Harley-Davidson (NYSE: HOG) reported a net loss for the fourth quarter of 2025, with its consolidated revenue falling 28% year-over-year. This loss was primarily attributed to lower global shipments and significant tariff costs impacting performance. Despite the revenue challenges, the iconic motorcycle manufacturer successfully met its full-year earnings expectations. This achievement was supported by a strategic shift within its financial services segment and a narrowed operating loss for its electric motorcycle brand, LiveWire. Looking ahead, the company anticipates continued tariff costs and maintains a conservative outlook for 2026 global motorcycle retail sales. Harley-Davidson plans to unveil a new strategic plan in May 2026 to address future challenges and opportunities.
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