Q3 25 EPS
$2.09
BEAT +50.29%
Est. $1.39
Q3 25 Revenue
$4.03B
BEAT +2.74%
Est. $3.93B
vs S&P Since Q3 25
-54.1%
TRAILING MARKET
WHR -45.7% vs S&P +8.4%
Market Reaction
Did WHR Beat Earnings? Q3 2025 Results
Whirlpool posted a stronger-than-expected Q3 2025, delivering ongoing EPS of $2.09 against a consensus estimate of $1.39, a beat of 50.29%, even as the broader picture remained pressured by tariff-driven headwinds and competitive inventory pre-loadin… Read more Whirlpool posted a stronger-than-expected Q3 2025, delivering ongoing EPS of $2.09 against a consensus estimate of $1.39, a beat of 50.29%, even as the broader picture remained pressured by tariff-driven headwinds and competitive inventory pre-loading by Asian manufacturers that weighed heavily on margins. Revenue edged up 1.0% year-over-year to $4.03 billion, clearing the $3.93 billion consensus by 2.74%, with North America the primary engine, as MDA North America grew net sales 2.8% to $2.72 billion on share gains and new product traction. Still, the tariff environment extracted a real cost, compressing ongoing EBIT margin to 4.5% from 5.8% a year earlier, and the stock fell sharply following results, with the company also cutting its quarterly dividend to $0.90 per share. Looking ahead, management guided full-year 2025 net sales to approximately $15.80 billion, with ongoing EPS of approximately $7.00, while trimming free cash flow expectations to roughly $200 million as tariff impacts are expected to intensify into 2026.
Key Takeaways
- • Strong share gains in North America driven by new product traction
- • Structural cost takeout of approximately $50 million (100 basis points) in Q3
- • SDA Global grew 9.5% excluding currency driven by new product launches and direct-to-consumer growth
- • Non-cash loss of $14 million from Beko Europe B.V. equity investment reduced EPS by $0.24
- • Inventory pre-loading by Asian competitors pressured MDA North America margins
- • Negative macro environment in Argentina impacted MDA Latin America
WHR YoY Financials
Q3 2025 vs Q3 2024, source: SEC Filings
WHR Revenue by Segment
With YoY comparisons, source: SEC Filings
“I am pleased by the progress in North America, delivering share gains and flooring expansion as we execute a record year of new product launches. The core fundamentals of our business remain strong and we are confident that the newly announced investment in our U.S.-based laundry facilities will continue to fuel our future growth.”
— Marc Bitzer, Q3 2025 Earnings Press Release
WHR Earnings Trends
WHR vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
WHR EPS Trend
Earnings per share: estimate vs actual
WHR Revenue Trend
Quarterly revenue: estimate vs actual
WHR Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 MISS | $0.47 | $-0.56 | -218.52% | $3.27B | -4.85% |
| Q4 25 MISS FY | $1.52 | $1.10 | -27.63% | $4.10B | -3.99% |
| FY Full Year | $6.66 | $6.23 | -6.51% | $15.52B | -1.03% |
| Q3 25 BEAT | $1.39 | $2.09 | +50.29% | $4.03B | +2.74% |
| Q2 25 MISS | $1.74 | $1.17 | -32.78% | $3.77B | -2.82% |
| Q1 25 BEAT | $1.67 | $1.70 | +2.00% | $3.62B | -1.25% |