Whirlpool 2025 Q3 Earnings Revenue Grows 1.0% Despite 35.3% EPS Drop

Whirlpool’s fiscal 2025 Q3 earnings, reported October 28, 2025, showed mixed results. Revenue rose 1.0% year-over-year to $4.03 billion, exceeding estimates, while adjusted EPS declined 35.3% to $2.09. The company reaffirmed full-year revenue guidance at $15.8 billion and maintained its ongoing EPS target of $7.00, reflecting cautious optimism amid structural challenges.

Revenue

Whirlpool’s total revenue increased to $4.03 billion in Q3 2025, a 1.0% rise from $3.99 billion in the same period last year. This slight growth outperformed the $3.92 billion consensus estimate, driven by North American segment performance.

Earnings/Net Income

Adjusted EPS fell to $2.09 in Q3 2025, a 35.3% decline from $3.43 in 2024 Q3. Net income dropped 33.3% to $76 million from $114 million. The EPS shortfall reflects ongoing cost pressures and weaker margins, despite revenue growth. This performance suggests a challenging operating environment.

Post-Earnings Price Action Review

The strategy of buying WHR on revenue beats and holding for 30 days lacks robust historical validation due to data limitations. Recent Q3 2025 results, though showing a 2.76% revenue beat and 48.23% EPS surprise, were followed by a stock price decline, underscoring broader concerns about liquidity, negative cash flow, and high debt. The Altman Z-Score of 1.24 and Zacks Rank #4 (Sell) highlight financial distress risks. While the earnings beat could attract contrarian investors, the company’s structural challenges—including a 3.59 debt-to-equity ratio and declining margins—suggest caution. The 30-day holding period would end around November 26, 2025, but without future data, performance remains speculative. <visualization dataurl="https://cdn.ainvest.com/news/visual/visual_components/viz_3a4weqx9.json"></visualization>

CEO Commentary

Marc Bitzer, CEO, emphasized progress in North America, including share gains and new product launches, while acknowledging near-term risks like tariffs and a $14 million non-cash loss from Beko Europe. CFO Jim Peters highlighted $50 million in Q3 cost savings, aligning with $200 million of annual targets, but noted inventory pressures from Asian competitors.

Guidance

Whirlpool expects full-year 2025 GAAP EPS of ~$6.00 and ongoing EPS of ~$7.00, with $600 million in operating cash flow and $200 million in free cash flow. Structural cost savings of $200 million and tax rate guidance of 8.8% (GAAP) and 8.0% (adjusted) were reiterated.

Additional News

Whirlpool’s recent earnings report coincided with broader industry challenges, including declining gross margins (16.31%) and operating margins (5.71%). The company’s Altman Z-Score of 1.24 places it in the distress zone, signaling potential liquidity risks. Institutional ownership remains high at 93.6%, while insider sales over the past year highlight internal caution. Despite reaffirmed revenue guidance, the S&P 500’s 15.5% YTD gain contrasts with WHR’s 35.7% decline, underscoring its underperformance. Analysts note valuation metrics like a P/S ratio of 0.26 and RSI near oversold levels, suggesting potential undervaluation but emphasizing sector-specific risks such as cyclical demand and competitive pressures.

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