Q4 25 EPS
$1.10
MISS 27.63%
Est. $1.52
Q4 25 Revenue
$4.10B
MISS 3.99%
Est. $4.27B
vs S&P Since Q4 25
-55.2%
TRAILING MARKET
WHR -47.9% vs S&P +7.3%
Full Year 2025 Results
FY 25 EPS
$6.23
MISS 6.51%
Est. $6.66
FY 25 Revenue
$15.52B
MISS 1.03%
Est. $15.69B
Market Reaction
Did WHR Beat Earnings? Q4 2025 Results
Whirlpool closed out fiscal 2025 on a disappointing note, with fourth-quarter results falling short on both the top and bottom lines amid persistent margin pressure and an intensely promotional competitive landscape. The appliance maker posted non-GA… Read more Whirlpool closed out fiscal 2025 on a disappointing note, with fourth-quarter results falling short on both the top and bottom lines amid persistent margin pressure and an intensely promotional competitive landscape. The appliance maker posted non-GAAP EPS of $1.10 for the quarter, missing the $1.53 consensus estimate by 28.10%, while net sales slid 0.9% year-over-year to $4.10 billion, coming in 3.76% below analyst expectations of $4.26 billion. The steepest drag came from the North American segment, where promotional intensity and tariff-related headwinds compressed EBIT margin by 3.9 percentage points to just 2.8%. A $106.00 million JennAir trademark impairment added further noise to the quarter. Despite the miss, investors found reason for optimism in management's 2026 outlook, which calls for net sales of $15.30 billion to $15.60 billion, ongoing EPS of approximately $7.00, and free cash flow of $400.00 million to $500.00 million, supported by more than $150.00 million in structural cost reductions and an anticipated easing of promotional pricing pressure.
Key Takeaways
- • Executed $200 million structural cost take out in 2025 to mitigate tariff impacts
- • SDA Global direct-to-consumer business growth driving margin expansion
- • Q4 JennAir trademark impairment charge of $106 million
- • India stake reduction and deconsolidation resulted in $251 million gain
- • MDA North America EBIT margin contracted as promotional environment had not yet reflected full tariff impact
- • MDA Latin America impacted by negative macro in Argentina and aggressive competition in Brazil
WHR YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
WHR Revenue by Segment
With YoY comparisons, source: SEC Filings
“With a challenging 2025 behind us, our confidence for 2026 is based on our recent successful product launches, reduced promotional intensity and a gradual recovery of the housing market.”
— Marc Bitzer, Q4 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% |