Harley-Davidson (HOG) Q2 FY26 earnings call

Harley-Davidson reported early progress on its "Back to the Bricks" strategy in Q2 FY26, with North America retail sales up 3% and significant improvements in dealer inventory health. The company raised its full-year operating income guidance for both HDMC and HDFS, reflecting stabilization and execution gains. While Europe remains a challenging market and supplier issues impacted margins, management is focused on product portfolio adjustments and cost savings initiatives.