Harley-Davidson, Inc. (HOG)

From the record

Harley-Davidson, Inc.'s filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

From the record

Harley-Davidson, Inc.'s 10 filed years say what it did: revenue went from $6.0 billion in fiscal 2016 to $4.5 billion in fiscal 2025, down 3.2% a year; it rose in 4 of 9 years; the deepest fall was 32% from fiscal 2016 to fiscal 2020; net income was positive in 10 of 10 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2025-12-31, Harley-Davidson, Inc.'s diluted share count shrank about 6.7% a year, and dividends and buybacks returned about 61% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 10 sales (7 under scheduled 10b5-1 plans) and 6 purchases of their own stock on the open market in the year to 2026-11-09, buying about $2 million (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2025-12-31, Harley-Davidson, Inc. earned about 11 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 22 cents per dollar of everything the company owns (revenue less the cost of revenue). Leverage: it owed about 61 cents per dollar of assets, and net share issuance: its share count shrank 8.7% over the year (the filed statements).

From the record

Harley-Davidson, Inc.'s standing among 30 graded names in its industry family: revenue of $4.5 billion in fiscal 2025 ranks in the top 23% by size; a net margin of 7.6% ranks in the top 22%; revenue growth of -8.1% a year over the last 3 filed years ranks in the bottom 25% (its annual reports).

From the record

Harley-Davidson, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Starrs, Artie (President & CEO, as filed), filing under that title since 2025-10-07, 1.1 years (bottom 7% of its family); the 18 officers and directors filing in the last fifteen months have been on the record a median of 4.5 years (bottom 21%); 11 officer or director changes were reported on Form 8-K since 2023-11-13, against the 18 people in charge now (bottom 30%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

Harley-Davidson, Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $3.1 billion against debt of $1.6 billion leaves 17.9% of its assets as net cash, top 12% of its family; cash from operations less capital spending is 9.3% of revenue (top 18%); a gross margin of 38.7% (top 2%) (its annual report).

From the record

Harley-Davidson, Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew -8.1% a year over the last three filed years against -3.2% over all 10, slowing (top 41% of its family); the newest year grew -13.8% (bottom 22%); research spending grew -7.7% a year (bottom 17%); capital spending grew 0.4% a year (top 43%) (its annual reports). Harley-Davidson, Inc. reported 3 lines of business in fiscal 2025: HDMC at $3.6 billion, HDFS at $869 million, Livewire at $26 million. 0 of 3 grew in the latest filed year, and the largest line is 80% of revenue (its annual report).

From the record

Harley-Davidson, Inc.'s newest year against its own record: revenue of $4.5 billion in fiscal 2025 came in 9.2% below the $4.9 billion its prior three years' pace pointed to (bottom 38% of its family); net income of $339 million against a prior three-year average of $634 million (bottom 34%); a net margin of 7.6% against 11.3% before (bottom 27%) (its annual reports).