Company profile

Marc Robert Bitzer
Incorporated in
Fiscal year end
Industry (SEC)
IRS number

WHR stock data



1 May 20
8 Jul 20
31 Dec 20


Company financial data Financial data

Quarter (USD) Mar 20 Dec 19 Sep 19 Jun 19
Revenue 4.33B 5.38B 5.09B 5.19B
Net income 147M 288M 364M 72M
Diluted EPS 2.41 4.52 5.57 1.04
Net profit margin 3.40% 5.35% 7.15% 1.39%
Operating income 260M 424M 693M 191M
Net change in cash 885M 959M -185M 15M
Cash on hand 2.84B 1.95B 993M 1.18B
Cost of revenue 3.63B 4.33B 4.35B 4.25B
Annual (USD) Dec 19 Dec 18 Dec 17 Dec 16
Revenue 20.42B 21.04B 21.25B 20.72B
Net income 1.2B -159M 337M 928M
Diluted EPS 18.45 -2.72 4.7 11.5
Net profit margin 5.87% -0.76% 1.59% 4.48%
Operating income 1.57B 279M 1.14B 1.37B
Net change in cash 454M 302M 111M 313M
Cash on hand 1.95B 1.5B 1.2B 1.09B
Cost of revenue 16.89B 17.5B 17.65B 17.03B

Financial data from Whirlpool earnings reports

Date Owner Security Transaction Code 10b5-1 $Price #Shares $Value #Remaining
15 Jun 20 Bitzer Marc R Common Stock Payment of exercise Dispose F No 125.6 4,360 547.62K 5,640
15 Jun 20 Bitzer Marc R Common Stock Option exercise Aquire M No 0 10,000 0 10,000
15 Jun 20 Bitzer Marc R RSU Common Option exercise Dispose M No 0 10,000 0 0
8 May 20 Bitzer Marc R Common Stock Gift Aquire G No 0 530 0 1,994
8 May 20 Bitzer Marc R Common Stock Gift Dispose G No 0 530 0 74,565
21 Apr 20 John D Liu Deferred Stock Units Common Stock Grant Aquire A No 0 1,476 0 11,577.176
21 Apr 20 Poppe Patricia K Deferred Stock Units Common Stock Grant Aquire A No 0 1,476 0 1,476
21 Apr 20 White Michael D Deferred Stock Units Common Stock Grant Aquire A No 0 1,476 0 18,025.081
2 Mar 20 Bitzer Marc R Common Stock Gift Aquire G No 0 6,880 0 75,095
2 Mar 20 Bitzer Marc R Common Stock Gift Dispose G No 0 6,880 0 0
97.7% owned by funds/institutions
13F holders
Current Prev Q Change
Total holders 501 553 -9.4%
Opened positions 67 86 -22.1%
Closed positions 119 72 +65.3%
Increased positions 162 203 -20.2%
Reduced positions 187 176 +6.3%
13F shares
Current Prev Q Change
Total value 34.52B 57.15B -39.6%
Total shares 60.74M 62.71M -3.2%
Total puts 1.18M 1.59M -25.8%
Total calls 1.35M 1.07M +26.4%
Total put/call ratio 0.9 1.5 -41.3%
Largest owners
Shares Value Change
Vanguard 8.47M $726.96M +2.4%
Primecap Management 7.26M $622.85M -6.3%
BLK BlackRock 4.61M $395.72M +0.4%
FMR 3.33M $285.7M +70.0%
STT State Street 3.06M $262.95M -3.2%
Greenhaven Associates 2.76M $236.88M +0.1%
LSV Asset Management 2.24M $192.41M -3.5%
Lyrical Asset Management 1.62M $138.78M -8.1%
Newport Trust 1.38M $118.04M +10.1%
Dimensional Fund Advisors 1.35M $115.48M +10.0%
Largest transactions
Shares Bought/sold Change
FMR 3.33M +1.37M +70.0%
Boston Partners 1.05M -975.77K -48.3%
ACR Alpine Capital Research 962.4K +962.4K NEW
Norges Bank 0 -659.25K EXIT
Primecap Management 7.26M -492.07K -6.3%
Manufacturers Life Insurance Company, The 68.36K -386.75K -85.0%
Oppenheimer Asset Management 287.24K +282.27K +5674.9%
C Citigroup 306.15K +240.36K +365.3%
Ziegler Capital Management 232.99K +232.99K NEW
WFC Wells Fargo & Company 177.75K -232.83K -56.7%

Financial report summary

  • Our financial condition and results of operations have been and are expected to continue to be adversely affected by the recent COVID-19 outbreak.
Management Discussion
  • Consolidated net sales decreased 9.1% for the three months ended March 31, 2020, compared to the same period in 2019. The decrease for the three months ended was primarily driven by volume declines, unfavorable product price/mix and foreign currency. The volume decline was driven by the negative impact of COVID-19 disruptions, primarily in EMEA and Asia. Organic net sales, or net sales excluding the impact of foreign currency and Embraco, decreased 0.3% for the three months ended March 31, 2020, compared to the same period in 2019.
  • For additional information regarding non-GAAP financial measures including organic net sales and net sales excluding the impact of foreign currency, see the Non-GAAP Financial Measures section of this Management's Discussion and Analysis.
  • The consolidated gross margin percentage for the three months ended March 31, 2020 decreased to 16.2% from 17.1% for the same period in 2019, which reflects the unfavorable impacts of volume declines, product price/mix and foreign currency, partially offset by the favorable impact of cost productivity and raw material deflation.
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