LVWR at a glance
LiveWire Group, Inc. (LVWR, SEC CIK 1898795) filed its latest 10-K annual report on February 20, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on September 3, 2026 and Form 4 insider filings as recently as September 15, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), LiveWire Group, Inc. (LVWR) reported revenue of $25.7 million (down 3.6% from FY2024) and a net loss of $75.1 million. Diluted EPS was -$0.37.
- As of June 30, 2026, 17 institutional investment managers tracked by SignalX reported holding LiveWire Group, Inc. (LVWR) shares worth $2.8 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Nienhuis Jeremiah on September 3, 2026 of 10,732 shares at $1.15 per share.
- In the last 90 days, LVWR insiders reported 0 open-market purchases ($0) and 6 open-market sales ($788K) on Form 4, a net sale of $788K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $25.7M
- −3.6% vs prior year
- Insiders · 90 days
- 0 buys · 6 sells
- Net −$788K
- 13F holders
- 17 funds
- $2.8M · +0 vs prior quarter
- Latest 8-K
- Sep 3, 2026
- Item 5.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: Designing, manufacturing, and selling electric motorcycles and electric balance bikes targeting youth, via a two-segment approach: Electric Motorcycles and STACYC
- New product introduction: Launched adult pedal-assist electric bike in STACYC segment March 2025; planning two new 125 cc-equivalent mini-motos, S4 Honcho™, for Electric Motorcycles in spring 2026
- Strategic shift: Extended manufacturing exclusivity with Harley-Davidson from 5 to 6 years; enhanced service and contract manufacturing agreements with H-D to support outsourcing and scaling
- Notable quantitative metric: 2025 Electric Motorcycles revenue declined to $6.1M from $8.4M in 2024; STACYC segment revenue grew to $19.6M from $18.3M in 2024, reflecting differing segment trajectories
- Distinctive fact: LiveWire operates under multiple long-term, royalty-free IP and trademark license agreements with Harley-Davidson established in September 2022, shaping ongoing collaboration and cost structure
Risk Factors
- Governance risk: Interim CISO leadership after Harley-Davidson’s CISO left Oct 2025 until new hire
- Operational risk: Reliance on Harley-Davidson’s Chief Digital and Operations Officer as acting CISO until Dec 31, 2025
- Cybersecurity risk: IT Security Manager with 20+ years experience managing security and regulatory compliance leading incident response
- Oversight risk: Audit and Finance Committee reviews cybersecurity risks and reports at least annually to Board
- No specific regulatory, geopolitical, competitive, financial, or supply chain risks detailed in text
Management Discussion & Analysis
- Revenue $25.7M in 2025 vs $26.6M in 2024, Electric Motorcycles revenue down 27.6% to $6.1M, STACYC up 7.4% to $19.6M
- Operating loss narrowed 31.6% to $75.5M, Electric Motorcycles loss improved 30.0% to $73.8M, STACYC loss improved 66.0% to $1.7M
- Best performing segment STACYC: revenue $19.6M (+7.4%), operating loss $1.7M down from $4.9M, worst Electric Motorcycles segment: revenue $6.1M (-27.6%), operating loss $73.8M
- Cash and cash equivalents increased to $82.8M from $64.4M; $75M Term Loan drawn in Dec 2025; $2.2M raised via ATM stock sales; no dividends or buybacks disclosed
- 2026 outlook: launch two new S4 Honcho mini-moto models, continued network expansion, cost savings, focus on profitable product innovation and STACYC growth
AI summary of the LVWR 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $9.1M, up 39.9% YoY from $6.5M, driven by Electric Motorcycles and STACYC
- Gross margin 1.7% vs negative 6.9% YoY, with gross profit $153K vs gross loss $449K
- Best segment STACYC: revenue $5.469M, up 8.7%; operating income $26K vs loss $261K
- Worst segment Electric Motorcycles: operating loss $18.040M vs $18.003M, despite revenue up 333.0%
- Money-market investments $41M vs $17M; $75M related-party term loan; focus on S4 Honcho launches, Dust development, cost savings and profitability
Risk Factors
- Dust Acquisition integration risk, including failure to realize anticipated benefits or assumption of unanticipated liabilities
- Shareholder dilution from additional common shares issued for Deferred and Contingent consideration
- Executive compensation cost risk from increased severance and change-in-control benefits
- Supply-chain execution risk following the amended Kwang Yang contract-manufacturing agreement
AI summary of the LVWR 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Paul Krause resigned from LiveWire’s Board effective August 31, 2026
- Matt Ryan joined the Board effective September 1, 2026
Item 3.01: Notice of Delisting or Failure to Satisfy a Continued Listing Rule
- NYSE deficiency: average closing price below $1.00 for 30 consecutive trading days
- Six-month cure period beginning July 23, 2026, with compliance requiring monthly $1.00 closing-price tests
Item 7.01: Regulation FD Disclosure
- NYSE listing continuity identified as a key forward-looking risk for LiveWire common stock
- Term-loan compliance remains critical to avoiding default and potential financial stress
Item EX-99.1: Item EX-99.1
- NYSE deficiency: 30-day average closing price below $1.00 as of July 22, 2026
- No immediate delisting; LVWR continues trading while meeting other NYSE standards
Item EX-99.1: Item EX-99.1
- Q2 revenue rose 55% to $9.1M, led by electric motorcycle units up 386% to 267
- Electric Motorcycle operating loss remained $18.0M despite revenue increasing to $3.6M, signaling limited near-term operating leverage
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results covered period ended June 30, 2026
- Press release issued July 23, 2026, with detailed financial results in Exhibit 99.1
AI summaries of LVWR 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for LVWR
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- Fund moves. Which tracked funds opened, added or cut LVWR, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Nienhuis Jeremiah | Sell | Sep 3, 2026 | 10,732 | $1.15 |
| Gruner Kjell | Sell | Jul 31, 2026 | 94,091 | $2.11 |
| Cornog William L | Sell | Jul 31, 2026 | 216 | $2.25 |
| Gruner Kjell | Sell | Jul 30, 2026 | 7,070.721 | $1.98 |
| Nienhuis Jeremiah | Sell | Jul 29, 2026 | 10,732 | $2.38 |
| Donnez Karim | Sell | Jul 29, 2026 | 230,557 | $2.33 |
| Gerrard Allen | F | Jun 14, 2026 | 848 | $1.19 |
| Bekefy Jon | F | Jun 14, 2026 | 662 | $1.19 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $26.6M | $25.7M |
| Operating Income | - | -$110.4M | -$75.5M |
| Net Income | -$109.5M | -$93.9M | -$75.1M |
| Op. Margin | - | -414.4% | -294.0% |
| Net Margin | - | -352.7% | -292.6% |
| Balance Sheet | |||
| Total Assets | $266.1M | $148.0M | $146.4M |
| Equity | - | $115.1M | $46.0M |
| ROE | - | -81.6% | -163.2% |
| Per Share | |||
| EPS | $-0.54 | $-0.46 | $-0.37 |
| Cash Flow | |||
| Operating CF | - | -$93.9M | -$53.5M |
| CapEx | $13.5M | $8.1M | $3.8M |
Source: XBRL data in LiveWire Group, Inc. (LVWR)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate LVWR share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 17 | $2.8M |
| Q1 2026 | 17 | $3.8M |
| Q4 2025 | 16 | $17.2M |
| Q3 2025 | 16 | $17.9M |
| Q2 2025 | 18 | $14.8M |
| Q1 2025 | 12 | $1.2M |
| Q4 2024 | 8 | $2.3M |
| Q3 2024 | 5 | $2.0M |
- BlackRock+146.6K (+14%)
- Vanguard Capital Management LLC+39.2K (+17%)
- FMR LLC (Fidelity)+22.9K (+193%)
- Vanguard Portfolio Management LLC+19.8K (+29%)
- Millennium Management+9.9K (+12%)
- AQR Capital Management−21.8K (-24%)
- State Street Corp−11.0K (-2%)
- BNY Mellon−5.8K (-12%)
- Morgan Stanley−3.4K (-36%)
- Bank of America Corp−3.0K (-22%)
- Goldman Sachs Group−86.3K
Source: 13F-HR filings on SEC EDGAR (aggregated from 109 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
LVWR filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 15, 2026 | - | - | - |
| 4 | Sep 8, 2026 | - | - | - |
| 8-K | Sep 3, 2026 | - | Analysis | - |
| 10-Q | Aug 5, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 3, 2026 | - | - | - |
| 4 | Jul 31, 2026 | - | - | - |
| 4 | Jul 31, 2026 | - | - | - |
| 8-K | Jul 29, 2026 | - | Analysis | - |
| 8-K | Jul 23, 2026 | - | Analysis | - |
| 4 | Jun 16, 2026 | - | - | - |
| 4 | Jun 16, 2026 | - | - | - |
| 4 | Jun 16, 2026 | - | - | - |
| 4 | Jun 9, 2026 | - | - | |
| 4 | May 27, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 8-K | May 22, 2026 | - | Analysis | |
| 8-K | May 19, 2026 | - | Analysis | |
| 10-Q | May 6, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 5, 2026 | - | Analysis | - |
| 10-K | Feb 20, 2026 | Dec 31, 2025 | Analysis | |
| 4 | Feb 18, 2026 | - | - | |
| 4 | Feb 18, 2026 | - | - | |
| 8-K | Feb 10, 2026 | - | - |
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LVWR SEC filings: frequently asked questions
Are LVWR insiders buying or selling?
In the last 90 days, LiveWire Group, Inc. (LVWR) officers, directors and 10% owners reported no open-market purchases and 6 open-market sales worth $787,953 by 4 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold LVWR stock?
As of June 30, 2026, the largest LiveWire Group, Inc. (LVWR) holders among the 13F filers tracked by SignalX were BlackRock ($1.3 million), State Street Corp ($536,000), Vanguard Capital Management LLC ($300,000), Northern Trust ($132,000), Millennium Management ($105,000). 13F-HR reports are filed up to 45 days after each quarter ends.
What was LVWR's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), LiveWire Group, Inc. (LVWR) reported revenue of $25.7 million (down 3.6% from FY2024) and a net loss of $75.1 million. Diluted EPS was -$0.37. The figures come from the XBRL data in the 10-K.
What are the main risks in LVWR's latest 10-K?
In the 10-K filed February 20, 2026, LiveWire Group, Inc. (LVWR) flagged: Governance risk: Interim CISO leadership after Harley-Davidson’s CISO left Oct 2025 until new hire. Operational risk: Reliance on Harley-Davidson’s Chief Digital and Operations Officer as acting CISO until Dec 31, 2025. (AI summary of the Risk Factors section.)
What did LVWR report in its latest 8-K?
LiveWire Group, Inc. (LVWR) filed an 8-K on September 3, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers). Paul Krause resigned from LiveWire’s Board effective August 31, 2026.
What are the latest LVWR SEC filings?
LiveWire Group, Inc. (LVWR) filed its latest 10-K annual report on February 20, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on September 3, 2026 and a Form 4 insider filing on September 15, 2026.
What is LVWR's SEC CIK number?
LiveWire Group, Inc. (LVWR)'s SEC Central Index Key (CIK) is 1898795. EDGAR lists every LVWR filing under that number.
Ask anything about LVWR
The research agent reads LVWR's filings, financials, insider trades and 13F holders, then answers with sources.