HOG

Harley-Davidson, Inc.

DOUBTFUL — SCREEN DOES NOT PASSstock

Is HOG Halal?

Motorcycle manufacturer whose permissible core product is offset by Harley-Davidson Financial Services, a substantial captive interest-based lending arm that strains the Sharia screens.

What You Should Know

Harley-Davidson manufactures motorcycles, parts, accessories and apparel, but Harley-Davidson Financial Services (HDFS) provides wholesale and retail interest-based financing. Its March 31, 2026 Form 10-Q reports $7,245.661 million of assets, $2,131.796 million of interest-bearing debt, $1,805.068 million of cash, $67.896 million of available-for-sale debt securities and $2,727.189 million of accounts plus finance receivables against $1,172.531 million of total revenue. Debt/assets is 29.42%, liquidity/assets is 25.16%, receivables-plus-cash/assets is 62.55% and the conservative financial-services revenue proxy is 9.57%; the asset-based screens fail and the captive-finance activity is structurally non-compliant.

⚠️ Concerns

  • HDFS is an integral interest-based lending business; the conservative $112.262 million financial-services revenue proxy is 9.57% of total revenue and exceeds the 5% income benchmark
  • Receivables-plus-cash/assets is 62.55%, above the examined FTSE, MSCI and Malaysia total-assets limits because the HDFS finance-receivable book is included
  • Debt/assets is 29.42%; market-cap screens are not calculated, and HDFS funds lending with conventional interest-bearing debt
  • Structural lending income cannot be reduced to a simple fixed purification percentage; the filing does not isolate every interest and fee component

Current quantitative Sharia screen

Based on 10-Q figures for the period ended 2026-03-31; calculated 2026-07-15.

USD · millions
Interest-bearing debt / assets
29.42%Within limit
Below 33.333% under FTSE Yasaar

2,131.796 / 7,245.661

Cash + interest-bearing securities / assets
25.85%Within limit
Below 33.333% under FTSE Yasaar

1,872.964 / 7,245.661

Receivables + cash / assets
62.55%Above limit
Below 50% under FTSE Yasaar

4,532.257 / 7,245.661

Non-compliant income / revenue (upper bound)
9.57%Above limit
No more than 5% under FTSE Yasaar

112.262 / 1,172.531

FTSE Yasaar
v4.6, February 2026
Financial
Fails
Overall
Fails

Debt/assets is 29.42%, liquidity/assets is 25.16%, receivables-plus-cash/assets is 62.55%, above the 50% limit, and the conservative non-compliant-income proxy is 9.57%, above 5%.

MSCI Islamic (total-assets series)
October 2024 methodology
Financial
Fails
Overall
Fails

Receivables-plus-cash/assets is 62.55%, above the examined MSCI total-assets limit; the integral HDFS activity also fails the business screen. This is not an index-membership claim.

Malaysia SAC financial ratios
single 5% activity benchmark adopted November 2025
Financial
Pass
Overall
Fails

Debt/assets and liquidity/assets are below the examined Malaysia financial limits, but the captive-finance business fails the activity screen; this is not an official classification.

Market-cap denominator methods
MSCI M-Series, S&P and Dow Jones methods differ
Financial
Not calculated
Overall
Not calculated

A licensed historical market-cap series is not stored.

Business-activity disclosure

Harley-Davidson manufactures motorcycles, parts, accessories and apparel, but Harley-Davidson Financial Services (HDFS) provides wholesale and retail interest-based financing. The captive finance arm is integral to the consolidated business rather than incidental, so a conventional prohibited-revenue screen fails on the disclosed financial-services proxy.

Limitation: The filing reports financial-services revenue but does not isolate every interest, fee, servicing or recovery component; the $112.262 million proxy is deliberately conservative and not a fatwa.

Purification

HDFS financial-services revenue is used as a conservative upper-bound proxy, not a scholar-approved purification numerator; structural lending income cannot be reduced to a simple fixed purification percentage.

Inputs, assumptions and primary sources
  • Amounts are USD millions from Harley-Davidson's March 31, 2026 Form 10-Q.
  • Interest-bearing debt is current debt of $498.246 million, short-term borrowings of $498.685 million and noncurrent debt of $1,134.865 million; operating lease liabilities are excluded.
  • Cash and cash equivalents are $1,805.068 million. Available-for-sale debt securities total $67.896 million and are included as interest-bearing securities.
  • Accounts receivable of $285.786 million plus net finance receivables held for sale and investment of $2,441.403 million are included as receivables because HDFS lending assets are central to the screen.
  • Total first-quarter revenue is $1,172.531 million; financial-services revenue of $112.262 million is used as a conservative upper-bound proxy for non-compliant interest-related revenue and income because the filing does not isolate every interest component.
  • Motorcycles, parts, accessories and apparel are generally permissible, but Harley-Davidson Financial Services is an integral interest-based lending business.

This is a reproducible financial screen, not a fatwa. A failed total-assets screen can coexist with a pass under a market-cap methodology. ZakatInvest keeps the qualitative assessment separate so numerical thresholds do not erase material context.

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