Harley-Davidson 3Q 2026: Revenue $971.88M, EPS $0.4— 10-Q Summary

What happened

Harley-Davidson reported third-quarter 2026 revenue of $971.88 million and net income of $42.76 million, down from $1.08 billion and $377.37 million a year earlier. Diluted earnings per share were $0.4, compared with $3.1. Worldwide motorcycle retail sales rose 5.4%, while shipments declined 8.0%.

Confirmed

Global impact / market context

Revenue and profit fell sharply even as customers bought more motorcycles, because shipments were lower and the company cited incentives and a less favorable sales mix. If these pressures persist, they can reduce cash available to fund products and operations; planned cost savings may help offset them.

Analyst inference

The results show different trends across Harley-Davidson’s business: worldwide retail sales increased, but Europe sales declined and Harley-Davidson Motor Company revenue fell. LiveWire revenue rose 41.4%, though the article gives no segment profit figures, so its contribution to overall earnings is unclear.

Analyst inference

What to watch

1. Track whether shipments recover as dealer inventory, meaning motorcycles held by retailers, was down about 26% year over year while retail sales outpaced shipments. Analyst inference
2. Check whether the Back to the Bricks program delivers its target of at least $150 million in cost savings by the end of 2027. Proposed
3. Watch sales of the planned Sprint and returning Sportster models, which Harley-Davidson intends to use to support medium-term retail growth. Proposed

Evidence

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