BorgWarner Vergangene Ertragsentwicklung
Vergangenheit Kriterienprüfungen 3/6
BorgWarnerDie Gewinne des Unternehmens sind mit einer durchschnittlichen jährlichen Rate von -11.8% zurückgegangen, während in der Branche Auto Components die Gewinne wachsen. Die Umsatzerlöse sind gewachsen mit einer durchschnittlichen Rate von 1.9% pro Jahr. BorgWarner Die Eigenkapitalrendite des Unternehmens beträgt 7.4%, und die Nettomargen liegen bei 2.5%.
Wichtige Informationen
-11.82%
Wachstumsrate der Gewinne
-10.65%
EPS-Wachstumsrate
| Auto Components Wachstum der Industrie | 10.46% |
| Wachstumsrate der Einnahmen | 1.85% |
| Eigenkapitalrendite | 7.43% |
| Netto-Marge | 2.53% |
| Letzte Ertragsaktualisierung | 31 Mar 2026 |
Jüngste Aktualisierungen vergangener Leistungen
Recent updates
Analyseartikel • May 08
Analyst Estimates: Here's What Brokers Think Of BorgWarner Inc. (NYSE:BWA) After Its First-Quarter Report
It's been a good week for BorgWarner Inc. ( NYSE:BWA ) shareholders, because the company has just released its latest...Seeking Alpha • May 04
BorgWarner: Time To Change The Thesis (Rating Downgrade)
Summary BorgWarner is rated HOLD with a revised price target of $50/share, reflecting limited upside at current valuations. BWA's strategic pivot toward EV and AI-exposed products, including a $10B+ backlog and strong eProduct growth, underpins its operational strength. Risks include margin drag from the battery business, 20% China sales exposure, and inefficient recent share buybacks at premium valuations. Despite robust contracts and management, BWA's 7-9% expected AEPS growth is insufficient to justify a premium; fair value is below 11x P/E. Read the full article on Seeking Alpha
Analyse-Update • Apr 24
BWA: Data Center Power Contracts Will Drive Future Return Potential
Analysts trimmed the BorgWarner fair value estimate by about $0.60 to $66.73, reflecting a mix of recent price target cuts from JPMorgan, Deutsche Bank and Wells Fargo that offset earlier upward revisions and upgrades tied to views on the company’s emerging data center power opportunity. Analyst Commentary Recent research on BorgWarner reflects a split view, with some firms cutting price targets after the latest rally in the shares while others have moved ratings or targets higher as they reassess the company’s data center power potential and core auto exposure.Analyse-Update • Apr 09
BWA: AI Data Center Power Opportunity Will Shape Long Term Returns
Analysts have nudged the BorgWarner fair value estimate slightly lower from $68.20 to about $67.33. This reflects a marginally higher discount rate and only small adjustments to long term revenue growth, profit margin, and future P/E assumptions after a mix of target cuts and upgrades across recent Street research.Analyse-Update • Mar 26
BWA: AI Data Center Power Deals Will Reshape Long Term Outlook
Analysts have adjusted the fair value estimate for BorgWarner slightly to $68.20. This change reflects updated assumptions around the discount rate, revenue growth, profit margins, and future P/E, following a series of recent rating changes and price target revisions across the Street.Analyse-Update • Mar 11
BWA: AI Data Center Power Shift Will Rebalance Long Term Outlook
The updated analyst price target for BorgWarner edges lower by about $0.63 to $68.21, as analysts factor in slightly more conservative assumptions for revenue growth, profit margins, and future P/E while acknowledging a more balanced risk and reward profile around the TurboCell data center power generation opportunity. Analyst Commentary Recent research around BorgWarner points to a more balanced setup, with investors weighing the upside from the TurboCell data center power generation opportunity against execution risk and how much of that story is already reflected in the share price.
Neue Analyse • Mar 04
Long Term Power And Electrification Tailwinds Will Transform This Undervalued Supplier
Catalysts About BorgWarner BorgWarner supplies propulsion and power solutions for light vehicles and industrial applications, including electrified drivetrains and power generation systems. What are the underlying business or industry changes driving this perspective?Analyse-Update • Feb 24
BWA: AI Data Center Power Opportunity Will Reshape A Balanced Outlook
The analyst price target for BorgWarner has shifted from $50.54 to $68.85 as analysts weigh a wide range of recent target increases against more cautious views on the pace and scale of the company’s data center power opportunity. Analyst Commentary Recent research on BorgWarner reflects a split view, with some analysts leaning into the data center power potential and others questioning how quickly that opportunity can translate into revenue and earnings.
Neue Analyse • Feb 12
Future Turbine And E-Product Dependence Will Limit Earnings Resilience
Catalysts About BorgWarner BorgWarner supplies propulsion and power solutions for light vehicles, commercial vehicles and industrial applications, including products for electrified drivetrains and on site power generation. What are the underlying business or industry changes driving this perspective?Analyse-Update • Feb 10
BWA: Drivetrain Mix Uncertainty And Index Shift Will Shape A Balanced Outlook
Narrative Update Analysts have nudged their price targets on BorgWarner slightly higher, with recent US$1 to US$3 upward revisions supported by views that the company can still grow revenue modestly, even as drivetrain mix across the market remains uncertain. Analyst Commentary Recent research on BorgWarner has focused on how much upside is left in the shares after a solid run, and how durable the company’s modest revenue growth outlook is given uncertainty around drivetrain mix.Analyse-Update • Jan 26
BWA: Margin Execution And Electrified Awards Will Shape A Fairly Balanced Outlook
Narrative update Analysts have lifted their fair value estimate for BorgWarner to about $50.54 per share. This move is supported by recent price target increases that highlight solid margin execution, modest revenue expectations across drivetrain mixes, and a slightly higher assumed future P/E multiple.Analyse-Update • Jan 10
BWA: Margin Execution And Electrified Awards Will Shape A Balanced Outlook
Analysts have made a modest downward adjustment to BorgWarner's fair value estimate to about $50.00, reflecting updated assumptions around the discount rate, revenue growth, profit margins, and future P/E. This follows recent Street research that included both a downgrade on valuation and several price target increases tied to margin execution, new business awards, and confidence in underlying trends.Analyseartikel • Jan 02
Are Investors Undervaluing BorgWarner Inc. (NYSE:BWA) By 36%?
Key Insights The projected fair value for BorgWarner is US$70.23 based on 2 Stage Free Cash Flow to Equity Current...Analyse-Update • Dec 18
BWA: Margin Execution And New Business Awards Will Drive Future Upside
Analysts modestly increased their blended price target for BorgWarner to about $50 from roughly $49.50, citing stronger margin execution, resilient profit expectations, and confidence that the company can deliver at the upper end of its guidance despite slightly slower revenue growth assumptions. Analyst Commentary Analysts remain broadly constructive on BorgWarner, with multiple firms lifting price targets and highlighting strong operational execution and favorable medium term earnings visibility.Analyse-Update • Dec 04
BWA: Margin Execution And New Business Wins Will Drive Future Upside Potential
Analysts have nudged their average price target on BorgWarner slightly higher, supporting a fair value move of roughly $0.20 to about $49.43. They point to consistent margin execution, higher free cash flow, solid new business awards, and a more favorable sector backdrop for autos and mobility.Analyse-Update • Nov 20
BWA: Margin Execution And New Automotive Wins Will Drive Upward Momentum
BorgWarner's analyst price targets have recently increased. The consensus has moved higher by up to $10, as analysts cite strong margin execution, new business wins, and stabilizing automotive demand as key factors supporting the upward revisions.Analyse-Update • Nov 03
BWA: Expanding China Contracts And Sector Demand Will Drive Upside Momentum
BorgWarner's analyst price target has been increased from $47 to approximately $49.21 per share. Analysts cite ongoing confidence in industry demand, supportive sales trends, and recent upward revisions in sector outlooks as the reasons for this adjustment.Analyse-Update • Oct 20
Chinese OEM Wins And Electrification Trends Will Drive Automotive Advancement
BorgWarner's analyst price target has been increased from approximately $44.71 to $47.00. Analysts cite stronger sector trends, updated industry forecasts, and improved company guidance as factors supporting a more optimistic outlook.Analyse-Update • Oct 05
Chinese OEM Wins And Electrification Trends Will Drive Automotive Advancement
BorgWarner’s analyst-derived fair value estimate has been raised modestly to $44.71, up from $43.93. Analysts point to robust vehicle demand forecasts and resilient industry fundamentals supporting the adjustment.Analyse-Update • Sep 20
Chinese OEM Wins And Electrification Trends Will Drive Automotive Advancement
BorgWarner’s consensus price target saw a slight upward revision to $43.93, as analysts cited resilience in U.S. auto sector fundamentals, better-than-expected Q2 results, and effective cost strategies, while valuation concerns and delayed contract impact tempered enthusiasm. Analyst Commentary Bullish analysts cited stronger-than-expected resilience in U.S. auto sector fundamentals, including stable light vehicle production and consumer strength despite tariff headwinds.Analyse-Update • Sep 05
Chinese OEM Wins And Electrification Trends Will Drive Automotive Advancement
Upward revisions to BorgWarner’s price target reflect Q2 earnings outperformance, improved EPS outlook, and increased optimism in the vehicle technology sector amid resilient auto supplier fundamentals, raising the consensus analyst price target slightly from $42.73 to $43.47. Analyst Commentary Q2 earnings outperformance and improved EPS outlook prompted upward revisions to price targets.Analyseartikel • Aug 04
BorgWarner (NYSE:BWA) Is Paying Out A Larger Dividend Than Last Year
BorgWarner Inc.'s ( NYSE:BWA ) dividend will be increasing from last year's payment of the same period to $0.17 on 15th...Analyseartikel • Jul 21
Is Now An Opportune Moment To Examine BorgWarner Inc. (NYSE:BWA)?
BorgWarner Inc. ( NYSE:BWA ), is not the largest company out there, but it led the NYSE gainers with a relatively large...Analyseartikel • Jul 03
Is BorgWarner (NYSE:BWA) A Risky Investment?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Analyseartikel • Jun 17
Are Investors Undervaluing BorgWarner Inc. (NYSE:BWA) By 47%?
Key Insights The projected fair value for BorgWarner is US$62.66 based on 2 Stage Free Cash Flow to Equity Current...Analyseartikel • May 15
We Think You Can Look Beyond BorgWarner's (NYSE:BWA) Lackluster Earnings
BorgWarner Inc.'s ( NYSE:BWA ) recent soft profit numbers didn't appear to worry shareholders, as the stock price...Seeking Alpha • Jan 27
BorgWarner: Discounted And Driving Toward An EV Future
Summary BorgWarner's strong position in both ICE and EV markets, with significant growth potential in EVs, makes it an interesting investment opportunity. The company's competitive advantages include scale, intellectual property, and high customer switching costs, resulting in attractive margins and returns. Currently trading at a low valuation, BorgWarner's strategic investments and partnerships, especially in EV technology, position it well for future growth. Risks include economic downturns and regulatory changes, but BorgWarner's diversification, scale, and reputation mitigate these concerns. Read the full article on Seeking AlphaSeeking Alpha • Nov 25
BorgWarner: Undervalued, But Not As Undervalued As You Might Think
Summary BorgWarner is well-positioned for an automotive market reversal, with strong fundamentals and a solid business strategy, making it a "Buy" at $39/share. Despite EV market uncertainties and recent forecast cuts, BorgWarner's diversified tech and multi-year contracts offer long-term upside potential. The company's leadership in turbochargers and drivetrain tech, along with efficient management, supports a positive investment thesis. BorgWarner's valuation at below 8.2x P/E and realistic upside of 7-9% per year until 2026E make it an attractive investment. Read the full article on Seeking AlphaAufschlüsselung der Einnahmen und Ausgaben
Aufschlüsselung der Einnahmen und Ausgaben
Wie BorgWarner Geld verdient und ausgibt. Basierend auf den neuesten gemeldeten Einnahmen der letzten zwölf Monate.
Gewinn- und Umsatzhistorie
| Datum | Einnahmen | Gewinn | Allgemeine und Verwaltungskosten | F&E-Ausgaben |
|---|---|---|---|---|
| 31 Mar 26 | 14,334 | 362 | 1,327 | 0 |
| 31 Dec 25 | 14,316 | 277 | 1,315 | 0 |
| 30 Sep 25 | 14,183 | 136 | 1,324 | 0 |
| 30 Jun 25 | 14,041 | 220 | 1,324 | 0 |
| 31 Mar 25 | 14,006 | 311 | 1,349 | 0 |
| 31 Dec 24 | 14,086 | 367 | 1,363 | 0 |
| 30 Sep 24 | 14,169 | 919 | 1,380 | 0 |
| 30 Jun 24 | 14,342 | 764 | 1,369 | 0 |
| 31 Mar 24 | 14,410 | 677 | 1,529 | -166 |
| 31 Dec 23 | 14,198 | 632 | 1,331 | 0 |
| 30 Sep 23 | 13,993 | 655 | 1,846 | -534 |
| 30 Jun 23 | 13,597 | 741 | 1,659 | -356 |
| 31 Mar 23 | 12,144 | 604 | 1,237 | -25 |
| 31 Dec 22 | 12,635 | 636 | 1,290 | 0 |
| 30 Sep 22 | 12,973 | 593 | 779 | 534 |
| 30 Jun 22 | 13,163 | 516 | 1,410 | -88 |
| 31 Mar 22 | 14,703 | 672 | 1,418 | 8 |
| 31 Dec 21 | 11,803 | 343 | 1,078 | 0 |
| 30 Sep 21 | 15,109 | 766 | 1,399 | 0 |
| 30 Jun 21 | 14,227 | 781 | 824 | 444 |
| 31 Mar 21 | 11,895 | 436 | 917 | 183 |
| 31 Dec 20 | 10,165 | 500 | 944 | 0 |
| 30 Sep 20 | 8,798 | 362 | 802 | 0 |
| 30 Jun 20 | 8,756 | 445 | 829 | 0 |
| 31 Mar 20 | 9,881 | 715 | 885 | 0 |
| 31 Dec 19 | 10,168 | 746 | 900 | 0 |
| 30 Sep 19 | 10,183 | 756 | 479 | 440 |
| 30 Jun 19 | 10,169 | 766 | 477 | 440 |
| 31 Mar 19 | 10,312 | 866 | 473 | 440 |
| 31 Dec 18 | 10,530 | 931 | 936 | 0 |
| 30 Sep 18 | 10,542 | 555 | 951 | 0 |
| 30 Jun 18 | 10,481 | 536 | 948 | 0 |
| 31 Mar 18 | 10,176 | 476 | 926 | 0 |
| 31 Dec 17 | 9,799 | 440 | 485 | 408 |
| 30 Sep 17 | 9,472 | 293 | 872 | 0 |
| 30 Jun 17 | 9,270 | 191 | 1,029 | -170 |
| 31 Mar 17 | 9,209 | 144 | 847 | 0 |
| 31 Dec 16 | 9,071 | 595 | 813 | 0 |
| 30 Sep 16 | 8,935 | 537 | 779 | 0 |
| 30 Jun 16 | 8,605 | 611 | 547 | 170 |
| 31 Mar 16 | 8,308 | 595 | 682 | 0 |
| 31 Dec 15 | 8,023 | 610 | 662 | 0 |
| 30 Sep 15 | 7,892 | 624 | 653 | 0 |
| 30 Jun 15 | 8,040 | 634 | 680 | 0 |
Qualität der Erträge: BWA hat einen großen einmalig Verlust von $772.0M verbucht, der sich auf die Finanzergebnisse der letzten 12 Monate bis zum 31st March, 2026 auswirkt.
Wachsende Gewinnspanne: BWADie aktuellen Gewinnspannen (2.5%) sind höher als im letzten Jahr (2.2%).
Analyse von freiem Cashflow und Gewinn
Analyse des Gewinnwachstums in der Vergangenheit
Ergebnisentwicklung: BWADie Erträge des Unternehmens sind in den letzten 5 Jahren um 11.8% pro Jahr zurückgegangen.
Beschleunigtes Wachstum: BWADas Gewinnwachstum des Unternehmens im letzten Jahr (16.4%) übertrifft seinen 5-Jahres-Durchschnitt (-11.8% pro Jahr).
Erträge im Vergleich zur Industrie: BWA Das Gewinnwachstum im vergangenen Jahr (16.4%) übertraf das der Branche Auto Components 7% .
Eigenkapitalrendite
Hohe Eigenkapitalrendite: BWADie Eigenkapitalrendite des Unternehmens (7.4%) wird als niedrig angesehen.
Kapitalrendite
Rendite auf das eingesetzte Kapital
Entdecken Sie starke Unternehmen, die in der Vergangenheit erfolgreich waren
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/07 07:47 |
| Aktienkurs zum Tagesende | 2026/05/07 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
BorgWarner Inc. wird von 35 Analysten beobachtet. 14 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Luke Junk | Baird |
| Dan Levy | Barclays |
| Alexandru-Cristian Dirpes | Berenberg |