US · Consumer Cyclical · Auto Parts
EPS came in at 1.39 against a street estimate of 1.24 — a beat of 12.1%.
Analysts rate BorgWarner Inc a buy (12 buy, 3 hold, 0 sell out of 15) with an average price target of $81.27.
CONFIDENT BorgWarner delivered strong margins and EPS despite weaker vehicle production, while industrial power products gained customer traction and automotive electrification grew rapidly. Q3 FY26 Europe drove eProduct growth; China added eMotor awards and export exposure; North American battery demand was pressured by incentive changes. Analysts focused on the industrial revenue ramp, automotive electrification mix, margins, capital allocation and regional demand. Management emphasized strong demand, modest 2027 automotive outgrowth and disciplined execution, while withholding additional industrial detail until early 2027. 2026-10-29…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 12.41% |
| Vanguard Portfolio Management, LLC | 6.20% |
| Dimensional Fund Advisors, Inc. | 5.79% |
| Vanguard Capital Management, LLC | 4.55% |
| State Street Corp | 3.36% |
| LSV Asset Management | 3.23% |
| AQR Capital Management LLC | 2.82% |
| Victory Capital Management Inc. | 2.40% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • For the nine months ended September 30, 2026, sales were $10,668 million, down from $10,744 million in 2025. • Operating income i | 2026-10-29 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 net sales were $3,487 million, down approximately 2.9% year over year; organic sales declined 3.1% excluding foreign curre | 2026-10-29 |
| Reg FD disclosure · Q3 2026 BORGWARNER INC. (BWA) – FORM 8-K SUMMARY HEADLINE NUMBERS • Turbine generator production expected to begin in Hendersonville, North Carolina in 2027 | 2026-09-04 |
| Reg FD disclosure · Q3 2026 BORGWARNER INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Company announced cash tender offers for multiple series of senior notes on August 10, 2026 • | 2026-08-10 |
| Quarterly report · Q2 2026 BORGWARNER INC. - Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Net Sales (6 months): $7,181 million vs. $7,153 million prior year — essentially flat • Ne | 2026-08-05 |
| Results announced · Q3 2026 BORGWARNER Q2 2026 EARNINGS SUMMARY --- HEADLINE NUMBERS • Q2 2026 net sales: $3,648 million (+0.3% vs Q2 2025); organic net sales declined 1.2% • | 2026-08-05 |
| Board / officer change · Q3 2026 BORGWARNER INC. – FORM 8-K SUMMARY Report Date: July 30, 2026 --- HEADLINE NUMBERS • Quarterly cash dividend declared: $0.17 per share • Dividend p | 2026-07-31 |
| Quarterly report · Q1 2026 BORGWARNER INC. - Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Net Sales: $3,533 million (Q1 2026) vs. $3,515 million (Q1 2025) — essentially flat • Net | 2026-05-06 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.17 / share ex-date Sep 1, 2026 · pay Sep 15, 2026 | 2026-09-01 |
| Dividend | $0.17 / share ex-date Jun 1, 2026 · pay Jun 15, 2026 | 2026-06-01 |
| Dividend | $0.17 / share ex-date Mar 2, 2026 · pay Mar 16, 2026 | 2026-03-02 |
| Dividend | $0.17 / share ex-date Dec 1, 2025 · pay Dec 15, 2025 | 2025-12-01 |
| Announcement | Date |
|---|---|
| Reiterates turbine generator production start in 2027 with 2 GW capacity BorgWarner Inc. reaffirmed its timeline for a new turbine generator manufacturing facility in Hendersonville, North Carolina, confirming production will begin in 2027 with an initial capacit | 2026-09-04 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for BorgWarner Inc — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.