Latest analysis · HOG Q2 2026 · October 28, 2026
Harley-Davidson Q2: the recovery needs to outlast the refund
Guidance rose as dealer inventory improved. A $19.8m tariff recovery complicates the operating-profit rebound.
Read the report preview →Harley-Davidson (HOG)
Latest analysis · HOG Q1 2026 · October 28, 2026
Harley-Davidson Q1: retail improved before earnings did
The inventory reset gained traction. Tariffs, operating costs and a changed finance business kept the earnings picture weak.
Read the report preview →Initiating coverage with audited motorcycle credit data, a dealer inventory pilot and a prospective test of management promises.
Coverage initiated October 28, 2026. Read the separate Q1 and Q2 reviews below. The dealer panel is prospective and no calibrated miss probability or automated management grade has been assigned.