AUBURN HILLS, Mich., June 24, 2025 /PRNewswire/ -- BorgWarner has been included in the second edition of the World's Most Sustainable Companies 2025. This prestigious award is presented by TIME and Statista Inc., the world-leading statistics portal and industry ranking provider. The award list was announced on June 24th, 2025, and can be viewed on Time.com. About BorgWarner For more than 130 years, BorgWarner has been a transformative global product leader bringing successful mobility innovation to market. ...

Core Viewpoint - The article discusses the recent performance and outlook of BorgWarner (NYSE: BWA), indicating that despite shares being at similar levels, it is an appropriate time to revise the investment thesis following the company's first quarter results and management updates [1]. Summary by Relevant Sections - The company has been under coverage since earlier this year, and the current share price remains stable, prompting a reassessment of the investment thesis [1]. - The first quarter results have been reported, which may provide insights into the company's performance and future prospects [1].

AUBURN HILLS, Mich., June 20, 2025 /PRNewswire/ -- BorgWarner Inc. (NYSE: BWA) announces the following Webcast: What:      BorgWarner 2025 Second Quarter Results Conference Call When:      July 31, 2025 @ 9:30am Eastern Time Where:      www.borgwarner.com/investors   How:          Live over the Internet -- Simply log on to the web at the address above. If you are unable to participate during the live webcast, the call will be archived at (www.borgwarner.com/investors)For more than 130 yea ...

BorgWarner (BWA) 2025 Conference June 12, 2025 09:00 AM ET Speaker0 All Speaker1 right. Thanks, Edison, and good morning, everybody, or I should say good afternoon. Just wanted to get you up to speed. Is this working okay? Seems very loud from my perspective. You're good. You're good. Okay. I just want to get everybody in the room up to speed on what's been going on at BorgWarner and what we're focused on. And I'll start with we've had a really strong first quarter. So just to give you some numbers, our fir ...

BorgWarner (BWA) 2025 Conference June 11, 2025 12:40 PM ET Speaker0 All right. Thanks, Edison, and good morning, everybody, or I should say good afternoon. Just wanted to get you up to speed. Is this working okay? It seems very loud from my perspective. You're good. Okay. I just want to get everybody in the room up to speed on what's been going on at BorgWarner and what we're focused on. And I'll start with we've had a really strong first quarter. So just to give you some numbers, our first quarter results, ...

Summary of BorgWarner (BWA) Conference Call - June 10, 2025 Company Overview - **Company**: BorgWarner (BWA) - **Industry**: Automotive Powertrain and Electrification Key Points and Arguments Financial Performance - BorgWarner reported strong performance in Q1, outpacing end market growth with strong margins and free cash flow [2][3] - The company is focused on driving financial performance despite headwinds, including tariffs and customer demand uncertainties [3][5] Tariff Impact - The estimated gross impact of tariffs on sales is about 1.6%, which is better than previous estimates [4][30] - Tariffs are considered manageable, with the main concern being customer demand and production environment uncertainties [4][30] - BorgWarner is actively working to mitigate tariff impacts through compliance and sourcing strategies [26][52] Regional Market Trends - In China, NEVs (New Energy Vehicles) account for 50% of the market, with BorgWarner generating 20% of its revenue from this region [10][18] - The company has a strong customer base in China, with 75% of revenue coming from OEMs [11] - In Europe, electrification is growing but at a slower pace compared to China, with expectations of continued growth [12][39] Product Portfolio and Strategy - BorgWarner has a diversified product portfolio catering to combustion, hybrid, and electric vehicles [9][12] - The company aims to outgrow its end markets across both foundational and electrified businesses [42][61] - Recent decisions include exiting the EV charging business due to underperformance and consolidating North American battery systems [48][51] Capital Allocation and M&A Strategy - BorgWarner maintains a balanced capital allocation approach, focusing on dividends, share repurchases, and M&A opportunities [75][76] - The company has $1.7 billion in cash and projects generating $700 million in free cash flow [75] - M&A targets are evaluated based on industrial logic, near-term profitability, and proper valuation [77][82] Market Resilience and Future Outlook - BorgWarner's management expresses confidence in navigating market uncertainties, emphasizing the resilience of their business model [35][39] - The company expects to maintain margins in foundational businesses while pursuing growth in electrified products [64][66] Competitive Landscape - The automotive industry is expected to see consolidation, particularly among smaller players in the e-product segment [90][91] - BorgWarner is well-positioned to capitalize on opportunities arising from the weakening of smaller competitors [90][91] Additional Important Insights - The company is focused on operational excellence and cost management to remain competitive [55][56] - There is a strong emphasis on customer diversification, reducing dependency on any single customer [19][20] - The management team is experienced in navigating various market challenges, including tariffs and production volatility [35][36]

It has been about a month since the last earnings report for BorgWarner (BWA) . Shares have added about 3.3% in that time frame, underperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is BorgWarner due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts.How Have Estimates Been Moving Since Then?It tu ...

近日，麦格纳、博格华纳、佛瑞亚、法雷奥、安波福、奥托立夫等多家跨国零部件巨头陆续公布了2025年第一季度财报。经历过利润普遍大幅缩水的 2024年后，零部件厂商在2025年迎来业绩分化，部分企业走势向好，还有部分企业仍在困境中挣扎。 与此同时，美国总统特朗普的关税政策影响全球化运营的汽车行业，跨国零部件巨头都在评估关税造成的冲击，并纷纷与客户启动了转嫁条款谈判。 随着全球电动汽车销量的持续增长，不少零部件厂商的电动化业务实现了营收及订单的增长，但盈利方面却并不太尽如人意。 | 2025 年第一季度跨国零部件厂商财报一览 | | | | | | --- | --- | --- | --- | --- | | 企业 营收(亿元人民币) | | 同比增长 | 净利润(亿元人民币) | 同比增长 | | 麦格纳 | 727 | -8% | 10.5 | 1522% | | 佛瑞亚 | 545 | 2.6% | | | | 李尔 | 401 | -7% | 6 | -26% | | 法雷奥 | 432 | 2% | | | | LG 新能源 | 325 | 2.2% | 12 | 7% | | 安波福 | 348 | ...

AUBURN HILLS, Mich., May 20, 2025 /PRNewswire/ -- Isabelle McKenzie, Vice President and President and General Manager, Drivetrain and Morse Systems, BorgWarner, has been named among 100 Leading Women in the North American Auto Industry by Automotive News. McKenzie and her co-honorees are featured in the May 19 issue and were celebrated at a gala at The Henry in Dearborn, Mich., hosted by Automotive News. Isabelle McKenzie, Vice President and President and General Manager, Drivetrain and Morse Systems, B ...

BorgWarner Inc. (BWA) , a global leader in clean and efficient technology solutions required for combustion, hybrid and electric vehicles, is facing headwinds from higher tariffs and rising SG&A expenses.Let’s see why you should offload this Zacks Rank #4 (Sell) stock from your portfolio.Higher Tariff & SG&A to Hurt BWA’s MarginsThe company has slashed guidance for adjusted operating margin due to higher tariffs. The company expects to recover higher tariffs through higher prices. However, those recoveries ...