LVWR — what changed in the latest 10-Q
A section-by-section comparison of LVWR's newest periodic SEC filing (10-K/10-Q) against the prior same-form filing: paragraphs added and removed per section, with verbatim excerpts. Purely a deterministic text diff — no similarity scores, no directional read, not investment advice.
Comparing 10-Q · 2026-08-05 vs the prior 10-Q · 2026-05-06
| Section | Outcome | Added | Removed | Minor | Unchanged |
|---|---|---|---|---|---|
| MD&A | Text added/removed | +31 | −14 | ~22 | 25 |
| Market risk (Item 3) | Text added/removed | 0 | 0 | ~1 | 4 |
| Controls & procedures | Text added/removed | +1 | −1 | 0 | 2 |
| Legal proceedings | Text added/removed | 0 | 0 | ~1 | 0 |
| Risk factors | Some risk factors updated | +4 | 0 | 0 | 1 |
| Other information | Text added/removed | +2 | −1 | ~1 | 0 |
Counts are paragraphs; added/removed means text added or removed vs the prior filing — no direction or judgement implied.
Representative excerpts
Up to 5 excerpts of about 300 characters per section, quoted verbatim from the two SEC filings.
MD&A
Text added vs the prior filing · source: 10-Q · 2026-08-05
On May 18, 2026, LiveWire acquired substantially all of the assets of Dust Motorcycles, Inc. (“Dust”), expanding the Company's presence into the electric off-road market. Through the acquisition, LiveWire obtained an electric dirt bike platform that is being advanced toward production and is expecte…
For the three months ended June 30, 2026, the Company’s net loss was $18,213 thousand compared to $18,826 thousand for the three months ended June 30, 2025, and was $36,341 thousand for the six months ended June 30, 2026 compared to $38,097 thousand for the six months ended June 30, 2025. The Compan…
For the three months ended June 30, 2026, the Electric Motorcycles segment operating loss was $18,040 thousand compared to an operating loss of $18,003 thousand for the three months ended June 30, 2025 and was an operating loss of $34,741 thousand for the six months ended June 30, 2026 compared to a…
For the three months ended June 30, 2026, the STACYC segment operating income was $26 thousand compared to an operating loss of $261 thousand for the three months ended June 30, 2025 and was an operating loss of $945 thousand for the six months ended June 30, 2026 compared to operating loss of $1,57…
In response to the market challenges facing the electric vehicle segment and the overall broader powersports industry, the Company is continuing to focus on strategic expansion of its product offerings. The Company commenced production in the second quarter 2026 of its two new 125 cc-equivalent mini…
Text removed vs the prior filing · source: 10-Q · 2026-05-06
For the three months ended March 31, 2026, the Company’s net loss was $18,128 thousand compared to $19,271 thousand for the three months ended March 31, 2025. The Company’s net losses reflect the early-stage nature of the Company’s business including investments in product development as the Company…
For the three months ended March 31, 2026, the Electric Motorcycles segment operating loss was $16,701 thousand compared to an operating loss of $19,353 thousand for the three months ended March 31, 2025. Refer to the Electric Motorcycles segment analysis below for further discussion on the decrease…
For the three months ended March 31, 2026, the STACYC segment operating loss was $971 thousand compared to an operating loss of $1,313 thousand for the three months ended March 31, 2025. Refer to the STACYC segment analysis below for further discussion on the decrease in operating loss of $342 thous…
In response to the market challenges facing the electric vehicle segment and the overall broader powersports industry, the Company is continuing to focus on strategic expansion of its product offerings, including the planned production in the spring of 2026 of two new 125 cc-equivalent mini-motos, t…
The Electric Motorcycles Independent Retail Partners shown above include those that have been contracted by LiveWire to sell LiveWire motorcycles. As of March 31, 2026 and December 31, 2025, there were nine partners and one partner, respectively, that were actively working to complete the licensing …
Controls & procedures
Text added vs the prior filing · source: 10-Q · 2026-08-05
During the quarter ended June 30, 2026, the Company completed the acquisition of Dust Motorcycles, Inc. In connection with the acquisition, the Company implemented additional controls and procedures related to the valuation and accounting for acquired intangible assets and contingent considerations,…
Text removed vs the prior filing · source: 10-Q · 2026-05-06
There were no changes in the Company’s internal control over financial reporting, as identified in connection with the evaluation required by Rules 13a-15(e) and 15d-15(e) under the Exchange Act, that occurred during the quarter ended March 31, 2026 that have materially affected, or are reasonably l…
Risk factors
Text added vs the prior filing · source: 10-Q · 2026-08-05
We may fail to realize the anticipated benefits of the Dust Acquisition and may assume unanticipated liabilities.
The success of the Dust Acquisition will depend on, among other things, our ability to integrate the transferred businesses in a manner that realizes the various benefits, growth opportunities and synergies that we have identified. Our ability to achieve the anticipated benefits of the Dust Acquisit…
The Deferred consideration and Contingent consideration payable pursuant to the Dust Acquisition may dilute our stockholders.
Pursuant to the Dust Acquisition, we will issue additional shares of common stock for the Deferred consideration and may issue additional shares of common stock for the Contingent consideration. The issuance of shares of common stock will dilute the ownership of our stockholders.
Other information
Text added vs the prior filing · source: 10-Q · 2026-08-05
On August 4, 2026, the Human Resources Committee of the Board of Directors (the “Board”) of LiveWire Group, Inc. (the “Company”), upon review of market practices in consultation with its independent compensation consultant and upon recommendation for approval by the Conflicts Committee of the Compan…
The restricted stock units held by the Company’s executive officers were also amended to provide for acceleration of unvested units in the event of an involuntary termination without cause or termination for good reason occurring two years after a change in control, with the same changes to the chan…
Text removed vs the prior filing · source: 10-Q · 2026-05-06
On May 5, 2026, Ryan Ragland, the Company’s Head of Product Development & Design, gave notice of his resignation of employment with the Company. Mr. Ragland will cease acting in his current role effective May 8, 2026 but will remain an employee of the Company and continue to receive his current sala…
How to read Risk Factors (Item 1A) in a 10-Q
A 10-Q risk-factor section usually takes one of three forms; this page classifies it as one of:
- Pointer — the filer states there have been no material changes and points back to the annual 10-K risk factors; there is no own risk text to compare this quarter.
- Partial update — the filer carves out specific updated risks ("except as set forth below"); the excerpts show exactly what is new this quarter.
- Restated in full — the quarter carries the complete risk-factor text. When the prior quarter was only a pointer there is no prior full text to diff against, so the page flags the section as restated instead.
This describes the filing structure only — it is never a judgement on whether risk went up or down.
Source: text-level diff of the two SEC EDGAR filings · deterministic (no AI-generated content) · for reference only · not investment advice