Core Insights - BorgWarner Inc. has reported a 1% increase in U.S. GAAP net sales for Q2 2025, reaching $3,638 million, with light vehicle eProduct sales growing by 31% year-over-year [6][7] - The company has increased its full-year 2025 guidance for net sales to a range of $14.0 billion to $14.4 billion, up from the previous range of $13.6 billion to $14.2 billion, driven by higher industry production expectations and favorable foreign exchange impacts [8][9] - BorgWarner's Board of Directors has authorized a 55% increase in its quarterly cash dividend per share and a $1 billion share repurchase program through 2028 [6][9] Financial Performance - U.S. GAAP net earnings for Q2 2025 were $224 million, or $1.03 per diluted share, compared to $315 million, or $1.39 per diluted share in Q2 2024 [7][16] - Adjusted net earnings per diluted share for Q2 2025 were $1.21, a 2% increase from $1.19 in Q2 2024, primarily due to a lower share count [7][8] - The company achieved a U.S. GAAP operating margin of 7.9% in Q2 2025, with an adjusted operating margin of 10.3% [6][9] Business Developments - BorgWarner secured multiple new business awards, including turbocharger and electric motor contracts with major global OEMs, expected to support long-term profitable growth [3][6] - Production for several new contracts is anticipated to begin between 2025 and 2028, indicating a strong pipeline for future revenue [6][9] Guidance and Expectations - The company expects its U.S. GAAP operating margin for 2025 to be in the range of 8.3% to 8.5%, with adjusted operating margin projected between 10.1% and 10.3% [9] - Net earnings for 2025 are expected to be in the range of $3.80 to $3.97 per diluted share, with adjusted net earnings projected between $4.45 and $4.65 per diluted share [9][8]