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 Insights - Whirlpool Corporation (WHR) reported third-quarter 2025 results with adjusted EPS of $2.09, a 39.1% decline from $3.43 in the previous year, but exceeding the Zacks Consensus Estimate of $1.41 [1][10] - Net sales reached $4.033 billion, a 1% increase year over year, surpassing the Zacks Consensus Estimate of $3.925 billion [3][10] Financial Performance - Gross profit for the quarter was $594 million, down 7.6% from $643 million year over year, with a gross margin of 14.7%, a decrease of 140 basis points [4] - Selling, general and administrative (SG&A) expenses rose 2.5% year over year to $405 million, representing 10% of net sales [5] - Ongoing EBIT was $180 million, a 22.7% decline from $233 million in the prior year, with an EBIT margin of 4.5%, down 140 basis points [5] Segment Performance - MDA North America segment net sales increased 2.8% year over year to $2.72 billion, but EBIT decreased 30.6% to $134 million [6] - MDA Latin America segment net sales fell 5.2% year over year to $802 million, with EBIT declining 22% to $45 million [7] - MDA Asia segment net sales decreased 7.3% year over year to $222 million, with EBIT down 37.9% to $4 million [8] - SDA Global segment net sales rose 10.5% year over year to $288 million, with EBIT increasing 28.8% to $47 million [9] Outlook - For 2025, Whirlpool projects net sales of $15.8 billion, down from $16.6 billion in the previous year, with an ongoing EBIT margin of 5% [12] - Expected ongoing EPS for 2025 is $7.00, a decrease from $12.21 in 2024, with anticipated cash from operating activities of nearly $600 million [13] Financial Health - As of the end of Q3 2025, Whirlpool had cash and cash equivalents of $934 million and long-term debt of $6.2 billion [11] - The company declared a dividend of 90 cents per share for Q4 2025 [11]