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Whirlpool Halves Outlook and Suspends Dividend as Iran War Hammers Appliance Demand

The company links a March collapse in consumer confidence to a recession-level drop in big-ticket purchases.

Overview

  • Whirlpool’s quarterly report Thursday sent the stock down about 20% in premarket trading and roughly 12% by the close after a wider loss and lower sales than Wall Street expected.
  • Executives said U.S. appliance demand fell about 7.4% in the first quarter, the weakest since 2008, as the Iran war hit confidence and pushed buyers to repair old machines or trade down.
  • Management cut its 2026 earnings forecast to $3.00–$3.50 per share and suspended the quarterly dividend to prioritize reducing debt this year.
  • To rebuild profit, Whirlpool put through its biggest price moves in a decade with a roughly 10% increase in April and another 4% planned for July, alongside more than $150 million in cost cuts.
  • The company said tariff shifts first triggered discounting when blanket duties were struck down, then favored U.S. makers after an updated rule applied a 25% levy to the full value of imported appliances.