Q2 FY2026 EarningsFY26 Q2 results delivered a comprehensive beat against consensus: revenue reached $1.23B vs. $1.17B expected (+5.40%), while diluted EPS of $0.75 surged 16.72% past the $0.64 mean estimate. The HDMC segment anchored performance with unit shipments up 9.4% YoY, supported by a $19.8M IEEPA tariff recovery benefit. Management raised FY26 guidance, now expecting HDMC operating income of $10M-$50M (up from a previous $40M loss floor) and HDFS operating income of $55M-$70M.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Harley Davidson(HOG) the Revenue is 1.104 B (+5.81%), Miss estimate;the EBIT is 78.63 M (-30.07%), Beat estimate;the EPS is 0.75 (-14.77%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueMiss expectations
1.10B5.81%
1.17B11.86%
-0.06B6.05%
EBITExceed expectations
0.08B30.07%
0.07B37.34%
+0.01B7.27%
EPSExceed expectations
0.7514.77%
0.642626.98%
+0.107412.21%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf