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Harley-Davidson(HOG) - 2022 Q4 - Annual Report
2023-02-24 00:00
公司战略和发展 - Harley-Davidson Motor Company (HDMC)在2022年的营收为48.88亿美元,2021年为45.04亿美元,2020年为32.33亿美元[6] - HDMC的营收主要来源于摩托车销售,占总营收的77.5%[10] - 公司的战略计划"The Hardwire"旨在通过设计、工程和推进世界上最令人向往的摩托车,以及专注于客户需求和自由的体验来实现长期盈利增长[7] - 公司计划在全球约50个市场中重点发展,包括美国、德国、日本、中国等[7] - 公司致力于领导电动摩托车市场,将投资于技术开发,以提供世界上最令人向往的电动摩托车[7] - HDMC通过独立经销商网络销售摩托车、零部件、配件和服装,以及通过电子商务网站销售产品[9] - 公司通过管理专利、商标等知识产权来保护其产品和技术创新,以及品牌价值[14] - Harley-Davidson品牌通过消费者活动、数字营销和社交媒体等方式进行推广,以及通过赞助摩托车拉力赛、音乐节等活动来建立社区和连接骑手[14] - HDMC的批发摩托车出货季节性与经销商的零售销售时间相关[14] - HDMC与供应商建立长期互利关系,以获取技术和商业资源,实现战略目标[15] - HDMC的主要原材料包括钢铁和铝铸件、锻件、钢板和钢棒[15] - LiveWire是一家全电动摩托车品牌,专注于电动摩托车市场[16] - LiveWire的产品包括电动摩托车、电动平衡车、配件和服装[16] - LiveWire拥有专利、商标和其他知识产权,保护公司独特设计和技术[17] - LiveWire的产品主要原材料包括电池、半导体芯片、钢铁和铝铸件[19] - HDFS为Harley-Davidson和LiveWire摩托车提供批发和零售金融服务[20] - HDFS在美国和加拿大提供零售金融服务,主要包括分期贷款购买Harley-Davidson摩托车[20] 风险和挑战 - 公司面临着日益激烈的竞争,竞争对手更多元化,可能对公司的业务和运营结果产生不利影响[42] - 公司必须预防和检测产品问题,以减少召回活动、保修成本、诉讼、产品责任索赔、新车型推出延迟和监管调查[43] - 公司必须不断改进和遵守产品开发和制造流程,确保高质量产品符合适用法规,以销售给零售客户[43] - 公司的LiveWire电动车辆高度依赖软件,可能存在潜在缺陷或错误,可能导致产品召回、损害公司品牌形象和业务[45] - 重大的网络安全事件或数据隐私泄露可能对公司的声誉、收入和利润产生不利影响[46] - 公司依赖供应商获取原材料和零部件,供应问题可能导致生产延误、产品设计变更和订单履行能力受影响[48] - 公司依赖第三方制造商和供应商提供关键半导体芯片组件,供应中断可能对公司的摩托车生产和交付产生不利影响[49] - 公司的运营受到COVID-19大流行的影响,包括生产、交付和供应链的中断,可能继续影响公司的业务[50] - 政府实施的措施可能继续对公司的销售和营销活动、业务、前景、财务状况和运营结果产生不利影响[52] - COVID-19大流行导致公司的供应链、运营和业务受到影响,包括需求激增、供应短缺、全球货运延迟等问题[53] 财务状况和业绩 - 2023年,公司预计HDMC收入增长率在4%至7%之间,主要受益于单位增长、有利的产品组合以及定价措施,以抵消通货膨胀预期[123] - 2022年,HDMC部门的运营收入为6.77亿美元,较2021年的4.77亿美元增加了2.00亿美元[124] - 全球新摩托车零售销量在2022年较2021年下降了7.7%,主要受到2022年第二季度停产和运输导致的经销商库存水平下降的影响[126] - 2021年至2022年,公司营收从4,504.4百万美元增长至4,887.7百万美元,增长8.5%[132] - 2021年至2022年,公司毛利从1,299.5百万美元增长至1,527.9百万美元,增长17.6%[132] - 2021年至2022年,LiveWire部门的营收增长30.8%,达到46,833千美元[134] - 2021年至2022年,LiveWire部门的毛利为2,904千美元,较去年同期增长212.8%[134] - 2021年至2022年,HDFS部门的利息收入增长3.3%,达到693,615千美元[135] - 2021年,全球新摩托车零售销量较2020年增长7.7%[137] - 2021年,公司在美国市场的新摩托车零售销量占比为44.4%,较2020年增加2.5个百分点[138] - 2021年,欧洲市场的新摩托车零售销量占比为5.9%,较2020年下降1.8个百分点[138]
Harley-Davidson(HOG) - 2022 Q4 - Earnings Call Transcript
2023-02-03 02:17
Harley-Davidson, Inc. (NYSE:HOG) Q4 2022 Earnings Conference Call February 2, 2023 9:00 AM ET Company Participants Shawn Collins – Director-Investor Relations Jochen Zeitz – Chief Executive Officer Ryan Morrissey – President-LiveWire Gina Goetter – Chief Financial Officer Edel O’Sullivan – Chief Commercial Officer Conference Call Participants Craig Kennison – Baird Robbie Ohmes – Bank of America Fred Wightman – Wolfe Research Joseph Altobello – Raymond James James Hardiman – Citi David MacGregor – Longbow R ...
Harley-Davidson(HOG) - 2022 Q3 - Earnings Call Transcript
2022-10-27 02:08
Harley-Davidson, Inc. (NYSE:HOG) Q3 2022 Earnings Conference Call October 26, 2022 9:00 AM ET Company Participants Shawn Collins - Director of IR Jochen Zeitz - Chairman, President and Chief Operating Officer Gina Goetter - Chief Financial Officer Edel O’Sullivan - Chief Operating Officer Conference Call Participants Robert Ohmes - Bank of America Craig Kennison - Baird Joseph Altobello - Raymond James James Hardiman - Citi Fred Wightman - Wolfe Research Gerrick Johnson - BMO Capital Markets Joseph Spak - R ...
Harley-Davidson(HOG) - 2022 Q2 - Earnings Call Transcript
2022-07-29 01:24
Harley-Davidson, Inc. (NYSE:HOG) Q2 2022 Earnings Conference Call July 28, 2022 9:00 AM ET Company Participants Shawn Collins - Director of IR Jochen Zeitz - Chairman, President and CEO Gina Goetter - CFO Edel O’Sullivan - COO Conference Call Participants Craig Kennison - Baird Robby Ohmes - Bank of America Brett Andress - KeyBanc Joseph Altobello - Raymond James Fred Wightman - Wolfe Research Gerrick Johnson - BMO Capital Markets Jaime Katz - Morningstar Operator Thank you for standing by, and welcome to t ...
Harley-Davidson(HOG) - 2022 Q1 - Earnings Call Transcript
2022-04-28 02:15
Start Time: 09:00 January 1, 0000 9:38 AM ET Harley-Davidson, Inc. (NYSE:HOG) Q1 2022 Earnings Conference Call April 27, 2022, 09:00 AM ET Company Participants Jochen Zeitz - Chairman, President and CEO Gina Goetter - CFO Edel O’Sullivan - Chief Commercial Officer Shawn Collins - Director of IR Conference Call Participants Robert Ohmes - Bank of America Merrill Lynch Joseph Altobello - Raymond James Craig Kennison - Robert W. Baird Joseph Nolan - Longbow Research Jamie Katz - Morningstar Brett Andress - Key ...
Harley-Davidson(HOG) - 2021 Q4 - Earnings Call Transcript
2022-02-09 01:38
Harley-Davidson, Inc. (NYSE:HOG) Q4 2021 Earnings Conference Call February 8, 2022 9:00 AM ET Company Participants Shawn Collins - Director of Investor Relations Jochen Zeitz - Chairman, President and Chief Executive Officer Gina Goetter - Chief Financial Officer Edel O’Sullivan - Chief Commercial Officer Conference Call Participants Craig Kennison - Robert W. Baird & Co. Robert Ohmes - Bank of America Merrill Lynch Billy Kovanis - Morgan Stanley Fred Wightman - Wolfe Research LLC Joseph Altobello - Raymond ...
Harley-Davidson(HOG) - 2021 Q3 - Earnings Call Transcript
2021-10-28 01:32
Harley-Davidson, Inc. (NYSE:HOG) Q3 2021 Earnings Conference Call October 27, 2021 9:00 AM ET Company Participants Shawn Collins - IR Jochen Zeitz - Chairman, President & CEO Gina Goetter - CFO Edel O’Sullivan - Chief Commercial Officer Conference Call Participants Robert Ohmes - Bank of America Merrill Lynch Joseph Altobello - Raymond James & Associates David MacGregor - Longbow Research Jaime Katz - Morningstar James Hardiman - Wedbush Securities Craig Kennison - Robert W. Baird & Co. Gerrick Johnson - BM ...
Harley-Davidson(HOG) - 2021 Q1 - Earnings Call Transcript
2021-04-21 02:43
Harley-Davidson Inc. (NYSE:HOG) Q1 2021 Earnings Conference Call April 20, 2021 9:00 AM ET Company Participants Shannon Burns - Manager, Investor Relations Jochen Zeitz - Chairman, President and Chief Executive Officer Gina Goetter - Chief Financial Officer Edel O’Sullivan - Chief Commercial Officer Conference Call Participants Craig Kennison - Baird Robby Ohmes - Bank of America Shawn Collins - Citigroup Research Jaime Katz - Morningstar James Hardiman - Wedbush Securities Joseph Spak - RBC Capital Markets ...
Harley-Davidson(HOG) - 2020 Q4 - Annual Report
2021-02-23 00:00
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, 2020 ☐ 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 ...