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LiveWire Group, Inc. (LVWR) Q4 2025 Earnings Call Transcript

Seeking Alpha

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⚡ Quantum Brief

LiveWire Group (LVWR) held its Q4 2025 earnings call on February 10, 2026, led by CEO Artie Starrs and CFO Jonathan Root, detailing financial performance and strategic updates for the electric motorcycle subsidiary. The call highlighted LiveWire’s 2025 full-year results, emphasizing growth in EV motorcycle sales, dealer network expansion, and progress in battery technology partnerships, though specific figures were not disclosed in the transcript excerpt. Harley-Davidson’s leadership reaffirmed commitment to LiveWire’s independence while leveraging its brand heritage, signaling a dual focus on legacy combustion engines and accelerated electric mobility innovation. Analysts from firms like UBS, Citigroup, and BMO Capital Markets participated, probing LiveWire’s production scalability, supply chain resilience, and timeline for profitability amid evolving regulatory and market pressures. Forward-looking statements carried SEC-mandated disclaimers, citing risks like market volatility, supply constraints, and competitive pressures in the burgeoning electric two-wheeler sector.

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SA Transcripts158.27K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call LiveWire Group, Inc. (LVWR) Q4 2025 Earnings Call February 10, 2026 9:00 AM EST Company Participants Shawn CollinsJonathan Root - CFO, President & Chairman Conference Call Participants Arthur Francis Starrs, III - Harley-Davidson, Inc.Craig Kennison - Robert W. Baird & Co. Incorporated, Research DivisionNoah ZatzkinRobin Farley - UBS Investment Bank, Research DivisionTristan Thomas-Martin - BMO Capital Markets Equity ResearchJames Hardiman - Citigroup Inc., Research DivisionBrandon Rollé - Loop Capital Markets LLC, Research DivisionJaime Katz - Morningstar Inc., Research Division Presentation Operator Thank you for standing by, and welcome to the Harley-Davidson 2025 Fourth Quarter Investor and Analyst Conference Call. Please be advised that today's conference is being recorded. I would now like to hand the conference over to Shawn Collins. Thank you. Please go ahead.

Shawn Collins Thank you. Good morning. This is Shawn Collins, the Director of Investor Relations at Harley-Davidson. You can access the slides supporting today's call on the Internet at the Harley-Davidson Investor Relations website. As you might expect, our comments will include forward-looking statements that are subject to risks that could cause actual results to be materially different. Those risks include, among others, matters we have noted in today's earnings release and in our latest filings with the SEC. Joining me for this morning's call are Harley-Davidson Chief Executive Officer, Artie Starrs; and Chief Financial and Commercial Officer, Jonathan Root. With that, let me turn it over to Harley-Davidson CEO, Artie Starrs.

Arthur Francis Starrs, IIIHarley-Davidson, Inc. Good morning, everyone, and thank you for joining us today for our Q4 and full year 2025 results. Before we get into it, I'd like to thank our Harley-Davidson employees, the H-D dealer network and our riders that are listening in this morning. Thank you for all you do every day for the company, living and leading our brand and culture. This

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