Harley-Davidson targets 133,500-138,500 2026 retail units while raising HDMC operating income outlook to $10M-$50M

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Earnings Call Insights: Harley-Davidson (HOG) Q2 2026 “In the second quarter, we are pleased with the early progress we made against that plan,” Arthur Starrs (CEO, President & Director) said of “Back to the Bricks,” adding, “Domestic retail remains strong with North America retail up 3%.”

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Harley-Davidson raised its 2026 retail sales target from 133,500 to 138,500 units and increased its HDMC operating income outlook from $10 million to $50 million. North American retail sales showed a recovery with a 3% increase. This performance improvement demonstrates the initial success of management strategy and provides positive signals to investors.

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