Whirlpool Q4 revenue misses estimates, partly hurt by fall in N. America sales

Overview

• Home appliance company's Q4 revenue missed analyst expectations

• 2026 guidance includes net sales growth and ongoing EPS of ~$7.00

Outlook

• Whirlpool forecasts 2026 GAAP EPS of approximately $6.25 and ongoing EPS of $7.00

• Company expects 2026 cash flow from operations of ~$850 mln and free cash flow of $400-500 mln

• Whirlpool plans to reduce debt by approximately $400 mln in 2026

Result Drivers

• COST REDUCTION - Whirlpool executed a $200 mln structural cost reduction to mitigate tariff impacts

• NORTH AMERICA SALES DECLINE - Net sales decreased 0.9% in North America due to volume decline and price/mix issues, primarily in Canada

• LATIN AMERICA CHALLENGES - EBIT margin impacted by negative macro environment in Argentina and competition in Brazil

Key Details

Analyst Coverage

• The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 2 "strong buy" or "buy", 6 "hold" and 3 "sell" or "strong sell"

• The average consensus recommendation for the appliances, tools & housewares peer group is "buy."

• Wall Street's median 12-month price target for Whirlpool Corp is $82.00, about 1.8% below its January 27 closing price of $83.47

• The stock recently traded at 11 times the next 12-month earnings vs. a P/E of 10 three months ago

Press Release: ID:nPn5fjVp6a

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