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- **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.

Whirlpool Corporation (WHR) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

WHR

WHR fundamentals

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