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Jun 30, 2020

Whirlpool Q2 2020 Earnings Report

Whirlpool delivered resilient results amidst COVID-19 crisis.

Key Takeaways

Whirlpool Corporation reported solid Q2 results despite the impact of COVID-19, driven by decisive actions and a resilient business model. The company saw demand recovery in June and implemented a COVID-19 response plan that resulted in cost savings and a strong cash balance.

Positive GAAP and ongoing (non-GAAP) earnings per diluted share of $0.55 and $2.15, respectively, were delivered despite significant COVID-19 related disruptions.

North America had a strong performance, with EBIT margins expanding 20 basis points to 12.6%.

Significant demand recovery across all regions in June led to year-over-year global margin expansion on a GAAP and ongoing basis.

COVID-19 response plan is on track, resulting in approximately $100M in cost takeout and a cash balance of $2.5B as of June 30, 2020.

Total Revenue
$4.04B
Previous year: $5.19B
-22.1%
EPS
$2.15
Previous year: $4.01
-46.4%
Gross Profit
$631M
Previous year: $932M
-32.3%
Cash and Equivalents
$2.55B
Previous year: $1.18B
+116.1%
Free Cash Flow
-$4M
Previous year: -$38M
-89.5%
Total Assets
$18.7B
Previous year: $19.9B
-5.9%

Whirlpool

Whirlpool

Whirlpool Revenue by Segment

Forward Guidance

Whirlpool expects a full-year 2020 net sales decline of approximately 10% to 15% and organic net sales decline of 7% to 12%. The COVID-19 response plan is on track to deliver over $500 million in cost takeout in 2020.

Positive Outlook

  • Capturing raw material deflation opportunities
  • Significantly reducing structural and discretionary costs
  • Continue to effectively and efficiently manage working capital
  • Adjust supply chain and labor levels to match demand environment

Revenue & Expenses

Visualization of income flow from segment revenue to net income