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：
惠而浦發布第三季度報告後，該公司重申了其在銷售額、利潤率、自由現金流和營業收入等多個重要財務指標上的2024年指引。儘管歐洲、中東和非洲地區的負面影響以及北美市場需求持續低迷，公司仍然重申了這一重新確認，這主要是因爲更大的稅收優惠與負面影響相抵消。
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，同時該公司重申了其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。在公告之後，預測2024年調整後每股收益已增加了17%，以反映稅率降低，這將比先前估計額外貢獻1.30美元。然而，預期2025年調整後每股收益略有下調3%。
在惠而浦第三季度業績公佈後，公司的北美利潤率略有改善，受到成本降低的支撐。然而，市場份額持續流失、價格保持低迷以及促銷活動不活躍，以及爲實現銷售和利潤指引而需要的雄心勃勃的增長是令人擔憂的要點。
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