Harley-Davidson raises 2026 HDMC global retail sales outlook
HOG•Harley-Davidson raised its 2026 HDMC global retail sales outlook to 135,500-139,000 units and lifted its operating income forecasts for HDMC and HDFS. Third-quarter HDMC revenue was $964 million, and net income was $43 million.
1. Higher 2026 outlook
Harley-Davidson raised its 2026 HDMC global retail sales outlook to 135,500-139,000 units and lifted its HDMC operating income forecast to $25 million-$55 million. It now expects HDFS operating income of $60 million-$70 million.
2. Third-quarter results
HDMC revenue was $964 million, while net income was $43 million. North American retail sales of new motorcycles rose 9% year over year, marking a fourth consecutive quarter of growth. Global motorcycle shipments fell 8%, and global dealer inventory of new motorcycles ended the quarter down 26% year over year.
