HOG Earnings Prediction
The chart below shows how HOG performed 10 days before and after its earnings report, based on data from the past quarters. Typically, HOG sees a +0.01% change in stock price 10 days leading up to the earnings, and a +0.03% change 10 days following the report. On the earnings day itself, the stock moves by +0.05%. This data can give you a slight idea of what to expect for the next quarter's release.
HOG Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
687.61M
-34.71%
-40.24%
Gross Margin
5.48%
-82.69%
-85.59%
Operating Margin
-28.12%
1299.00%
-405.98%
Net Margin
-17.22%
-879.19%
-270.83%
EPS
-0.93
-616.67%
-202.20%
No Data Available
HOG Earnings Analysis
Harley-Davidson Inc Corporation (HOG.N) Earnings Conference Call
Positive
Touring Segment Growth: Launch of new model year 2024 Street Glide and Road Glide touring motorcycles contributed to nearly 5% growth in the US Touring segment, driving Harley-Davidson’s share to almost 75%, an increase of 3.5% since 2023.
Touring Segment Market Share: Retail sales of the Touring segment finished the year up more than 8%, with Harley-Davidson achieving 74.5% market share in the Touring segment in the US, the highest number since 2019.
Operating Cash Flow Surge: Harley-Davidson delivered operating cash flow well over $1 billion in 2024, nearly a 40% increase from the prior year, demonstrating strong cash generation capabilities.
Cost Savings Initiatives: Cost productivity initiatives resulted in $257 million in savings, with expectations for an additional $100 million in 2025, reflecting effective cost management strategies.
Share Repurchase Program: In 2024, Harley-Davidson repurchased 12.5 million shares of common stock at a total value of $450 million, representing 9% of shares outstanding at the beginning of the year.
Negative
Earnings Miss Reported: Harley-Davidson, Inc. misses on earnings expectations with reported EPS of $-0.93, falling short of the expected $-0.65.
Global Retail Sales Decline: Global retail sales declined by 15% in Q4, with North America down 13% and international regions down 17%.
Revenue and Income Decline: Full year 2024 consolidated revenue decreased by 11% to $5.2 billion, while consolidated operating income fell by 47% to $417 million.
Operating Loss Increase: HDMC reported an operating loss of $214 million in Q4, compared to a loss of $44 million in the prior year, indicating a significant deterioration in profitability.
Revenue and EPS Outlook: For 2025, Harley-Davidson expects flat to down 5% revenue and EPS to be flat to down 5% compared to $3.44 in 2024, reflecting ongoing macroeconomic challenges.
HOG FAQs
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HOG Earning Call Sentiment
Harley-Davidson, Inc. (NYSE:HOG) Q4 2024 Earnings Call Transcript
HOG.N
0.19%Positive
The earnings call reveals disappointing financial results, including a decline in revenue and EPS, increased operating losses, and lowered guidance. Despite a share buyback program, macroeconomic uncertainties and cost pressures persist. The Q&A section highlights inventory challenges, margin misses, and cautious outlooks. Given the negative financial performance and uncertain strategic direction, the stock is likely to experience a negative reaction, especially considering the market cap of $4.49 billion.
