BorgWarner's stable revenue base and improving operating leverage, with gross margin expanding from 17.9% in Q1 2024 to 19.8% in Q2 2026, suggest a disciplined cost structure. However, the company faces execution risks in its electrification pivot, as evidence...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue has remained flat around $3.5-3.6B per quarter, but operating margin improved from 8.5% in Q1 2024 to 10.1% in Q2 2026, indicating operating leverage despite stagnant top-line growth.
BorgWarner reported strong first-quarter 2026 results and reaffirmed its full-year guidance, demonstrating financial resilience.
The company highlighted new awards in electrified and industrial power solutions, signaling growth in key segments.
BorgWarner outlined plans to scale data center and grid-related products from 2027 onward, diversifying its revenue streams.
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 5, 2026 | $1.42+10.9% vs $1.28 | $3.6B+1.8% vs $3.6B |
Q2 2026 May 6, 2026 | $1.24+6.0% vs $1.17 | $3.5B+1.0% vs $3.5B |
Q1 2026 Feb 11, 2026 | $1.35+16.4% vs $1.16 | $3.6B+1.2% vs $3.5B |
Q4 2025 Oct 30, 2025 | $1.24+6.9% vs $1.16 | $3.6B+3.1% vs $3.5B |
AUBURN HILLS, Mich., Sept. 22, 2026 /PRNewswire/ -- BorgWarner Inc. (NYSE: BWA) announces the following Webcast: What: BorgWarner 2026 Third Quarter Results Conference Call When: October 29, 2026 @ 9:30am Eastern Time Where: www.borgwarner.com/investors How: Live over the Internet -- Simply log on to the web at the address above.
MAC Alpha Capital Management LP cut its stake in shares of BorgWarner Inc. (NYSE: BWA) by 39.3% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 94,400 shares of the auto parts company's stock after selling 61,158 shares during the
The sale of 5,000 shares was conducted on Aug. 28. The transaction was valued at $327,550.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Benchmark BWA against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for BorgWarner Inc. (BWA)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $60.55 | $12.42B | 47.30 | 1.65% | 1.93% | 4.89% | 0.91% | |
| $121.69 | $6.16B | 14.93 | -0.19% | 2.35% | 10.57% | — | |
| $82.19 | $202.68B | 49.22 | 51.71% | 17.76% | 36.94% | — | |
| $29.70 | $3.71B | 46.41 | -27.07% | — | -12.41% | — | |
| $17.88 | $1.4B | -5.27 | -1.04% | 0.32% | 2.28% | — | |
| $63.73 | $17.35B | 21.31 | -0.21% | 1.77% | 5.98% | — |
BorgWarner Inc. (BWA) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
BorgWarner Inc. (BWA) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 10, 2026·SEC
Aug 5, 2026·SEC
Jul 31, 2026·SEC
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BorgWarner Inc. (BWA) stock FAQ — growth, dividends, profitability & financials explained
BorgWarner Inc. (BWA) reported $14.34B in revenue for fiscal year 2025. This represents a 831% increase from $1.54B in 1996.
BorgWarner Inc. (BWA) grew revenue by 1.7% over the past year. Growth has been modest.
Yes, BorgWarner Inc. (BWA) is profitable, generating $415.0M in net income for fiscal year 2025 (1.9% net margin).
Yes, BorgWarner Inc. (BWA) pays a dividend with a yield of 0.91%. This makes it attractive for income-focused investors.
BorgWarner Inc. (BWA) has a return on equity (ROE) of 4.9%. This is below average, suggesting room for improvement.
BorgWarner Inc. (BWA) generated $1.21B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
