文章核心观点 - 投资国内汽车行业股票时哈雷戴维森比特斯拉更具价值投资机会 [1][7] 投资策略 - 结合强大的Zacks排名和风格评分系统价值类别中的出色评级选股回报最佳 [2] - Zacks排名强调盈利预测和预测修正 风格评分系统用于识别具有特定特征的股票 [2] 公司Zacks排名 - 哈雷戴维森Zacks排名为2（买入） 特斯拉为5（强烈卖出） 表明哈雷戴维森盈利前景改善强于特斯拉 [3] 价值类别评级指标 - 价值类别根据关键指标对股票进行评级 包括市盈率、市销率、盈利收益率、每股现金流等基本面指标 [4] 公司估值指标对比 - 哈雷戴维森远期市盈率为7.20 特斯拉为148.85 [5] - 哈雷戴维森PEG比率为0.35 特斯拉为7.83 [5] - 哈雷戴维森市净率为0.90 特斯拉为11.99 [6] 公司价值等级 - 哈雷戴维森价值等级为A 特斯拉为F [6]

Harley-Davidson, Inc. (HOG) reported first-quarter 2025 adjusted earnings of $1.07 per share, which surpassed the Zacks Consensus Estimate of 80 cents. The company had reported earnings of $1.72 per share in the year-ago quarter. The motorcycle manufacturer generated consolidated revenues (including motorcycle sales and financial services revenues) of $1.33 billion, down 23% from the prior-year quarter.Segmental HighlightsHarley-Davidson Motor Company: Total revenues from the Motorcycle and Related Products ...

Harley-Davidson on Thursday suspended its full-year forecast as President Trump’s tariffs fuel economic uncertainty.“Due to the uncertain global tariff situation and macroeconomic conditions, we are withdrawing our full year 2025 financial outlook,” the motorcycle maker said in a statement.The company estimated its tariff bill could reach $175 million this year, even though most of its suppliers are in the US, because it still imports parts from China, which face a hefty 145% tariff.Harley-Davidson suspende ...

For the quarter ended March 2025, Harley-Davidson (HOG) reported revenue of $1.08 billion, down 26.8% over the same period last year. EPS came in at $1.07, compared to $1.72 in the year-ago quarter.The reported revenue represents a surprise of -3.24% over the Zacks Consensus Estimate of $1.12 billion. With the consensus EPS estimate being $0.80, the EPS surprise was +33.75%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine ...

Harley-Davidson (HOG) came out with quarterly earnings of $1.07 per share, beating the Zacks Consensus Estimate of $0.80 per share. This compares to earnings of $1.72 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 33.75%. A quarter ago, it was expected that this motorcycle maker would post a loss of $0.68 per share when it actually produced a loss of $0.93, delivering a surprise of -36.76%.Over the last four quarters, the com ...

Harley-Davidson (HOG) Q1 2025 Earnings Call May 01, 2025 09:00 AM ET Speaker0 Thank you for standing by, and welcome to the Harley Davidson twenty twenty five First Quarter Investor and Analyst Conference Call. Please be advised that today's conference is being recorded. I would now like to hand the conference over to Sean Collins. Thank you. Please go ahead. Speaker1 Thank you. Good morning. This is Sean Collins, the Director of Investor Relations at Harley Davidson. You can access the slides supporting to ...

▪ Jochen Zeitz, Chairman, President and CEO ▪ Jonathan Root, Chief Financial Officer and President, Commercial ▪ Karim Donnez, CEO – LiveWire (NYSE: LVWR) ▪ Shawn Collins, Director Investor Relations Q1 2025 PERFORMANCE HEADLINES 3 ▪ Delivered diluted EPS of $1.07 ▪ HDMC operating income margin of 10.8 percent ▪ HDFS operating income margin of 26.1 percent ▪ Global motorcycle retail sales down 21 percent year-over-year, driven by a volatile macro environment and overall consumer uncertainty ▪ HDMC revenue d ...

First Quarter 2025 Results Harley-Davidson, Inc. Consolidated Financial Results | $ in millions (except EPS) | | 1st quarter | | | --- | --- | --- | --- | | | 2025 | 2024 | Change | | Revenue | $1,329 | $1,730 | -23% | | Operating Income | $160 | $263 | -39% | | Net Income Attributable to HDI | $133 | $235 | -43% | | Diluted EPS | $1.07 | $1.72 | -38% | FOR IMMEDIATE RELEASE Harley-Davidson Delivers First Quarter Financial Results MILWAUKEE (May 1, 2025) – Harley-Davidson, Inc. ("Harley-Davidson," "HDI," or ...

公司财务信息 - 公司将于2025年5月1日周四盘前发布2025年第一季度财务结果 [1] 会议信息 - 公司将在中部时间上午8 - 9点举行音频网络直播，高级管理层将讨论财务结果、业务发展和公司展望 [1] - 支持讨论的幻灯片演示将在音频网络直播前提供 [1] - 网络直播参与者应在开始时间前至少10分钟登录并注册，可通过链接https://investor.harley-davidson.com/events-and-presentations/default.aspx访问幻灯片演示 [2] - 音频网络直播结束约两小时后将提供重播 [2] 公司背景 - 公司是哈雷戴维森摩托车公司和哈雷戴维森金融服务公司的母公司 [3]

文章核心观点 - 华尔街预计哈雷戴维森2025年第一季度收益和营收同比下降 实际结果与预期的对比或影响短期股价 投资者可关注盈利预期偏差和Zacks排名来判断公司盈利超预期的可能性 哈雷戴维森和特斯拉目前都难以确定是否能超预期 [1][2][15] 哈雷戴维森情况 预期业绩 - 预计即将发布的报告中季度每股收益为0.90美元 同比变化-47.7% 营收预计为11.2亿美元 同比下降24.3% [3] 预测指标 - 过去30天季度每股收益共识预期未变 [4] - 最准确估计高于Zacks共识估计 盈利预期偏差为+20.82% 但股票目前Zacks排名为5 难以确定能否超预期 [10][11] 历史表现 - 上一季度预期每股亏损0.68美元 实际亏损0.93美元 盈利惊喜为-36.76% [12] - 过去四个季度 公司三次超过每股收益共识预期 [13] 特斯拉情况 预期业绩 - 预计2025年第一季度每股收益0.45美元 与去年同期持平 营收预计为215亿美元 同比增长1% [17] 预测指标 - 过去30天特斯拉每股收益共识预期下调19.5% 最准确估计较低导致盈利预期偏差为-3.79% 结合Zacks排名4 难以确定能否超预期 [18] 历史表现 - 过去四个季度 公司仅一次超过每股收益预期 [18]