Whirlpool: Mixed Tariff Effects, But Downside Appears Priced In

Summary

• Whirlpool faces ongoing macro headwinds, weak housing demand, and uncertain tariff impacts, limiting near-term growth and margin expansion.
• Despite cost-cutting and divestitures, high debt and working capital needs mean debt reduction will take several years, delaying any buybacks or dividend increases.
• The 8% dividend yield is attractive and likely safe, but free cash flow is under pressure, and guidance risk remains to the downside.
• With limited upside and a long turnaround ahead, I rate Whirlpool as a hold—investors get paid to wait, but there's no rush to buy.

joao malaquias

Shares of Whirlpool (NYSE:WHR) are essentially flat over the past year, but they have fallen sharply from their highs, given weak initial 2025 guidance and further potential challenges from tariffs. This continues a string of poor performance, with WHR having

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.