J.P. Morgan analyst Michael Rehaut maintains $Whirlpool (WHR.US)$ with a hold rating, and sets the target price at $109.
According to TipRanks data, the analyst has a success rate of 55.2% and a total average return of 5.5% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Whirlpool (WHR.US)$'s main analysts recently are as follows:
Following Whirlpool's Q3 report, the company reaffirmed its 2024 guidance on a number of important financial indicators such as sales, margins, free cash flow, and operating earnings. This reiteration comes despite a greater tax advantage being essentially balanced out by the negative impacts in Europe, the Middle East, and Africa, along with continued dampening of demand in North America.
Whirlpool's Q3 adjusted EPS of $3.43 exceeded expectations, primarily due to a lower tax rate, while the company reaffirmed its 2024 revenue outlook of around $16.9B, an adjusted EBIT margin of about 6.0%, and an adjusted EPS of approximately $12. Subsequent to the announcement, projections for the 2024 adjusted EPS were increased by 17% to account for the reduced tax rate, which contributes an additional $1.30 over previous estimates. However, expectations for the 2025 adjusted EPS were slightly reduced by 3%.
Following Whirlpool's Q3 results, the company's North America margins showed a slight improvement, bolstered by cost reductions. However, the ongoing loss of market share, subdued pricing and promotional activities, and the ambitious ramp required to meet the sales and margin guidance are points of concern.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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摩根大通分析师Michael Rehaut维持$惠而浦 (WHR.US)$持有评级，目标价109美元。
根据TipRanks数据显示，该分析师近一年总胜率为55.2%，总平均回报率为5.5%。
此外，综合报道，$惠而浦 (WHR.US)$近期主要分析师观点如下：
惠而浦第三季度报告发布后，该公司重申其2024年在销售额、利润率、自由现金流和营业收入等多个重要财务指标上的指引。这一重申作出之际，尽管更大的税收优势基本上被欧洲、中东和非洲地区的负面影响以及北美地区需求持续低迷所抵消，但依然保持不变。
惠而浦第三季度调整后的每股收益为3.43美元，超出预期，主要是由于较低的税率，同时公司重申了其2024年约169亿美元的营业收入预期，约6.0%的调整后EBIt利润率以及约12美元的调整后每股收益。在宣布之后，2024年调整后每股收益的预期增加了17%，以反映税率的降低，这比之前的估计多出1.30美元。然而，2025年调整后每股收益的预期略微下降了3%。
惠而浦第三季度结果发布后，该公司的北美利润率略有改善，得益于成本降低。然而，市场份额持续流失、价格和促销活动低迷，以及为实现销售和利润指引而需要的雄心勃勃的扩张是值得关注的问题。
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