US · Consumer Cyclical · Auto Parts
EPS came in at 1.42 against a street estimate of 1.26 — a beat of 12.7%.
Analysts rate BorgWarner Inc a buy (13 buy, 5 hold, 0 sell out of 18) with an average price target of $80.12.
CONFIDENT Q2 beat on margins (11.3%, +100bps) and EPS (+17%) despite flat sales. Seven new awards across automotive and industrial. Turbine generator on track for 2027 launch with $300M revenue target; raising full-year EPS guidance. Q2 2026 China exports remain strong despite domestic production decline. European luxury OEM weakness offset by customer diversification. No material FX headwinds beyond $80M assumed H2 decline. Analysts pressed details on turbine scale, battery contract sizing, margin drivers, China export exposure, and capacity constraints. Management deflected specifics on lead times and contract values, emphasizing execution focus and 2027 disclosure; reaffirmed strong demand and no change-of-control issues with Endeavor partnership. 2026-08-05…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 13.27% |
| Vanguard Portfolio Management, LLC | 6.64% |
| Dimensional Fund Advisors, Inc. | 5.79% |
| Vanguard Capital Management, LLC | 4.56% |
| AQR Capital Management LLC | 3.55% |
| State Street Corp | 3.42% |
| LSV Asset Management | 3.23% |
| The Goldman Sachs Group Inc | 2.52% |
| Document | Date |
|---|---|
| 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 |
| Proxy statement · Q2 2026 BORGWARNER INC. PROXY STATEMENT SUMMARY FOR RETAIL INVESTORS --- WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Elect eight directors to the Board ( | 2026-03-19 |
| Annual report FY2025 BORGWARNER INC. - 2025 ANNUAL REPORT SUMMARY HEADLINE NUMBERS • Total Revenue (2025): $14,316 million (vs. $14,086 million in 2024, +1.6% growth) • | 2026-02-11 |
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 |
| Dividend | $0.17 / share ex-date Sep 2, 2025 · pay Sep 15, 2025 | 2025-09-02 |
| 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.
Google PlayApp StoreData updated 2026-09-18.