Whirlpool

Whirlpool (WHR) Q3 2025 Earnings

Reported Oct 27, 2025 at 4:15 PM ET · SEC Source

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
24/7 Wall St

WHR YoY Financials

Q3 2025 vs Q3 2024, source: SEC Filings

24/7 Wall St

WHR Revenue by Segment

With YoY comparisons, source: SEC Filings

Q1 25 Q1 26

“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