Harley-Davidson (HOG) Change in Inventory (2011 - 2026)
Harley-Davidson (HOG) posted Change in Inventory of -$102.8 million for Q1 2026, down 147.88% sequentially from $214.7 million in Q4 2025, and down 143.51% YoY from $236.3 million in Q1 2025.
Harley-Davidson (HOG) Change in Inventory (2011 - 2026) Analysis & Trends
Harley-Davidson has reported Change in Inventory for 16 years, with the latest figure at -$102.8 million in Q1 2026.
- Quarterly Change in Inventory fell 143.51% year-over-year to -$102.8 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was -$108.2 million (down 43.65% YoY) and the FY2025 annual result came in at -$47.6 million, up 71.1% from the prior year.
- Change in Inventory fell to -$102.8 million in Q1 2026 per HOG's latest filing, from $214.7 million in the prior quarter.
- Over five years, Change in Inventory peaked at $247.6 million in Q4 2022 and troughed at -$131.5 million in Q1 2024.
- A 5-year average of -$4.8 million and a median of -$27.4 million in 2022 frame the typical range for Change in Inventory.
- The sharpest annual moves came in 2022 and 2023: Change in Inventory jumped 336.11% in 2022, then slumped 4778.59% in 2023.
- Over 5 years, Change in Inventory stood at $247.6 million in 2022, then slumped by 43.66% to $139.5 million in 2023, then plunged by 36.36% to $88.8 million in 2024, then surged by 141.89% to $214.7 million in 2025, then sank by 147.88% to -$102.8 million in 2026.
- According to Business Quant data, Change in Inventory over the past three periods registered -$102.8 million, $214.7 million, and -$119.3 million for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Change in Inventory (Qtr) |
|---|---|---|---|---|---|
| 1 | Brp | 4.88 Bn | 4.32 Bn | 409.69 Mn | -24.95 Mn |
| 2 | Thor Industries | 4.07 Bn | 3.70 Bn | 354.77 Mn | -46.77 Mn |
| 3 | Polaris | 3.68 Bn | 3.38 Bn | - | -3.20 Mn |
| 4 | Harley-Davidson | 2.87 Bn | 979.19 Mn | 421.12 Mn | -118.99 Mn |
| 5 | Patrick Industries | 2.69 Bn | 2.66 Bn | 247.58 Mn | 27.34 Mn |
| 6 | Lci Industries | 2.53 Bn | 2.31 Bn | 301.14 Mn | -66.06 Mn |
| 7 | Brunswick | 1.55 Bn | 1.24 Bn | 437.80 Mn | - |
| 8 | Winnebago Industries | 904.19 Mn | 847.09 Mn | 94.90 Mn | 26.10 Mn |
| 9 | Malibu Boats | 546.46 Mn | 496.30 Mn | 41.28 Mn | -673,000.00 |
| 10 | MasterCraft Boat Holdings | 400.50 Mn | 315.88 Mn | 19.54 Mn | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | -118.99 Mn |
| Jun 30, 2026 | -118.99 Mn |
| Mar 31, 2026 | -102.80 Mn |
| Mar 31, 2026 | -102.80 Mn |
| Dec 31, 2025 | 214.71 Mn |
| Dec 31, 2025 | 214.71 Mn |
| Sep 30, 2025 | -119.29 Mn |
| Sep 30, 2025 | -119.29 Mn |
| Jun 30, 2025 | -100.78 Mn |
| Jun 30, 2025 | -100.78 Mn |
| Mar 31, 2025 | -42.22 Mn |
| Mar 31, 2025 | -42.22 Mn |
| Dec 31, 2024 | 88.76 Mn |
| Dec 31, 2024 | 88.76 Mn |
| Sep 30, 2024 | -17.83 Mn |
| Sep 30, 2024 | -17.83 Mn |
| Jun 30, 2024 | -104.01 Mn |
| Jun 30, 2024 | -104.01 Mn |
| Mar 31, 2024 | -131.53 Mn |
| Mar 31, 2024 | -131.53 Mn |