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Whirlpool (WHR) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Jul 27, 2026

After Close (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

0.08

Last Year’s EPS

1.34

Same Quarter Last Year

Analyst Consensus

Hold

Based on 8 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:May 06, 2026|

% Change Since:

Earnings Call Sentiment|Negative

The call presents a mixed picture: near-term performance (Q1) and cash flow were materially weak with steep industry declines, negative EPS, large inventory and production-related one-time costs, and a paused dividend — signaling meaningful short-term challenges. Offsetting these negatives, management has implemented decisive pricing (promotional >10% plus ~4% list increase), accelerated cost-takeout (> $150M target), strengthened the balance sheet via a $1.1B equity raise and >$900M debt paydown, and highlighted durable strengths (SDA Global outperformance, product innovation wins and U.S. manufacturing advantages under updated Section 232 tariffs). While the plan and portfolio contain concrete, credible levers to restore margins, the immediate financial trajectory and Q1 metrics are unfavorable, making the near-term outlook cautious despite constructive strategic actions.

Company Guidance

Whirlpool updated 2026 guidance calling for like‑for‑like revenue growth of about 1.5% and full‑year ongoing EBIT margin of ~4% (about a 70‑bp contraction versus prior year), ongoing EPS of $3.00–$3.50 (which embeds roughly $1 of EPS dilution from the recent ~$1.1B equity offering and another ~$1 from an adjusted effective tax rate of ~25%), and free cash flow of >$300M (~2% of net sales) supported by ~ $150M of working‑capital improvement; they expect global industry demand down ~3% and North America down ~5%, plan >$150M of net cost takeout (and reiterated a $115M design‑to‑value program), anticipate price/mix headwinds that should improve through the year (~150 bp effect assumed), raw‑material pressure of ~75 bp and tariff headwinds of ~175 bp, capex of ~ $400M, >$900M of debt paydown this year, a temporary pause of the quarterly dividend starting Q2, and continued actions to strengthen liquidity (revolver amendment to ~$2.25B and transition to an asset‑based facility).

SDA Global Outperformance

SDA Global delivered ~10% net sales growth year-over-year (ex-currency) and expanded EBIT margin ~250 basis points to 21%, marking the sixth consecutive quarter of year-over-year revenue growth and strong margin expansion driven by direct-to-consumer growth, cost takeout execution and favorable marketing timing.

Decisive Pricing Actions Implemented

Whirlpool announced the largest price increase in over a decade: a promotional price increase >10% implemented April 17 and an additional ~4% list/lease price increase effective July 9, expected to start driving price/mix improvements in Q2 and ramp through the year.

Accelerated Cost-Takeout Targets

Company expects to deliver more than $150 million of net cost takeout in 2026 driven by design-to-value, vertical integration, automation and sourcing initiatives, plus targeted corporate fixed-cost actions; earlier cost initiatives cited $115 million headroom and structural actions have carryover into 2027.

Balance-Sheet Strengthening via Equity Offering and Debt Paydown

Whirlpool executed an equity offering raising approximately $1.1 billion, used to pay down >$900 million of debt and to accelerate vertical integration investments; company is actively working to reduce long-term debt below $5 billion and expects to close an asset-based lending revolver in Q2.

Free Cash Flow and FY Targets

Management reiterated full-year free cash flow guidance of more than $300 million (~2% of net sales) driven by structural inventory optimization and working capital improvement initiatives (targeting ~$150 million improvement in working capital).

U.S. Manufacturing Investments and Expected EBIT Benefits

Announced $60 million investment in a Perrysburg, Ohio facility (11th U.S. factory) expected to deliver ~$30 million in annualized EBIT; Armada (Iowa) modernization expected to generate ~$70 million annualized EBIT benefit; shifting production to Brazil (Rio Claro) expected to add ~$20 million annualized EBIT.

Product Innovation and Market Recognition

New product launches performed well (Whirlpool UV laundry tower rapidly capturing ~5 points share in weeks); KitchenAid suite and new intelligent wall oven earned awards (Best of Show) and KitchenAid secured 23 awards at Cadis, supporting premium positioning and share gains in select categories.

Whirlpool (WHR) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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WHR Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 27, 2026	2026 (Q2)	0.08 / -	1.34	―	―	―
May 06, 2026	2026 (Q1)	0.39 / -0.56	1.7	-132.94% (-2.26)
Jan 28, 2026	2025 (Q4)	1.52 / 1.10	4.57	-75.93% (-3.47)
Oct 27, 2025	2025 (Q3)	1.39 / 2.09	3.43	-39.07% (-1.34)
Jul 28, 2025	2025 (Q2)	1.64 / 1.34	2.39	-43.93% (-1.05)
Apr 23, 2025	2025 (Q1)	1.70 / 1.70	1.78	-4.49% (-0.08)
Jan 29, 2025	2024 (Q4)	4.34 / 4.57	3.85	18.70% (+0.72)
Oct 23, 2024	2024 (Q3)	3.20 / 3.43	5.45	-37.06% (-2.02)
Jul 24, 2024	2024 (Q2)	2.39 / 2.39	4.21	-43.23% (-1.82)
Apr 24, 2024	2024 (Q1)	1.67 / 1.78	2.66	-33.08% (-0.88)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

WHR Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 06, 2026	$54.73	$48.21	-11.91%
Jan 28, 2026	$79.82	$75.96	-4.83%
Oct 27, 2025	$71.89	$75.59	+5.15%
Jul 28, 2025	$94.49	$81.80	-13.43%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.