Whirlpool (WHR)

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Whirlpool Corporation Welcomes Judith Buckner to Board of Directors
Prnewswire· 2025-06-17 07:25
BENTON HARBOR, Mich., June 16, 2025 /PRNewswire/ -- The Whirlpool Corporation board of directors has appointed Judith K. Buckner, president of Reynolds Cooking & Baking, to the board, effective immediately. Buckner will serve on the corporate governance and nominating committee and the human resources committee. Judith Buckner "Judith is a highly respected leader who knows how to create a positive impact in all aspects of the business and we are excited to have her joining our board," said Marc Bitzer, ...
New Steel Tariffs Give Whirlpool A Competitive Edge, Says Analyst
Benzinga· 2025-06-14 02:00
Bank of America Securities analyst Rafe Jadrosich upgraded Whirlpool Corporation WHR to Neutral from Underperform, raising the price forecast from $68 to $94.Jadrosich upgraded the stock, citing improved North American margin prospects and tariff-related tailwinds.The analyst lifted 2025 estimates to $8.56 from $8.35 and 2026 EPS estimates to $10.33 from $9.39, as Whirlpool’s domestic production stands to benefit from new appliance-related steel tariffs.Also Read: Why Whirlpool’s Margins Have Tailwinds Desp ...
Whirlpool: Don't Miss The Opportunity To Buy This Bargain Yielding 8%
Seeking Alpha· 2025-06-13 23:09
My last article on Whirlpool Corporation (NYSE: WHR ) was almost a year ago, and it was bullish with the stock trading for around $102 per share, at that time. Since then, the stock has traded above and below the $100 level, but right now, it is tradingLong-time stock market investor focused on strategic buying opportunities with dividend and value stocks. This investment strategy has resulted in a near 5 star rating on Tipranks.com and over 9,000 followers on Seeking Alpha. Follow me on Twitter for my late ...
3 Dividend Stocks With High but Shaky Yields That Are Probably Going to Get Cut
The Motley Fool· 2025-06-13 00:33
With respective dividend or distribution yields of 14.7%, 8.3%, and 6.6%, these three investments could provide an investor with an aggregate yield of 9.9% if purchased together. However, I think that the closed-end Guggenheim Strategic Opportunities Fund (GOF 0.64%), the home appliance company Whirlpool (WHR 0.66%), and UPS (UPS -0.22%) are likely to reduce their dividends or distributions to investors. Furthermore, in two of the cases, doing so would make them stronger companies. Here's why.The Guggenheim ...
Whirlpool (WHR) Surpasses Market Returns: Some Facts Worth Knowing
ZACKS· 2025-06-05 07:15
Market participants will be closely following the financial results of Whirlpool in its upcoming release. In that report, analysts expect Whirlpool to post earnings of $1.73 per share. This would mark a year-over-year decline of 27.62%. Meanwhile, the Zacks Consensus Estimate for revenue is projecting net sales of $3.84 billion, down 3.8% from the year-ago period. The Household Appliances industry is part of the Consumer Discretionary sector. At present, this industry carries a Zacks Industry Rank of 224, p ...
Whirlpool (WHR) Exceeds Market Returns: Some Facts to Consider
ZACKS· 2025-05-30 07:16
In the latest market close, Whirlpool (WHR) reached $78.62, with a +0.61% movement compared to the previous day. This move outpaced the S&P 500's daily gain of 0.4%. Meanwhile, the Dow gained 0.28%, and the Nasdaq, a tech-heavy index, added 0.39%.Shares of the maker of Maytag, KitchenAid and other appliances have appreciated by 2.44% over the course of the past month, underperforming the Consumer Discretionary sector's gain of 8.94% and the S&P 500's gain of 6.69%.The upcoming earnings release of Whirlpool ...
Whirlpool Innovations on Track, Debuts Spin&Load Dishwasher Rack
ZACKS· 2025-05-29 02:26
惠而浦公司创新产品 - 公司推出Spin&Load Rack洗碗机配件 采用360°旋转设计提升使用便捷性 适用于2018年后生产的24英寸旗下品牌洗碗机(Amana JennAir KitchenAid Maytag)[2][3] - 新产品定价149 99美元 包装采用易开设计 下月通过官网发售[4] - 该配件与United Spinal Association合作开发 体现公司在家电领域持续推动包容性设计的战略[2][5] 公司发展战略 - 致力于在全套家用电器(洗碗机 冰箱 洗衣机)中推行创新设计 通过提升效率驱动增长[5] - 面临全球需求疲软 价格组合不利等挑战 通胀对供应链造成压力 汇率波动构成额外阻力[7] - 管理层预计2025年第二季度市场动态与前期相似 亚洲竞争对手在关税前提早囤货 营销和技术投入增加可能压缩利润率[8] 财务表现 - 过去三个月股价下跌17 4% 略高于行业16 7%的跌幅[6] 同业公司对比 - Kontoor Brands(KTB)获Zacks买入评级 过去四季平均盈利超预期8 1% 2025年预估销售额和EPS分别增长1 1%和9 6%[9][10] - Gildan Activewear(GIL)获Zacks买入评级 过去四季平均盈利超预期2 8% 本财年销售额预估增长4 3%[12] - PVH Corp(PVH)获Zacks买入评级 过去四季平均盈利超预期16 4% 本财年销售额预估增长0 8%[13]
JENNAIR® INTRODUCES NEW LUXE APPLIANCE INNOVATIONS ACROSS REFRIGERATION, WINE COLUMNS, INDUCTION RANGE, AND WALL OVENS
Prnewswire· 2025-05-28 21:00
New JennAir® Product Lineup, including bespoke Nature Squared Partnership, Offers Expanded Options for Designers and Elevates Luxe Consumer Homes BENTON HARBOR, Mich., May 28, 2025 /PRNewswire/ -- At KBIS 2025, JennAir displayed the brand's continued dedication to redefining the traditional trade show experience with an immersive, multisensory installation built to captivate designers and architects alike. At the show, the brand unveiled new designs in partnership with Nature Squared, debuted multiple innov ...
WHIRLPOOL BRAND LAUNCHES SPIN&LOAD DISHWASHER RACK, THE MOST INCLUSIVE LOWER-LEVEL DISHWASHER RACK DESIGN ON THE MARKET
Prnewswire· 2025-05-27 21:00
The innovation was designed in collaboration with the United Spinal Association as part of the brand's larger commitment to human-centered and inclusive design for the kitchenBENTON HARBOR, Mich., May 27, 2025 /PRNewswire/ -- One in four U.S. households include at least one family member with a disability*. With the launch of the Whirlpool® Spin&Load Rack, Whirlpool brand brings human innovation and inclusive design to the everyday kitchen with an easy-to-use, 360o spinning lower-level dishwasher rack. Desi ...
Whirlpool (WHR) FY Conference Transcript
2025-05-21 03:00
纪要涉及的行业和公司 - 行业:家电行业 - 公司:惠而浦公司(Whirlpool Corporation) 纪要提到的核心观点和论据 行业需求趋势 - 核心观点:2025年北美家电行业预计出货量增长持平,下半年也将保持相对平稳,目前是一个以替换需求为主的行业,缺乏推动增长或下降的明显催化剂 [3][4] - 论据:年初预计行业持平,未看到房贷利率变化等推动行业朝积极方向发展的因素;房地产市场春季销售季开局缓慢,缺乏推动现有房屋销售增长的因素,而现有房屋销售是家电 discretionary需求的驱动力 [4][6] 公司市场份额机会 - 核心观点:公司作为美国最大的国内生产商,有机会在下半年获得更多市场份额 [5] - 论据:公司80%的产品在美国生产,而一些竞争对手在海外生产,面临关税带来的产品成本上升问题,即使10%的关税也会对其整体产品成本产生重大影响 [5] 关税对公司的影响 - 核心观点:关税情况存在不确定性,但如果中国关税稳定在30%,公司的成本影响将降低,有机会提升利润率和市场份额 [13][15] - 论据:公司不确定最终的关税水平,但认为会低于45%;公司有措施抵消当前的关税影响,如调整生产或让供应商转移生产;关税变化会影响竞争对手的盈利能力,从而为公司带来市场份额机会 [13][14][15] 市场竞争格局 - 核心观点:公司市场份额自投资者日以来相对平稳,预计下半年随着新产品推出将有所提升;未来市场份额的变化将主要受在中国生产的生产商的影响;过去几年行业促销支出有变化,今年市场促销活动将继续演变,但不会改变行业整体需求动态 [17][19][20] - 论据:公司新产品按计划推进;30%的关税会给在中国生产的产品带来逆风,影响其在美国市场的盈利能力;2023 - 2024年行业促销支出增加,公司随后减少了促销支出,认为在替换需求为主的行业中,促销无法推动增量销量,只会降低整体价格;今年随着关税等因素影响,公司和部分竞争对手会在节假日进行促销活动 [17][18][19] 公司利润率目标 - 核心观点:公司目标是到2026年实现北美市场11 - 12%的利润率,目前2025年的指导利润率为7.5%,未来利润率提升需要住房市场改善、成本降低、促销策略优化和市场份额增长等因素共同作用 [23][24][25] - 论据:此前设定目标时假设美联储会降息、房贷利率下降、家电行业稳定且产品组合更健康,但2024年实际情况与预期不同,替换需求占比增加,产品组合变差;公司将采取成本控制措施、优化促销策略、通过新产品推出和关税环境优势获取市场份额,从而提升利润率 [24][25][26] 营销和技术支出 - 核心观点:营销和技术支出对利润率的影响正在接近稳定,未来有望成为利润率的推动因素 [29] - 论据:公司在产品工程、创新和直接面向消费者销售平台方面持续投资,目前平台已接近理想状态;品牌支出在疫情后增加,未来将达到合适水平并保持稳定;随着业务量回升和市场份额增加,营销和技术支出的杠杆效应将显现 [29][30] 公司债务情况 - 核心观点:公司计划降低债务水平,预计到今年年底杠杆率接近3.5倍,未来将继续关注债务减少 [32] - 论据:去年偿还了5亿美元债务,今年计划使用出售印度业务的收益和自由现金流偿还7亿美元债务;印度业务出售进展顺利,预计在今年下半年完成,预计收益在55.5亿美元左右,且出售可优化税务并实现现金最大化 [32][33][35] 其他重要但是可能被忽略的内容 - 消费者在过去几个月因市场新闻和不确定性而情绪较低,对大型购买持谨慎态度,但家电行业以替换需求为主,消费者情绪对公司业务影响有限;进口产品在短期内增加,主要是低端入门产品,已在零售层面有所体现 [9][10][11] - 公司计划在价格各区间获取市场份额,低端到大众市场主要依靠关税环境带来的成本优势,高端市场主要依靠新产品推出,如KitchenAid主要家用器具系列的全面重新推出 [38][39][40] - 公司预计未来可能进入市场发行高级无担保债务,偿还约7亿美元债务并 refinance 约11 - 12亿美元的定期贷款,整体利息成本有望下降,最大的债务到期时间在10月 [48][49]