Harley reported that third-quarter shipments fell 8% and motor company sales were down 10%, driving EPS of $0.40. The firm lifted its prior 2026 outlook to motorcycle operating income of $25 million-$55 million, up from $10 million-$50 million, while halting LiveWire operating guidance.
Harley-Davidson's brand is more than 120 years old and resonates globally with a wide consumer base, particularly its core market (men older than 35). Successful efforts to connect with its core consumer could lead to a unit demand uptick faster than we anticipate.
Harley's traditional focus on heavyweight bikes could reduce the demand for the firm's products as consumer preferences shift to other types of bike products. To mitigate the lost revenue from this consumer, less profitable opportunities may be pursued.
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Metric
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HOG
|
DOO
|
MBUU
|
|---|---|---|---|
Price/Earnings (Normalized) | 19.15 | 15.67 | 18.66 |
Price/Book Value | 1.07 | 18.58 | 0.89 |
Price/Sales | 0.86 | 0.67 | 0.50 |
Price/Cash Flow | 7.98 | 7.49 | 8.79 |
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Metric
|
HOG
|
DOO
|
MBUU
|
|---|---|---|---|
Quick Ratio | 1.59 | 0.44 | 0.56 |
Current Ratio | 1.90 | 1.19 | 1.43 |
Interest Coverage | 12.40 | 1.79 | 1.69 |
|
Metric
|
HOG
|
DOO
|
MBUU
|
|---|---|---|---|
Return on Assets (Normalized) | 2.41% | 6.19% | 3.49% |
Return on Equity (Normalized) | 6.72% | 74.98% | 5.73% |
Return on Invested Capital (Normalized) | 3.27% | 15.22% | 5.32% |
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1-Day Chart
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Morningstar Rating for Stocks
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United States