Will Whirlpool's (WHR) $300 Million U.S. Expansion Reshape Its Domestic Growth Narrative?

• Earlier this month, Whirlpool Corporation announced plans to invest US$300 million in its U.S. laundry manufacturing facilities, aiming to add 400 to 600 jobs in Ohio and expand next-generation washer and dryer production, supported by state financial incentives and pending final approval.
• This significant expansion signals Whirlpool’s commitment to domestic manufacturing, strengthening its ability to meet U.S. appliance demand while directly sustaining local employment and industry innovation.
• To understand the broader impact, we’ll assess how Whirlpool’s increased U.S. investment supports the company’s long-term growth and operational outlook.

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Whirlpool Investment Narrative Recap

To be a shareholder in Whirlpool, you need to believe in the company's ability to leverage its manufacturing scale and product innovation to regain profitable growth, despite ongoing headwinds in mature markets and persistent global competition. The recent US$300 million investment in U.S. laundry operations signals a push for operational efficiency, domestic job creation, and resilience against international rivals. However, this move does not materially alter the key short-term catalyst, margin recovery from tariff and supply chain normalization, or offset the company's biggest risk: ongoing flat revenue growth.

Among recent announcements, the October 20, 2025, dividend declaration stands out. The quarterly payout of US$0.90 per share reflects Whirlpool's focus on preserving shareholder returns, even after reducing its dividend earlier in the year due to profit pressures. This signals that management remains committed to rewarding shareholders, but also highlights how flat sales, rising costs, and profitability challenges are influencing capital allocation decisions as the company works to strengthen its domestic manufacturing base.

Yet for investors, it’s important to remember that while the U.S. expansion aims to enhance Whirlpool’s competitiveness, the risk of prolonged muted sales growth...

Read the full narrative on Whirlpool (it's free!)

Whirlpool's outlook points to $15.8 billion in revenue and $741.4 million in earnings by 2028. This assumes a 0.6% annual revenue decline and a $887.4 million increase in earnings from the current -$146.0 million.

Uncover how Whirlpool's forecasts yield a $93.11 fair value, a 26% upside to its current price.

Exploring Other Perspectives

Five fair value estimates from the Simply Wall St Community range from US$93.11 to US$175.29 per share, spanning a wide spectrum of views. These perspectives contrast with ongoing risks from flat net sales and rising competition, making it critical to weigh several viewpoints before forming your outlook.

Explore 5 other fair value estimates on Whirlpool - why the stock might be worth over 2x more than the current price!

Build Your Own Whirlpool Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Whirlpool research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Whirlpool research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Whirlpool's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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