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Harley-Davidson (HOG) investor relations material
Harley-Davidson AGM 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Opening remarks and agenda
Chairman welcomed shareholders and introduced board members and executive team attending the meeting.
The agenda included a business update, formal business items, and a focused Q&A session limited to agenda items.
Financial performance review
2025 was described as a challenging year, with both macroeconomic and controllable pressures impacting results.
Leadership expressed that 2025 results did not reflect the company's full potential.
Board and executive committee updates
New President and CEO, Artie Starrs, joined in October 2025 and acknowledged the board's role in guiding the company.
Directors standing for election were introduced, with details available in the proxy statement.
- Retail sales up 14%, but profit and revenue fell; 2026 guidance and new $650M credit facility set.HOG
Q1 202611 May 2026 - HDFS's partnership with KKR/PIMCO unlocks $1B and targets tripled income by 2029.HOG
Status update16 Apr 2026 - Revenue and net income fell sharply, but HDFS posted record profits after a major asset sale.HOG
Q4 202511 Apr 2026 - Proxy details board refresh, executive pay, equity plan, auditor, and climate proposal votes.HOG
Proxy filing9 Apr 2026 - Shareholders will vote on directors, executive pay, auditor, and a climate plan at the 2026 meeting.HOG
Proxy filing9 Apr 2026 - Q2 revenue up 12%, EPS up 34%, with $1B share buyback and lower full-year guidance.HOG
Q2 20242 Feb 2026 - Q3 sales and earnings fell sharply, prompting a lower 2024 outlook and cost controls.HOG
Q3 202418 Jan 2026 - Revenue and net income fell sharply as global sales dropped, prompting withdrawal of guidance.HOG
Q1 202523 Dec 2025 - 2024 sales, earnings, and shipments fell, but Touring share rose; 2025 outlook is flat.HOG
Q4 202417 Dec 2025
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