Harley-Davidson — Q3 2026 Earnings Summary

Harley-Davidson reported third-quarter 2026 results featuring a 9% year-over-year increase in North American retail sales and a 5% global retail sales growth, while reducing dealer inventory by 26%. The company raised its full-year 2026 guidance for both Harley-Davidson Motor Company and Harley-Davidson Financial Services, projecting operating income of $25–$55 million and $60–$70 million, respectively. Net income attributable to the company fell to $43 million from $377 million in the prior year, primarily due to HDFS shifting to an asset-light model and selling securitization interests. Additionally, the Board of Directors appointed two new independent directors, Anthony D. Fassino and Bryan E. Slone, to strengthen the board's expertise in manufacturing and financial governance.