Harley-Davidson (HOG) Q3 2026 Earnings Call Transcript

Harley-Davidson reported key second-quarter 2026 retail and financial metrics during an earnings call transcript for Q3 2026. Global retail sales reached 35,833 units, up 5% year over year, driven by strength in North America and Asia-Pacific. North America retail increased 9%, while international retail fell 3%, reflecting weakness in EMEA and Latin America. The company cut global dealer inventory for the seventh consecutive quarter, down 26%. Wholesale shipments decreased 8% to 33,616 units. Revenue figures included HDMC revenue at $964 million (down 10%), parts and accessories at $153 million, and gross margin of 28.1%. Consolidated diluted EPS was $0.40 versus $3.10 a year earlier, impacted by the HDFS asset sale.