BorgWarner (NYSE:BWA) Announces Earnings Results

BorgWarner (NYSE:BWA) announced its quarterly earnings data on Wednesday. The auto parts company reported $1.42 EPS for the quarter, beating analysts’ consensus estimates of $1.28 by $0.14, FiscalAI reports. BorgWarner had a net margin of 2.53% and a return on equity of 18.36%. The firm had revenue of $3.65 billion for the quarter, compared to the consensus estimate of $3.58 billion. During the same period in the previous year, the firm posted $1.21 earnings per share. The firm’s revenue was up .3% on a year-over-year basis. BorgWarner updated its FY 2026 guidance to 5.050-5.300 EPS.

BorgWarner Price Performance

NYSE:BWA traded down $0.98 during mid-day trading on Thursday, reaching $65.80. The stock had a trading volume of 1,793,308 shares, compared to its average volume of 2,867,104. BorgWarner has a 12 month low of $37.84 and a 12 month high of $78.82. The stock has a 50-day simple moving average of $67.74 and a two-hundred day simple moving average of $59.96. The company has a debt-to-equity ratio of 0.69, a current ratio of 2.13 and a quick ratio of 1.75. The stock has a market capitalization of $13.50 billion, a PE ratio of 38.93, a P/E/G ratio of 1.35 and a beta of 1.10.

BorgWarner Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 15th. Investors of record on Tuesday, September 1st will be paid a $0.17 dividend. This represents a $0.68 annualized dividend and a dividend yield of 1.0%. The ex-dividend date is Tuesday, September 1st. BorgWarner’s payout ratio is 40.24%.

Analysts Set New Price Targets

A number of equities analysts have recently commented on BWA shares. Morgan Stanley lifted their price target on shares of BorgWarner from $67.00 to $71.00 and gave the company an “equal weight” rating in a research report on Thursday. Barclays raised their target price on BorgWarner from $75.00 to $83.00 and gave the stock an “overweight” rating in a research report on Thursday, July 9th. Weiss Ratings raised BorgWarner from a “hold (c)” rating to a “hold (c+)” rating in a report on Monday, June 29th. Wall Street Zen raised shares of BorgWarner from a “hold” rating to a “buy” rating in a research note on Saturday, June 27th. Finally, UBS Group upgraded BorgWarner from a “neutral” rating to a “buy” rating and lifted their price objective for the stock from $61.00 to $95.00 in a research report on Wednesday, June 10th. Nine analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $75.07.

Insider Transactions at BorgWarner

In other news, EVP Tania Wingfield sold 5,000 shares of the firm’s stock in a transaction that occurred on Monday, May 11th. The stock was sold at an average price of $63.24, for a total value of $316,200.00. Following the transaction, the executive vice president owned 35,365 shares in the company, valued at $2,236,482.60. This trade represents a 12.39% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, VP Stefan Demmerle sold 5,000 shares of BorgWarner stock in a transaction that occurred on Wednesday, May 13th. The stock was sold at an average price of $65.00, for a total transaction of $325,000.00. Following the transaction, the vice president directly owned 203,746 shares in the company, valued at approximately $13,243,490. This represents a 2.40% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 67,500 shares of company stock worth $4,310,115. Insiders own 0.76% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds have recently bought and sold shares of the business. Prosperity Bancshares Inc bought a new stake in shares of BorgWarner during the 4th quarter worth $37,000. UMB Bank n.a. increased its position in shares of BorgWarner by 28.1% in the fourth quarter. UMB Bank n.a. now owns 1,709 shares of the auto parts company’s stock valued at $77,000 after acquiring an additional 375 shares during the period. Advisory Services Network LLC bought a new position in shares of BorgWarner during the third quarter valued at about $131,000. CIBC Private Wealth Group LLC boosted its holdings in shares of BorgWarner by 71.2% during the third quarter. CIBC Private Wealth Group LLC now owns 3,811 shares of the auto parts company’s stock worth $168,000 after purchasing an additional 1,585 shares during the period. Finally, Mangrove Partners IM LLC bought a new stake in shares of BorgWarner in the fourth quarter worth about $234,000. 95.67% of the stock is currently owned by hedge funds and other institutional investors.

More BorgWarner News

Here are the key news stories impacting BorgWarner this week:

• Positive Sentiment: BorgWarner reported adjusted earnings of $1.42 per share, exceeding analyst expectations of $1.26-$1.28, while revenue of $3.65 billion also topped estimates. Earnings increased from $1.21 per share a year earlier, helped by cost controls and margin gains. BWA Tops Q2 Earnings Estimates on Cost Control, Boosts Buyback
• Positive Sentiment: The company raised its 2026 adjusted EPS guidance to $5.05-$5.30 and expanded its share-repurchase authorization by $1 billion, allowing buybacks of up to approximately 7.7% of outstanding shares. The larger buyback may support per-share value and signals management confidence in the stock. BorgWarner Reports Strong Second Quarter 2026 Results
• Positive Sentiment: BorgWarner announced seven new awards, including variable cam-timing programs in Europe and China, and is accelerating investment in data-center opportunities. These awards and its industrial expansion could diversify growth beyond traditional automotive demand, although production from the data-center initiative is targeted for 2027. BorgWarner Secures New Awards, Beats Q2 Expectations

BorgWarner declared that its Board of Directors has approved a share buyback program on Wednesday, August 5th that authorizes the company to repurchase $1.00 billion in outstanding shares. This repurchase authorization authorizes the auto parts company to buy up to 7.7% of its stock through open market purchases. Stock repurchase programs are usually a sign that the company’s board believes its shares are undervalued.

About BorgWarner

BorgWarner Inc is a global automotive supplier specializing in propulsion and drivetrain solutions for combustion, hybrid and electric vehicles. The company’s product portfolio includes turbochargers, thermal management systems, transmission components, e-Propulsion modules and advanced fuel-efficiency technologies. BorgWarner serves original equipment manufacturers (OEMs) across passenger cars, light trucks and commercial vehicles, supporting both legacy internal-combustion engines and emerging electrification trends.

Founded in 1928 through the merger of several driveline companies, BorgWarner has grown through strategic acquisitions and continuous investment in research and development.