CATALYSTYahoo Finance • 1d ago
Harley Davidson (HOG) Stock Looks About Right On Fresh Upgrade NewsYahoo Finance report covering Harley-Davidson Inc. (HOG) market action, institutional positioning, and fundamental catalysts.
Why HOG Stock surged +5.93% Today — RQD Quant Desk Flash
$33.07 +5.93% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot)
EXT / AFTER-HRS: $33.50
Harley-Davidson Inc. (HOG) earns a Roarable Rating of B (Buy) with 74/100 RQD Confidence. High-quality cash engine (23.9% gross margin, 18% return on capital) with steady institutional support. The company’s underlying cash engine and institutional positioning keep the composite score in the Green Buy zone.
ROARABLE B • BUY
Cap $3.25B
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Is HOG stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
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As of 2026-11-03, Harley-Davidson Inc. (NYSE: HOG) is rated B (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 74/100 at a spot price of $33.07 (+5.93% 1D, market cap $3.25B). Pillar breakdown: Fundamental Cash Engine 14/20, Institutional 13F & Options Flow 18/20, SEC Balance-Sheet Forensics 12/20, FRED Macro Regime Fit 13/20, and Executive Insider Alignment 17/20. Across 1009 tracked Consumer Discretionary issuers, HOG ranks #78 in composite RQD confidence.
✓ Pre-computed one-to-many AI Quant brief
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief)
How does HOG compare to LKQ and FOXF in the Consumer Discretionary sector?
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Within the Consumer Discretionary sector (Motor Vehicles), HOG carries a Roarable B (74/100 RQD), trailing P/E of 9.3x, gross margin of 23.9%, and ROIC of 18.0%. By comparison, LKQ (LKQ Corporation) holds a D+ grade (57/100 RQD, P/E 7.5x, ROIC 8.5%, cap $4.68B) and FOXF (Fox Factory Holding Corp.) posts a D- grade (37/100 RQD, P/E N/A, ROIC -35.0%, cap $672.1M). Among the 5-stock peer group, LKQ leads on earnings multiple (7.5x) while HOG leads on capital efficiency (18.0% ROIC).
✓ Pre-computed one-to-many AI Quant brief
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief)
What are the biggest fundamental strengths and SEC risk factors for HOG?
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Per HOG's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0000793952), Harley-Davidson Inc. generated $3.60B in revenue (-13.1% YoY), $338.7M in net income, and $415.2M in free cash flow against $8.04B in total assets and $1.65B in total debt. Key quantitative strengths: Big institutional funds and options desks are actively positioning on the bullish side. Primary risk factors monitored: Recent SEC filings added new risk-factor disclosures that warrant keeping an eye on margins. Institutional options positioning shows a 50% call / 50% put premium split.
✓ Pre-computed one-to-many AI Quant brief
🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
EXT / AFTER-HRS: $33.50 (+1.31%)🧬 Cannibal Buyback (-2.64% YoY Shares)⚙️ Cash Engine: 14/20 (B-) • 11.5% FCF Margin
Verify 90D Bucket Audit →📊 Historical Track Record: Scores of 74/100 (B) historically ranked in the Top 12% of excess returns over the next 90 days (+7.3% avg 90D alpha vs SPY • 69.4% hit rate).
Audit Bucket Track Record →RQD QUANT TACHOMETERBUY • B
2-of-3 JEV AI Jury Bullish
Cash
SEC
Whale
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
5-PILLAR SNOWFLAKE RADARRw A- · Rk C
Each axis scored 0–20
12M PRICE TARGET CONE+7.2% Base Target
WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for HOG)Realized 20D OHLCV Swing Band: ±7.5%
Deterministic 5-Pillar Attribution (74/100 Composite)
🔍 WHY HOG SCORES 74/100 (B) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
▲ #1 Bullish Driver: Whale & Options Positioning+18/20 pts (24% of score)
20D Institutional Volume Accumulation (±7.5% realized swing band)
▲ #2 Bullish Driver: Insider Conviction & Share Dilution+17/20 pts (23% of score)
SEC Form 4 / 13F Thermometer: 85% Net Buy • Cannibal Buyback (-2.64% YoY Shares)
▼ #1 Drag / Risk Factor: SEC 10-K Forensic Risk12/20 pts (-8 pt drag)
Balance-sheet & 10-K footnote risk deducts 8 pts from forensic ceiling
📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current
Q1 (-3Q)Grade B-$26.96+1.4% Next Q
66
Q2 (-2Q)Grade B-$27.34+8% Next Q
69
Q3 (-1Q)Grade B$29.52+12% Next Q
71
CurrentGrade B$33.07+7.3% Hist 90D α
74
Trajectory: B- (66) → B (74)Full Audit →
⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER
⚔️ Adversarial Opposing Case: Why the HOG Bull Thesis Could Fail
Even with a 74/100 (B) score, HOG faces multiple-compression risk if 9.3x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.
⚠️ Forensic Kill-Switch #1
Recent SEC filings added new risk-factor disclosures that warrant keeping an eye on margins.
⚠️ Forensic Kill-Switch #2
Dilution & Margin Drag: Cannibal Buyback (-2.64% YoY Shares) — any gross margin slip below 21.4% triggers an automatic RQD downgrade.
⚠️ Forensic Kill-Switch #3
Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($27.37) or 200D SMA ($24.13) invalidates the momentum regime and cuts Target Base ($35.45) toward Bear Floor ($27.12).
🎲 LIVE PREDICTION MARKET ODDS TIED TO $HOG• $2.4M Crowd Pool • Kalshi / Polymarket Composite
Contract: “HOG Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”
AUTOMATED RQD QUANT DESK MOVER BRIEFINGFull Market News Desk →
Why HOG Stock surged +5.93% Today — RQD Quant Desk Flash
Harley-Davidson Inc. (HOG) surged +5.93% to $33.07, trading at 99% of its 52-week range ($17.09 – $33.07). High-quality cash engine (23.9% gross margin, 18% return on capital) with steady institutional support.
- ▸Technical Tape: Trading at 99% of its 52-week range ($17.09 – $33.07) with RSI-14 at 70.6 (OVERBOUGHT (>70)).
- ▸Volatility Profile: Historical 20-day realized swing band of ±7.5% around $33.07 (no active unusual options sweep snapshot on file).
- ▸Fundamental Anchor: Roarable B (Buy) backed by 23.9% gross margin and $415.2M annual free cash flow.
Live HOG Headlines & Catalysts
MARKET WIRETradingView • 1d ago
Why Harley-Davidson (HOG) Stock Is Trading Up TodayTradingView report covering Harley-Davidson Inc. (HOG) market action, institutional positioning, and fundamental catalysts.
MARKET WIREInvesting.com • 1d ago
Why is Harley-Davidson stock up 3% today?Investing.com report covering Harley-Davidson Inc. (HOG) market action, institutional positioning, and fundamental catalysts.
CATALYSTYahoo Finance • 1d ago
Harley-Davidson Shares Rise After Citi Upgrades Stock to BuyYahoo Finance report covering Harley-Davidson Inc. (HOG) market action, institutional positioning, and fundamental catalysts.
CATALYSTGuruFocus • 1d ago
Harley-Davidson Inc (HOG) Shares Surge 6.7% -- What GF Score of 80 Tells InvestorsGuruFocus report covering Harley-Davidson Inc. (HOG) market action, institutional positioning, and fundamental catalysts.
CATALYSTMarketBeat • 1d ago
Harley-Davidson (NYSE:HOG) Stock Rating Raised to "Hold" at Wall Street ZenMarketBeat report covering Harley-Davidson Inc. (HOG) market action, institutional positioning, and fundamental catalysts.
MARKET WIRETradingView • 1d ago
Harley-Davidson earnings: what to look for from HOGTradingView report covering Harley-Davidson Inc. (HOG) market action, institutional positioning, and fundamental catalysts.
RISK WATCHYahoo Finance • 1d ago
Why Harley-Davidson (HOG) Dropped And What Investors Are WatchingYahoo Finance report covering Harley-Davidson Inc. (HOG) market action, institutional positioning, and fundamental catalysts.
RISK WATCHYahoo • 1d ago
Harley-Davidson Stock After Q3: Should You Buy, Hold or Sell?HOG's improving North American retail trends, cost savings and strong liquidity support its recovery, but shipment weakness, tariff pressures and LiveWire losses remain concerns.
CATALYSTYahoo • 2d ago
Is Harley Davidson (HOG) Above Fair Value After A 51% Rise?Harley-Davidson shares have surged year to date, helped by fresh headlines around its core motorcycle business and its electric offshoot. With that kind of move on the screen, the key issue for you as an investor is whet
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Scheduled RQD Strong Buys & Whale Accumulation Briefing (HOG Tape Review)
- ✓Breakdown of the highest-scoring RQD Green-Light breakouts across our 5,200+ rated universe
- ✓Forensic Red-Light accounting & dilution traps to review on your watchlist
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HOG // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +42.48%📐 HORIZONTAL RANGE
2026-11-03O $30.33H $33.07L $30.33C $33.07VOL 3.25M
RES: $35.58SUP: $24.00SMA50: $27.37SMA200: $24.13
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK
HOG Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure
Share Count & Dilution Monitor
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
Reverse-DCF Expectations Hurdle
-2.6%/yr Implied 5Y Growth
vs. -13.1% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
Ellis Vennor Setup Ledger
No active Ellis Vennor swing setup published on HOG today. View full Setup Ledger →
🦋 Documented & Second-Order Butterfly Connections
Open Graph →
No direct multi-tier Butterfly edges indexed yet for HOG. Explore sector supply chains on /butterfly.
AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for HOG today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK
📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (HOG)
Consumer Discretionary Rank #78 of 1009
⚔️ LKQ vs HOG Full Matrix →
1. Head-to-Head Consumer Discretionary Peer Comparison (HOG vs. LKQ, FOXF, LVWR, INEO)
Industry: Motor Vehicles (8 Tracked Issuers)Across 1009 tracked Consumer Discretionary securities in the Roarable RQD universe, Harley-Davidson Inc. (HOG) ranks #78 by composite RQD confidence (74/100, grade B) and #342 by equity capitalization ($3.25B). Within this direct 5-issuer industry benchmark cohort, LKQ leads on earnings valuation at 7.5x trailing P/E, while HOG leads on capital efficiency and profitability with 18.0% ROIC and 23.9% gross margin. HOG currently leads its immediate peer cohort in composite quantitative strength at 74/100 (B).
| Ticker / Company | Roarable Grade | RQD Score | Trailing P/E | Gross Margin | ROIC | 1D Change | Market Cap | Head-to-Head |
|---|---|---|---|---|---|---|---|---|
| HOG
ACTIVE
Harley-Davidson Inc. | B | 74/100 | 9.3x | 23.9% | 18.0% | +5.93% | $3.25B | Benchmark Subject |
| LKQ LKQ Corporation | D+ | 57/100 | 7.5x | 38.6% | 8.5% | +7.38% | $4.68B | /lkq-vs-hog → |
| FOXF Fox Factory Holding Corp. | D- | 37/100 | — | 30.2% | -35.0% | +1.69% | $672.1M | /foxf-vs-hog → |
| LVWR LiveWire Group Inc. | E | 20/100 | — | -17.3% | -35.0% | -7.32% | $135.6M | /lvwr-vs-hog → |
| INEO INNEOVA Holdings Limited (Class A) | D | 44/100 | — | 19.2% | -1.0% | +1.87% | $8.6M | /ineo-vs-hog → |
2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)
SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0000793952 ↗In its most recent audited fiscal period (FY2025, filed 2025-12-31), Harley-Davidson Inc. (HOG) reported GAAP revenue of $3.60B (-13.1% vs. FY2024 revenue of $4.15B , and -26.2% cumulative change since FY2023) , GAAP net income of $338.7M, operating cash flow of $568.9M, and free cash flow of $415.2M (-52.1% YoY). On the balance sheet, HOG closed FY2025 with $8.04B in total assets against $1.65B in total debt (Altman Z-Score: 2.18, Piotroski F-Score: 6/9).
| Fiscal Period | Filing Date | Revenue | Net Income | Operating Cash Flow | Free Cash Flow | Total Assets | Total Debt |
|---|---|---|---|---|---|---|---|
| FY2025 (FY) | 2025-12-31 | $3.60B | $338.7M | $568.9M | $415.2M | $8.04B | $1.65B |
| FY2024 (FY) | 2024-12-31 | $4.15B | $455.4M | $1.06B | $867.3M | $11.88B | $4.47B |
| FY2023 (FY) | 2023-12-31 | $4.88B | $706.6M | $754.9M | $535.2M | $5.86B | $1.37B |
3. HOG Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)
✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLEDIs HOG stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
As of 2026-11-03, Harley-Davidson Inc. (NYSE: HOG) is rated B (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 74/100 at a spot price of $33.07 (+5.93% 1D, market cap $3.25B). Pillar breakdown: Fundamental Cash Engine 14/20, Institutional 13F & Options Flow 18/20, SEC Balance-Sheet Forensics 12/20, FRED Macro Regime Fit 13/20, and Executive Insider Alignment 17/20. Across 1009 tracked Consumer Discretionary issuers, HOG ranks #78 in composite RQD confidence.
How does HOG compare to LKQ and FOXF in the Consumer Discretionary sector?
Within the Consumer Discretionary sector (Motor Vehicles), HOG carries a Roarable B (74/100 RQD), trailing P/E of 9.3x, gross margin of 23.9%, and ROIC of 18.0%. By comparison, LKQ (LKQ Corporation) holds a D+ grade (57/100 RQD, P/E 7.5x, ROIC 8.5%, cap $4.68B) and FOXF (Fox Factory Holding Corp.) posts a D- grade (37/100 RQD, P/E N/A, ROIC -35.0%, cap $672.1M). Among the 5-stock peer group, LKQ leads on earnings multiple (7.5x) while HOG leads on capital efficiency (18.0% ROIC).
What are the biggest fundamental strengths and SEC risk factors for HOG?
Per HOG's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0000793952), Harley-Davidson Inc. generated $3.60B in revenue (-13.1% YoY), $338.7M in net income, and $415.2M in free cash flow against $8.04B in total assets and $1.65B in total debt. Key quantitative strengths: Big institutional funds and options desks are actively positioning on the bullish side. Primary risk factors monitored: Recent SEC filings added new risk-factor disclosures that warrant keeping an eye on margins. Institutional options positioning shows a 50% call / 50% put premium split.
Where is HOG trading relative to its 50-day, 200-day, and 52-week technical levels?
HOG last traded at $33.07 (+5.93% on volume of 4,682,658 shares), positioning the stock +20.83% above its 50-day simple moving average ($27.37) and +37.05% above its 200-day simple moving average ($24.13). Across its 52-week range of $17.09 to $31.23, HOG sits at the 100.0% percentile with a 14-day RSI of 70.6 (OVERBOUGHT (>70)) and an implied next-earnings move of ±7.5% ($30.59 to $35.55).
ROARABLE RATING BRIEF • RQD 74/100 (B)
✓ SEC XBRL & RQD VERIFIED
HOG — Harley-Davidson Inc.: What the Facts Mean to a Prospective Investor
Methodology: RQD v6.2 Deterministic 5-Pillar & SEC XBRL Audit
Updated: 2025-12-31
1. Roarable Rating Brief: What This Means to a Prospective Investor
Harley-Davidson Inc. (HOG) earns a live Roarable RQD composite score of 74/100, corresponding to a B letter grade (Roarable Buy) at a spot price of $33.07 (+5.93% 1D, market capitalization $3.25B).
- Fundamental Cash Engine (14/20): Anchored by return on invested capital (ROIC) of 18.0%, gross margin of 23.9%, operating margin of 10.7%, and free cash flow yield of 13.16%.
- Whale 13F & Options Flow (18/20) + Insider Conviction (17/20): Tracks institutional 13F accumulation, CBOE options call/put positioning, and SEC Form 4 / Congressional PTR filings.
- Macro Regime Fit (13/20) + Forensic Balance Sheet (12/20): Incorporates a 0.92x equity beta, Altman Z-Score of 2.18, Piotroski F-Score of 6/9, and Debt/Equity of 0.53x.
2. Business Model, Unit Margins & SEC Financial Trajectory
Harley-Davidson Inc. Is a NYSE-listed company classified in the Consumer Discretionary sector and the Motor Vehicles industry. The company's reported gross margin is 23.9%, operating margin 10.7%, and net margin 9.4%. — for further detail on how the company sells products or earns revenue beyond these classifications and margin figures.
In its latest audited SEC EDGAR 10-K filing for FY2025 (filed 2025-12-31), Harley-Davidson Inc. (HOG) reported $3.60B in annual revenue (up from $4.15B in FY2024, -13.1% YoY) and $338.7M in GAAP net income. Over the multi-year SEC filing window from FY2023 ($4.88B revenue, $706.6M net income) through FY2025, HOG scaled operating cash flow to $568.9M and free cash flow to $415.2M, backed by $8.04B in total assets against $1.65B in total debt.
3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff
- 🐂 Primary Bull Case (B • RQD 74/100): Big institutional funds and options desks are actively positioning on the bullish side. Company leadership has skin in the game with net positive insider conviction. With Fundamental Cash Engine at 14/20 and Institutional Whale Flow at 18/20, sustained execution supports upside toward the upper end of the $17.09 – $31.23 52-week range.
- 🐻 Primary Bear Case & Valuation Risk: Recent SEC filings added new risk-factor disclosures that warrant keeping an eye on margins. Investors must weigh 9.3x trailing P/E and 3.5x EV/EBITDA against 10.7% operating margins and a 0.92x macro beta.
4. 2nd-Order Butterfly Ripples & Key Questions to Watch
Operating in Motor Vehicles (Consumer Discretionary), HOG carries a macro regime beta of 0.92 and gross margin of 23.9%.
- Key Question #1: Can HOG sustain or expand its 10.7% operating margin and 18.0% ROIC against Motor Vehicles peers over the next 4 quarters?
- Key Question #2: Following FY2025 revenue of $3.60B and free cash flow of $415.2M, how will capital allocation balance growth reinvestment against $1.65B in total debt?
- Key Question #3: How sensitive is HOG's 8.6x forward P/E multiple to Consumer Discretionary capital spending cycles and macro interest-rate shifts (Beta 0.92x)?
HOG Live News Feed, Press Releases & Catalyst Wire
Real-time company headlines, analyst actions, and sector developments for Harley-Davidson Inc. (HOG) • Click "Debate This Headline" to argue it in the Roar Pit below
🟢 CATALYST Yahoo Finance • 1d ago
Harley Davidson (HOG) Stock Looks About Right On Fresh Upgrade News Yahoo Finance report covering Harley-Davidson Inc. (HOG) market action, institutional positioning, and fundamental catalysts.
🟡 MARKET WIRE TradingView • 1d ago
Why Harley-Davidson (HOG) Stock Is Trading Up Today TradingView report covering Harley-Davidson Inc. (HOG) market action, institutional positioning, and fundamental catalysts.
🟡 MARKET WIRE Investing.com • 1d ago
Why is Harley-Davidson stock up 3% today? Investing.com report covering Harley-Davidson Inc. (HOG) market action, institutional positioning, and fundamental catalysts.
🟢 CATALYST Yahoo Finance • 1d ago
Harley-Davidson Shares Rise After Citi Upgrades Stock to Buy Yahoo Finance report covering Harley-Davidson Inc. (HOG) market action, institutional positioning, and fundamental catalysts.
🟢 CATALYST GuruFocus • 1d ago
Harley-Davidson Inc (HOG) Shares Surge 6.7% -- What GF Score of 80 Tells Investors GuruFocus report covering Harley-Davidson Inc. (HOG) market action, institutional positioning, and fundamental catalysts.
🟢 CATALYST MarketBeat • 1d ago
Harley-Davidson (NYSE:HOG) Stock Rating Raised to "Hold" at Wall Street Zen MarketBeat report covering Harley-Davidson Inc. (HOG) market action, institutional positioning, and fundamental catalysts.
🟡 MARKET WIRE TradingView • 1d ago
Harley-Davidson earnings: what to look for from HOG TradingView report covering Harley-Davidson Inc. (HOG) market action, institutional positioning, and fundamental catalysts.
🔴 RISK WATCH Yahoo Finance • 1d ago
Why Harley-Davidson (HOG) Dropped And What Investors Are Watching Yahoo Finance report covering Harley-Davidson Inc. (HOG) market action, institutional positioning, and fundamental catalysts.
🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE
3 Active Posts & Replies
HOG Bull vs. Bear Conversation Board — What's Your Call at $33.07?
🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON HOG 🐻 33% BEARISH CONVICTION
BR BreakoutHunter RQD DEBATE OPENER • Swing & Catalyst Trader 🐂 BULLISH
🎯 Target: $36.22 (+16.0%)
📌 Pinned Debate Whale 13F flow (18/20) and insider conviction (17/20) are the strongest pillars, alongside a 13.16% FCF yield and 9.3x trailing P/E.
Picked up a starter position in HOG in my $100K Virtual Cash book at $31.22. Whale 13F flow (18/20) and insider conviction (17/20) are the strongest pillars, alongside a 13.16% FCF yield and 9.3x trailing P/E.. Trading inside a $17.09–$31.23 52-week range with 13.16% FCF yield gives solid downside support if Motor Vehicles multiples expand this quarter.
VolSurface_Trader 🐂 BULL
Both sides have a point here — HOG's 12/20 balance sheet score keeps downside contained, so the real swing factor next earnings call is backlog and FCF conversion.
MU MultipleCompression RQD DEBATE OPENER • Valuation Discipline 🐻 BEARISH
🎯 Target: $25.60 (-18.0%)
Spot @ $31.22 Reported revenue fell from $4.88B to $3.60B and net income fell from $706.6M to $338.7M over FY 2023–FY 2025, with the forensic bal
Here is the bear case nobody on the bull side wants to address on HOG: Reported revenue fell from $4.88B to $3.60B and net income fell from $706.6M to $338.7M over FY 2023–FY 2025, with the forensic balance-sheet pillar scoring only 12/20.. At 9.3x trailing P/E, even a small guidance miss in Motor Vehicles triggers a 12-15% air pocket.