Harley-Davidson corrects HDFS full-year guidance range in earnings release
Harley-Davidson issued a corrected earnings press release on July 23, 2026, fixing an incorrect figure in the originally issued guidance for Harley-Davidson Financial Services (HDFS) operating income for full-year 2026. The company reported second-quarter results showing North American retail motorcycle sales up 3% and global shipments up 9%, and raised full-year guidance for HDMC retail sales and wholesale shipments. The corrected guidance ranges HDFS operating income for full-year 2026 at $55 million to $70 million.
- Corrected HDFS full-year 2026 operating income guidance: $55 million to $70 million
- HDMC global motorcycle retail sales guidance raised to 133,500 to 138,500 units from 130,000 to 135,000 units
- Second quarter North American retail motorcycle sales: 29,751 units, up 3% vs. prior year
- Second quarter global motorcycle shipments: 39,209 units, up 9% vs. prior year
- HDMC operating income guidance raised to $10 million to $50 million from prior loss-to-profit range
- Second quarter HDMC Adjusted EBITDA margin: 10.4%, up from 9.3% in Q2 2025
- Second quarter net income attributable to HDI: $80 million, down 26% from prior year
- Second quarter diluted EPS: $0.75, down 15% vs. prior year
- Cash and cash equivalents as of June 30, 2026: $1.9 billion
The correction addresses a material error in guidance communicated to the market; investors relying on the original press release figures for HDFS would have received incorrect full-year expectations, affecting forecasts and valuation of the company's financial services segment.
Derived from 8-K filed 2026-07-23. Not investment advice. Figures are extracted from the filing; prose is AI-assisted. View the source filing on SEC.gov →