Harley-Davidson Inc.

Harley-Davidson is the parent company for the groups of companies doing business as Harley-Davidson Motor Company (HDMC) and Harley-Davidson Financial Services (HDFS). The company has two reportable segments: Motorcycles and Related Products, which consists of HDMC that designs, manufactures and sells at wholesale on-road Harley-Davidson motorcycles as well as motorcycle parts, accessories, general merchandise and related services; and Financial Services, which consists of HDFS that is engaged in the business of financing and servicing wholesale inventory receivables and retail consumer loans, primarily for the purchase of Harley-Davidson motorcycles.
  • TickerHOG
  • ISINUS4128221086
  • ExchangeNew York Stock Exchange
  • SectorAutomobiles & Parts
  • CountryUnited States

Analysts

Jaime Katz

Morningstar | Shipment Slowdown Implies Harley Continues to Struggle to Attract New Customers Fast Enough

Although Harley has made inroads in outreach categories in recent years, we contend these steps have failed to stall declining demand from its core domestic demographic. Coincident with aging baby boomers falling out of the end user market for Harley, shipments have stalled, set to contract to an estimated 219,000 in 2019 from more than 270,000 in 2014. Furthermore, although touring represented around 45% of sales in 2018 (in line with 2014), motorcycle operating margins have contracted, declining to 11% from 18%, evidencing a shift to lower profits per bike. As a result of the ongoing demogra...

Jaime Katz

Shipment Slowdown Implies Harley Continues to Struggle to Attract New Customers Fast Enough

Although Harley has made inroads in outreach categories in recent years, we contend these steps have failed to stall declining demand from its core domestic demographic. Coincident with aging baby boomers falling out of the end user market for Harley, shipments have stalled, set to contract to an estimated 219,000 in 2019 from more than 270,000 in 2014. Furthermore, although touring represented around 45% of sales in 2018 (in line with 2014), motorcycle operating margins have contracted, declini...

ValuEngine Rating and Forecast Report for HOG

ValuEngine Rating and Forecast Report for HOG

James Hardiman ...
  • Matthew McCartney
  • Sean Wagner

2Q Retail Deteriorates vs. March Strength; Dealers Prep for 3Q Livewire Launch

Harley-Davidson, Inc. - March 2019 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Harley-Davidson, Inc. - December 2018 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Harley-Davidson, Inc.: Progress under the “More Roads to Harley-Davidson” plan will be critical

Weakness in Harley-Davidson's markets expected to persist.

Harley-Davidson, Inc. - September 2018 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Harley-Davidson, Inc. - July 2018 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Jaime Katz

Morningstar | Shipment Slowdown Implies Harley Continues to Struggle to Attract New Customers Fast Enough

Although Harley has made inroads in outreach categories in recent years, we contend these steps have failed to stall declining demand from its core domestic demographic. Coincident with aging baby boomers falling out of the end user market for Harley, shipments have stalled, set to contract to an estimated 219,000 in 2019 from more than 270,000 in 2014. Furthermore, although touring represented around 45% of sales in 2018 (in line with 2014), motorcycle operating margins have contracted, declining to 11% from 18%, evidencing a shift to lower profits per bike. As a result of the ongoing demogra...

Jaime Katz

Shipment Slowdown Implies Harley Continues to Struggle to Attract New Customers Fast Enough

Although Harley has made inroads in outreach categories in recent years, we contend these steps have failed to stall declining demand from its core domestic demographic. Coincident with aging baby boomers falling out of the end user market for Harley, shipments have stalled, set to contract to an estimated 219,000 in 2019 from more than 270,000 in 2014. Furthermore, although touring represented around 45% of sales in 2018 (in line with 2014), motorcycle operating margins have contracted, declini...

James Hardiman ...
  • Matthew McCartney
  • Sean Wagner

2Q Retail Deteriorates vs. March Strength; Dealers Prep for 3Q Livewire Launch

James Hardiman ...
  • Matthew McCartney
  • Sean Wagner

Retail Better in 2Q; Weather Prevents More Sizable Improvement

1 director sold

A director at Harley Davidson Inc sold 1,598 shares at 43.500USD and the significance rating of the trade was 70/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The name...

ValuEngine Rating and Forecast Report for HOG

ValuEngine Rating and Forecast Report for HOG

ValuEngine Rating and Forecast Report for HOG

ValuEngine Rating and Forecast Report for HOG

ValuEngine Rating and Forecast Report for HOG

ValuEngine Rating and Forecast Report for HOG

ValuEngine Rating and Forecast Report for HOG

ValuEngine Rating and Forecast Report for HOG

ValuEngine Rating and Forecast Report for HOG

ValuEngine Rating and Forecast Report for HOG

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

Key Points: • Insurance companies and insurance brokers continue to be leadership. • Auto repair retailers and service companies continue to develop as leadership. • Facebook, Netflix and Amazon are all making negative inflections. • Home Depot and Lowes have declined through their 200-day moving averages and appear to be tops.

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