BorgWarner Inc. BWA

61.32 2.84 4.86% as of 25 Sep
Market cap
$12.1B
P/E
30.4×
Growth Flags show if company had growth for consecutive years,
Insider Buys alert about insiders buying in the last 12 month

Insider Decisions

Total buys 0.50
Total sells 17.65
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — 1 —
Sell — 2 — — 6 3 — 8 1 — 7 —
Insider Ownership 0.35%

Capital & Financial Ratios

Market Cap 12,060.00
Revenue 14,344.00
Net Income 478.00
Free Cash Flow 1,284.00
Net Debt 1,415.00
Current Ratio 2.13
Debt/Equity 0.67
P/E ratio 30.36
P/S ratio 0.87
P/B ratio 2.15
Past 5Y EPS Growth (16.06%)
This Y EPS Growth 6.33%
Next Y EPS Growth 13.76%
Next 5Y EPS Growth 11.43%
in millions of $

Dividends

Payout Ratio 0.17
Annual Dividend Rate 0.44
Annual Dividend Yield 1.85%
total individual payouts
2028 Powerpack
2027 Powerpack
2026 0.66
0.17
0.17
0.17
2025 0.56
0.11
0.11
0.17
0.17
2024 0.44
0.11
0.11
0.11
0.11
2023 0.52
0.15
0.15
0.11
0.11
2022 0.60
0.15
0.15
0.15
0.15
2021 0.60
0.15
0.15
0.15
0.15
2020 0.60
0.15
0.15
0.15
0.15
2019 0.60
0.15
0.15
0.15
0.15
2018 0.60
0.15
0.15
0.15
0.15
2017 0.52
0.12
0.12
0.12
0.15
2016 0.47
0.11
0.11
0.11
0.12
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 1,534 2,094 2,313 2,448
Receivables 3,109 2,843 2,962 3,056
Inventory 1,313 1,251 1,207 1,232
Other — — — —
6,217 6,521 6,795 7,088
2023 2024 2025 Q'26
Payables 2,546 2,032 1,996 2,138
ST’ Debt — — — —
Other 1,148 1,216 1,281 1,190
3,767 3,646 3,282 3,333
in millions of $

Compound Annual Growth

10y 5y 3y
Sales 5.96% 7.09% 4.25%
Cash Flow 6.62% 6.84% 11.78%
Earnings (7.08%) (11.14%) (33.55%)
Book Value 4.45% (3.54%) (9.24%)

Revenue

Mar Jun Sep Dec Year
’26 3,533 3,648 — — —
’25 3,515 3,638 3,591 3,572 14,316
’24 3,595 3,603 3,449 3,439 14,086
’23 3,383 3,671 3,622 3,522 14,198
’22 3,874 3,759 3,226 1,776 12,635
’21 4,009 3,758 3,416 620 11,803
’20 2,279 1,426 2,534 3,926 10,165
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Mar Jun Sep Dec Year
’26 152 586 — — —
’25 82 579 368 619 1,648
’24 (118) 462 356 682 1,382
’23 59 285 166 887 1,397
’22 116 216 220 628 1,180
’21 342 280 142 446 1,210
’20 263 64 481 376 1,184
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Mar Jun Sep Dec Year
’26 9 496 — — —
’25 (26) 498 266 513 1,251
’24 (308) 299 202 540 733
’23 (179) 98 (4) 680 595
’22 (61) 79 123 437 578
’21 148 130 (4) 428 702
’20 142 14 372 211 739
in millions of $ · fiscal quarters ending in the months shown

EPS

Mar Jun Sep Dec Year
’26 1.16 1.34 — — —
’25 0.72 1.03 0.73 (1.23) 1.28
’24 0.90 1.34 1.04 (1.85) 1.50
’23 0.93 0.87 0.21 0.66 2.67
’22 0.84 0.91 1.16 1.09 3.99
’21 0.27 1.03 0.40 0.54 2.24
’20 0.63 (0.47) 0.53 1.52 2.34
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

1.8
1Buy 2 3Hold 4 5Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
24.23 33.05 28.57 27.03 14.96 33.24 27.41 31.63 29.51 24.40

Analyst estimates 2026–2028

Powerpack
Low Price
38.05 49.17 51.25 41.02 38.78 48.90 44.09 47.05 38.23 46.39
High Price
27,000 29,000 30,000 29,000 49,700 49,300 52,700 39,900 38,300 37,500
Employees
0 0 0 0 0 0 0 0 0 0
Revenue/Emp
9,071 9,799 10,530 10,168 10,165 11,803 12,635 14,198 14,086 14,316
Revenue
21.26% 21.58% 21.18% 20.66% 18.79% 18.41% 18.75% 18.09% 18.80% 18.68%
Gross Margin
943 1,063 1,196 1,265 964 510 913 991 539 524
EBT
10.39% 10.85% 11.36% 12.44% 9.48% 4.32% 7.23% 6.98% 3.83% 3.66%
EBT Margin
637 483 985 797 567 445 718 702 428 335
Net Income
391 408 431 439 568 574 552 582 673 719
Depreciation
42.31 46.57 50.58 49.43 47.72 49.57 53.65 60.99 63.02 66.83
Revenue/Sh
2.97 2.09 4.47 3.61 2.34 2.24 3.99 2.67 1.50 1.28
Earnings/Sh
4.83 5.61 5.41 4.90 5.56 5.08 5.01 6.00 6.18 7.69
Cash Flow/Sh
(2.34) (2.66) (2.62) (2.29) (2.09) (2.13) (2.56) (3.44) (2.90) (1.85)
Capex/Sh
2.50 2.95 2.79 2.61 3.47 2.95 2.45 2.56 3.28 5.84
Free CF/Sh
15.40 18.18 20.87 23.55 31.57 30.50 31.88 26.06 25.53 26.21
Book Value/Sh
214 210 208 206 213 238 236 233 224 214
Shares
12.49 22.02 6.86 10.61 15.39 17.71 8.86 13.46 21.92 36.05
PE Ratio
0.83 0.98 0.60 0.77 0.71 0.80 0.66 0.59 0.50 0.67
PS Ratio
2.29 2.51 1.47 1.62 1.08 1.30 1.11 1.38 1.25 1.72
PB Ratio
1.01 1.14 0.72 0.86 0.92 1.01 0.90 0.74 0.62 0.78
EV/Sales
17.12 17.98 13.05 16.23 12.63 16.90 19.73 17.71 11.97 8.98
EV/FCF
1,036 1,180 1,126 1,008 1,184 1,210 1,180 1,397 1,382 1,648
Op' Cash Flow
(501) (560) (546) (472) (445) (508) (602) (802) (649) (397)
Capex
535 620 580 536 739 702 578 595 733 1,251
FCF
820 1,118 1,406 1,507 2,357 2,799 2,381 2,450 2,875 3,513
Working Cap'
2,044 2,104 1,941 1,674 3,738 4,261 4,140 3,707 3,763 3,894
Total Debt
1,600 1,558 1,202 842 2,088 2,417 3,057 2,173 1,669 1,581
Net Debt
3,302 3,826 4,345 4,844 6,724 7,262 7,508 6,066 5,706 5,614
Sh' Equity
6.74% 4.73% 9.36% 7.54% 3.89% 3.29% 5.62% 3.97% 2.38% 2.00%
ROA
12.41% 12.44% 13.41% 14.32% 4.38% 5.90% 5.97% 8.80% 4.63% 4.66%
ROIC
17.16% 12.35% 22.79% 16.24% 8.64% 7.68% 12.78% 9.21% 5.74% 4.89%
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

BorgWarner Inc. peers in Auto Parts

All 53 Auto Parts stocks →

BorgWarner Inc. (BWA) key facts

  • BorgWarner Inc. (BWA) is an Auto Parts company in the Consumer Cyclical sector, listed on the New York Stock Exchange.
  • BorgWarner Inc.’s revenue for fiscal 2025 (year ended December 2025) was $14.3 billion, up 1.63% from fiscal 2024.
  • Net income was $335.0 million, or $1.28 per share (basic), a net margin of 1.93%.
  • As of September 25, 2026, BWA traded at $61.32, a market capitalization of $12.1 billion.
  • At that price the stock trades at 30.4× trailing-twelve-month earnings and 0.9× sales.
  • BorgWarner Inc. pays an annual dividend of $0.44 per share, a yield of 1.85%, with a payout ratio of 16.8%.
  • Return on equity was 4.89% and debt-to-equity 0.67.

Source: company filings (standardised) and stockrow calculations.

BorgWarner Inc. (BWA) Latest News

News by impact score

Fine-tune

3 Sep

3

BorgWarner advances sustainability initiatives amid insider stock sales and analyst support, shaping mixed investor reactions to the company's strategic direction. Sustainability push and analyst backing offset by insider sales point to moderate effects on market sentiment without major trajectory shifts.

25 Aug

4

BorgWarner secured additional high-voltage inverter business from a European OEM. New high-voltage inverter contracts expand BorgWarner's electric vehicle component revenue and market position.

12 Aug

3 transcript

BorgWarner Inc. (BWA) held its Q2 2026 earnings call to discuss financial results, operations and forward outlook. Quarterly earnings call supplies updated financials and guidance that can move near-term sentiment but rarely alters long-term trajectory.

9 Aug

4

BorgWarner stock rose 7.3% after the company increased share buybacks and secured new propulsion system awards. Increased buybacks support share price while new propulsion awards indicate expanded business in key growth areas.

7 Aug

4

BorgWarner secures new VCT engine contracts in Europe and China. New VCT engine contracts in Europe and China will increase BorgWarner's revenue and strengthen its market position.

6 Aug

3

Morgan Stanley indicates BorgWarner faces growing data center opportunities but requires backlog proof to validate potential. Analyst notes expanding data center prospects for BorgWarner while stressing need for backlog confirmation.

3

BorgWarner Inc. beat Q2 earnings estimates through cost controls and increased its share buyback authorization. Earnings beat combined with larger buybacks supports near-term stock sentiment and capital returns without altering long-term trajectory.

3

BorgWarner reported Q2 margin gains and highlighted progress on its industrial growth strategy during the earnings call. Q2 margin expansion and industrial initiatives point to improved profitability and diversified revenue streams.

5 Aug

4

BorgWarner reported strong second quarter 2026 results, raised 2026 adjusted EPS guidance, increased share repurchase authorization by $1 billion, and announced 7 awards across its portfolio to support long-term profitable growth. Strong Q2 results, raised EPS guidance, $1 billion buyback increase, and new awards indicate major positive shifts in financial outlook and growth trajectory.

3 transcript

BorgWarner Inc. held its Q2 2026 earnings call covering financial results, operational updates and forward guidance. Quarterly earnings calls deliver financial metrics and outlook that moderately shape near-term sentiment and positioning.

3

BorgWarner Inc. Q2 earnings key metrics are detailed to evaluate the company's performance and outlook. Q2 earnings metrics analysis can moderately affect investor views on BorgWarner financial trajectory.

3

BorgWarner secures new variable cam timing program awards in Europe and China. New awards expand BorgWarner's business in major auto markets and support future revenue growth.

3

BorgWarner Inc. exceeded analyst estimates for both earnings and revenue in the second quarter. Earnings and revenue beat signals stronger quarterly financial performance than projected.

4 Aug

4

BorgWarner secured a major program to supply next-generation integrated drive module technology. Major program win with next-generation drive module technology will boost BorgWarner's EV revenue and market position.

3 Aug

4

BorgWarner extends multiple high-volume inverter programs with major European OEM. High-volume program extensions secure substantial long-term revenue and strengthen competitive positioning.

3

BorgWarner prepares to report Q2 earnings with focus on expected financial results and company outlook. Q2 earnings preview may affect short-term stock movement and investor views on performance.

1 Aug

4

BorgWarner secures new OEM program wins, indicating the stock may be 17% undervalued. New OEM program wins signal major contracts that can drive revenue growth and shift market valuation.

29 Jul

3

BorgWarner earnings are projected to grow, prompting questions on whether to buy shares. Projected earnings growth may moderately sway investor sentiment and short-term stock valuation for BorgWarner.

3

BorgWarner secured a new eTurbo program contract with a major European OEM. New eTurbo contract win supports BorgWarner's electrification portfolio without disclosed scale or revenue impact.

3

BorgWarner secures supply order for transfer cases in China SUV production. China SUV transfer case contract adds revenue and strengthens Asian market position.

27 Jul

3

BorgWarner secured new transfer case business in China to expand all-wheel drive growth. New China transfer case contract supports BorgWarner all-wheel drive expansion.

12 Jul

3

BorgWarner (BWA) shows earnings momentum driving positive investor reactions alongside recognition on TIME’s Best Companies list. Earnings momentum and corporate awards can lift short-term sentiment without fundamentally shifting company trajectory.

11 Jul

3

BorgWarner (BWA) beat earnings expectations, drawing investor attention while fair value debates continue. Earnings beat lifts short-term attention for BorgWarner yet fair value debate caps any fundamental shift in trajectory.

10 Jun

4

BorgWarner upgraded to buy at UBS as data-center power opportunity gains traction. UBS buy upgrade tied to data-center power traction signals major new growth avenue for BorgWarner.

7 Jun

4

BorgWarner beat earnings expectations, reaffirmed guidance and provided electrification updates shaping its valuation outlook. Earnings beat plus electrification progress signals major strategic positioning likely to shift company trajectory and investor sentiment.

5 Jun

3

BorgWarner (BWA) stock rose 32.4% since the last earnings report on stronger financial results and favorable market reaction. Post-earnings share price surge indicates improved fundamentals that can support near-term valuation and sentiment.

31 May

4

BorgWarner lands data center deal and pivots from drivetrains into large language models. Data center deal drives major strategic shift from traditional drivetrains into AI technologies.

9 May

4

BorgWarner released Q1 earnings call highlights detailing financial performance, strategic initiatives, and future outlook. Q1 earnings highlights deliver key financial metrics, guidance, and strategic updates poised to significantly sway stock trajectory and investor confidence.

7 May

4

BorgWarner Inc. secures new OEM contracts that deepen its revenue mix from hybrid and combustion engine technologies. New OEM contracts bolster BorgWarner's hybrid and combustion revenue streams, enhancing competitive positioning and long-term growth prospects.

3

BorgWarner Inc. (BWA) wins supply contract for heavy-duty diesel engines in Europe. New European heavy-duty diesel supply contract moderately enhances BorgWarner's revenue and market position in core powertrain segment.

stockrow.com/BWA · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com