LiveWire Group, Inc. (LVWR)

Over the past six months, LiveWire Group, Inc.'s stock price has been impacted by earnings reports and product announcements. Key events include the Q3 2025 earnings report with an EPS of -$0.10 and quarterly revenue of $5.70 million. The company reported a consolidated net loss of $22.8 million for Q4 2024 and $93.9 million for the full year 2024. LiveWire reported a 35% reduction in consolidated operating loss to $18.3 million compared to Q2 2024. LiveWire has continued to introduce new models and updates, including the S2 Alpinista, S2 Mulholland, and dedicated S2 Patrol models. The company announced a collaboration with KYMCO on an electric maxi-scooter project. The uncertain macroenvironment and a lack of incentives have weighed on consumer discretionary spending, impacting LiveWire's Electric Motorcycle segment sales.

The demand for LiveWire Group, Inc.'s products and services is influenced by the highly competitive electric vehicle sector and the broader vehicle industry. The uncertain macroenvironment and a lack of incentives have impacted consumer discretionary appetite for larger motorcycles and early-stage EV products. Motorcycle and electric balance bike sales often suggest potential seasonality, with higher demand typically observed during warmer months.

LiveWire Group, Inc. is an all-electric vehicle company that manufactures and sells electric motorcycles, operating in the Consumer Cyclical sector. The company was founded on December 7, 2021, and is headquartered in Milwaukee, Wisconsin. It operates through two segments: Electric Motorcycles, which focuses on the design and sale of electric motorcycles, and STACYC, which designs and sells electric balance bikes for children. LiveWire sells its products through wholesale, online, and company-owned dealerships and is a subsidiary of Harley-Davidson, Inc.

LiveWire Group, Inc. sells its electric vehicles and related products in the United States, Austria, and other international markets, with the majority of its revenue generated from the USA. The company has been actively expanding its presence, including entering new European markets and growing its dealer network in Europe.

In the past year, LiveWire has focused on establishing its leadership in the electric vehicle space. The S2 Del Mar electric motorcycle received recognition, winning MCN's Best Electric Bike of 2024. The company has maintained its position as the #1 electric motorcycle retailer in the US 50+ horsepower on-road EV segment. LiveWire aims to differentiate its brand through the look, sound, and feel of its products. While the company has faced market headwinds and challenges in its Electric Motorcycles segment, there is no specific information indicating events that have negatively impacted its brand reputation beyond general market performance.

LiveWire Group, Inc. has a mixed ownership structure comprising institutional, insider, and public investors. Harley-Davidson, Inc. holds approximately 88.71% of the shares. Major institutional owners include BlackRock, Inc., IWM - iShares Russell 2000 ETF, Geode Capital Management, LLC, Vanguard Group Inc., State Street Corp., FSSNX - Fidelity Small Cap Index Fund, IWO - iShares Russell 2000 Growth ETF, Susquehanna International Group, LLP, Northern Trust Corp., and Charles Schwab Investment Management Inc. Individual insiders hold approximately 1.42% of the shares, with John L. Garcia being a notable individual shareholder.