Whirlpool posts weakest Q1 among electrical systems stocks as revenue falls 9.6%

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Summary · why it matters

Whirlpool reported first-quarter revenue of $3.27 billion, down 9.6% year on year and missing analyst estimates by 4.4%, making it the weakest performer among the 14 electrical systems stocks tracked. The company also issued full-year EPS guidance below expectations and significantly missed adjusted operating income estimates. In contrast, Garrett Motion posted revenue of $985 million, up 12.2% and beating estimates by 9.3%, while Sanmina delivered the biggest beat with revenue of $4.01 billion, up 102% and topping expectations by 22.8%. GE Vernova reported revenue of $9.34 billion, up 16.3% and surpassing estimates by 0.8%, and Powell Industries posted revenue of $296.6 million, up 6.5% but missing estimates by 0.8%. As a group, the 14 electrical systems stocks beat revenue consensus by 3.4% but guided next-quarter revenue 3.3% below estimates, and their shares have risen 4.5% on average since reporting.

Impact on assets 6

Energy Transition & Power Demand▲ · 2 stocks
GE Vernova LLC
GEV
▲ PositiveCapitalrelevance

Revenue up 16.3% and surpassed estimates by 0.8%.

Consumer Discretionary▼ · 1 stocks
Whirlpool Corporation
WHR
▼ NegativeCapitalrelevance

Revenue fell 9.6% YoY, missed estimates, and full-year EPS guidance was below expectations.

Electrification & Mobility▲ · 1 stocks
Garrett Motion Inc
GTX
▲ PositiveCapitalrelevance

Revenue up 12.2% and beat estimates by 9.3%, contrasting with Whirlpool's weak results.

Defense & Geopolitical Fragmentation▲ · 1 stocks
Sanmina Corporation
SANM
▲ PositiveCapitalrelevance

Revenue up 102% and beat estimates by 22.8%, the biggest beat among the group.

Others▲ · 1 stocks
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