Whirlpool plans to wind down its Apodaca manufacturing operation in the second half of 2027, moving production gradually to a facility in Ramos Arizpe, Coahuila, and to other plants in its network, according to El Cronista's report on Fibra Monterrey's second-quarter analyst call.
Milenio reported that Whirlpool incurred $33 million in Mexico expenses during the second quarter as part of the restructuring. El Cronista reported that the company estimates roughly $165 million in total restructuring costs, with most of those costs expected in 2026 and about $70 million representing future cash outlays.
Why it matters
The immediate Nuevo León read-through is industrial real estate rather than a new plant announcement. Fibra Monterrey said the Whirlpool exposure represents about 1.5% of its total revenue and that the lease on the property has a fixed term through December 2031.
The landlord is already talking with companies near the campus about potential replacement tenants. That makes the handoff a useful marker for how quickly established industrial corridors can recycle space when a large manufacturer changes its footprint.
What to watch
The next milestones are the gradual production transfer and the expected end of Apodaca operations in the second half of 2027. In parallel, watch for a replacement tenant or a new use for the campus, rather than assuming the space will sit vacant.
- Where: Apodaca, Nuevo León
- Timeline: production wind-down toward the second half of 2027
- Destination: Ramos Arizpe and other Whirlpool plants
- Fibra Monterrey exposure: approximately 1.5% of total revenue
- Reported Mexico expenses in Q2: $33 million