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 $1.30 over previous estimates. However, expectations for the 2025 adjusted EPS were slightly reduced by 3%.
Following Whirlpool's Q3 results, the company's North America margins showed a slight improvement, bolstered by cost reductions. However, the ongoing loss of market share, subdued pricing and promotional activities, and the ambitious ramp required to meet the sales and margin guidance are points of concern.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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摩根大通分析師Michael Rehaut維持$惠而浦 (WHR.US)$持有評級，目標價109美元。
根據TipRanks數據顯示，該分析師近一年總勝率為55.2%，總平均回報率為5.5%。
此外，綜合報道，$惠而浦 (WHR.US)$近期主要分析師觀點如下：
惠而浦第三季度報告發布後，該公司重申其2024年在銷售額、利潤率、自由現金流和營業收入等多個重要財務指標上的指引。這一重申作出之際，儘管更大的稅收優勢基本上被歐洲、中東和非洲地區的負面影響以及北美地區需求持續低迷所抵消，但依然保持不變。
惠而浦第三季度調整後的每股收益爲3.43美元，超出預期，主要是由於較低的稅率，同時公司重申了其2024年約169億美元的營業收入預期，約6.0%的調整後EBIt利潤率以及約12美元的調整後每股收益。在宣佈之後，2024年調整後每股收益的預期增加了17%，以反映稅率的降低，這比之前的估計多出1.30美元。然而，2025年調整後每股收益的預期略微下降了3%。
惠而浦第三季度結果發佈後，該公司的北美利潤率略有改善，得益於成本降低。然而，市場份額持續流失、價格和促銷活動低迷，以及爲實現銷售和利潤指引而需要的雄心勃勃的擴張是值得關注的問題。
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