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HOG HARLEY-DAVIDSON, INC.

Trailing twelve months to 2026-06-30 · as filed 2026-08-05, not restated
Industrials

Scale

Market cap
$2.9bn
Revenue TTM
$3.6bn
Net income TTM
$203m
Free cash flow
$-133m
Composite score
47.0
Sector rank
#1415

Valuation

P / E
14.4
EV / EBITDA
7.1
EV / sales
0.8
FCF yield
-4.55%
Earnings yield vs 10-yr
2.19pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
5.6%
EBITDA margin
10.7%
ROE
6.5%
ROIC
7.2%
Revenue growth
5.8%

Insider activity, last 90 days

Net open-market
$1.33m
Buyers
3
Sellers
1

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

Overview (1) Net income attributable to Harley-Davidson, Inc. was $79.8 million, or $0.75 per diluted share, in the second quarter of 2026 compared to $107.6 million, or $0.88 per diluted share, in the second quarter of 2025. In the second quarter of 2026, HDMC segment operating income was $72.3 million, an increase of $11.0 million from the second quarter of 2025. The increase in operating income from the HDMC segment for the second quarter of 2026 was driven primarily by higher motorcycle shipments, lower manufacturing and tariff costs, and lower operating expenses partially offset by less beneficial product mix and pricing, higher raw material pricing and unfavorable currency impacts. …HARLEY-DAVIDSON, INC., 10-Q, period ended 2026-06-30, filed 2026-08-05

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