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Analyst
Tristan Thomas-Martin
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q3 (8 quarters; questions recorded in 7).
- Questions
- 7on tracked calls
- Challenge rate
- 0%none of 7 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 7with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right. See how we grade analysts on earnings-call questions.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 7 of 7 questions from 1 company
HOGHarley-Davidson, Inc.7 questions · 7 reporting periods · 0 of 7 challenging
Calendar 2026 Q3
You referenced tariff rebates or refunds in the quarter. Can you just kind of quantify what that is?
Show response
Root said recoveries rose by about as much as gross tariffs and pointed to Page 11 without a figure; Sprint ships internationally in late Q4.
Calendar 2026 Q2
Was the combined $61 million included in the original guidance, or is that part of the benefit
Show response
Asked whether the combined tariff recoveries were in the original guide or drove the raise. Root said the prior guide had not contemplated recoveries and the new HDMC range is $10 million to $50 million.
Calendar 2026 Q1
just in terms of the Sprint, my understanding is it's being built overseas.
Show response
Starrs confirmed Sportster US production in York but would not confirm Sprint's location, and declined to break out the retail CAGR by region.
Calendar 2025 Q4
Is that spread among all three segments? And then also, is there any way to anything you can provide us
Show response
Starrs scoped the savings to HDMC and HDFS, said some land in the back half of 2026, and flagged that no restructuring charge is in the guide.
Calendar 2025 Q2
I know you mentioned that consumer traffic picked up in July, but has that translated to improved retail performance?
Show response
Zeitz gave direction and claimed second-half retail can comp positive but withheld the actual July figure.
Calendar 2025 Q1
How does that change how we should think about kind of quarterly cadence relative to where you were last quarter?
Show response
Root declined quarterly detail given the withdrawn guidance but ruled out using the shift to load dealer inventory.
Calendar 2024 Q4
I believe you mentioned growing to an HDMC operating income margin target in the future. Is that still 15%?
Show response
Zeitz reaffirmed 15% but attached it to volume growth and a recovering powersports market, declining to give a timeline beyond double-digit margin in 2026.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| HOG Harley-Davidson, Inc. | 7 | 0%none of 7 questions |
- HOGHarley-Davidson, Inc. · 7 questions0%none of 7 questions
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2024 Q4 | 1 | 0%none of 1 question | 1 |
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
| 2026 Q3 | 1 | 0%none of 1 question | 1 |
- 2024 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q3No questions recorded
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q31 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Guidance Reliability4
- Trade Tariffs3
- Product Launch2
- Margin2
- Supply Chain1
- Cost Pressure1
- Demand1