Harley-Davidson (1HOG) AI Stock Analysis
Harley-Davidson
(Milan:1HOG)
No summary available
Harley-Davidson (1HOG) vs. iShares MSCI Italy ETF (EWI)
- Market Cap
- EUR 3.25B
- Dividend Yield
- 2.35%
- Average Volume (3M)
- 92
- Price to Earnings (P/E)
- -29.5
- Beta (1Y)
- 0.75
- Revenue Growth
- -18.54%
- EPS Growth
- -124.76%
- Country
- Italy
- Employees
- 5,500
- Sector
- Consumer Cyclical
- Sector Strength
- 61
- Industry
- Auto - Manufacturers
Harley-Davidson Business Overview & Revenue Model
Company Description
Harley-Davidson, Inc., publicly traded under the symbol HOG, is fundamentally a manufacturer and seller of motorcycles. The company's operations are divided into two primary divisions: Motorcycle Products and Related Offerings, and Financial Services...
Harley-Davidson Earnings Call Summary
The call was broadly positive. Strong North American retail growth, improved dealer inventory and profitability, successful motorcycle launches, market share gains, better HDMC margins, and raised full-year guidance significantly outweighed the challenges in Europe and Latin America, supplier and tariff uncertainty, lower consolidated earnings and cash flow, and LiveWire's going-concern disclosure.
Q3-2026 Updates
Positive Updates
Negative Updates
Company Guidance
For full year 2026, Harley-Davidson expects HDMC global motorcycle retail sales in the range of 135,500 to 139,000 units and global Motorcycle wholesale shipments in the range of 135,500 to 139,000 units, with dealer inventory ending broadly flat with prior year; HDMC operating income is expected in the range of $25 million to $55 million, including the year-to-date headwind of $31 million of restructuring costs; HDFS operating income is expected in the range of $60 million to $70 million; LiveWire has withdrawn guidance; and HDI capital investment is expected at $140 million to $165 million, reduced from prior guidance of $175 million to $200 million. Full year 2026 gross tariff costs are expected to be approximately $105 million to $120 million, with virtually no change in 2026 operating income impact due to tariffs; assuming the current tariff structure stays in place, gross tariff costs in 2027 are not expected to be higher than in 2026, and further recoveries in 2027 are not anticipated as of now unless there are further changes to tariff structure. Harley-Davidson remains on track to deliver $150 million in fixed cost savings and remains committed to $350 million in HDMC EBITDA in 2027.
Harley-Davidson Risk Analysis
Harley-Davidson disclosed 2 risk factors in its most recent earnings report. Harley-Davidson reported the most risks in the "Legal & Regulatory" category.
Latest Risks Added
1 New RiskHarley-Davidson Peers Comparison
Overall Rating
LCII64Neutral
WGO57Neutral
THO55Neutral
BC53Neutral
PII50Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| LCII | 64Neutral | $2.41B | 11.39 | 15.25% | 4.65% | 4.05% | 44.68% |
| Sector * | 61Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% |
| WGO | 57Neutral | $871.66M | 25.30 | 2.79% | 4.61% | -3.37% | 32.39% |
| THO | 55Neutral | $3.81B | 21.80 | 4.13% | 2.84% | 0.31% | -30.23% |
| BC | 53Neutral | $4.88B | 23.25 | 12.95% | 2.32% | 10.41% | ― |
| PII | 50Neutral | $3.38B | -16.32 | -25.30% | 4.56% | 9.46% | -37.29% |
* Consumer Cyclical Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| IT:1HOG | Harley-Davidson | 27.42 | 4.98 | 22.21% | |
| BC | Brunswick Corporation | 75.34 | 10.74 | 16.62% | |
| LCII | Lci Industries | 98.98 | -3.69 | -3.59% | |
| PII | Polaris Industries | 59.41 | -3.56 | -5.65% | |
| THO | Thor Industries, Inc. | 73.90 | -27.69 | -27.25% | |
| WGO | Winnebago Industries, Inc. | 30.61 | -4.79 | -13.53% |
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.