BorgWarner (BWA) Panoramica del titolo
BorgWarner Inc. insieme alle sue consociate, fornisce soluzioni tecnologiche per veicoli a combustione, ibridi ed elettrici in tutto il mondo. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 2/6 |
| Crescita futura | 2/6 |
| Prestazioni passate | 3/6 |
| Salute finanziaria | 5/6 |
| Dividendi | 3/6 |
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Analisi del rischio
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BWA VALUATION
Catalysts Are there any products or services that could move sales or earnings meaningfully? yes Are there any industry tailwinds this stock is benefitting or hindered from?
View narrativeUS$39.17
FV
76.9% sopravvalutato sconto intrinseco6.00%
Revenue growth p.a.
56
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Concorrenti di BorgWarner Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$69.28 |
| Massimo di 52 settimane | US$78.82 |
| Minimo di 52 settimane | US$38.31 |
| Beta | 1.11 |
| Variazione di 1 mese | 6.60% |
| Variazione a 3 mesi | 8.69% |
| Variazione di 1 anno | 79.99% |
| Variazione a 3 anni | 67.79% |
| Variazione a 5 anni | 51.93% |
| Variazione dall'IPO | 2,116.96% |
Notizie e aggiornamenti recenti
Seeking Alpha • Aug 07
BorgWarner: New Opportunities, Old Risks
Summary BorgWarner Inc. has recently outperformed the S&P 500 and sector peers, driven by margin expansion and aggressive share buybacks despite stagnant automotive revenues. BWA is leveraging its electrification expertise to enter industrial and data center markets, targeting $300M in new product revenue by 2027, though these remain unproven growth drivers. Disciplined cost controls and R&D harvesting have boosted EPS and margins, with 2026 guidance reflecting modest EPS growth primarily from buybacks amid anticipated light vehicle production declines. BWA stock valuation has rerated higher, reflecting optimism for diversification, but risks remain if new market efforts disappoint or if auto sector weakness intensifies. Read the full article on Seeking Alpha
Aggiornamento narrativa • Aug 07
BWA: Data Center Expansion And Buybacks Will Test Execution Strength
Analysts have lifted their fair value estimate for BorgWarner to $62.00 from $51.58, citing higher Street price targets following strong Q2 results, raised EPS guidance tied to buybacks, and increasing interest in the company’s potential in non-auto and data center-related revenue streams. Analyst Commentary Street research on BorgWarner has turned more constructive following recent Q2 results, with several major firms lifting price targets and highlighting interest in the company’s non auto and data center related revenue opportunities.Recent updates
Seeking Alpha • Aug 07
BorgWarner: New Opportunities, Old Risks
Summary BorgWarner Inc. has recently outperformed the S&P 500 and sector peers, driven by margin expansion and aggressive share buybacks despite stagnant automotive revenues. BWA is leveraging its electrification expertise to enter industrial and data center markets, targeting $300M in new product revenue by 2027, though these remain unproven growth drivers. Disciplined cost controls and R&D harvesting have boosted EPS and margins, with 2026 guidance reflecting modest EPS growth primarily from buybacks amid anticipated light vehicle production declines. BWA stock valuation has rerated higher, reflecting optimism for diversification, but risks remain if new market efforts disappoint or if auto sector weakness intensifies. Read the full article on Seeking AlphaAggiornamento narrativa • Aug 07
BWA: Data Center Expansion And Buybacks Will Test Execution Strength
Analysts have lifted their fair value estimate for BorgWarner to $62.00 from $51.58, citing higher Street price targets following strong Q2 results, raised EPS guidance tied to buybacks, and increasing interest in the company’s potential in non-auto and data center-related revenue streams. Analyst Commentary Street research on BorgWarner has turned more constructive following recent Q2 results, with several major firms lifting price targets and highlighting interest in the company’s non auto and data center related revenue opportunities.
Aggiornamento narrativa • Jul 24
BWA: Non Auto Power And E Powertrain Mix Will Drive Future Upside
Analysts have nudged the fair value estimate for BorgWarner higher to $76.87 from $74.80, citing a wave of upward price target revisions from major firms and growing interest in the company's exposure to non-auto opportunities, such as AI-related data center demand through its TurboCell product. Analyst Commentary Recent Street research on BorgWarner points to a cluster of higher price targets and upgraded views, with many analysts focusing on the company's mix of traditional auto exposure and newer non-auto opportunities tied to data centers and power markets.Aggiornamento narrativa • Jul 10
BWA: AI Data Center Hopes Will Face Execution Risks Ahead
Analysts have lifted the fair value estimate for BorgWarner from $40.11 to $51.58. This reflects a series of recent price target increases that highlight expectations for stronger revenue growth, higher profit margins, and the potential impact of new opportunities such as AI related data center demand and non auto end markets.
Aggiornamento narrativa • Jun 26
BWA: Non Auto Revenue Shift Will Drive Future Earnings Mix
Analysts have raised the implied fair value estimate for BorgWarner to $95 from $82, reflecting higher assumed revenue growth, improved profit margins, and increased confidence in the company's non auto opportunities, as highlighted in recent price target revisions across the Street. Analyst Commentary BorgWarner is drawing increased attention from bullish analysts who see the company as a key beneficiary of non auto revenue streams and AI related demand, which is feeding into a series of higher valuation markers across the Street.Articolo di analisi • Jun 19
BorgWarner (BWA) Stock Could Be 4% Undervalued as Margin Recovery Narrative Builds
BorgWarner (BWA) drew investor attention on Friday after a fresh look at its recent performance, with the stock trading around $71.84 and multi year total returns highlighting how the company has rewarded long term holders. See our latest analysis for BorgWarner. The recent move to $71.84 comes after choppy trading, with the 1 day share price return of 1.84% following a 7 day period where the share price fell 4.02%. However, the 30 day and year to date share price returns of 17.52% and 54.03%...Aggiornamento narrativa • Jun 11
BWA: Non Auto Power Expansion And E Powertrain Progress Will Shape Balanced Outlook
Analysts have lifted BorgWarner's assessed fair value to $74.80 from $68.53, citing higher assumed revenue growth, an improved profit margin outlook, and a lower future P/E multiple. This revision is supported by recent price target increases from several research firms focused on the company's non auto opportunities and its positioning across key auto supply segments.Aggiornamento narrativa • May 28
BWA: Data Center Power And eMotor Programs Will Drive Balanced Future Outcomes
Analysts have raised their blended price target framework for BorgWarner by about $0.60 to reflect slightly higher fair value estimates, a modestly higher assumed future P/E multiple, and recent Street research citing better execution, cost control, and content opportunities in auto suppliers. Analyst Commentary Recent Street research around BorgWarner has turned more active, with several firms adjusting price targets and ratings after Q1 earnings.Aggiornamento 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.Articolo di analisi • 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...Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Nuova 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?Aggiornamento 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.Nuova 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?Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Articolo di analisi • 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...Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Rendimenti per gli azionisti
| BWA | US Auto Components | US Mercato | |
|---|---|---|---|
| 7D | 9.4% | 1.3% | 2.2% |
| 1Y | 80.0% | -4.0% | 20.9% |
Ritorno vs Industria: BWA ha superato il US Auto Components che ha restituito -4 % nell'ultimo anno.
Rendimento vs Mercato: BWA ha superato il mercato US che ha restituito 20.9 % nell'ultimo anno.
Volatilità dei prezzi
| BWA volatility | |
|---|---|
| BWA Average Weekly Movement | 5.9% |
| Auto Components Industry Average Movement | 7.7% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
Prezzo delle azioni stabile: BWA non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 6% ) di BWA è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1928 | 37,500 | Joe Fadool | www.borgwarner.com |
BorgWarner Inc., insieme alle sue consociate, fornisce soluzioni tecnologiche per veicoli a combustione, ibridi ed elettrici in tutto il mondo. L'azienda opera attraverso i segmenti Turbos & Thermal Technologies, Drivetrain & Morse Systems, PowerDrive Systems e Battery & Charging Systems. L'azienda offre turbocompressori, eBooster, eTurbos, sistemi di emissioni, sistemi termici, tecnologia di accensione a benzina, attuatori remoti intelligenti, sensori per la trasmissione, riscaldatori dell'abitacolo, riscaldatori della batteria e sistemi di raffreddamento della batteria.
BorgWarner Inc. Riepilogo dei fondamenti
| BWA statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$13.93b |
| Utili (TTM) | US$415.00m |
| Ricavi(TTM) | US$14.34b |
34.0x
Rapporto P/E1.0x
Rapporto P/SBWA è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| BWA Conto economico (TTM) | |
|---|---|
| Ricavi | US$14.34b |
| Costo del fatturato | US$11.57b |
| Profitto lordo | US$2.77b |
| Altre spese | US$2.36b |
| Utili | US$415.00m |
Ultimi utili riportati
Jun 30, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 2.04 |
| Margine lordo | 19.33% |
| Margine di profitto netto | 2.89% |
| Rapporto debito/patrimonio netto | 66.7% |
Come si è comportato BWA nel lungo periodo?
Vedi performance storica e confrontoDividendi
1.0%
Rendimento attuale del dividendo34%
Rapporto di remunerazioneBWA paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di BWA| BorgWarner date dei dividendi | |
|---|---|
| Data di stacco del dividendo | Sep 01 2026 |
| Data di pagamento dei dividendi | Sep 15 2026 |
| Giorni fino al dividendo Ex | 21 days |
| Giorni prima della data di pagamento dei dividendi | 35 days |
BWA paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di BWAAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/10 10:20 |
| Prezzo dell'azione a fine giornata | 2026/08/10 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
BorgWarner Inc. è coperta da 34 analisti. 14 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Luke Junk | Baird |
| Dan Levy | Barclays |
| Alexandru-Cristian Dirpes | Berenberg |