BorgWarner Croissance future
Future contrôle des critères 2/6
BorgWarner devrait augmenter ses bénéfices et son chiffre d'affaires de 18.5% et de 4.3% par an respectivement. Le BPA devrait croître de de 20.6% par an. Le rendement des capitaux propres devrait être 17.9% dans 3 ans.
Informations clés
18.5%
Taux de croissance des bénéfices
20.62%
Taux de croissance du BPA
| Auto Components croissance des bénéfices | 32.8% |
| Taux de croissance des recettes | 4.3% |
| Rendement futur des capitaux propres | 17.86% |
| Couverture par les analystes | Good |
| Dernière mise à jour | 07 May 2026 |
Mises à jour récentes de la croissance future
Recent updates
Article d'analyse • 19h
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
Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.
Nouvelle 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?Mise à jour de l'analyse • 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.
Nouvelle 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?Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Article d'analyse • 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...Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Mise à jour de l'analyse • 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.Article d'analyse • 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...Article d'analyse • 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...Article d'analyse • 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...Article d'analyse • 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...Article d'analyse • 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...Article d'analyse • May 09
Investors Appear Satisfied With BorgWarner Inc.'s (NYSE:BWA) Prospects As Shares Rocket 25%
BorgWarner Inc. ( NYSE:BWA ) shares have had a really impressive month, gaining 25% after a shaky period beforehand...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 AlphaPrévisions de croissance des bénéfices et des revenus
| Date | Recettes | Les revenus | Flux de trésorerie disponible | Cash from Op | Moy. Nombre d'analystes |
|---|---|---|---|---|---|
| 12/31/2028 | 15,578 | 1,160 | 1,088 | 1,873 | 9 |
| 12/31/2027 | 14,885 | 1,101 | 1,038 | 1,753 | 14 |
| 12/31/2026 | 14,210 | 979 | 1,004 | 1,735 | 14 |
| 3/31/2026 | 14,334 | 362 | 1,225 | 1,718 | N/A |
| 12/31/2025 | 14,316 | 277 | 1,179 | 1,648 | N/A |
| 9/30/2025 | 14,183 | 136 | 1,240 | 1,708 | N/A |
| 6/30/2025 | 14,041 | 220 | 1,175 | 1,687 | N/A |
| 3/31/2025 | 14,006 | 311 | 962 | 1,562 | N/A |
| 12/31/2024 | 14,086 | 367 | 681 | 1,352 | N/A |
| 9/30/2024 | 14,169 | 919 | 823 | 1,541 | N/A |
| 6/30/2024 | 14,342 | 764 | 622 | 1,370 | N/A |
| 3/31/2024 | 14,410 | 677 | 413 | 1,196 | N/A |
| 12/31/2023 | 14,198 | 632 | 480 | 1,312 | N/A |
| 9/30/2023 | 13,993 | 655 | 516 | 1,335 | N/A |
| 6/30/2023 | 13,597 | 741 | 776 | 1,506 | N/A |
| 3/31/2023 | 12,144 | 604 | 758 | 1,442 | N/A |
| 12/31/2022 | 12,635 | 636 | 948 | 1,570 | N/A |
| 9/30/2022 | 12,973 | 593 | 622 | 1,221 | N/A |
| 6/30/2022 | 13,163 | 516 | 361 | 1,016 | N/A |
| 3/31/2022 | 14,703 | 672 | 432 | 1,080 | N/A |
| 12/31/2021 | 11,803 | 343 | 791 | 1,307 | N/A |
| 9/30/2021 | 15,109 | 766 | 463 | 1,140 | N/A |
| 6/30/2021 | 14,227 | 781 | 845 | 1,479 | N/A |
| 3/31/2021 | 11,895 | 436 | 726 | 1,263 | N/A |
| 12/31/2020 | 10,165 | 500 | 723 | 1,184 | N/A |
| 9/30/2020 | 8,798 | 362 | 577 | 992 | N/A |
| 6/30/2020 | 8,756 | 445 | 460 | 868 | N/A |
| 3/31/2020 | 9,881 | 715 | 746 | 1,231 | N/A |
| 12/31/2019 | 10,168 | 746 | N/A | 1,008 | N/A |
| 9/30/2019 | 10,183 | 756 | N/A | 1,394 | N/A |
| 6/30/2019 | 10,169 | 766 | N/A | 1,288 | N/A |
| 3/31/2019 | 10,312 | 866 | N/A | 1,131 | N/A |
| 12/31/2018 | 10,530 | 931 | N/A | 1,126 | N/A |
| 9/30/2018 | 10,542 | 555 | N/A | 1,112 | N/A |
| 6/30/2018 | 10,481 | 536 | N/A | 1,086 | N/A |
| 3/31/2018 | 10,176 | 476 | N/A | 1,155 | N/A |
| 12/31/2017 | 9,799 | 440 | N/A | 1,180 | N/A |
| 9/30/2017 | 9,472 | 293 | N/A | 1,067 | N/A |
| 6/30/2017 | 9,270 | 191 | N/A | 1,073 | N/A |
| 3/31/2017 | 9,209 | 144 | N/A | 1,062 | N/A |
| 12/31/2016 | 9,071 | 595 | N/A | 1,036 | N/A |
| 9/30/2016 | 8,935 | 537 | N/A | 991 | N/A |
| 6/30/2016 | 8,605 | 611 | N/A | 911 | N/A |
| 3/31/2016 | 8,308 | 595 | N/A | 870 | N/A |
| 12/31/2015 | 8,023 | 610 | N/A | 868 | N/A |
| 9/30/2015 | 7,892 | 624 | N/A | 726 | N/A |
| 6/30/2015 | 8,040 | 634 | N/A | 795 | N/A |
Prévisions de croissance des analystes
Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de BWA ( 18.5% par an) est supérieure au taux d'épargne ( 3.5% ).
Bénéfices vs marché: Les bénéfices de BWA ( 18.5% par an) devraient croître plus rapidement que le marché US ( 16.6% par an).
Croissance élevée des bénéfices: Les bénéfices de BWA devraient augmenter, mais pas de manière significative.
Chiffre d'affaires vs marché: Le chiffre d'affaires de BWA ( 4.3% par an) devrait croître plus lentement que le marché de US ( 11.5% par an).
Croissance élevée des revenus: Le chiffre d'affaires de BWA ( 4.3% par an) devrait croître plus lentement que 20% par an.
Prévisions de croissance du bénéfice par action
Rendement futur des capitaux propres
ROE futur: Le retour sur capitaux propres de BWA devrait être faible dans 3 ans ( 17.9 %).
Découvrir les entreprises en croissance
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/07 08:11 |
| Cours de l'action en fin de journée | 2026/05/07 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
BorgWarner Inc. est couverte par 35 analystes. 14 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Luke Junk | Baird |
| Dan Levy | Barclays |
| Alexandru-Cristian Dirpes | Berenberg |