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While automakers enjoyed a rush of sales, as customers hurried to buy cars ahead of any tariff-induced price hikes, Harley-Davidson saw consumers hold back on non-necessities and splurges.
Although the revenue and EPS for Harley-Davidson (HOG) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Harley-Davidson, Inc. (NYSE:HOG ) Q1 2025 Earnings Conference Call May 1, 2025 9:00 AM ET Company Participants Shawn Collins - Director, Investor Relations Jochen Zeitz - Chief Executive Officer Jonathan Root - Chief Financial Officer & President, Commercial Karim Donnez - LiveWire, Chief Executive Officer Conference Call Participants Craig Kennison - Baird Joseph Altobello - Raymond James James Hardiman - Citi Robin Farley - UBS Alex Perry - Bank America Noah Zatzkin - KeyBanc Capital Markets David MacGregor - Longbow Research Tristan Thomas-Martin - BMO Capital Markets Operator Thank you for standing by, and welcome to the Harley-Davidson 2025 First Quarter Investor and Analyst Conference Call. Please be advised that today's conference is being recorded.
Harley-Davidson (HOG) came out with quarterly earnings of $1.07 per share, beating the Zacks Consensus Estimate of $0.80 per share. This compares to earnings of $1.72 per share a year ago.
Harley-Davidson pulled its guidance for the year, citing an uncertain business environment as tariffs and broader concerns on the economy weighed on sales in its latest quarter.
MILWAUKEE , May 1, 2025 /PRNewswire/ -- Harley-Davidson, Inc. ("Harley-Davidson," "HDI," or the "Company") (NYSE: HOG) today reported first quarter 2025 results. "Our first quarter results were ahead of our expectations in many areas, while retail sales in the U.S. came in softer than anticipated.
Highlights the Highly Qualified Board's Strong Governance and Effective Oversight of the Hardwire Strategic Plan, which is Delivering Results Details the Facts Regarding H Partners' Profound Disregard for Good Corporate Governance and Their Attempt to Disenfranchise Shareholders Urges Shareholders to Vote "FOR ALL" Harley-Davidson Nominees using the WHITE Proxy Card Presentations and Other Information Available at VoteHarleyDavidson.com MILWAUKEE , April 29, 2025 /PRNewswire/ -- Harley-Davidson, Inc. (the "Company" or "Harley-Davidson") (NYSE: HOG) has released two presentations detailing Harley-Davidson's execution of its strategic plan as well as its fit-for-purpose Board of Directors' strong governance and effective oversight. The presentations expose the misleading campaign being run by H Partners, which Harley-Davidson believes is destructive to the interests of all shareholders.
Calls out Disconnected Board of Directors and Misaligned Strategic Direction CANTON, Ga. , April 29, 2025 /PRNewswire/ -- Purple Chip Capital Management, LLC ("Purple Chip Capital"), a value-oriented investment manager and long-term shareholder of Harley Davidson, Inc. (NYSE:HOG) ("Harley Davidson" or the "Company"), today issued the following statement supporting H Partners' campaign for change at Harley-Davidson and announcing its intent to WITHHOLD its votes on the election of CEO and Chairman Jochen Zeitz, and Directors Thomas Linebarger and Sara Levinson at the Company's 2025 Annual Meeting of Shareholders.
NEW YORK--(BUSINESS WIRE)--H Partners Management, LLC (“H Partners” or “we”), one of the largest shareholders of Harley-Davidson, Inc. (NYSE: HOG) (“Harley-Davidson” or the “Company”), which beneficially owns approximately 9.1% of the outstanding shares of the Company, today announced that it has filed a definitive proxy statement with the U.S. Securities and Exchange Commission in connection with its campaign to urge shareholders to vote “WITHHOLD” on the election of three long-tenured incumbe.
NEW YORK--(BUSINESS WIRE)--H Partners Management, LLC (“H Partners” or “we”), one of the largest shareholders of Harley-Davidson, Inc. (NYSE: HOG) (“Harley-Davidson” or the “Company”), which beneficially owns approximately 9.1% of the outstanding shares of the Company, today issued a presentation highlighting the urgent need for leadership change at Harley-Davidson based on the role long-tenured incumbent directors – CEO and Chairman Jochen Zeitz, Presiding Director Thomas Linebarger and 29-yea.