Did Whirlpool beat or miss consensus estimates last quarter?

What were the key takeaways from Whirlpool's earnings call?

What is the market's earnings forecast for Whirlpool next quarter?

What were the key takeaways from Whirlpool’s earnings call?

What is Whirlpool's latest dividend and current dividend yield?

What guidance did Whirlpool's management provide for the next earnings period?

What is the revenue and EPS growth rate for Whirlpool year over year?

What is Whirlpool's gross profit margin?

- **Revenue growth**: North America +2.8% YoY, SDA Global +10% YoY driven by new products (e.g., KitchenAid suite). 
- **Margin pressure**: 5% EBIT margin shortfall due to $225M tariffs and competitor preloading.
- **Long-term advantage**: U.S. manufacturing (80%+ sales domestic) and $300M investment in Ohio laundry facilities.
- **2026 outlook**: Tariffs to create 5-15% cost headwind for competitors vs. 3% for Whirlpool, positioning for margin expansion.
- **Housing recovery**: 3-4M housing deficit and aging stock (median age 40 years) support long-term growth.

**【CEO Summary Section】**
- Organic revenue growth of 2.8% in North America driven by new product launches (e.g., KitchenAid suite, French door refrigerators) and strong SDA Global sales (+10% YoY). 
- Margins impacted by $225M incremental tariffs and competitor preloading of Asian inventory, resulting in a 5% operating margin shortfall.
- Long-term optimism from U.S. manufacturing advantage (80%+ sales produced domestically), $300M investment in Ohio laundry facilities, and expected housing recovery.

**【CFO Financial Commentary】**
- Q3 revenue growth of 100 basis points YoY, with EBIT margin of 4.5% vs. 5.0% prior year due to:
  - +50bps from price/mix and cost takeout
  - -250bps from tariffs and inventory preloading
- Full year guidance updated to:
  - EBIT margin: 5% (vs. 5.5% prior)
  - EPS: $7 (vs. $7.25 prior)
  - Free cash flow: $200M (vs. $500M prior)
- 2026 outlook: Tariffs to create 5-15% cost headwind for competitors vs. 3% for Whirlpool, positioning for margin expansion.

**【Q&A Highlights】**
- **Share gains**: 2.8% revenue growth in North America driven by new products, not promotions. Flooring gains (+29% YoY) offset by sell-through delays.
- **Tariff impact**: $225M tariff costs in 2025 expected to stabilize in 2026. Competitors face 5-15% cost increases vs. 3% for Whirlpool.
- **Free cash flow**: $200M guidance reflects tariff payments and inventory build. 2026 outlook for normalization.
- **Housing recovery**: 3-4M housing deficit and aging stock (median age 40 years) support long-term growth.
- **SDA strength**: D2C sales growth and new product pipeline driving 16.5% EBIT margin in Q3.

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