Why Harley-Davidson Shares Are Plunging Today
Portfolio Pulse from Shivani Kumaresan
Harley-Davidson Inc (NYSE:HOG) reported Q3 FY23 HDMC sales of $1.297 billion, missing the analyst consensus estimate of $1.36 billion. Global motorcycle shipments decreased 20%, hit by production suspension, dealer inventory management, and market conditions. Consolidated revenue was down 6%, with a revenue decline of 9% at HDMC, partially offset by revenue growth of 15% at HDFS. HOG's EPS of $1.38 beat the consensus of $1.36. The company reaffirms FY23 HDMC revenue growth outlook of flat - 3% and operating income margin of 13.9% - 14.3%. HOG shares are trading lower by 9.65% at $26.04.

October 26, 2023 | 5:26 pm
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NEGATIVE IMPACT
Harley-Davidson's Q3 FY23 sales missed estimates, and global motorcycle shipments were down 20%. Despite beating EPS estimates, the company's shares are trading lower.
Harley-Davidson's Q3 sales missed analyst estimates, and the company reported a 20% decrease in global motorcycle shipments. These factors, along with a 6% decrease in consolidated revenue, are likely contributing to the drop in the company's share price.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100