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SEC filingHarley-Davidson filed an amendment to its 8-K to correct full-year 2026 HDFS operating income guidance to $55-$70 million, and reported Q2 2026 results with revenue of $1.23 billion and diluted EPS of $0.75.
The amended filing corrected the high end of HDFS full-year operating income guidance from $60 million to $70 million, reflecting improved expectations for the financial services segment as it transitions to a capital-light model. Q2 consolidated results showed a 6% revenue decline to $1.23 billion, driven by a 55% drop in HDFS revenue due to lower receivables, partially offset by 6% growth at HDMC. HDMC operating income rose 18% to $72 million on higher motorcycle shipments (39,209 units, +9%) and a 1.1 percentage point improvement in adjusted EBITDA margin to 10.4%. Diluted EPS decreased 15% to $0.75. Management cited strength in domestic retail and progress on strategic initiatives.