Will Harley-Davidson's Turnaround Rally Hit a Wall on Oct. 29?

Harley-Davidson is set to report third-quarter results on Oct. 29, 2026, with its shares up 44.88% year to date and investors looking for proof that the “Back to the Bricks” turnaround can hold. The article ties the run to last quarter’s rebound: EPS of $0.75 beat the $0.6426 estimate, and revenue of $1.23B topped forecasts despite a 5.9% year-over-year decline. Management raised full-year guidance, including an HDMC operating income range of $10 million to $50 million and retail units of 133,500 to 138,500. Key tests ahead include North American demand, tariff costs estimated at $75 million to $90 million, margin pressure, and LiveWire’s expected $70 million to $80 million operating loss.