2Q26 First Take: Beat/raise on better margins, industry bounce – strategy benefits still TBD-20260723
哈雷戴维森(US:HOG) 摩根士丹利·2026-07-23 22:13July 23, 2026 01:10 PM GMT Harley-Davidson Inc | North America AlphaSignals Earnings Reaction Unchanged Modest upside Modest revision higher Impact to our thesis Financial results versus consensus Direction of next 12-month consensus EPS Source: Company data, Morgan Stanley Research Key Takeaways Our take: Harley 2Q reported EPS of $0.75 was ahead of our $0.55 estimate and the Street at $0.63. Shares were up 6% over the past week (vs. S&P down -1%) which we believe reflects a combination of growing investor ...