Whirlpool Corporation Just Missed Earnings With A Surprise Loss - Here Are Analysts Latest Forecasts

The third-quarter results for Whirlpool Corporation (NYSE:WHR) were released last week, making it a good time to revisit its performance. Revenues fell 6.2% short of expectations, at US$3.7b. Earnings correspondingly dipped, with Whirlpool reporting a statutory loss of US$3.80 per share, whereas the analysts had previously modelled a profit in this period. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results.

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Taking into account the latest results, the most recent consensus for Whirlpool from eleven analysts is for revenues of US$14.9b in 2027. If met, it would imply an okay 2.0% increase on its revenue over the past 12 months. Earnings are expected to improve, with Whirlpool forecast to report a statutory profit of US$0.56 per share. Yet prior to the latest earnings, the analysts had been anticipated revenues of US$15.3b and earnings per share (EPS) of US$2.79 in 2027. The analysts seem less optimistic after the recent results, reducing their revenue forecasts and making a pretty serious reduction to earnings per share numbers.

View our latest analysis for Whirlpool

The consensus price target fell 20% to US$36.73, with the weaker earnings outlook clearly leading valuation estimates. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. Currently, the most bullish analyst values Whirlpool at US$137 per share, while the most bearish prices it at US$15.00. As you can see the range of estimates is wide, with the lowest valuation coming in at less than half the most bullish estimate, suggesting there are some strongly diverging views on how analysts think this business will perform. As a result it might not be a great idea to make decisions based on the consensus price target, which is after all just an average of this wide range of estimates.

One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. It's also worth noting that the years of declining revenue look to have come to an end, with the forecast stauing flat to the end of 2027. Historically, Whirlpool's top line has shrunk approximately 8.7% annually over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to see their revenue grow 6.5% per year. So it's pretty clear that, although revenues are improving, Whirlpool is still expected to grow slower than the industry.

The Bottom Line

The most important thing to take away is that the analysts downgraded their earnings per share estimates, showing that there has been a clear decline in sentiment following these results. Unfortunately, they also downgraded their revenue estimates, and our data indicates underperformance compared to the wider industry. Even so, earnings per share are more important to the intrinsic value of the business. The consensus price target fell measurably, with the analysts seemingly not reassured by the latest results, leading to a lower estimate of Whirlpool's future valuation.

Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. At Simply Wall St, we have a full range of analyst estimates for Whirlpool going out to 2028, and you can see them free on our platform here..

We don't want to rain on the parade too much, but we did also find 2 warning signs for Whirlpool (1 is significant!) that you need to be mindful of.

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