LVWRHIGH SIGNALFINANCIAL10-K

LVWR experienced a dramatic financial deterioration with total liabilities surging 206% to $100.4M while stockholders' equity collapsed 60% to $46.0M, signaling potential financial distress.

The massive increase in liabilities combined with the sharp decline in equity suggests LVWR may have taken on significant debt or other obligations that materially weakened its balance sheet. While operating cash flow improved and the company expanded its product line to include adult e-bikes, the fundamental financial position has deteriorated substantially, raising questions about the company's financial stability and ability to fund operations.

Comparing 2026-02-20 vs 2025-02-21View on EDGAR →
FINANCIAL ANALYSIS

LVWR's financial position weakened dramatically with liabilities more than tripling while equity fell by 60%, creating a precarious balance sheet structure. Despite positive operational improvements including 43% better operating cash flow performance and reduced capital expenditures and R&D spending, the company's core financial foundation appears compromised. The 28% increase in cash provides some cushion, but the massive liability increase and equity erosion suggest potential financial distress that could threaten the company's viability.

FINANCIAL STATEMENT CHANGES
Total Liabilities
Balance Sheet
+205.6%
$32.8M$100.4M

Liabilities grew 205.6% — significant increase in debt or obligations, assess impact on financial flexibility.

Stockholders Equity
Balance Sheet
-60%
$115.1M$46.0M

Equity declined sharply — large losses, buybacks, or write-downs reducing book value significantly.

Capital Expenditure
Cash Flow
-52.8%
$8.1M$3.8M

Capex reduced 52.8% — investment cycle winding down or capital discipline; may improve near-term free cash flow.

Inventory
Balance Sheet
-43.4%
$26.9M$15.3M

Inventory drawn down 43.4% — strong sell-through or deliberate destocking; watch for supply constraints.

Operating Cash Flow
Cash Flow
+42.9%
-$93.9M-$53.5M

Operating cash flow surged 42.9% — exceptional cash generation, highest quality earnings signal.

R&D Expense
P&L
-42.8%
$41.7M$23.9M

R&D spending cut 42.8% — could signal cost discipline or concerning reduction in innovation investment.

Accounts Receivable
Balance Sheet
-36.8%
$3.7M$2.3M

Receivables declined — improved collection efficiency or conservative revenue recognition.

Operating Income
P&L
+31.6%
-$110.4M-$75.5M

Operating leverage kicking in — revenue growth outpacing cost growth, a hallmark of scaling businesses.

Share Buybacks
Cash Flow
-29.1%
$1.4M$1.0M

Buyback activity reduced 29.1% — capital being redeployed elsewhere or cash conservation underway.

Cash & Equivalents
Balance Sheet
+28.5%
$64.4M$82.8M

Cash grew 28.5% — improving liquidity position supports investment and shareholder returns.

LANGUAGE CHANGES
NEW — 2026-02-20
PRIOR — 2025-02-21
ADDED
The STACYC segment primarily focuses on the designing and selling of electric balance bikes for kids, adult pedal assist electric bikes that were introduced in March 2025, and related parts and accessories.
Vision and Growth Strategy LiveWire s vision is to lead the next generation of products that combine the experience of electric powertrains with the soulful connection that comes from riding.
Directing the shift to electric vehicles is a mission-driven leadership team with the competitive advantages of strategic partnerships with H-D and the KYMCO Group (Kwang Yang Motor Co., Ltd., KYMCO Capital Fund I Co., Ltd., SunBright Investment Co., Ltd., CycleLoop Co., Ltd.
and Kwang Yang Holdings Limited (collectively, the KYMCO Group )) and having a pipeline of future products for both Electric Motorcycles and STACYC youth segments.
From advanced electric motorcycles to youth-focused balance bikes, the Electric Motorcycles and STACYC segments together represent a vision for the future one that blends performance, accessibility, and global reach.
+7 more — sign up free →
REMOVED
The STACYC segment primarily focuses on the designing and selling of electric balance bikes for kids, and related parts and accessories.
Vision and Growth Strategy LiveWire s vision is to lead the next generation of motorcycling with products that combine the experience of electric powertrains with the soulful connection that comes from riding a motorcycle.
Directing the shift to electric vehicles is a mission-driven leadership team with the competitive advantages of strategic partnerships with H-D and the KYMCO Group and having a pipeline of future products for both Electric Motorcycles and STACYC segments.
Our 2025 priority markets include the United States, Canada and leading countries in Europe such as Germany, France, Switzerland, the Netherlands, the United Kingdom, Spain, and Italy.
In addition to the network of retail partners, LiveWire is currently making investments to provide potential customers with other opportunities to engage with the LiveWire brand and try LiveWire products.
+7 more — sign up free →
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