-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：哈雷戴维森（HOG）第一季度每股收益为0.22美元，低于预期的1.07美元（下降79%），比市场普遍预期低1美分。业绩不及预期主要原因是利润率低于预期，摩托车收入下降2%至10.6亿美元（比市场普遍预期高出6000万美元），其中摩托车出货量下降3%是主要原因。哈雷戴维森摩托车公司（HDMC）的核心业务部门代表了公司传统的摩托车业务，尽管收入仅下降2%，但营业利润却大幅下降84%至1900万美元。毛利率下降390个基点至25.3%，是导致运营杠杆恶化的主要原因。公司维持了此前发布的2026年业绩指引，这意味着预计不会出现比目前水平更糟糕的情况。周二早盘交易中，HOG股价上涨1%。我们认为一些投资者曾希望哈雷戴维森能够扭转颓势，但很显然，该公司未来仍面临更多挑战，因为它将继续长期与全球摩托车需求持续下滑的趋势作斗争。
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