Here's What Key Metrics Tell Us About BorgWarner (BWA) Q3 Earnings

Core Insights - BorgWarner reported revenue of $3.59 billion for Q3 2025, reflecting a 4.1% increase year-over-year, but fell short of the Zacks Consensus Estimate by 1.07% [1] - The company's EPS for the quarter was $1.24, up from $1.09 in the same quarter last year, exceeding the consensus estimate of $1.16 by 6.9% [1] Financial Performance Metrics - Organic Net Sales Change was 2.1%, below the estimated 3.3% by analysts [4] - Net Sales for Turbos & Thermal Technologies reached $1.44 billion, slightly above the average estimate of $1.41 billion [4] - Net Sales for Drivetrain & Morse Systems was $1.45 billion, exceeding the average estimate of $1.39 billion [4] - Net Sales for Battery & Charging Systems was $132 million, significantly below the average estimate of $182.31 million [4] - Net Sales for PowerDrive Systems was $582 million, also below the average estimate of $644.41 million [4] - Adjusted Operating Income for Turbos & Thermal Technologies was $219 million, above the average estimate of $211.44 million [4] - Adjusted Operating Income for Battery & Charging Systems was a loss of $7 million, worse than the average estimate of a loss of $0.71 million [4] - Adjusted Operating Income for PowerDrive Systems was a loss of $35 million, compared to the average estimate of a loss of $21.94 million [4] - Adjusted Operating Income for Drivetrain & Morse Systems was $267 million, slightly above the average estimate of $261.55 million [4] Stock Performance - BorgWarner's shares have returned -3.2% over the past month, contrasting with the Zacks S&P 500 composite's increase of +3.6% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market [3]