Every 8-K that Harley-Davidson, Inc. (HOG) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow HOG and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full HOG filings page.
Harley-Davidson, Inc. corrected the high end of its 2026 Harley-Davidson Financial Services (HDFS) operating-income guidance and reiterated second-quarter 2026 results. Consolidated revenue was $1,230 million and net income attributable to Harley-Davidson, Inc. was $80 million, with diluted EPS of $0.75, lower than 2025 mainly because HDFS continues shifting to a capital light model.
Harley-Davidson Motor Company (HDMC) delivered revenue of $1,104 million, up 6%, with global motorcycle shipments up 9% and Adjusted EBITDA margin improving to 10.4%. Global retail motorcycle sales rose 1%, led by 3% growth in North America, while EMEA declined and Asia Pacific and Latin America were roughly flat to modestly positive. HDFS revenue fell 55% and operating income 69%, driven by the smaller loan portfolio after 2025 asset sales, although credit-loss provisions and interest expense were significantly lower. LiveWire revenue increased 52% and its operating loss narrowed to $18 million.
For full-year 2026, the company raised guidance: HDMC global retail and wholesale units are now expected at 133,500–138,500; HDMC operating income is projected at $10–$50 million instead of a prior range that included a sizable loss; and HDFS operating income at $55–$70 million. The company reported $1.9 billion of cash and cash equivalents as of June 30, 2026, after paying $41 million of dividends and repurchasing $158 million of shares (7.9 million shares) in the first half.
Harley-Davidson reported second quarter 2026 consolidated revenue of $1,230 million, down 6% from 2025, and net income attributable to HDI of $80 million with diluted EPS of $0.75, a 15% decline, primarily reflecting Harley-Davidson Financial Services’ shift to a capital light model.
Harley-Davidson Motor Company (HDMC) performance improved, with revenue of $1.1 billion up 6%, global motorcycle shipments of 39,209 up 9%, and Adjusted EBITDA margin rising to 10.4% from 9.3%. Global retail motorcycle sales grew 1%, including North America up 3%, while global dealer inventory of new motorcycles ended the quarter down 17% versus a year earlier. HDFS revenue fell 55% to $117 million and operating income declined 69% to $22 million, while LiveWire revenue increased 52% to $9 million with a $18 million operating loss.
For the first half of 2026, net cash used in operating activities was $60 million; the company paid $41 million in dividends and repurchased $158 million of stock (7.9 million shares), ending with cash and cash equivalents of $1.9 billion. Based on first-half performance, Harley-Davidson raised 2026 guidance, now expecting HDMC global retail sales and wholesale shipments of 133,500–138,500 units, HDMC operating income of $10–$50 million, and HDFS operating income of $55–$65 million, while reiterating a LiveWire operating loss of $70–$80 million and capital investments of $175–$200 million.
Harley-Davidson, Inc. is making a planned leadership change in its top legal role. Effective June 29, 2026, Paul Krause will step down as Chief Legal, Compliance and Corporate Affairs Officer and Corporate Secretary and move into an advisory role.
He will serve in this advisory capacity until September 1, 2026, after which he will leave the company and receive benefits under Harley-Davidson’s Severance Plan. Also effective June 29, 2026, Gayle Littleton will join as the new Chief Legal, Compliance and Corporate Affairs Officer and Corporate Secretary, ensuring continuity in the company’s legal and compliance leadership.
Harley-Davidson, Inc. held its 2026 Annual Meeting of Shareholders, where shareholders approved an amendment to the 2020 Incentive Stock Plan so that up to 12,200,000 shares of common stock may be issued under the plan. All eight director nominees were elected with between about 59.7 million and 70.0 million shares voted in favor, with additional broker non-votes recorded.
Shareholders approved, on an advisory basis, the compensation of named executive officers with about 61.1 million shares for and 9.8 million against. They also approved the incentive plan share increase with about 66.9 million shares for and ratified Ernst & Young LLP as independent auditor with over 83.0 million shares for. A shareholder proposal requesting a climate transition plan did not pass, receiving about 15.2 million shares for and 55.3 million against.
Harley-Davidson, Inc. reported sharply weaker first quarter 2026 results despite stronger motorcycle demand. Consolidated revenue was $1.17 billion, down 12% from 2025, as a 54% revenue decline at Harley-Davidson Financial Services offset modestly lower Motor Company revenue.
Net income attributable to the company fell to $24.8 million from $133.1 million, and diluted EPS dropped to $0.22 from $1.07, reflecting lower margins and higher operating costs. HDMC shipments decreased 3%, but global retail motorcycle sales rose 8% and North America retail grew 14%, while global dealer inventories ended the quarter 22% lower than a year ago. The company reaffirmed its full-year 2026 guidance, including expected HDMC operating results between a $40 million loss and a $10 million profit, HDFS operating income of $45–$60 million, and a LiveWire operating loss of $70–$80 million.
Harley-Davidson, Inc. filed an update on its stock buyback approach. The company reiterated that it expects to be measured in its share repurchases while it finalizes its strategic plan. It intends to enter a Rule 10b5-1 trading plan on or before March 13, 2026.
The plan will seek to repurchase a modest amount of Harley-Davidson stock over the coming months, with actual activity depending on market conditions. The company plans to provide updated information on its share repurchase approach during its Q1 2026 earnings call.
Harley-Davidson, Inc. reported weaker fourth quarter and full-year 2025 results and provided a cautious 2026 outlook, while also announcing a planned reduction in its board size after director James Farley chose not to stand for re-election.
For 2025, revenue was $4.47 billion, down 14% from 2024, and diluted EPS was $2.78 versus $3.44 as Harley-Davidson Motor Company (HDMC) swung to a $29 million operating loss from $278 million profit, driven by lower shipments and weaker margins. Fourth quarter revenue fell 28% to $496 million, and diluted EPS was a loss of $2.44 compared with a $0.93 loss a year earlier.
Harley-Davidson Financial Services (HDFS) benefited from a strategic transaction with KKR and PIMCO, generating record operating income of $490 million and enabling a $1 billion dividend to the parent, while LiveWire narrowed its full-year operating loss to $75 million. The company generated $569 million of operating cash flow, returned $434 million to shareholders through buybacks and dividends, and ended 2025 with $3.1 billion in cash. For 2026, guidance calls for HDMC retail and wholesale units of 130,000–135,000, HDMC operating results between a $40 million loss and a $10 million profit, HDFS operating income of $45–$60 million, and a LiveWire operating loss of $70–$80 million.
Harley-Davidson, Inc. has appointed Bryan Niketh as Chief Operating Officer of Harley-Davidson Motor Company, effective January 1, 2026. Niketh previously held senior roles at Harley-Davidson, including Senior Vice President of Product and Operations from 2020 to 2022 and Vice President of Product Development from 2017 to 2020, and most recently served as President of White River Marine Group.
Upon joining, he will receive a one-time cash award of $1,000,000, which must be repaid if he voluntarily leaves within two years of his start date. He will be covered under the company’s Executive Severance Plan, will enter into a transition agreement similar to those of other executives, and will receive relocation assistance.
Harley-Davidson, Inc. announced leadership changes effective December 31, 2025. Jagdish Krishnan will step down as Chief Digital and Operations Officer, and Luke Mansfield will step down as Chief Commercial Officer of Harley-Davidson Motor Company. Both departures occur under circumstances that entitle them to benefits under the company’s Executive Severance Plan. The company thanked them for their contributions and wished them well in future roles.
Jonathan Root, who has been serving as Chief Financial Officer of Harley-Davidson, Inc. and President, Commercial of Harley-Davidson Motor Company, will remain Chief Financial Officer and continue to lead the finance organization, including oversight of Harley-Davidson Financial Services. He will retain oversight of global commercial operations and take on the title of Chief Commercial Officer of Harley-Davidson Motor Company, consolidating finance and commercial leadership under a single executive.
Harley-Davidson (HOG) completed two previously announced transactions on October 31, 2025. Harley-Davidson Financial Services (HDFS) issued Class A common stock equal to 9.8% of HDFS on a fully diluted basis, split as 4.9% to KKR Morrow OpCo Aggregator LLC and 4.9% to affiliates of PIMCO via an assignment from Cavendish LLC. HDFS and the company also entered into stockholders agreements with KKR and the PIMCO entities effective on the closing date.
Separately, Harley-Davidson Credit Corp. completed the sale of a portion of its motorcycle promissory notes and security agreements portfolio to KKR Morrow Trust and HDL Trust (as assignee of Cavendish) for a purchase price of $4.06 billion. The company states this constitutes a significant disposition under Item 2.01. These steps formalize new minority ownership in HDFS and transfer a substantial block of finance receivables, aligning with the company’s previously disclosed plan.
Harley-Davidson, Inc. filed a Form 8-K stating it has furnished a press release announcing its third quarter results for the period ended September 30, 2025. The press release is included as Exhibit 99.1. This filing is primarily an administrative notice that the company has publicly released its Q3 results via an accompanying press release.
Harley-Davidson, Inc. amended its bylaws effective September 23, 2025. The changes update how shareholders can nominate directors and bring business, align procedures with SEC universal proxy rules, and expand required background and disclosure information from proposing shareholders and board candidates.
The amendments set specific advance notice windows for annual meetings held outside typical anniversary dates, increase disclosures for shareholders seeking to call special meetings, require shareholder solicitors to use a non-white proxy card, and adopt exclusive forum provisions designating Wisconsin courts and U.S. federal courts for specified corporate and Securities Act claims.
Harley-Davidson, Inc. reported upcoming changes to its Board of Directors. Sara Levinson and N. Thomas Linebarger will retire from the board effective September 15, 2025, and the company stated their decisions were not due to any disagreement over operations, policies, or practices.
To replace them, the board appointed Daniel J. Nova, a longtime venture capital partner at Highland Capital Partners with broad board experience, and Matthew J. Reintjes, President and CEO of YETI Holdings, Inc. since 2015. Both are considered independent under New York Stock Exchange rules and will serve until the 2026 annual meeting, with defined committee roles across human resources, sustainability and safety, governance, and audit and finance.
As non-employee directors, Nova and Reintjes will receive a pro-rated portion of the $110,000 annual cash retainer, with at least half paid in Harley-Davidson stock or share units, plus an annual share unit grant valued at $145,000 after they attend their first board meeting. Reintjes will also receive a pro-rated additional $5,000 for serving on the Audit and Finance Committee.
Harley-Davidson posted an investor presentation on its Investor Relations website describing its recently announced transactions referenced in an earlier Current Report. The presentation is furnished as Exhibit 99.1 to this Current Report and the company clarifies that the material is furnished and is not deemed "filed" for purposes of Section 18 of the Exchange Act or incorporated by reference into other Securities Act or Exchange Act filings.
The 8-K also lists an Inline XBRL cover page as an exhibit and identifies the company’s common stock trading under the symbol HOG on the New York Stock Exchange. The report is signed by the company secretary.