惠而浦警告"衰退级"销售下滑：伊朗冲突与关税裁决双重打击
家用电器巨头惠而浦（Whirlpool）周四发出严厉警告，称公司正面临"衰退级别"的销售下滑，主要原因包括伊朗冲突升级和美国关税政策的不确定性。
双重打击
惠而浦在财报中指出，中东局势紧张导致全球供应链中断加剧，原材料成本持续攀升。同时，美国国际贸易法院裁定特朗普政府10%全球关税违法的消息虽然带来短期利好，但政策前景仍然不明朗，消费者信心受到严重打击。
业绩预警
公司预计第二季度销售额将同比下降8%至12%，远低于分析师预期。北美市场表现尤为疲软，房地产市场降温直接拖累了新房家电需求。
惠而浦CEO表示：“我们看到的消费者行为模式与2008年金融危机初期非常相似，消费者正在推迟大件耐用品的购买决定。”
行业影响
惠而浦的警告可能预示更广泛的经济放缓。作为美国家电行业龙头企业，其业绩表现被视为消费者信心和经济健康的重要风向标。
分析师指出，如果关税政策持续波动、地缘冲突进一步升级，更多制造业企业可能面临类似压力。
市场反应
消息公布后，惠而浦股价盘后下跌约6%，拖累整个家电板块走低。
Whirlpool Warns of ‘Recession-Level’ Slump as Iran War and Tariff Ruling Hit Sales
Home appliance giant Whirlpool issued a stark warning on Thursday, saying the company is facing a “recession-level” sales decline driven by the escalating Iran conflict and uncertainty over US tariff policy.
Double Whammy
Whirlpool noted in its earnings report that heightened tensions in the Middle East have exacerbated global supply chain disruptions and pushed raw material costs higher. Meanwhile, while the US trade court’s ruling that Trump’s 10% global tariff is illegal brought short-term relief, policy uncertainty continues to weigh heavily on consumer confidence.
Earnings Warning
The company expects Q2 sales to decline 8% to 12% year-over-year, well below analyst estimates. The North American market is particularly weak, with a cooling housing market directly dragging down new-home appliance demand.
Whirlpool’s CEO stated: “The consumer behavior patterns we are seeing are very similar to the early stages of the 2008 financial crisis. Consumers are deferring purchases of large durable goods.”
Industry Impact
Whirlpool’s warning could signal a broader economic slowdown. As the leading US home appliance manufacturer, its performance is seen as an important barometer of consumer confidence and economic health.
Analysts note that if tariff policy continues to fluctuate and geopolitical conflicts escalate further, more manufacturing companies could face similar pressures.
Market Reaction
Following the announcement, Whirlpool shares fell approximately 6% in after-hours trading, dragging the entire home appliance sector lower.