Harley-Davidson, Inc.

NYSE:HOG Rapport sur les actions

Capitalisation boursière : US$2.6b

Harley-Davidson Résultats passés

Passé contrôle des critères 1/6

Les bénéfices de Harley-Davidson ont diminué à un taux annuel moyen de -7.1%, tandis que le secteur Auto a vu ses bénéfices augmenter de en baisse à 13% par an. Les revenus ont augmenté de en baisse à un taux moyen de 1.6% par an. Le rendement des capitaux propres de Harley-Davidson est 7.2% et ses marges nettes sont de 5.3%.

Informations clés

-7.09%

Taux de croissance des bénéfices

-2.92%

Taux de croissance du BPA

Auto Croissance de l'industrie23.94%
Taux de croissance des recettes-1.57%
Rendement des fonds propres7.22%
Marge nette5.34%
Dernière mise à jour des bénéfices31 Mar 2026

Mises à jour récentes des performances passées

Recent updates

Mise à jour du récit Jun 05

HOG: Turnaround Plan And Buybacks Will Confront Ongoing Demand And Dealer Risks

Analysts have raised the implied fair value for Harley-Davidson stock from about $22.14 to $25.45, citing higher Street price targets around $15, along with updated assumptions for slower revenue declines, improved profit margins, and a lower future P/E multiple. Analyst Commentary Recent Street research paints a mixed picture for Harley-Davidson, with several firms lifting price targets while still urging caution on the stock.
Mise à jour du récit Apr 28

HOG: Brand Refresh And Buybacks Will Confront Ongoing Demand And Dealer Concerns

The analyst price target for Harley-Davidson has been trimmed by less than $0.05, as analysts reflect weaker revenue growth assumptions alongside slightly firmer profit margin and lower future P/E expectations, following a series of reduced Street targets and new Underweight ratings that highlight demand concerns and business uncertainty. Analyst Commentary Recent Street research on Harley-Davidson clusters around concern for demand, dealer health and the longer term direction of the business, with several firms trimming price targets and leaning cautious on the shares.
Seeking Alpha Apr 16

Harley-Davidson: Losing Its Grip On The Road Ahead

Summary Harley-Davidson faces persistent volume declines, an aging customer base, and intensifying competition, with recent balance sheet improvements failing to address core structural challenges. HOG's 2026 outlook signals a reset year, with HDMC operating income expected between a $40M loss and a $10M profit, reflecting ongoing margin and demand pressures. Management's cost-cutting and inventory actions may steady operations, but demographic headwinds, tariffs, and weak pricing power limit prospects for real growth. I maintain a 'hold' rating, as valuation reflects some risks but lacks catalysts for upside; investors should remain cautious given limited visibility into a turnaround. Read the full article on Seeking Alpha
Mise à jour du récit Apr 13

HOG: Product Refresh And Buybacks Will Counter Ongoing Demand And Dealer Concerns

Harley-Davidson’s analyst price target has been modestly adjusted to $22.18, as analysts factor in slightly less severe revenue contraction and profit margin pressure, along with a higher assumed future P/E and a wave of recent target cuts and Underweight ratings that highlight concerns around demand, dealer health, and overall business direction. Analyst Commentary Recent Street research has leaned cautious, with several firms trimming price targets and initiating with Underweight or Neutral ratings.
Mise à jour du récit Mar 28

HOG: Product Refresh And Buybacks Will Offset Ongoing Demand And Dealer Pressures

Harley-Davidson's analyst price targets have been reset lower, with reductions from firms including UBS, Morgan Stanley, Baird, DA Davidson, and Citi. Wells Fargo also initiated coverage with an Underweight rating and a $15 target, as analysts highlight ongoing demand softness, dealer pressures, and uncertainty around the direction of the business.
Mise à jour du récit Mar 12

HOG: Product Refresh And Buybacks Will Support Future Brand And Margin Resilience

We are trimming our Harley-Davidson fair value estimate to $22.00 from $23.50, reflecting a series of lower Street price targets and analyst concerns about weak demand, dealer health, profit pressure, and higher implied future P/E expectations. Analyst Commentary Street research has tilted cautious on Harley-Davidson, with several firms reducing price targets and flagging execution and demand risks.
Mise à jour du récit Feb 25

HOG: Product Refresh And Share Repurchases Will Support Future Margin Stability

The updated analyst price target for Harley-Davidson has been revised to $23.50 from $26.50. This change reflects recent cuts across the Street as analysts factor in a choppy consumer backdrop, softer profit expectations, and adjusted powersports estimates following Q4 results and industry events.
Mise à jour du récit Feb 10

HOG: Inventory Actions And Lower Price Models Will Support Future Margin Stability

Narrative Update: Harley-Davidson Analysts have reduced their price targets on Harley-Davidson by up to $5, citing weaker retail conditions, margin pressure from clearing inventory, and an expected shift toward lower price point models. This is reflected in lower EPS estimates for coming periods.
Article d’analyse Feb 09

Is Harley-Davidson (NYSE:HOG) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Mise à jour du récit Jan 26

HOG: Inventory Cleanup And Dealer Health Efforts Will Support Future Margin Stability

Analysts have trimmed their fair value estimate for Harley-Davidson to $26.50 from $27.50, citing lower price targets and updated earnings expectations that reflect a softer retail backdrop, margin pressure from inventory clearance, and some product mix headwinds, even as recent commentary highlights efforts to improve dealer health and rebuild trust across the network. Analyst Commentary Recent research updates on Harley-Davidson point to a mixed setup, with price targets moving lower but with some constructive views on execution efforts and dealer health.
Mise à jour du récit Jan 09

HOG: New Leadership Actions Will Drive Inventory Cleanup And Margin Stability

Analysts have trimmed Harley-Davidson's blended price target to a range of about US$21 to US$30, citing concerns about weaker retail demand, inventory-related margin pressure and product mix. These factors are partly offset by confidence in new CEO led inventory actions and efforts to improve dealer health.
Mise à jour du récit Dec 18

HOG: New Leadership Will Drive Inventory Clearance And Future Margin Recovery

The analyst price target for Harley-Davidson has edged down by $0.10 as analysts factor in weaker retail demand, ongoing inventory clearance related margin pressure, and mixed views on the pace of recovery despite recent management actions to improve dealer health. Analyst Commentary Recent Street research reflects a divided view on Harley-Davidson's outlook, with some emphasizing operational progress and others highlighting structural headwinds that could weigh on valuation and earnings power.
Article d’analyse Dec 06

Harley-Davidson (NYSE:HOG) Has Announced A Dividend Of $0.18

Harley-Davidson, Inc. ( NYSE:HOG ) has announced that it will pay a dividend of $0.18 per share on the 22nd of...
Mise à jour du récit Dec 04

HOG: New Leadership Will Drive Inventory Reset And Future Margin Stability

Harley-Davidson's analyst price target has been trimmed modestly, with fair value estimates easing by about $0.70 per share as analysts factor in weaker retail trends, margin pressure tied to inventory clearance, and a slightly lower future earnings multiple, despite ongoing efforts to improve dealer health and rebuild network trust. Analyst Commentary Recent Street research reflects a widening divide between cautious and constructive views on Harley-Davidson, with valuation resets incorporating both near term execution risk and potential upside from operational changes under new leadership.
Mise à jour du récit Nov 20

HOG: New Leadership Will Drive Dealer Health And Inventory Improvement

Harley-Davidson's analyst price target has been revised downward by $1 to $28. Analysts cite ongoing inventory challenges, cautious retail trends, and mixed outlooks on recent management changes as key factors influencing the adjustment.
Article d’analyse Aug 29

A Piece Of The Puzzle Missing From Harley-Davidson, Inc.'s (NYSE:HOG) 26% Share Price Climb

Harley-Davidson, Inc. ( NYSE:HOG ) shareholders would be excited to see that the share price has had a great month...
Article d’analyse Jul 18

Harley-Davidson (NYSE:HOG) Takes On Some Risk With Its Use Of Debt

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Article d’analyse Jun 16

Harley-Davidson, Inc. (NYSE:HOG) Might Not Be As Mispriced As It Looks

With a price-to-earnings (or "P/E") ratio of 8.3x Harley-Davidson, Inc. ( NYSE:HOG ) may be sending very bullish...
Article d’analyse May 20

Harley-Davidson (NYSE:HOG) May Have Issues Allocating Its Capital

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Article d’analyse Apr 22

Why Harley-Davidson, Inc. (NYSE:HOG) Could Be Worth Watching

While Harley-Davidson, Inc. ( NYSE:HOG ) might not have the largest market cap around , it saw significant share price...
Article d’analyse Mar 18

There's No Escaping Harley-Davidson, Inc.'s (NYSE:HOG) Muted Earnings

Harley-Davidson, Inc.'s ( NYSE:HOG ) price-to-earnings (or "P/E") ratio of 7x might make it look like a strong buy...
Seeking Alpha Mar 04

Harley-Davidson: Secular Decline And Market Share Deterioration Weaken Outlook

Summary Harley-Davidson, Inc.'s sales have declined over the long term. On top of a secular decline in the US, the brand's market share has deteriorated in both the US and Europe. The company's LiveWire brand isn't gaining customers, generating significant losses and showing little promise for a turnaround. Dealers' overstocked inventories are exacerbating Harley-Davidson's weak short-term financial performance. Despite a P/E below 8, I don't believe HOG stock to be attractive. The company ultimately needs to stabilize its sales, which seems unlikely for now. Read the full article on Seeking Alpha
Article d’analyse Feb 20

Harley-Davidson's (NYSE:HOG) Upcoming Dividend Will Be Larger Than Last Year's

Harley-Davidson, Inc. ( NYSE:HOG ) will increase its dividend on the 14th of March to $0.18, which is 4.3% higher than...
Article d’analyse Feb 16

Some Investors May Be Worried About Harley-Davidson's (NYSE:HOG) Returns On Capital

To avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...
Article d’analyse Jan 31

Harley-Davidson (NYSE:HOG) Takes On Some Risk With Its Use Of Debt

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...

Ventilation des recettes et des dépenses

Comment Harley-Davidson gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.


Historique des gains et des recettes

NYSE:HOG Recettes, dépenses et bénéfices (USD Millions )
DateRecettesLes revenusDépenses G+ADépenses de R&D
31 Mar 264,3162309390
31 Dec 254,4733398870
30 Sep 254,6655018670
30 Jun 254,4752438680
31 Mar 254,7863548730
31 Dec 245,1874559040
30 Sep 245,5525989220
30 Jun 245,9516789480
31 Mar 245,7776379360
31 Dec 235,8367079320
30 Sep 235,9267239890
30 Jun 236,0257859670
31 Mar 236,0498239170
31 Dec 225,7557418820
25 Sep 225,6297218430
26 Jun 225,3466238340
27 Mar 225,4096138710
31 Dec 215,3366501,0410
30 Sep 215,0455327860
27 Jun 214,8454898080
28 Mar 214,1791918140
31 Dec 204,05411,0530
27 Sep 204,4011111,1700
30 Jun 204,508781,2020
31 Mar 205,2763651,2370
31 Dec 195,3624241,1820
29 Sep 195,4354111,0480
30 Jun 195,4794381,0470
31 Mar 195,5594851,0610
31 Dec 185,7175311,2550
30 Sep 185,8005391,0670
01 Jul 185,6354941,0570
01 Apr 185,6875101,0310
31 Dec 175,6475221,0170
24 Sep 175,5295619930
25 Jun 175,6536069970
26 Mar 175,7486281,0310
31 Dec 165,9966921,0620
25 Sep 166,0666871,0820
26 Jun 166,1097131,0710
27 Mar 166,0727331,0540
31 Dec 155,9957521,0400
27 Sep 156,0157841,0270
28 Jun 155,9997941,0280

Des revenus de qualité: HOG a des bénéfices de haute qualité.

Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de HOG sont inférieures à celles de l'année dernière HOG. (5.3%) sont inférieures à celles de l'année dernière (7.4%).


Analyse des flux de trésorerie disponibles par rapport aux bénéfices


Analyse de la croissance passée des bénéfices

Tendance des revenus: Les bénéfices de HOG ont diminué de 7.1% par an au cours des 5 dernières années.

Accélération de la croissance: HOG a connu une croissance négative de ses bénéfices au cours de l'année écoulée, elle ne peut donc pas être comparée à sa moyenne sur 5 ans.

Bénéfices par rapport au secteur d'activité: HOG a enregistré une croissance négative de ses bénéfices ( -34.8% ) au cours de l'année écoulée, ce qui rend difficile la comparaison avec la moyenne du secteur Auto ( -5.1% ).


Rendement des fonds propres

ROE élevé: Le retour sur capitaux propres de HOG ( 7.2% ) est considéré comme faible.


Rendement des actifs


Rendement des capitaux employés


Découvrir des entreprises performantes dans le passé

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/06/09 13:20
Cours de l'action en fin de journée2026/06/09 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Harley-Davidson, Inc. est couverte par 28 analystes. 12 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
David ColemanArgus Research Company
Craig KennisonBaird
Felicia Kantor HendrixBarclays