Whirlpool (NYSE: WHR) felt some pressure in the second quarter from raw material and tariff inflation, but that was no match for pricing and mix improvements. Price and mix improvements were good for a positive impact of 2.5 percentage points, but this was mostly offset by raw material and tariff inflation, other cost increases, marketing and technology investments, and currency. Whirlpool now expects free cash flow to be around $800 million, the low end of its previous guidance range, giving the company plenty of ammunition for its ongoing share buyback program.