023 results. "In the third year of our Hardwire strategy we have made progress in key elements of our strategic plan - focusing on our most profitable products and markets, which we believe will continue to yield benefits to the business and have set us up for long-term value creation despite the current challenging environment for the industry," ...