Inside the research
BorgWarner Inc.
BWA Research profile · latest available data
Price overview
$61.32
▲ +2.84 (+4.9%)
| 52w hi | $76.83 |
|---|---|
| 52w lo | $40.47 |
| Vol | 2.77M |
| As of | 25 Sep 2026 |
The Verdict
Our score +0.06
| Short | +0.22 |
|---|---|
| Medium | -0.06 |
| Long | -0.04 |
computed 2026-09-27
Key fundamentals
BorgWarner Inc.
Consumer Cyclical · Auto Parts
| Market cap | $12.49B |
|---|---|
| Enterprise value | $14.28B |
| Trailing P/E | 30.21x |
| Forward P/E | 10.33x |
| EV / EBITDA | 7.01x |
| P / S (ttm) | 0.87x |
| Profit margin | 2.9% |
| Return on equity | 8.1% |
| Revenue growth | +0.3% |
| Earnings growth | +30.1% |
| Debt / equity | 70.11 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.25 | |
| Sector | -0.03 | |
| Technical | -0.04 | |
| Earnings | +0.00 | |
| Sentiment | +0.24 |
macro × 1.00 · 2026-09-27
Business overview
BorgWarner Inc., together with its subsidiaries, provides technology solutions for combustion, hybrid, and electric vehicles worldwide. The company operates through the Turbos & Thermal Technologies; Drivetrain & Morse Systems; PowerDrive Systems; and Battery & Charging Systems segments. It offers turbochargers, eBoosters, eTurbos, emissions systems, thermal systems, gasoline ignition technology, smart remote actuators, powertrain sensors, cabin heaters, battery heaters, and battery cooling systems. The company also provides chain systems and variable camshaft phasing products; friction and mechanical products for automatic transmissions, including dual clutch modules, friction clutch modules, electromagnetic clutches, friction and separator plates, transmission bands, torque converter clutches, one-way clutches, and torsional vibration dampers; hydraulic controls products for automatic transmissions, such as electro-hydraulic solenoids for standard and hydraulic systems, transmission solenoid modules and dual clutch hydraulic control modules; and torque management products comprising transfer cases and couplings; electronic limited slip differentials, electric torque vectoring products, and axle disconnect systems. In addition, it offers power electronics, including inverters, onboard chargers, DC/DC converters, and combination boxes; rotating electric machines comprising eMotors and generators; fully integrated drive modules consisting of inverters and gear reducers; and electronic controls, such as engine control units, transmission control units, battery management systems, propulsion controllers, and domain controllers. Further, the company provides battery and charging systems, including nickel manganese cobalt battery packs and lithium iron phosphate battery packs. BorgWarner Inc. was formerly known as Borg-Warner Automotive, Inc. The company was founded in 1928 and is headquartered in Auburn Hills, Michigan.
Risk Metrics
| Beta vs SPX | 1.02 |
|---|---|
| Corr SPX | 0.45 |
| Annual vol | 36.3% |
| Annual ret | +36.8% |
| Sharpe | 1.01 |
| Max DD | -32.4% |
Window: 504 trading days (504 obs)
Analyst Coverage
| Mean PT | $67.93 |
|---|---|
| High / Low | $81.00 / $48.00 |
| Median | $68.00 |
| Analysts | 15 |
| Strong Buy | 3 | |
|---|---|---|
| Buy | 6 | |
| Hold | 5 | |
| Sell | 0 | |
| Strong Sell | 1 |
Recent rating actions
| 2026-05-07 | UBS | → Neutral |
| 2026-05-07 | TD Cowen | → Hold |
| 2026-05-07 | Barclays | → Overweight |
| 2026-04-23 | JP Morgan | → Overweight |
| 2026-04-14 | UBS | → Neutral |
| 2026-03-31 | Wells Fargo | → Overweight |
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-08-10 | Reg FD Disclosure, Exhibits | read |
| 2026-08-05 | Earnings Release, Exhibits | read |
| 2026-07-31 | Officer / Director Change, Reg FD Disclosure… | read |
| 2026-05-28 | Officer / Director Change | read |
| 2026-05-06 | Earnings Release, Exhibits | read |
| 2026-04-30 | Officer / Director Change, Shareholder Vote… | read |
| 2026-02-11 | Earnings Release, Exhibits | read |
| 2026-02-05 | Reg FD Disclosure, Exhibits | read |
| 2025-11-13 | Reg FD Disclosure, Exhibits | read |
| 2025-10-30 | Earnings Release, Exhibits | read |
| 2025-10-21 | Other Material Event, Exhibits | read |
| 2025-07-31 | Earnings Release, Reg FD Disclosure… | read |
Flow & Concentration
| Insider 180d net | $0 |
|---|---|
| Insider buys / sells | 0 / 0 |
| Insider bias | Neutral |
| 13F holders | 8 |
| Top-5 share | 94.0% |
| HHI | 2,760 (concentrated) |
Top Holders
| Holder | Value | Shares |
|---|---|---|
| State Street Corp | $453.80M | 6.83M |
| AQR Capital Management | $380.05M | 5.75M |
| Millennium Management | $127.45M | 1.92M |
| Fidelity / FMR LLC | $70.01M | 1.05M |
| Capital Research / Capital World | $69.52M | 1.05M |
| Bridgewater Associates | $41.40M | 623.46K |
| Citadel Advisors | $29.13M | 438.70K |
| T. Rowe Price Group | $128.29K | 1.93M |
As of 2026-06-30
Dividends
| Yield (TTM) | 0.55% |
|---|---|
| $ / share (TTM) | $0.34 |
| 5y CAGR | -1.3% |
Annual dividend per share
| 2021 | $0.60 |
|---|---|
| 2022 | $0.60 |
| 2023 | $0.52 |
| 2024 | $0.44 |
| 2025 | $0.56 |
| 2026 | $0.17 |
SEC Filings
The Long Run
FY 2009–2025 · 17 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $14.09B | +6.3% | |
| Gross profit | $2.57B | +10.0% | |
| Operating income | $1.16B | +6.6% | |
| Net income | $625.00M | +5.0% | |
| Cash from ops | $1.57B | +12.2% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $59.38 | $61.39 | $58.55 | $61.32 | 2.77M |
| Sep 24 | $60.24 | $60.60 | $58.10 | $58.48 | 3.20M |
| Sep 23 | $60.72 | $61.28 | $59.41 | $60.55 | 2.65M |
| Sep 22 | $63.55 | $63.89 | $60.80 | $61.11 | 3.95M |
| Sep 21 | $63.72 | $63.96 | $63.03 | $63.32 | 2.56M |
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