Durables. Whirlpool A Play on Housing

Rationalized business model positioned to generate improved profit margins with increased demand; expected $200M benefit in 2012 and 2013. Management guidance (10/23) Raised to $6.90 – $7.10 EPS and FCF of $125M – $175M; 5.5%-6% EBIT margin, up 300bps with a medium term opportunity to 8% (compared to the 10.9% EBIT median peer EBIT margin) along with 5%-7% revenue growth and 10%-15% EPS growth.

Check out my full break down here.