Harley-Davidson 과거 순이익 실적
과거 기준 점검 1/6
Harley-Davidson의 수입은 연평균 -7.1%의 비율로 감소해 온 반면, Auto 산업은 수입이 연평균 13% 감소했습니다. 매출은 연평균 1.6%의 비율로 감소해 왔습니다. Harley-Davidson의 자기자본이익률은 7.2%이고 순이익률은 5.3%입니다.
핵심 정보
-7.09%
순이익 성장률
-2.92%
주당순이익(EPS) 성장률
| Auto 산업 성장률 | 23.94% |
| 매출 성장률 | -1.57% |
| 자기자본이익률 | 7.22% |
| 순이익률 | 5.34% |
| 최근 순이익 업데이트 | 31 Mar 2026 |
최근 과거 실적 업데이트
Recent updates
내러티브 업데이트 • 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 Alpha내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...매출 및 비용 세부 내역
매출 및 비용 세부 내역
Harley-Davidson가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.
순이익 및 매출 추이
| 날짜 | 매출 | 순이익 | 일반관리비 | 연구개발비 |
|---|---|---|---|---|
| 31 Mar 26 | 4,316 | 230 | 939 | 0 |
| 31 Dec 25 | 4,473 | 339 | 887 | 0 |
| 30 Sep 25 | 4,665 | 501 | 867 | 0 |
| 30 Jun 25 | 4,475 | 243 | 868 | 0 |
| 31 Mar 25 | 4,786 | 354 | 873 | 0 |
| 31 Dec 24 | 5,187 | 455 | 904 | 0 |
| 30 Sep 24 | 5,552 | 598 | 922 | 0 |
| 30 Jun 24 | 5,951 | 678 | 948 | 0 |
| 31 Mar 24 | 5,777 | 637 | 936 | 0 |
| 31 Dec 23 | 5,836 | 707 | 932 | 0 |
| 30 Sep 23 | 5,926 | 723 | 989 | 0 |
| 30 Jun 23 | 6,025 | 785 | 967 | 0 |
| 31 Mar 23 | 6,049 | 823 | 917 | 0 |
| 31 Dec 22 | 5,755 | 741 | 882 | 0 |
| 25 Sep 22 | 5,629 | 721 | 843 | 0 |
| 26 Jun 22 | 5,346 | 623 | 834 | 0 |
| 27 Mar 22 | 5,409 | 613 | 871 | 0 |
| 31 Dec 21 | 5,336 | 650 | 1,041 | 0 |
| 30 Sep 21 | 5,045 | 532 | 786 | 0 |
| 27 Jun 21 | 4,845 | 489 | 808 | 0 |
| 28 Mar 21 | 4,179 | 191 | 814 | 0 |
| 31 Dec 20 | 4,054 | 1 | 1,053 | 0 |
| 27 Sep 20 | 4,401 | 111 | 1,170 | 0 |
| 30 Jun 20 | 4,508 | 78 | 1,202 | 0 |
| 31 Mar 20 | 5,276 | 365 | 1,237 | 0 |
| 31 Dec 19 | 5,362 | 424 | 1,182 | 0 |
| 29 Sep 19 | 5,435 | 411 | 1,048 | 0 |
| 30 Jun 19 | 5,479 | 438 | 1,047 | 0 |
| 31 Mar 19 | 5,559 | 485 | 1,061 | 0 |
| 31 Dec 18 | 5,717 | 531 | 1,255 | 0 |
| 30 Sep 18 | 5,800 | 539 | 1,067 | 0 |
| 01 Jul 18 | 5,635 | 494 | 1,057 | 0 |
| 01 Apr 18 | 5,687 | 510 | 1,031 | 0 |
| 31 Dec 17 | 5,647 | 522 | 1,017 | 0 |
| 24 Sep 17 | 5,529 | 561 | 993 | 0 |
| 25 Jun 17 | 5,653 | 606 | 997 | 0 |
| 26 Mar 17 | 5,748 | 628 | 1,031 | 0 |
| 31 Dec 16 | 5,996 | 692 | 1,062 | 0 |
| 25 Sep 16 | 6,066 | 687 | 1,082 | 0 |
| 26 Jun 16 | 6,109 | 713 | 1,071 | 0 |
| 27 Mar 16 | 6,072 | 733 | 1,054 | 0 |
| 31 Dec 15 | 5,995 | 752 | 1,040 | 0 |
| 27 Sep 15 | 6,015 | 784 | 1,027 | 0 |
| 28 Jun 15 | 5,999 | 794 | 1,028 | 0 |
양질의 수익: HOG는 고품질 수익을 보유하고 있습니다.
이익 마진 증가: HOG의 현재 순 이익률 (5.3%)은 지난해 (7.4%)보다 낮습니다.
잉여현금흐름 대비 순이익 분석
과거 순이익 성장 분석
수익추이: HOG의 수익은 지난 5년 동안 연평균 7.1% 감소했습니다.
성장 가속화: HOG은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.
수익 대 산업: HOG은 지난 1년 동안 수익이 감소(-34.8%)하여 Auto 업계 평균(-5.1%)과 비교하기 어렵습니다.
자기자본이익률
높은 ROE: HOG의 자본 수익률(7.2%)은 낮음으로 평가됩니다.
총자산이익률
투하자본수익률
우수한 과거 실적 기업을 찾아보세요
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/04 05:51 |
| 종가 | 2026/06/04 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Harley-Davidson, Inc.는 28명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| David Coleman | Argus Research Company |
| Craig Kennison | Baird |
| Felicia Kantor Hendrix | Barclays |