Earnings summaries and quarterly performance for LiveWire Group.
Executive leadership at LiveWire Group.
Board of directors at LiveWire Group.
Research analysts who have asked questions during LiveWire Group earnings calls.
Alexander Perry
Bank of America
3 questions for LVWR
Also covers: COLM, CWH, FOXF +10 more
Noah Zatzkin
KeyBanc Capital Markets
3 questions for LVWR
Also covers: BC, CWH, GOLF +9 more
BR
Brandon Rollé
D.A. Davidson
2 questions for LVWR
Also covers: CWH, DOOO, HOG +5 more
Jaime Katz
Morningstar
2 questions for LVWR
Also covers: BC, CCL, CUK +5 more
David Macgregor
Longbow Research
1 question for LVWR
Also covers: AOS, BECN, CSL +14 more
James Hardiman
Citigroup
1 question for LVWR
Also covers: BC, CCL, CUK +14 more
Megan Christine Alexander
Morgan Stanley
1 question for LVWR
Also covers: BC, CAG, COOK +15 more
RF
Robin Farley
UBS
1 question for LVWR
Also covers: CCL, CHH, CUK +17 more
Recent press releases and 8-K filings for LVWR.
LVWR Reports Q3 2025 Results and HDFS Strategic Partnership
LVWR
Earnings
M&A
Share Buyback
- Harley Davidson announced a strategic partnership for Harley Davidson Financial Services (HDFS) with KKR and PIMCO, involving the sale of approximately $6 billion in loan receivables and a 9.8% equity interest, which is expected to unlock $1.2 billion to $1.25 billion in discretionary cash through 2026.
- In Q3 2025, consolidated revenue increased by 17%, and consolidated operating income reached $475 million, leading to earnings per share of $3.01.
- The LiveWire segment reported an operating loss of $18 million in Q3 2025, an $8 million improvement year-over-year, with the full-year operating loss projected between $72 million and $77 million.
- Global retail sales declined by 6% in Q3 2025, reflecting continued soft demand, with North America down 5% and international markets down 9%.
- The company repurchased 3.4 million shares for $100 million in Q3 2025 and announced plans for a $200 million accelerated share repurchase agreement as part of a $1 billion program by 2026.
Nov 4, 2025, 2:00 PM
LVWR Reports Strong Q3 2025 Results Driven by HDFS Transaction Amidst Retail Sales Decline
LVWR
Earnings
Share Buyback
Demand Weakening
- Q3 2025 consolidated revenue increased by 17% and earnings per share reached $3.10, with consolidated operating income at $475 million, largely due to the HDFS transaction.
- The HDFS transaction, finalized in October, generated a $27 million gain and a $301 million benefit in the provision for credit losses in Q3 2025, and is projected to unlock $1.2-$1.25 billion in discretionary cash by Q1 2026 and contribute $275 million in operating income upside.
- Global retail sales decreased by 6% in Q3 2025, with North America down 5% and international markets down 9%, reflecting continued soft demand.
- To address dealer health and inventory, the company is accelerating motorcycle inventory management and implementing market-responsive promotions, particularly for touring and CVO segments.
- In Q3 2025, the company repurchased 3.4 million shares for $100 million and announced a $200 million accelerated share repurchase as part of its $1 billion share repurchase plan by the end of 2026.
Nov 4, 2025, 2:00 PM
LiveWire Group, Inc. Reports Q3 2025 Financial Results with Revenue Growth and Updated Guidance
LVWR
Earnings
Guidance Update
Revenue Acceleration/Inflection
- LiveWire Group, Inc. reported a 28% increase in consolidated revenue to $5.7 million for Q3 2025, driven by a 46% revenue growth in the STACYC segment.
- The company's consolidated operating loss decreased by 29% to ($18.8 million) in Q3 2025, primarily due to a $9.1 million reduction in selling, administrative, and engineering expenses.
- LiveWire updated its full-year 2025 operating loss guidance to $72-$77 million from $59-$69 million, attributing the change to extended S2 model pricing incentives and a revised Joint Development Agreement with Harley-Davidson, Inc..
- Net cash used year-to-date during 2025 was reduced by 39% to ($48.1 million), and an At-The-Market offering was launched to raise up to $50 million in additional capital.
Nov 4, 2025, 11:52 AM
Quarterly earnings call transcripts for LiveWire Group.
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