David Tepper is one of the most successful hedge fund managers in history, with a net worth of ~$23.7 billion. ...

It has been a challenging period for the company. But it's set to be a net winner from the Trump tariffs.There's no doubt that Whirlpool (WHR 0.91%) shareholders surely feel that they missed out. The stock has significantly underperformed the S&P 500 index over the last year, the last three years, and the last five years. In fact, it has declined by 45% in the previous five years, compared to a 103% increase for the S&P 500 on a total return basis (which includes dividends). It's a highly disappointing perf ...

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Core Insights - Advent International's negotiations to acquire Whirlpool's India unit for up to $1 billion have failed due to valuation disagreements [1] Group 1 - The acquisition talks involved a potential deal valued at up to $1 billion [1] - The discussions collapsed after disagreements arose regarding the valuation of the India unit [1] - Four sources familiar with the matter confirmed the breakdown of the talks to Reuters [1]

Core Viewpoint - Whirlpool's third-quarter 2025 earnings report showed a mixed performance, with adjusted EPS beating estimates but a significant year-over-year decline, raising questions about future trends leading up to the next earnings release [2][12]. Financial Performance - The company reported adjusted EPS of $2.09, down 39.1% from $3.43 in the previous year, but above the Zacks Consensus Estimate of $1.41 [2]. - Net sales reached $4.033 billion, a 1% increase year-over-year, surpassing the Zacks Consensus Estimate of $3.925 billion [3]. - Quarterly gross profit was $594 million, down 7.6% from $643 million a year ago, with a gross margin of 14.7%, a decline of 140 basis points [4]. Segment Performance - MDA North America segment net sales increased by 2.8% year-over-year to $2.72 billion, but EBIT decreased by 30.6% to $134 million [6]. - MDA Latin America saw a decline in net sales by 5.2% to $802 million, with EBIT down 22% to $45 million [7]. - SDA Global segment net sales increased by 10.5% to $288 million, with EBIT rising 28.8% to $47 million [8]. Financial Health - As of the end of Q3, Whirlpool had cash and cash equivalents of $934 million and long-term debt of $6.2 billion [9]. - The company reported a negative free cash flow of $907 million for the first nine months of 2025 [10]. 2025 Outlook - Whirlpool anticipates net sales of $15.8 billion for 2025, down from $16.6 billion in the previous year, with an ongoing EBIT margin expected to be 5% [11]. - GAAP EPS is projected at $6.00, while ongoing EPS is expected to be $7.00, a decrease from $12.21 in 2024 [12]. Estimate Trends - Consensus estimates for Whirlpool have trended downward, with a significant shift of -22.81% noted [13]. - The stock currently holds a Zacks Rank 3 (Hold), indicating expectations for an in-line return in the coming months [15].

Core Viewpoint - The market has experienced a downturn recently, but there is a growing optimism for a potential year-end rally in the short term [1]. Group 1: Market Sentiment - The analyst has shifted from a bearish to a more positive outlook regarding the market's performance [1]. - There is an indication that strategic buying opportunities may arise, particularly in dividend and value stocks [1]. Group 2: Analyst Background - The analyst has a strong track record with a near 5-star rating on Tipranks.com and over 9,000 followers on Seeking Alpha [1]. - The analyst holds long positions in several companies, including AMZN, DECK, CMG, WHR, and SWK, through various financial instruments [1].

Core Insights - Private investment firms of ultra-wealthy individuals capitalized on beaten-down stocks in the last quarter, driven by AI enthusiasm that propelled global markets to record highs [1] Group 1: Investment Strategies - Hedge-fund billionaire David Tepper's family office, Appaloosa, completely exited its stake in Oracle during the three months ending September 30, while Oracle's shares increased by nearly 29% during that period [2] - Appaloosa locked in gains from "Magnificent Seven" stocks by divesting from Intel and reducing its Meta holdings by 8% [2] Group 2: Stock Performance and Adjustments - Appaloosa significantly increased its investment in Whirlpool by 2,000%, holding 5.5 million shares valued at $432 million, making it the firm's third-largest holding at the quarter's end; Whirlpool's stock has declined by almost 31% in the second half of the year [3] - The firm also raised its stake in Goodyear Tire & Rubber, which has seen a 13% decrease in stock value this year [3]

Core Viewpoint - Billionaire investor David Tepper is making a contrarian investment in Whirlpool, a household appliance company, after selling off shares of Intel, which has seen significant gains this year [1][2]. Company Overview - Whirlpool, based in Benton Harbor, Michigan, manufactures laundry and kitchen appliances under various brand names, including Whirlpool, KitchenAid, and Maytag, with a market capitalization of $3.83 billion [3]. Stock Performance - Whirlpool's stock has declined by 40% this year, significantly underperforming the S&P 500 Index, which has gained 12.51% [4]. - The stock is currently down 73% from its all-time high, raising questions about its investment potential [2]. Valuation Metrics - Whirlpool's forward price-earnings (P/E) ratio is 11x, which is less than half of the forward P/E of the S&P 500 consumer discretionary sector, indicating it may be undervalued [5]. - The price-sales (P/S) ratio stands at 0.25x, suggesting that the stock is priced attractively, as a P/S less than 1x is considered a bargain [5]. Dividend Information - Whirlpool pays a dividend of $3.60 per share, yielding 5.3%, although this represents a nearly 50% cut from the previous $7 per share due to weak performance and lower profit forecasts [6]. Earnings Performance - In Q3, Whirlpool reported revenue of $4.03 billion, a 1% increase from the previous year, and earnings of $73 million, down from $109 million a year ago [7]. - The earnings per share (EPS) of $2.09 was a 39% decline year-over-year but exceeded analysts' expectations of $1.41 per share [7].

Core Viewpoint - Financial Sense Advisors has significantly reduced its stake in Whirlpool, indicating a cautious approach towards the consumer durables sector amid mixed fundamentals and a depressed share price [2][3][9]. Company Overview - Whirlpool Corporation is a leading global manufacturer of home appliances, with a diverse brand portfolio including Whirlpool, Maytag, KitchenAid, and JennAir [6]. - The company operates across North America, EMEA, Latin America, and Asia, leveraging an extensive distribution network [6]. Financial Performance - For the trailing twelve months (TTM), Whirlpool reported revenue of $15.6 billion and a net income of -$182 million [5]. - The company has a dividend yield of 5% and its share price as of Wednesday was $68.99, reflecting a 37% decline over the past year [4][5]. - In the third quarter, Whirlpool experienced a year-over-year revenue growth of 1%, but GAAP earnings per share fell by 36% to $1.29, with segment profitability weakening across all regions [10]. Recent Developments - Financial Sense Advisors sold 62,238 shares of Whirlpool in the third quarter, reducing its position from 96,453 shares to 34,215 shares, resulting in a decrease in value of approximately $7.1 million [2][3][7]. - Following the sale, Whirlpool now represents 0.5% of Financial Sense's $586.7 million in reportable assets [3]. Market Context - Whirlpool's stock is down more than 70% from its 2021 highs, suggesting ongoing challenges in the market [9]. - The company is navigating issues such as tariffs, foreign competition's inventory pre-loading, and volatile demand, which are critical for its recovery [10].

Core Viewpoint - Whirlpool has filed a complaint with the U.S. International Trade Commission (ITC) to block the import and sale of microwaves produced by competitors such as Samsung and LG, claiming these products infringe on its patented technology [1] Group 1: Company Actions - Whirlpool is seeking to protect its market by alleging that its competitors have copied its patented technology related to low-profile microwave hood combination products (LP-MHC) [1] - The company asserts that it was the sole supplier of LP-MHC products in the U.S. before the alleged infringement began [1] Group 2: Competitors - The complaint specifically targets South Korean competitors Samsung and LG for infringing on five of Whirlpool's patents [1] - Whirlpool emphasizes its role in creating the LP-MHC product category, highlighting its innovation in this market segment [1]