Livewire Group, Inc. (LVWR)
NYSEConsumer DiscretionaryAuto - ManufacturersSnapshot 2026-09-04
$1.28+11.30%
Close 2026-09-04 · 1-day change
NYSEConsumer DiscretionaryAuto - ManufacturersSnapshot 2026-09-04
QuarterlyIQ Insights · LVWR
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Complete integration and advance Dust Motorcycles platform toward production to expand into electric off-road market segment.
Stated as a priority in 2 of last 2 quarters. The acquisition of Dust Motorcycles was completed in 2026-Q1 and reiterated in 2026-Q2. Management emphasizes advancing Dust's platform toward production to expand into the electric off-road market, consistent with the strategic growth plan.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Consumer Discretionary names rated weak grew net income 56% of the time over the next year (vs 53% for the rest of the cohort, n=5213).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“We closed the acquisition of Dust Motorcycles, which we expect will accelerate our expansion into the rapidly growing electric off-road category.”
“LiveWire Group, Inc. acquired the assets of Dust Moto, marking a strategic expansion into the electric off-road segment.”
Grow unit sales and revenue in the electric motorcycle segment, including launching new models like the S4 Honcho.
Stated as a priority in 2 of last 2 quarters. Electric Motorcycle unit sales grew from 33 in 2025-Q1 to 91 in 2026-Q1 (+176%) and further to 267 in 2026-Q2 (+386% vs 2025-Q2). Revenue rose from $0.4M in 2025-Q1 to $1.4M in 2026-Q1 (+236%) and $3.6M in 2026-Q2 (+333%). Management is delivering strong growth in electric motorcycle sales and revenue, aligned with the launch of new models like the S4 Honcho.
“Electric Motorcycle unit sales increased 386% compared to prior year same quarter, revenue increased 333%.”
“Electric Motorcycle unit sales increased 176% over first quarter 2025 with revenue increasing 236%.”
Sustain a dominant market share position in the U.S. electric motorcycle 50+ kilowatt on-road EV segment.
Stated as a priority in 2 of last 2 quarters. Management reports maintaining a 76% market share in the U.S. electric motorcycle 50+ kilowatt on-road EV segment in both 2026-Q1 and 2026-Q2. The market share is stable, indicating management is sustaining leadership in this segment.
“Year-to-date market share of 76% in the U.S. electric motorcycle 50+ kilowatt on-road EV segment.”
“Market share of 76% in the U.S. electric motorcycle 50+ kilowatt on-road EV segment.”
Focus on commercial execution and disciplined cost management to improve operating loss and free cash flow.
Stated as a priority in 2 of last 2 quarters. Consolidated revenue increased 55% from $5.9M in 2025-Q2 to $9.1M in 2026-Q2. Year-to-date free cash flow improved by 19% through June 30, 2026 compared to 2025. Operating loss decreased by $3.0M in 2026-Q1 vs 2025-Q1, and free cash flow improved 25% in 2026-Q1. Management is delivering improvements in financial performance and cost management.
“Operationally, we delivered meaningful improvements in financial performance, increasing revenue by 55% and improving free cash flow by 19% year-to-date.”
“Consolidated operating loss decreased by $3.0 million from same quarter 2025; free cash flow improved 25% compared to 2025.”
Raise capital through unregistered sales of equity securities to support operations and growth.
Newly stated in 2026-Q2. The company disclosed unregistered sales of equity securities in May 2026 to raise capital. No further quantitative financial impact is provided in the disclosures, so progress on capital allocation via this method is limited to the disclosure.
“Unregistered sales of equity securities were issued in reliance on exemption from registration under the Securities Act.”
Over the trailing year it converted 0.86x of net income into operating cash flow.
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, the broad stock market, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
15 material management or governance events in the past 24 months, led by executive changes. Historically, Consumer Discretionary names rated volatile grew net income 59% of the time over the next year (vs 48% for the rest of the cohort, n=1937).
Not investment advice. As of 2026-09-04.