Financial Performance - U.S. GAAP net sales for 2025 were $14,316 million, an increase of 1.6% compared to 2024[12]. - Adjusted net earnings per diluted share for 2025 were $4.91, up approximately 14% compared to 2024[4]. - Operating cash flow increased to $1,648 million, up approximately 19% compared to 2024[4]. - Free cash flow increased to $1,208 million, up approximately 66% compared to 2024[4]. - BorgWarner reported net sales of $3,572 million for Q4 2025, a 3.9% increase from $3,439 million in Q4 2024[20]. - Adjusted operating income for 2025 was $1,537 million, compared to $1,417 million in 2024, reflecting a year-over-year increase of 8.5%[36]. - The company reported a net sales increase to $14,316 million in 2025 from $14,086 million in 2024, marking a growth of 1.6%[39]. Cash Flow and Capital Expenditures - Net cash provided by operating activities from continuing operations increased to $1,648 million in 2025 from $1,382 million in 2024, representing a growth of 19.3%[25]. - Free cash flow for the year ended 2025 was $1,208 million, up from $729 million in 2024, indicating a significant increase of 65.5%[37]. - Capital expenditures for 2025 were $469 million, down from $671 million in 2024, indicating a reduction of 30.1%[25]. - The company anticipates a free cash flow of $900 million to $1,100 million for 2026, reflecting continued strong cash generation capabilities[42]. Market Outlook - For 2026, net sales are expected to be in the range of $14.0 billion to $14.3 billion, implying a year-over-year change in organic sales of down 3.5% to down 1.5%[13]. - BorgWarner expects adjusted net earnings for 2026 to be within a range of $5.00 to $5.20 per diluted share[14]. - The estimated year-over-year change in production for light vehicles in 2026 is projected to be between -5% to -1% in North America, indicating potential challenges in the market[44]. Segment Performance - Light vehicle eProducts grew approximately 23% in 2025 compared to 2024, driven by demand for hybrid and electric technologies[4]. - The PowerDrive Systems segment saw a revenue increase to $623 million in Q4 2025, up from $525 million in Q4 2024, representing an 18.7% growth[21]. - Organic net sales change for 2025 was 0.5%, with notable performance in PowerDrive Systems, which saw a 20.0% increase in net sales[39]. Challenges and Impairments - The company is facing challenges related to supply disruptions, competitive pressures, and the need for innovation in rapidly changing technologies[19]. - The company incurred impairment charges of $582 million in Q4 2025, slightly down from $646 million in Q4 2024[20]. - Net loss attributable to BorgWarner Inc. for Q4 2025 was $262 million, compared to a net loss of $405 million in Q4 2024[20]. Assets and Liabilities - Total assets decreased to $13,769 million as of December 31, 2025, down from $13,993 million as of December 31, 2024[24]. - Cash and cash equivalents increased to $2,313 million in Q4 2025, compared to $2,094 million in Q4 2024[24]. - The company’s total liabilities decreased to $8,155 million in Q4 2025 from $8,287 million in Q4 2024[24]. - BorgWarner's segment adjusted operating income for Q4 2025 was $499 million, an increase from $435 million in Q4 2024[23]. Awards and Recognition - The company secured a Turbine Generator System Award for the AI-driven data center market, with estimated sales of more than $300 million during the first year of production[3][5].

Core Insights - BorgWarner has secured a contract with a major North American OEM to provide an 800-volt secondary integrated drive module (iDM) and a generator module with a dual inverter for range extended electric vehicle (REEV) trucks and SUVs, with production set to begin in 2029 [1][2] Group 1: Product Details - The 800-volt iDM is a scalable, two-in-one drive module that includes a fully integrated induction e-machine and gearbox for hybrid or electric vehicle applications [1] - The generator module features a permanent magnet electric machine and a dual inverter mounted directly to an internal combustion engine (ICE), enhancing the vehicle's range [1] - The design of the iDM utilizes a highly efficient and torque-dense induction electric machine, eliminating the need for permanent magnets, which supports a resilient supply chain [1][2] Group 2: Company Milestones and Strategy - This contract represents a significant business win for BorgWarner, showcasing its innovative design and manufacturing capabilities in the propulsion space [1] - The introduction of the next-generation Viper power module is a key milestone for the company, contributing to a compact and cost-effective design with optimized system efficiency [1][2] - BorgWarner emphasizes its commitment to sustainability and innovation, aiming to build a cleaner and safer future through its mobility solutions [1][2]

BorgWarner Secures Its First 48V Electric Cross Differential Program [Accessibility Statement] Skip Navigation- First 48V electric cross differential (eXD) program award in BorgWarner's global portfolio- BorgWarner expands its 48V electric vehicle technology portfolio in ChinaAUBURN HILLS, Mich., Feb. 11, 2026 /PRNewswire/ -- BorgWarner has secured a new electric cross differential (eXD) program with a leading Chinese original equipment manufacturer (OEM). The eXD solution is designed for a 48V system and i ...

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Core Insights - BorgWarner reported strong financial results for 2025, with adjusted net earnings per diluted share increasing by approximately 14% to $4.91 compared to 2024, driven by higher operating income and share repurchases [1][2] - The company strategically entered the data center market with a turbine generator system, expected to generate over $300 million in sales during its first year of production starting in early 2027 [1][2] - For 2026, BorgWarner anticipates a slight decline in net sales, projecting between $14.0 billion and $14.3 billion, while expecting adjusted operating margin improvement [2][5] Full Year 2025 Highlights - BorgWarner secured a record number of light vehicle awards, which are expected to enhance profitable growth in 2027 and beyond [1] - U.S. GAAP net earnings per diluted share were $1.28, with adjusted net earnings at $4.91 [1][2] - Operating cash flow increased to $1,648 million, a 19% rise compared to 2024, while free cash flow surged by approximately 66% to $1,208 million [1][2] - Light vehicle eProducts grew by approximately 23% in 2025, reflecting strong demand for hybrid and electric technologies [1][2] New Business Awards - BorgWarner received a master supply agreement for a turbine generator system aimed at the AI-driven data center market [1] - Additional awards include an electric cross differential with a leading Chinese OEM, a battery management system for global OEMs, and integrated drive modules for various vehicle architectures [1][2] Fourth Quarter Highlights - U.S. GAAP net sales for Q4 2025 were $3,572 million, a 3.9% increase from Q4 2024 [2][4] - The company reported a net loss of $(1.23) per diluted share for Q4 2025, compared to a loss of $(1.84) in Q4 2024 [2][4] - Adjusted net earnings for Q4 2025 were $1.35 per diluted share, up approximately 34% from $1.01 in Q4 2024 [2][4] 2026 Guidance - BorgWarner expects net sales in the range of $14.0 billion to $14.3 billion for 2026, reflecting a year-over-year organic sales decline of approximately 3.5% to 1.5% [2][5] - The company anticipates an adjusted operating margin between 10.7% and 10.9% for 2026, with net earnings per diluted share projected between $4.74 and $4.91 [2][5] - Full-year operating cash flow is expected to be between $1,600 million and $1,700 million, while free cash flow is projected to range from $900 million to $1,100 million [2][5]

Core Insights - BorgWarner has entered the data center market by signing a Master Supply Agreement with TurboCell to provide a modular turbine generator system aimed at meeting the rising demand for power in AI-driven data centers and microgrid applications [1] Group 1: Product and Technology - The turbine generator system is designed to be a transformative power generation solution, expected to support AI campuses at gigawatt scale [1] - The product will offer adaptability for various applications, including backup and prime power, and is expected to meet future CARB emission standards while allowing for flexible fuel types such as natural gas, propane, diesel, and hydrogen [1] - BorgWarner plans to control approximately 65% of the turbine generator system content, leveraging its automotive supply base and manufacturing capabilities for vertical integration [1] Group 2: Strategic Partnerships and Market Position - The collaboration with TurboCell is seen as a significant opportunity for growth, with expectations that the turbine generator system will address power quality and energy needs across hyperscalers and colocators [1] - The partnership aims to combine Endeavour's innovation with BorgWarner's engineering and manufacturing expertise to meet the dynamic power demands of AI infrastructure [1] Group 3: Production and Future Outlook - Production of the turbine generator system is expected to begin in Hendersonville, North Carolina, in 2027, with an initial capacity of 2 GW [1] - The technology is positioned to unlock long-term value from data center power infrastructure by providing immediate prime and backup power solutions [1]

The upcoming report from BorgWarner (BWA) is expected to reveal quarterly earnings of $1.16 per share, indicating an increase of 14.9% compared to the year-ago period. Analysts forecast revenues of $3.51 billion, representing an increase of 2.1% year over year.The consensus EPS estimate for the quarter has been revised 1% higher over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.Before a co ...

Core Viewpoint - BorgWarner (BWA) is anticipated to report a year-over-year increase in earnings driven by higher revenues, with the actual results being a significant factor influencing its near-term stock price [1][2]. Earnings Expectations - The upcoming earnings report is expected to be released on February 11, with a consensus EPS estimate of $1.16, reflecting a year-over-year increase of +14.9% [3]. - Revenues are projected to reach $3.51 billion, which is a 2.1% increase from the same quarter last year [3]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised 0.37% higher, indicating a positive reassessment by analysts [4]. - The Most Accurate Estimate for BorgWarner is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +2.61%, suggesting a bullish outlook on the company's earnings prospects [12]. Earnings Surprise History - BorgWarner has a history of beating consensus EPS estimates, having surpassed expectations in the last reported quarter by delivering earnings of $1.24 per share against an expected $1.16, resulting in a surprise of +6.90% [13]. - The company has beaten consensus EPS estimates in all of the last four quarters [14]. Industry Comparison - In comparison, Allison Transmission (ALSN) is expected to report earnings of $1.56 per share for the same quarter, indicating a year-over-year decline of -22.4%, with revenues expected to be $722.46 million, down 9.2% from the previous year [18]. - Despite a recent upward revision of 26.8% in the consensus EPS estimate for Allison Transmission, it has an Earnings ESP of +7.69% and a Zacks Rank of 1 (Strong Buy), indicating a likelihood of beating the consensus EPS estimate [19][20].

Core Insights - The fourth-quarter earnings season for the Auto-Tires-Trucks sector is underway, with Tesla and General Motors beating earnings expectations, while PACCAR matched expectations [1] - The auto sector's earnings for fourth-quarter 2025 are projected to decline by 12.9% year-over-year, with revenues expected to contract by 5.7% [1] Industry Performance - The U.S. auto industry experienced a slowdown in the fourth quarter, with vehicle sales dropping to an annualized pace of 15.6 million units from 16.4 million in the third quarter, marking the weakest period of the year [3] - Tariffs on imported vehicles and components, along with inflation, have pressured automakers, leading to increased costs and reduced profitability [4] - The average transaction price for new vehicles reached a record $50,326 in December, contributing to affordability issues for buyers [4] - The electric vehicle (EV) market saw a significant decline, with EV sales falling to 234,000 units in the fourth quarter, down 46% sequentially and 36% year-over-year [5] Company Highlights - **Ford**: Sales rose 2.7% to over 545,200 vehicles in the fourth quarter, with a market share increase of 0.9%. The company expects around $19.5 billion in special charges related to restructuring its U.S. EV strategy [8][9] - **QuantumScape**: Focused on solid-state battery technology, the company has an Earnings ESP of +17.02% and is set to release results on Feb. 11, with a consensus loss estimate of 16 cents per share [11][12] - **Lear Corp.**: The company is enhancing its position through strategic acquisitions and automation, with an Earnings ESP of +1.75% and a scheduled release on Feb. 4 [13][14] - **BorgWarner**: A leader in clean technology solutions, BorgWarner has an Earnings ESP of +2.61% and is expected to release results on Feb. 11, with a consensus estimate of $1.16 per share [15][16]

Group 1 - The core point of the article is that BorgWarner Drive Systems (Suzhou) Co., Ltd. has obtained a patent for a method, device, and storage medium for estimating independent cooling liquid flow in parallel water channels, with the patent announcement number CN116499541B and an application date of April 2023 [1] Group 2 - BorgWarner Drive Systems (Suzhou) Co., Ltd. was established in 2018 and is located in Suzhou, primarily engaged in the automotive manufacturing industry [1] - The company has a registered capital of 71 million USD [1] - According to data analysis, the company has participated in 11 bidding projects and holds 105 patent records, in addition to having 7 administrative licenses [1]