BorgWarner(BWA) - 2023 Q1 - Earnings Call Transcript

Thatâs correct. Weâve effectively increased the expectation of the net inflation cost to $65 million. It was relatively small in our previous guidance, but the increase as weâve seen the continued escalation of supplier costs, predominantly non-commodity-related costs. But despite that, weâre continuing to expect to hold our margin guide, 10.0% to 10.4% for the full year. No, I would say that -- yes, itâs not demand related. Itâs -- if we get the chips, weâll be at 1.8. If we donât get enough chips, weâll b ...