MAUMEE, Ohio, July 31, 2025 /PRNewswire/ -- Dana Incorporated (NYSE: DAN) will release its 2025 second-quarter financial results on Tuesday, August 5, 2025. A press release will be issued at approximately 7 a.m. EDT, followed by a conference call and webcast at 9 a.m. EDT. Members of the company's senior management team will be available at that time to discuss the results and answer related questions.The conference call can be accessed by telephone from both domestic and international locations using the i ...

Core Insights - Aptiv PLC (APTV) reported better-than-expected second-quarter 2025 results with adjusted earnings of $2.12 per share, beating the Zacks Consensus Estimate by 18.4% and increasing 34.2% year over year. Revenues reached $5.21 billion, surpassing the Zacks Consensus Estimate by 3.5% and rising 3.1% year over year [1][9]. Revenue Performance - Adjusted revenues improved 2% year over year, with a 1% decline in Europe, while North America and South America both grew by 3%. Asia saw a 4% increase, despite a 1% decline in China [2]. - The Electrical Distribution Systems and Engineered Components Group reported revenues of $2.21 billion and $1.72 billion, rising 7% and 6% year over year, respectively. However, the Advanced Safety and User Experience segment's revenues declined by 3% to $1.5 billion [3]. Operating Income and Cash Flow - Adjusted operating income was $628 million, up 3.6% from the previous year, with an adjusted operating income margin of 9.3%, an increase of 60 basis points year over year [3]. - The company generated $510 million in cash from operating activities in the quarter, totaling $783 million for the first half of 2025, compared to $887 million in the prior-year period [4]. Future Outlook - For Q3 2025, Aptiv expects revenues between $4.95 billion and $5.10 billion, exceeding the current Zacks Consensus Estimate of $4.91 billion. Adjusted EPS is anticipated to be between $1.6 and $1.8, slightly lower than the current estimate of $1.81 [5]. - For the full year 2025, Aptiv projects revenues between $20 billion and $20.3 billion, above the current Zacks Consensus Estimate of $19.70 billion. Adjusted EPS is expected to range from $7.3 to $7.6 per share, compared to the current estimate of $7.23 [6].

For the quarter ended June 2025, Aptiv PLC (APTV) reported revenue of $5.21 billion, up 3.1% over the same period last year. EPS came in at $2.12, compared to $1.58 in the year-ago quarter. The reported revenue represents a surprise of +3.51% over the Zacks Consensus Estimate of $5.03 billion. With the consensus EPS estimate being $1.79, the EPS surprise was +18.44%. Here is how APTIV HLDS LTD performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street a ...

Company Overview & Strategy - BorgWarner's vision is a clean, energy-efficient world, and its mission is to deliver innovative and sustainable mobility solutions[9, 10] - The company aims to outgrow end markets, build on its product portfolio, and drive enhanced financial performance[21] - BorgWarner's value proposition includes a strong product portfolio, leading market share, financial strength, customer relationships, and a decentralized operating model[19] Financial Performance & Outlook - The company's 2024 foundational sales were approximately $12 billion[26] - BorgWarner estimates an adjusted operating margin between 96% and 102% for 2025[58, 59] - The company anticipates free cash flow between $650 million and $750 million in 2025[59] Market Dynamics & Opportunities - The estimated BorgWarner weighted light vehicle/commercial vehicle market is expected to decrease by 2% to 4% in 2025[62, 63] - The content opportunity per light vehicle increases from $548 for combustion engines to $2,569 for battery electric vehicles (BEVs) in 2027[24] - BorgWarner is exiting the charging business, which is expected to increase adjusted operating income by approximately $15 million in 2025 and $30 million in 2026[43] Capital Allocation - From 2020-2024, BorgWarner allocated capital with 57% towards M&A, 21% towards buybacks, 14% towards dividends and 8% towards Non-Controlling Interest Dividends, totaling $49 billion[53] - Since 2020, BorgWarner has returned approximately $35 billion to shareholders, including $1033 billion in buybacks, $720 million in shareholder dividends, and ~$17 billion market cap of PHINIA at spin-off[53]

In my previous post on Gentherm Incorporated ( THRM ) , I recommended a hold rating for the company when it was trading around $48.6. There was modest upside potential and a lack of sufficient margin of safety Analyst's Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from ...

Financial Data and Key Metrics Changes - The company reported record second quarter revenue of $5.2 billion, reflecting a 2% year-over-year growth [18] - Operating income totaled $628 million, with a record earnings per share of $2.12, marking a 34% increase [7][19] - Operating cash flow was $510 million, contributing to a strong balance sheet and capital allocation flexibility [7][24] Business Line Data and Key Metrics Changes - Advanced Safety and User Experience (ASUX) segment revenues declined by 3%, impacted by the roll-off of legacy programs and production slowdowns in China [9][20] - Engineered Components Group (ECG) revenues increased by 5%, driven by growth in Europe and local Chinese OEMs [22] - Electrical Distribution Systems (EDS) segment revenues also grew by 5%, supported by strong volume growth in North America and Asia Pacific [27] Market Data and Key Metrics Changes - In North America, revenue grew by 3% despite a year-on-year decline in vehicle production, driven by active safety and electrified programs [20] - European revenues decreased by 1%, slightly better than vehicle production trends, while revenues in China also declined by 1% due to unfavorable customer mix [20] Company Strategy and Development Direction - The company is focused on maximizing shareholder value, with plans for the spin-off of Electrical Distribution Systems on track [6] - The strategic emphasis is on electrification, automation, and digitalization trends across multiple industries, enhancing competitive positioning [5] - The company aims to optimize operational efficiency and cost structure to remain agile in a dynamic market environment [5] Management's Comments on Operating Environment and Future Outlook - Management expressed caution regarding potential consumer demand weakening in the second half of the year due to evolving trade and regulatory policies [17] - The company remains confident in its ability to navigate the dynamic environment and deliver strong financial results [32] - Future guidance reflects a conservative outlook, anticipating a 3% decline in global vehicle production for the full year 2025 [25] Other Important Information - The company received the Volkswagen Group Award for Resilient Supply Chains, highlighting its effective supply chain management [6] - New business bookings totaled $5.4 billion, positioning the company for strong future growth [8] Q&A Session Summary Question: Visibility for Q4 production - Management indicated that they have reasonable visibility into production schedules, with a conservative outlook for the second half of the year due to market dynamics [35][36] Question: Content opportunities from shifting vehicle mix - Management noted that they have already seen a shift towards larger vehicles, which has provided content opportunities despite a slowdown in EV adoption [38] Question: Bookings target visibility - Management expressed confidence in achieving the $31 billion bookings target, despite a challenging macro backdrop [41][42] Question: Growth in non-automotive sectors - Management reported strong growth in industrial, aerospace, and defense sectors, with expectations for solid double-digit growth in the back half of the year [45][46] Question: Assumptions for second half growth - Management highlighted that growth in the second half will be driven by ongoing ADAS program launches and strong performance in the EDS business [52][53] Question: Capital allocation post-EDS spin - Management clarified that they will focus on M&A opportunities in engineered components and ASUX sectors while maintaining manageable leverage [56][57]

AUBURN HILLS, Mich., July 31, 2025 /PRNewswire/ -- BorgWarner, a global product leader in delivering innovative and sustainable mobility solutions, is strengthening its partnership with a major global original equipment manufacturer (OEM) by supplying its wastegate turbocharger technology for a hybrid powertrain option for the automaker's high-profile sports car platform. This contract follows several recent contracts for the same technology, demonstrating BorgWarner's product leadership in the wastegate tu ...

"This award underscores our ability to win in highly contested markets by offering reliable, cost-effective solutions and long-term supply commitments," said Dr. Volker Weng, Vice President of BorgWarner Inc. and President and General Manager, Turbos and Thermal Technologies. "It reflects our strategic focus on supporting global OEMs with combustion engine technologies while others exit the space." BorgWarner's wastegate turbocharger technology offers a a robust and efficient solution designed for small- di ...

AUBURN HILLS, Mich., July 31, 2025 /PRNewswire/ -- BorgWarner has secured a new contract with a major Chinese original equipment manufacturer (OEM) for its electric motors, marking a significant win in China's NEV market. The awarded motor features a platform-based design, compatible across a full range of NEV applications, including battery electric and hybrid models. It also incorporates BorgWarner's innovative ultra- short hairpin welding process, which reduces end-turn height for a more compact structur ...

AUBURN HILLS, Mich., July 31, 2025 /PRNewswire/ -- BorgWarner has secured a new contract to supply dual inverters to a major Chinese original equipment manufacturer (OEM) for their hybrid vehicles. This extends the companies' partnership following their dual inverter collaboration in 2021. The new project is scheduled to begin mass production by the end of 2025. BorgWarner Secures Another Dual Inverter Project with Major Chinese OEM BorgWarner Secures Another Dual Inverter Project with Major Chinese OEM "We ...