HOG
Harley-Davidson, Inc.21.25
-0.12-0.56%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
2.58BP/E (TTM)
5.06Basic EPS (TTM)
4.20Dividend Yield
0.03%Recent Filings
8-K
8-K
8-K
8-K
Board refresh with new independents
Harley-Davidson refreshed its board as Sara Levinson and N. Thomas Linebarger retired effective September 15, 2025, with no disagreements cited. The board appointed independent directors Daniel J. Nova, a Highland Capital Partners general partner with growth advisory expertise, and Matthew J. Reintjes, YETI Holdings CEO known for brand transformation and innovation, to join committees starting that date. Their skills in strategy, operations, and international expansion will bolster governance amid the company's CEO transition. This adds to four new independents in three years.
8-K
HDFS partnership unlocks $1.25B cash
Harley-Davidson announced a strategic partnership for its financial services arm, HDFS, selling over $5 billion in existing retail loan receivables at a premium and a 4.9% equity stake each to KKR and PIMCO-managed vehicles, valuing HDFS at 1.75x post-transaction book value. This unlocks $1.25 billion in cash for Harley-Davidson, earmarked for $500 million in share repurchases, $450 million in debt reduction, and investments in its motorcycle business. The deal shifts HDFS to a capital-light model, boosting ROE to high 20% long-term while retaining full control. Transaction closes in second half of 2025.
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