Harley-Davidson, Inc.'s SEC filings document operating results, governance, capital actions and financial-services arrangements for a Wisconsin corporation whose common stock trades on the New York Stock Exchange under HOG. Form 8-K reports furnish quarterly and annual financial results, strategic-plan disclosures, share-repurchase activity and material events involving Harley-Davidson Motor Company and Harley-Davidson Financial Services.
Proxy filings cover board composition, director elections, executive compensation and shareholder voting matters. Other current reports document executive transitions, compensatory arrangements and material agreements, including completed HDFS transactions with KKR and PIMCO-related entities. The filings also identify the company’s registered common stock, reporting controls and exhibit records tied to earnings releases and corporate events.
Harley-Davidson, Inc. reported Q2 2026 revenue of $1.23 billion and net income attributable to the company of $79.8 million, down from $1.31 billion and $107.6 million in Q2 2025. Diluted EPS was $0.75 versus $0.88. Motorcycles and related products revenue rose to $1.11 billion, while financial services revenue declined to $117.0 million from $257.4 million. Operating income decreased to $76.0 million from $112.4 million.
For the first half of 2026, revenue was $2.40 billion and net income attributable to Harley-Davidson, Inc. was $104.6 million, compared with $2.64 billion and $240.7 million a year earlier. Operating activities used $59.7 million of cash versus providing $509.5 million in the prior-year period, and cash and cash equivalents were $1.90 billion at June 30 2026.
Finance receivables (held for investment and for sale) totaled $2.65 billion at June 30 2026, and the allowance for credit losses was $38.2 million, down from $399.3 million a year earlier, with owned retail portfolio credit losses becoming net recoveries year-to-date. Future principal payments on debt totaled $2.25 billion, and on‑balance sheet asset‑backed securitization and conduit debt were zero at June 30 2026.
Harley-Davidson, Inc. director Daniel J Nova reported buying 40,000 shares of common stock on 2026-07-31, classified as a purchase in an open market or private transaction at a weighted average price of $24.5675 per share. The trades occurred between $24.48 and $24.64 and brought his direct holdings to 47,605 shares.
Jonathan R Root plans to sell up to 1,554 shares of Harley-Davidson, Inc. common stock through Charles Schwab & Co., Inc. on or after 08/03/2026, with an aggregate market value of 38,664.00. These shares relate to a Restricted Stock Lapse dated 02/06/2025 categorized as equity compensation.
Over the prior three months, Root sold 1,554 shares of Harley-Davidson common stock on each of 05/19/2026, 06/01/2026, and 07/01/2026, for gross proceeds of 37,622.00, 37,094.00, and 37,980.00, respectively.
Vanguard Portfolio Management LLC, together with certain affiliates, reports beneficial ownership of common stock of Harley-Davidson Inc. The filing states beneficial ownership of 5,668,842 shares, representing 5.38% of the class.
The group has sole voting power over 43,770 shares and sole dispositive power over 5,668,842 shares, with no shared voting or dispositive power. The position includes securities held by Vanguard funds and managed accounts over which these Vanguard entities exercise voting and/or dispositive authority. No other single person’s interest in these securities exceeds 5% of the class.
Littleton Gayle reported acquisition or exercise transactions in this Form 4 filing.
Harley-Davidson, Inc. reported that officer Gayle Littleton (CLO, CCO, CAO & Corp Sec) received a grant of 39,232 restricted stock units on 2026-07-24. Each unit represents one share of common stock, vesting 50% after one year and 50% after two years, and is subject to forfeiture until vested.
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. officer Gayle Littleton filed an initial statement as a reporting person, reflecting her status as an executive with the title "CLO, CCO, CAO & Corp Sec." The filing does not list any buy, sell, gift, or other transaction activity in this snapshot.
HARLEY-DAVIDSON, INC. CFO and CCO Jonathan R. Root reported an open-market sale of company stock. On July 1, 2026, he sold 1,554 shares of common stock at $24.44 per share, classified as a non-derivative transaction.
The filing notes that this sale was effected under a Rule 10b5-1(c) trading plan adopted by Root on February 17, 2026, indicating it was pre-arranged. Following the sale, he directly holds 29,400 shares and indirectly holds 15,189.1056 shares through a 401(k) plan.
Harley-Davidson, Inc. submitted a Form 144 notice to sell 37,980 shares of Common Stock through Charles Schwab & Co., Inc. The filing records restricted stock lapses of 724 shares on 02/05/2025 and 830 shares on 02/06/2025. It also lists prior sales by Jonathan R. Root of 37,622 shares on 05/19/2026 and 37,094 shares on 06/01/2026.