Harley-Davidson (HOG) reported $1.05 billion in revenue for the quarter ended June 2025, representing a year-over-year decline of 22.6%. EPS of $0.88 for the same period compares to $1.63 a year ago.
The reported revenue represents a surprise of -7.04% over the Zacks Consensus Estimate of $1.13 billion. With the consensus EPS estimate being $0.99, the EPS surprise was -11.11%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Harley-Davidson performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Worldwide Retail Sales of Harley-Davidson Motorcycles - Total worldwide retail sales: 42,254 versus 45,308 estimated by three analysts on average.
- HDMC Worldwide Motorcycle Shipments - Total: 35,837 versus 39,622 estimated by three analysts on average.
- Worldwide Retail Sales of Harley-Davidson Motorcycles - EMEA: 7,621 versus 7,573 estimated by two analysts on average.
- Worldwide Retail Sales of Harley-Davidson Motorcycles - Asia Pacific: 4,967 versus 5,863 estimated by two analysts on average.
- Revenue- Motorcycles and related products/ HDMC revenue: $1.04 billion versus $1.13 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -22.6% change.
- Revenue- Financial services/ HDFS revenue: $257.44 million versus $268.81 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -2.3% change.
- Revenue- Live Wire: $6.01 million versus $7.35 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -6.8% change.
- Revenue- Motorcycles and related products/ HDMC revenue- Other: $17.54 million compared to the $18.05 million average estimate based on three analysts. The reported number represents a change of +0.4% year over year.
- Revenue- Motorcycles and related products/ HDMC revenue- Parts & Accessories: $186.87 million versus the three-analyst average estimate of $189.7 million. The reported number represents a year-over-year change of -3.6%.
- Revenue- Motorcycles and related products/ HDMC revenue- Apparel: $55.24 million versus $63.64 million estimated by three analysts on average.
- Revenue- Motorcycles and related products/ HDMC revenue- Licensing: $5.94 million versus $4.57 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +8.4% change.
- Revenue- Motorcycles and related products/ HDMC revenue- Motorcycles: $778.05 million compared to the $848.49 million average estimate based on three analysts. The reported number represents a change of -27.2% year over year.
View all Key Company Metrics for Harley-Davidson here>>>
Shares of Harley-Davidson have returned -8.4% over the past month versus the Zacks S&P 500 composite's +3.4% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
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Harley-Davidson, Inc. (HOG): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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