BorgWarner (BWA) Q4 Earnings and Revenues Top Estimates

Core Viewpoint - BorgWarner reported quarterly earnings of $1.35 per share, exceeding the Zacks Consensus Estimate of $1.16 per share, and showing an increase from $1.01 per share a year ago, representing an earnings surprise of +16.70% [1] Financial Performance - The company achieved revenues of $3.57 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 1.72%, and up from $3.44 billion year-over-year [2] - Over the last four quarters, BorgWarner has consistently surpassed consensus EPS estimates four times and topped revenue estimates three times [2] Stock Performance - BorgWarner shares have increased approximately 19.8% since the beginning of the year, significantly outperforming the S&P 500's gain of 1.4% [3] Future Outlook - The company's earnings outlook will be crucial for determining the stock's immediate price movement, with current consensus EPS estimates at $1.19 for the coming quarter and $5.06 for the current fiscal year [4][7] - The estimate revisions trend for BorgWarner was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6] Industry Context - The Automotive - Original Equipment industry, to which BorgWarner belongs, is currently ranked in the bottom 42% of over 250 Zacks industries, suggesting that the industry's outlook could materially impact the stock's performance [8]