First-Quarter 2025 Earnings Review Thursday, April 24, 2025 Whirlpool Corporation Confidential Whirlpool Corporation Confidential Cautionary Statement This document contains forward-looking statements about Whirlpool Corporation and its consolidated subsidiaries ("Whirlpool") that speak only as of this date. Whirlpool disclaims any obligation to update these statements. Forward-looking statements in this document may include, but are not limited to, statements regarding future financial results, long-term v ...

Whirlpool Expands Margins in First-Quarter; Full-Year Guidance Unchanged BENTON HARBOR, Mich., April 23, 2025 - Whirlpool Corporation (NYSE: WHR), today reported first-quarter financial results. "Despite the uncertain macro environment which impacted consumer confidence in the first quarter, we delivered 160 basis points of margin expansion," said Marc Bitzer. "This is testimony of our strong brands and products as well as our agile and disciplined operational execution." MARC BITZER, CHAIRMAN AND CHIEF EXE ...

Expanded margins year-over-year driven by previously announced pricing actions and cost take out Q1 net sales decline of (19.4)% due to the Europe divestiture; organic net sales(1) growth of 2.2% driven by very strong SDA Global and MDA Asia businesses Q1 GAAP net earnings margin of 2.0% (up 780 basis points vs. (5.8)% in Q1 2024); GAAP earnings per diluted share of $1.28 Q1 ongoing (non-GAAP) EBIT margin(2) of 5.9% (up 160 basis points vs. 4.3% in Q1 2024); ongoing earnings per diluted share(3) of $1.70 2 ...

文章核心观点 - 惠而浦公司2025年面临关税和贸易关系等挑战，但运营质量提升、股息可靠，股价处于历史低估值高收益率水平，是买入机会，机构买入和卖空因素使其股票有反弹潜力 [1][2][9] 公司面临的挑战与应对措施 - 2025年公司面临关税和贸易关系等挑战，通过剥离欧洲业务、减少在印度的业务来筹集资金、偿还债务和增加自由现金流 [1] - 公司约80%在美国销售的产品为国内制造，受关税影响有限 [2] 股息情况 - 2025年股息收益率为9.32%，年股息为7美元，三年年化股息增长率为8.70%，股息支付率为 -119.45%，下次股息支付时间为6月15日 [2] - 公司2025年派息率达70%，随着年度盈利增长恢复，预计未来几年会下降 [3] 财务状况 - 2025年因资产剥离业务收缩，但有机增长且有足够现金流维持计划，2024年末股东权益年增长13%，杠杆率降低，长期债务权益比降至1.77倍 [4] 股价与投资建议 - 分析师对惠而浦股票评级为减持，但共识目标价显示有35%涨幅，75%目标价高于当前，最新目标价有30%上涨空间 [7] - 卖空者导致2025年股价下跌，机构在股价下跌时买入超1.65亿美元股票，持有超90%股份，为市场提供支撑 [8][9] - 第二季度初股价走势看跌，底部接近72.50美元，可能在此反弹，也可能因房地产市场压力进入交易区间横盘，利率下降后才可能恢复 [10][12]

Whirlpool Corporation (WHR) is slated to release first-quarter 2025 results on April 23, after the closing bell. The household appliance company’s bottom line is expected to have declined year over year.For first-quarter revenues, the Zacks Consensus Estimate is pegged at $3.68 billion, indicating an 18.1% decrease from the prior-year quarter’s reported figure. The consensus estimate for quarterly earnings has remained stable in the past seven days at $1.73 per share. The consensus mark for earnings indicat ...

BENTON HARBOR, Mich., April 16, 2025 /PRNewswire/ -- Whirlpool Corporation (NYSE: WHR) will release its first-quarter financial results and presentation materials at 4:05 p.m. ET on Wednesday, April 23, 2025. Whirlpool Corporation will hold a conference call to discuss its performance with the investment community at 8 a.m. ET on Thursday, April 24, 2025.To participate in the conference call, dial 1 (888) 440-4038 and Conference ID 2610251. International participants should dial 1 (646) 960-0861 and Confere ...

Whirlpool Corporation's (WHR) shares have lost 24.3% in the past six months, underperforming the broader Zacks Consumer Discretionary sector and the S&P 500's decline of 4% and 6.6%, respectively. Meanwhile, the stock has fared slightly better than the industry’s 23.3% fall. This pullback reflects a combination of company-specific challenges and broader macroeconomic pressures.WHR Price Performance vs. Industry, S&P 500 & SectorImage Source: Zacks Investment ResearchWhirlpool’s performance is closely tied t ...

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文章核心观点 - 惠而浦和奥驰亚集团虽业务不同但股息率均超7%，惠而浦股票被过度惩罚，相比奥驰亚更具投资价值 [1][3][6] 高股息背后原因 - 两只股票当前均不受青睐，市场担忧惠而浦受长期贸易战影响，奥驰亚核心产品受欢迎度长期下降 [3] - 惠而浦市销率仅0.31，奥驰亚超4.8，惠而浦股价近期大幅下跌，关税及四季度财报不佳是主因 [3][4] 投资选择分析 - 惠而浦主营家电，所处行业未萎缩，奥驰亚面临香烟受欢迎度持续下降难题 [5] - 奥驰亚提价及拓展替代产品效果不佳，销售增长有限，高市销率不合理 [6] - 惠而浦挑战更具临时性，两只股票中惠而浦是更优选择 [6]

文章核心观点 惠而浦公司在2025年拉斯维加斯厨房与卫浴行业展（KBIS）上取得成功，旗下四个家电品牌共获得七个奖项，彰显了公司通过家电创新改善家居生活的承诺 [1] 获奖情况 - Reviewed.com编辑从KBIS评选出15款获奖产品，惠而浦公司旗下品牌有四款入选 [2] - 惠而浦公司另外两款产品获Apartment Therapy和The Kitchn“最佳展品”印章 [3] - 获奖产品涉及JennAir、KitchenAid、Whirlpool和Maytag四个品牌 [1] 品牌活动 - 惠而浦与旧金山室内设计师Noz Nozawa及色彩、表面处理和材料设计主管Brittni Pertijs合作，举办设计讲座，展示KitchenAid新设计语言 [5] - JennAir与NKBA副主席Kerrie Kelly合作设计定制空间，展示领先厨房品牌的家具、照明和饰面 [6] - 纽约时报畅销书作者兼厨师Andy Baraghani在JennAir空间进行烹饪演示，展示新感应下吸式炉灶 [7] - 惠而浦展示与Nature Squared合作的10列冰箱面板“皮革切割画廊” [8] 获奖产品介绍 JennAir - JennAir® Induction Downdraft Cooktop获Reviewed“KBIS最佳奖”，能快速去除厨房烹饪蒸汽和气味，解放空间 [9] - JennAir® Induction Cooktop获The Kitchn“最佳展品奖”，突破感应技术界限，有辅助烹饪等功能 [9][10] KitchenAid - KitchenAid® Juniper Appliance Finishes获Apartment Therapy“KBIS最佳奖”，推出全新活力色调杜松绿家电 [16] - KitchenAid® Smart Double Wall Oven with Assisted Cook Cycles获Reviewed“KBIS最佳奖”，可个性化设置，有辅助烹饪周期 [16] Whirlpool - Whirlpool® 30 - inch Smart Electric Smart Range获Reviewed“KBIS最佳奖”，具备空气烹饪技术，易清洁 [16] - Whirlpool® 36 - inch Wide Counter Depth French Door Refrigerator获The Kitchn“最佳展品奖”，存储空间设计合理 [16] Maytag - Maytag® Pet Pro Front Load Laundry System获Reviewed“KBIS最佳奖”，专为去除宠物毛发设计，有前后负载配置 [13] 公司概况 - 惠而浦公司是领先的家电公司，通过标志性品牌组合推动创新，满足消费者需求 [15] - 2024年公司报告约170亿美元年销售额，近90%来自美洲，有44000名员工和40个制造与技术研究中心 [15]