BorgWarner (BWA) Beats Q3 Earnings Estimates

Core Insights - BorgWarner reported quarterly earnings of $1.24 per share, exceeding the Zacks Consensus Estimate of $1.16 per share, and showing an increase from $1.09 per share a year ago, resulting in an earnings surprise of +6.90% [1] - The company posted revenues of $3.59 billion for the quarter ended September 2025, which was 1.07% below the Zacks Consensus Estimate, but an increase from $3.45 billion year-over-year [2] - BorgWarner's stock has increased by approximately 34.7% since the beginning of the year, outperforming the S&P 500's gain of 17.2% [3] Earnings Outlook - The future performance of BorgWarner's stock will largely depend on management's commentary during the earnings call and the company's earnings outlook [4] - The current consensus EPS estimate for the upcoming quarter is $1.11 on revenues of $3.51 billion, and for the current fiscal year, it is $4.58 on revenues of $14.3 billion [7] Industry Context - The Automotive - Original Equipment industry, to which BorgWarner belongs, is currently ranked in the top 30% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - The correlation between near-term stock movements and earnings estimate revisions suggests that tracking these revisions can provide insights into stock performance [5]