BorgWarner Inc.

Informe acción NYSE:BWA

Capitalización de mercado: US$13.5b

BorgWarner Dividendos y recompras

Dividendo controles de criterios 3/6

BorgWarner es una empresa que paga dividendos con una rentabilidad actual de 1.03% que está bien cubierta por los beneficios. La próxima fecha de pago es en 15th June, 2026 con una fecha ex dividendo de 1st June, 2026.

Información clave

1.0%

Rentabilidad por dividendo

4.9%

Rendimiento de la recompra

Rendimiento total para el accionista5.9%
Rendimiento futuro de los dividendos1.1%
Crecimiento de los dividendos-0.4%
Próxima fecha de pago de dividendos15 Jun 26
Fecha ex dividendo01 Jun 26
Dividendo por acciónn/a
Ratio de pago36%

Últimas actualizaciones de dividendos y recompras

Recent updates

Actualización de narrativa May 13

BWA: Data Center Power And eMotor Wins Will Shape Future Returns

Analysts have lifted BorgWarner's implied fair value by about $1 to $67.93, reflecting research that generally points to higher revenue growth assumptions and a slightly lower discount rate, even as some price targets were raised and others trimmed in recent weeks. Analyst Commentary Recent research on BorgWarner shows a mix of optimism and caution, with several firms adjusting ratings and price targets in both directions in recent months.
Artículo de análisis 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
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Nueva narrativa 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?
Actualización de narrativa 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.
Nueva narrativa 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?
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Artículo de análisis 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...
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Actualización de narrativa 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.
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
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 Alpha

Próximo pago de dividendos

HoyMay 25 2026Fecha ex dividendoJun 01 2026Fecha de pago de dividendosJun 15 202614 days desde ex dividendoCompra en los próximos 7 days para recibir el próximo dividendo

Estabilidad y crecimiento de los pagos

Obteniendo datos sobre dividendos

Dividendo estable: El pago de dividendos de BWA ha sido volátil en los últimos 10 años.

Dividendo creciente: El pago de dividendos de BWA ha aumentado en los últimos 10 años.


Rentabilidad por dividendo vs. Mercado

Rentabilidad por dividendo de BorgWarner vs. Mercado
¿Cómo se compara la rentabilidad por dividendo de BWA con la del mercado?
SegmentoRentabilidad por dividendo
Empresa (BWA)1.0%
Suelo de mercado 25% (US)1.4%
Techo de mercado 25% (US)4.2%
Media de la industria (Auto Components)2.0%
Analista de previsiones (BWA) (hasta 3 años)1.1%

Dividendo destacado: El dividendo de BWA(1.03%) no es notable en comparación con el 25% inferior de pagadores de dividendos del mercado US (1.41%).

Alto dividendo: El (1.03%) del dividendo de BWA es bajo en comparación con el 25% de los principales pagadores de dividendos del mercado US (4.24%).


Pago de beneficios a los accionistas

Cobertura de los beneficios: Con su razonablemente bajo ratio de pago (36.2%), los pagos de dividendos de BWA están bien cubiertos por los beneficios.


Pago en efectivo a los accionistas

Cobertura de flujo de caja: Con su bajo ratio de pago en efectivo (11.4%), los pagos de dividendos de BWA están totalmente cubiertos por los flujos de caja.


Descubre empresas que pagan buenos dividendos

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/25 18:08
Precio de las acciones al final del día2026/05/22 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

BorgWarner Inc. está cubierta por 36 analistas. 14 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Luke JunkBaird
Dan LevyBarclays
Alexandru-Cristian DirpesBerenberg