BorgWarner（1BWA）株式概要ボルグワーナー社は、その子会社とともに、内燃自動車、ハイブリッド車、電気自動車向けのソリューションを世界中に提供している。 詳細1BWA ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長2/6過去の実績3/6財務の健全性5/6配当金3/6報酬当社が推定した公正価値より43%で取引されている 収益は年間15.79%増加すると予測されています 過去1年間で収益は88.6%増加しました リスク分析財務結果に影響を与える大きな一時的項目 Italian市場と比較した過去 3 か月間の株価の変動過去3か月間に大規模なインサイダー売却が発生 すべてのリスクチェックを見る1BWA Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW474,777 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA474,777 investors already sharing narrativesYour Fair Value€Current Price€58.3813.1% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture019b2016201920222025202620282031Revenue US$18.8bEarnings US$545.0mAdvancedSet Fair ValueView all narrativesBorgWarner Inc. 競合他社BremboSymbol: BIT:BREMarket cap: €3.4bCIR. - Compagnie Industriali RiuniteSymbol: BIT:CIRMarket cap: €619.6mSogefiSymbol: BIT:SGFMarket cap: €244.4mPirelli & CSymbol: BIT:PIRCMarket cap: €7.1b価格と性能株価の高値、安値、推移の概要BorgWarner過去の株価現在の株価US$59.7852週高値US$67.0652週安値US$36.31ベータ1.111ヶ月の変化8.49%3ヶ月変化18.38%1年変化82.09%3年間の変化n/a5年間の変化n/aIPOからの変化140.81%最新ニュースDeclared Dividend • Aug 06Second quarter dividend of US$0.17 announcedShareholders will receive a dividend of US$0.17. Ex-date: 31st August 2026 Payment date: 15th September 2026 Dividend yield will be 1.0%, which is lower than the industry average of 2.3%. Sustainability & Growth Dividend is well covered by both earnings (17% earnings payout ratio) and cash flows (11% cash payout ratio). The dividend has increased by an average of 2.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 70% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 05Second quarter 2026 earnings released: EPS: US$1.37 (vs US$1.04 in 2Q 2025)Second quarter 2026 results: EPS: US$1.37 (up from US$1.04 in 2Q 2025). Revenue: US$3.65b (flat on 2Q 2025). Net income: US$277.0m (up 24% from 2Q 2025). Profit margin: 7.6% (up from 6.2% in 2Q 2025). Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Auto Components industry in Italy.お知らせ • Aug 05BorgWarner Inc. Provides Earnings Guidance for the Full Year 2026BorgWarner Inc. provided earnings guidance for the full year 2026. For the year, net sales are expected to be in the range of $14.0 billion to $14.3 billion in 2026, compared with 2025 net sales of approximately $14.3 billion. U.S. GAAP operating margin is expected to be in the range of 9.6% to 9.8% in 2026. U.S. GAAP net earnings are expected to be within the range of $4.72 to $4.94 per diluted share. Operating income to be $1,343 million to $1,398 million.お知らせ • Jul 31+ 1 more updateBorgwarner Inc. Appoints Rajesh Kalathur to Board of DirectorsBorgWarner Inc. increased the size of the Board to from eight to nine members and appointed Rajesh Kalathur to the Board as an independent director to fill the vacancy created by that increase Mr. Kalathur most recently served as President of John Deere Financial and Chief Information Officer of Deere & Company. a global leader in the production of agricultural. construction. forestry. turf. power systems. and other solutions. which he joined in 1996 and from which he retired in 2026. In these roles. he led Deere & Company’s financial services business segment with more than $70 billion in assets and oversaw enterprise-wide global information technology and cybersecurity functions. Prior to these roles. Mr. Kalathur served as Deere & Company's Chief Financial Officer for more than six years. Mr. Kalathur holds a Bachelor of Science in Mechanical Engineering from the National Institute of Technology in Jamshedpur. India. a Master of Science in Industrial Engineering from the University of Alabama. and a Master of Business Administration from the University of Chicago's Booth School of Business.お知らせ • Jun 25BorgWarner Inc. to Report Q2, 2026 Results on Aug 05, 2026BorgWarner Inc. announced that they will report Q2, 2026 results on Aug 05, 2026お知らせ • May 30BorgWarner Inc. Announces Appointment of Stefan Demmerle to Chief Technology Officer, Effective July 1, 2026BorgWarner Inc. appointed Stefan Demmerle to serve as Chief Technology Officer, effective July 1, 2026. Prior to this move, Mr. Demmerle has served as Vice President of BorgWarner Inc. and President and General Manager of BorgWarner PowerDrive Systems since 2015.最新情報をもっと見るRecent updatesDeclared Dividend • Aug 06Second quarter dividend of US$0.17 announcedShareholders will receive a dividend of US$0.17. Ex-date: 31st August 2026 Payment date: 15th September 2026 Dividend yield will be 1.0%, which is lower than the industry average of 2.3%. Sustainability & Growth Dividend is well covered by both earnings (17% earnings payout ratio) and cash flows (11% cash payout ratio). The dividend has increased by an average of 2.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 70% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 05Second quarter 2026 earnings released: EPS: US$1.37 (vs US$1.04 in 2Q 2025)Second quarter 2026 results: EPS: US$1.37 (up from US$1.04 in 2Q 2025). Revenue: US$3.65b (flat on 2Q 2025). Net income: US$277.0m (up 24% from 2Q 2025). Profit margin: 7.6% (up from 6.2% in 2Q 2025). Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Auto Components industry in Italy.お知らせ • Aug 05BorgWarner Inc. Provides Earnings Guidance for the Full Year 2026BorgWarner Inc. provided earnings guidance for the full year 2026. For the year, net sales are expected to be in the range of $14.0 billion to $14.3 billion in 2026, compared with 2025 net sales of approximately $14.3 billion. U.S. GAAP operating margin is expected to be in the range of 9.6% to 9.8% in 2026. U.S. GAAP net earnings are expected to be within the range of $4.72 to $4.94 per diluted share. Operating income to be $1,343 million to $1,398 million.お知らせ • Jul 31+ 1 more updateBorgwarner Inc. Appoints Rajesh Kalathur to Board of DirectorsBorgWarner Inc. increased the size of the Board to from eight to nine members and appointed Rajesh Kalathur to the Board as an independent director to fill the vacancy created by that increase Mr. Kalathur most recently served as President of John Deere Financial and Chief Information Officer of Deere & Company. a global leader in the production of agricultural. construction. forestry. turf. power systems. and other solutions. which he joined in 1996 and from which he retired in 2026. In these roles. he led Deere & Company’s financial services business segment with more than $70 billion in assets and oversaw enterprise-wide global information technology and cybersecurity functions. Prior to these roles. Mr. Kalathur served as Deere & Company's Chief Financial Officer for more than six years. Mr. Kalathur holds a Bachelor of Science in Mechanical Engineering from the National Institute of Technology in Jamshedpur. India. a Master of Science in Industrial Engineering from the University of Alabama. and a Master of Business Administration from the University of Chicago's Booth School of Business.お知らせ • Jun 25BorgWarner Inc. to Report Q2, 2026 Results on Aug 05, 2026BorgWarner Inc. announced that they will report Q2, 2026 results on Aug 05, 2026お知らせ • May 30BorgWarner Inc. Announces Appointment of Stefan Demmerle to Chief Technology Officer, Effective July 1, 2026BorgWarner Inc. appointed Stefan Demmerle to serve as Chief Technology Officer, effective July 1, 2026. Prior to this move, Mr. Demmerle has served as Vice President of BorgWarner Inc. and President and General Manager of BorgWarner PowerDrive Systems since 2015.Board Change • May 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 2 highly experienced directors. President, CEO & Director Joe Fadool was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • May 08BorgWarner Inc. Maintains Earnings Guidance for the Full Year 2026BorgWarner Inc. maintained earnings guidance for the full year 2026. Net sales are expected to be in the range of $14.0 billion to $14.3 billion in 2026, compared with 2025 net sales of approximately $14.3 billion. Operating income expected the range of $1,361 million to $1,416 million and U.S. GAAP operating margin is expected to be in the range of 9.7% to 9.9% in 2026. U.S. GAAP net earnings are expected to be within the range of $4.70 to $4.87 per diluted share.お知らせ • May 01BorgWarner Inc. announces Quarterly dividend, payable on June 15, 2026BorgWarner Inc. announced Quarterly dividend of USD 0.1700 per share payable on June 15, 2026, ex-date on June 01, 2026 and record date on June 01, 2026.お知らせ • Apr 30BorgWarner Showcases Thermal, Power Electronics, Battery Solutions At Advanced Clean Transportation Expo 2026BorgWarner will showcase its comprehensive range of commercial vehicle solutions at the Advanced Clean Transportation (ACT) Expo 2026, featuring technologies designed to improve fuel efficiency, reduce emissions and maximize uptime. Attendees are invited to visit BorgWarner at booth #3131 at the Las Vegas Convention Center from May 4 - 7, 2026. Showcasing BorgWarner's Advanced Commercial Vehicle Solutions: Thermal Management solutions, including intercell eCoolers, high voltage heaters, and high voltage eFans. Engineered to maintain optimal operating temperatures to improve fuel economy and reduce emissions. Battery Solutions, including battery systems and modules. Providing safe, modular and high-performance NMC and LFP battery systems for reliable energy storage. Power Electronics, including inverters and inverter-motor drive modules. Featuring a Viper silicon carbide power module complemented by electronic controls and system integration expertise to provide full-function solutions. The iM-575 Integrated Inverter-Motor Drive Module combines BorgWarner's HVH320-216 high voltage hairpin motor with the BorgWarner Cascadia Motion branded 350 SiC inverter, featuring the Viper silicon carbide power module. The iM-575 supports OEMs in accelerating the development and deployment of electrified commercial vehicle platforms.お知らせ • Mar 20BorgWarner Inc., Annual General Meeting, Apr 29, 2026BorgWarner Inc., Annual General Meeting, Apr 29, 2026. Location: 3850 hamlin road, michigan 48326, auburn hils United StatesBoard Change • Mar 17Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 2 highly experienced directors. President, CEO & Director Joe Fadool was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Mar 17Executive VP recently sold €622k worth of stockOn the 9th of March, Tonit Calaway sold around 14k shares on-market at roughly €44.39 per share. This transaction amounted to 6.4% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €955k. Insiders have been net sellers, collectively disposing of €11m more than they bought in the last 12 months.Board Change • Mar 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 2 highly experienced directors. President, CEO & Director Joe Fadool was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Feb 17Insider recently sold €955k worth of stockOn the 13th of February, Tania Wingfield sold around 18k shares on-market at roughly €53.45 per share. This transaction amounted to 28% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €9.9m more than they bought in the last 12 months.Declared Dividend • Feb 16Dividend of US$0.17 announcedShareholders will receive a dividend of US$0.17. Ex-date: 27th February 2026 Payment date: 16th March 2026 Dividend yield will be 0.8%, which is lower than the industry average of 2.3%. Sustainability & Growth Dividend is well covered by both earnings (43% earnings payout ratio) and cash flows (12% cash payout ratio). The dividend has increased by an average of 2.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 80% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • Feb 13Now 21% undervaluedOver the last 90 days, the stock has risen 40% to €54.02. The fair value is estimated to be €68.59, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.4% over the last 3 years. Earnings per share has declined by 30%. For the next 3 years, revenue is forecast to grow by 3.0% per annum. Earnings are also forecast to grow by 25% per annum over the same time period.Reported Earnings • Feb 12Full year 2025 earnings released: EPS: US$1.28 (vs US$1.64 in FY 2024)Full year 2025 results: EPS: US$1.28 (down from US$1.64 in FY 2024). Revenue: US$14.3b (up 1.6% from FY 2024). Net income: US$277.0m (down 25% from FY 2024). Profit margin: 1.9% (down from 2.6% in FY 2024). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Auto Components industry in Italy.お知らせ • Feb 11Borgwarner Inc. Provides Earnings Guidance for Full Year 2026BorgWarner Inc. announced earnings guidance for full year 2026. Net sales are expected to be in the range of $14.0 billion to $14.3 billion in 2026, compared with 2025 sales of $14.3 billion. The Company's net sales guidance implies a year-over-year change in organic sales of down 3.5% to down 1.5%. U.S. GAAP net earnings are expected to be within a range of $4.74 to $4.91 per diluted share.お知らせ • Feb 05Borgwarner Inc. Declares Quarterly Cash Dividend, Payable in March 16, 2026On February 4, 2026, the Board of Directors of BorgWarner Inc. declared a quarterly cash dividend of $0.17 per share of common stock. The dividend is payable on March 16, 2026, to stockholders of record on March 2, 2026.お知らせ • Nov 13BorgWarner Inc. Declares Quarterly Cash Dividend, Payable on December 15, 2025On November 12, 2025, the Board of Directors of BorgWarner Inc. declared a quarterly cash dividend of $0.17 per share of common stock. The dividend is payable on December 15, 2025, to stockholders of record on December 1, 2025.お知らせ • Oct 30BorgWarner Inc. Updates Earnings Guidance for the Year 2025BorgWarner Inc. updated earnings guidance for the year 2025. For the year, the company expects earnings per diluted share of $3.52 to $3.63 per share. Net sales of $14,100 million to $14,300 million. Operating income of $1,104 million to $1,134 million. The Company has increased its 2025 full year margin, EPS and free cash flow guidance, and narrowed its net sales outlook. The Company expects net sales to be in the range of $14.1 billion to $14.3 billion in 2025, compared with 2024 sales of approximately $14.1 billion. The change from the Company's previous forecast range of $14.0 billion to $14.4 billion is a result of higher industry production expectations and the favorable impacts of foreign exchange, partially offset by customer production disruptions in North America and Europe. The Company expects its weighted light and commercial vehicle markets to be in the range of down 1% to approximately flat in 2025. This is an increase from the Company's prior range of down 2.5% to down 0.5%. The Company's sales guidance implies a year-over-year change in organic sales of down 1% to approximately flat or in line with estimated market production. Stronger foreign currencies primarily due to the Euro are expected to result in an increase in sales of $30 million compared to the Company's previous guidance.お知らせ • Jul 31+ 1 more updateBorgWarner Inc. Declares Quarterly Cash Dividend, Payable on September 15, 2025On July 30, 2025, the Board of Directors of BorgWarner Inc. declared a quarterly cash dividend of $0.17 per share of common stock, representing a 55% increase compared to the previous per share dividend rate. The dividend is payable on September 15, 2025, to stockholders of record on September 2, 2025.お知らせ • Jun 21BorgWarner Inc. to Report Q2, 2025 Results on Jul 31, 2025BorgWarner Inc. announced that they will report Q2, 2025 results Pre-Market on Jul 31, 2025お知らせ • May 07BorgWarner Inc. Revises Earnings Guidance for the Full Year 2025BorgWarner Inc. revised earnings guidance for the full year 2025. For the year, The Company has provided a 2025 full year guidance update. Net sales are expected to be in the range of $13.6 billion to $14.2 billion in 2025, compared with 2024 sales of approximately $14.1 billion. This is a slight increase from the Company's previous range as a result of favorable impacts from foreign exchange and tariff customer recoveries which were mostly offset by lower industry production expectations. The Company expects its weighted light and commercial vehicle markets to be in the range of down 4% to down 2% in 2025. This is a reduction from the Company's prior range of down 3% to down 1% primarily due to the potential impact of tariffs on global industry production. The Company's sales guidance implies a year-over-year change in organic sales of down 2% to up 2% or estimated outgrowth above market production of approximately 200 to 400 basis points. The increase in the Company's estimated outgrowth compared to its previous guidance of 100 to 300 basis points reflects anticipated tariff customer recoveries. Stronger foreign currencies are expected to result in an increase in sales of $250 million compared to the Company's previous guidance. Net earnings are expected to be within the range of $3.44 to $3.85 per diluted share.お知らせ • May 01BorgWarner Inc. Declares Quarterly Cash Dividend, Payable on June 16, 2025On April 30, 2025, the Board of Directors of BorgWarner Inc. declared a quarterly cash dividend of $0.11 per share of common stock. The dividend is payable on June 16, 2025, to stockholders of record on June 2, 2025.お知らせ • Apr 29BorgWarner Showcases Latest Power Module Technology At the 46Th Vienna Motor SymposiumBorgWarner is set to showcase its latest technology at the 46th Vienna Motor Symposium from May 14-16, 2025, at the Hofburg in Vienna and will lead two presentations for its latest inverter technology. The first presentation highlights BorgWarner's double-sided cooled (DSC) 800V SiC power module with next-generation Viper power switches, designed to maximize efficiency and enable smaller, high-performance inverters for battery electric vehicles (BEVs). The second presentation focuses on a next-generation multi-level traction inverter with clean wave technology and will be available to view online. The DSC power module is a key component of the inverter, responsible for converting direct current from the battery into alternating current for the electric motor. BorgWarner's innovative design extracts heat from both sides of the silicon carbide power switch, significantly improving thermal and thus electrical performance. This enables either lower junction temperatures or higher current densities, leading to greater efficiency and a more compact footprint for inverters. The power module could be easily integrated into an OEM's own inverter design and naturally will be part of BorgWarner inverters. By leveraging next-generation Viper power switch technology and advanced thermal materials, BorgWarner is delivering a solution that supports both high-power applications and compact designs for smaller BEVs and hybrids, contributing to the future of sustainable mobility.株主還元1BWAIT Auto ComponentsIT 市場7D8.7%0.5%2.8%1Y82.1%14.1%25.1%株主還元を見る業界別リターン: 1BWA過去 1 年間で14.1 % の収益を上げたItalian Auto Components業界を上回りました。リターン対市場: 1BWA過去 1 年間で25.1 % の収益を上げたItalian市場を上回りました。価格変動Is 1BWA's price volatile compared to industry and market?1BWA volatility1BWA Average Weekly Movement6.8%Auto Components Industry Average Movement6.0%Market Average Movement4.6%10% most volatile stocks in IT Market8.0%10% least volatile stocks in IT Market2.8%安定した株価: 1BWAの株価は、 Italian市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 1BWAの weekly volatility ( 7% ) は過去 1 年間安定していますが、依然としてItalianの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト192837,500Joe Fadoolwww.borgwarner.comボルグワーナー社は、その子会社とともに、内燃自動車、ハイブリッド車、電気自動車向けのソリューションを世界中に提供している。ターボチャージャー、eブースター、eターボ、エミッションシステム、サーマルシステム、ガソリン点火技術、スマートリモートアクチュエーター、パワートレインセンサー、キャビンヒーター、バッテリーヒーターを提供している。また、オートマチックトランスミッション用制御モジュール、摩擦、機械式クラッチ製品、トルク管理製品、後輪駆動、全輪駆動トランスファーケースシステム、カップリングシステム、インバーター、車載充電器、DC/DCコンバーター、コンビネーションボックス、回転電機、完全統合型ドライブモジュール、電子制御などのパワーエレクトロニクスも提供している。乗用車、スポーツ・ユーティリティ・ビークル、バン、ライトトラックなどの小型車、中型・大型トラック、バスなどの商用車、農業機械、建設機械、船舶などのオフハイウェイ車のOEMメーカーや、小型車、商用車、オフハイウェイ車のTier1車両システムサプライヤーやアフターマーケットに製品を販売している。以前はボルグワーナーオートモーティブ社として知られていた。年に設立され、ミシガン州オーバーン・ヒルズに本社を置く。もっと見るBorgWarner Inc. 基礎のまとめBorgWarner の収益と売上を時価総額と比較するとどうか。1BWA 基礎統計学時価総額€11.59b収益（TTM）€358.89m売上高(TTM)€12.40b33.6xPER（株価収益率1.0xP/Sレシオ1BWA は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計1BWA 損益計算書（TTM）収益US$14.34b売上原価US$11.57b売上総利益US$2.77bその他の費用US$2.36b収益US$415.00m直近の収益報告Jun 30, 2026次回決算日該当なし一株当たり利益（EPS）2.04グロス・マージン19.33%純利益率2.89%有利子負債／自己資本比率66.7%1BWA の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.0%現在の配当利回り34%配当性向1BWA 配当は確実ですか？1BWA 配当履歴とベンチマークを見る1BWA 、いつまでに購入すれば配当金を受け取れますか？BorgWarner 配当日配当落ち日Aug 31 2026配当支払日Sep 15 2026配当落ちまでの日数23 days配当支払日までの日数38 days1BWA 配当は確実ですか？1BWA 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/07 23:28終値2026/08/07 00:00収益2026/06/30年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋BorgWarner Inc. 14 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。34 アナリスト機関Luke JunkBairdDan LevyBarclaysAlexandru-Cristian DirpesBerenberg31 その他のアナリストを表示
Declared Dividend • Aug 06Second quarter dividend of US$0.17 announcedShareholders will receive a dividend of US$0.17. Ex-date: 31st August 2026 Payment date: 15th September 2026 Dividend yield will be 1.0%, which is lower than the industry average of 2.3%. Sustainability & Growth Dividend is well covered by both earnings (17% earnings payout ratio) and cash flows (11% cash payout ratio). The dividend has increased by an average of 2.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 70% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 05Second quarter 2026 earnings released: EPS: US$1.37 (vs US$1.04 in 2Q 2025)Second quarter 2026 results: EPS: US$1.37 (up from US$1.04 in 2Q 2025). Revenue: US$3.65b (flat on 2Q 2025). Net income: US$277.0m (up 24% from 2Q 2025). Profit margin: 7.6% (up from 6.2% in 2Q 2025). Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Auto Components industry in Italy.
お知らせ • Aug 05BorgWarner Inc. Provides Earnings Guidance for the Full Year 2026BorgWarner Inc. provided earnings guidance for the full year 2026. For the year, net sales are expected to be in the range of $14.0 billion to $14.3 billion in 2026, compared with 2025 net sales of approximately $14.3 billion. U.S. GAAP operating margin is expected to be in the range of 9.6% to 9.8% in 2026. U.S. GAAP net earnings are expected to be within the range of $4.72 to $4.94 per diluted share. Operating income to be $1,343 million to $1,398 million.
お知らせ • Jul 31+ 1 more updateBorgwarner Inc. Appoints Rajesh Kalathur to Board of DirectorsBorgWarner Inc. increased the size of the Board to from eight to nine members and appointed Rajesh Kalathur to the Board as an independent director to fill the vacancy created by that increase Mr. Kalathur most recently served as President of John Deere Financial and Chief Information Officer of Deere & Company. a global leader in the production of agricultural. construction. forestry. turf. power systems. and other solutions. which he joined in 1996 and from which he retired in 2026. In these roles. he led Deere & Company’s financial services business segment with more than $70 billion in assets and oversaw enterprise-wide global information technology and cybersecurity functions. Prior to these roles. Mr. Kalathur served as Deere & Company's Chief Financial Officer for more than six years. Mr. Kalathur holds a Bachelor of Science in Mechanical Engineering from the National Institute of Technology in Jamshedpur. India. a Master of Science in Industrial Engineering from the University of Alabama. and a Master of Business Administration from the University of Chicago's Booth School of Business.
お知らせ • Jun 25BorgWarner Inc. to Report Q2, 2026 Results on Aug 05, 2026BorgWarner Inc. announced that they will report Q2, 2026 results on Aug 05, 2026
お知らせ • May 30BorgWarner Inc. Announces Appointment of Stefan Demmerle to Chief Technology Officer, Effective July 1, 2026BorgWarner Inc. appointed Stefan Demmerle to serve as Chief Technology Officer, effective July 1, 2026. Prior to this move, Mr. Demmerle has served as Vice President of BorgWarner Inc. and President and General Manager of BorgWarner PowerDrive Systems since 2015.
Declared Dividend • Aug 06Second quarter dividend of US$0.17 announcedShareholders will receive a dividend of US$0.17. Ex-date: 31st August 2026 Payment date: 15th September 2026 Dividend yield will be 1.0%, which is lower than the industry average of 2.3%. Sustainability & Growth Dividend is well covered by both earnings (17% earnings payout ratio) and cash flows (11% cash payout ratio). The dividend has increased by an average of 2.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 70% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 05Second quarter 2026 earnings released: EPS: US$1.37 (vs US$1.04 in 2Q 2025)Second quarter 2026 results: EPS: US$1.37 (up from US$1.04 in 2Q 2025). Revenue: US$3.65b (flat on 2Q 2025). Net income: US$277.0m (up 24% from 2Q 2025). Profit margin: 7.6% (up from 6.2% in 2Q 2025). Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Auto Components industry in Italy.
お知らせ • Aug 05BorgWarner Inc. Provides Earnings Guidance for the Full Year 2026BorgWarner Inc. provided earnings guidance for the full year 2026. For the year, net sales are expected to be in the range of $14.0 billion to $14.3 billion in 2026, compared with 2025 net sales of approximately $14.3 billion. U.S. GAAP operating margin is expected to be in the range of 9.6% to 9.8% in 2026. U.S. GAAP net earnings are expected to be within the range of $4.72 to $4.94 per diluted share. Operating income to be $1,343 million to $1,398 million.
お知らせ • Jul 31+ 1 more updateBorgwarner Inc. Appoints Rajesh Kalathur to Board of DirectorsBorgWarner Inc. increased the size of the Board to from eight to nine members and appointed Rajesh Kalathur to the Board as an independent director to fill the vacancy created by that increase Mr. Kalathur most recently served as President of John Deere Financial and Chief Information Officer of Deere & Company. a global leader in the production of agricultural. construction. forestry. turf. power systems. and other solutions. which he joined in 1996 and from which he retired in 2026. In these roles. he led Deere & Company’s financial services business segment with more than $70 billion in assets and oversaw enterprise-wide global information technology and cybersecurity functions. Prior to these roles. Mr. Kalathur served as Deere & Company's Chief Financial Officer for more than six years. Mr. Kalathur holds a Bachelor of Science in Mechanical Engineering from the National Institute of Technology in Jamshedpur. India. a Master of Science in Industrial Engineering from the University of Alabama. and a Master of Business Administration from the University of Chicago's Booth School of Business.
お知らせ • Jun 25BorgWarner Inc. to Report Q2, 2026 Results on Aug 05, 2026BorgWarner Inc. announced that they will report Q2, 2026 results on Aug 05, 2026
お知らせ • May 30BorgWarner Inc. Announces Appointment of Stefan Demmerle to Chief Technology Officer, Effective July 1, 2026BorgWarner Inc. appointed Stefan Demmerle to serve as Chief Technology Officer, effective July 1, 2026. Prior to this move, Mr. Demmerle has served as Vice President of BorgWarner Inc. and President and General Manager of BorgWarner PowerDrive Systems since 2015.
Board Change • May 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 2 highly experienced directors. President, CEO & Director Joe Fadool was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • May 08BorgWarner Inc. Maintains Earnings Guidance for the Full Year 2026BorgWarner Inc. maintained earnings guidance for the full year 2026. Net sales are expected to be in the range of $14.0 billion to $14.3 billion in 2026, compared with 2025 net sales of approximately $14.3 billion. Operating income expected the range of $1,361 million to $1,416 million and U.S. GAAP operating margin is expected to be in the range of 9.7% to 9.9% in 2026. U.S. GAAP net earnings are expected to be within the range of $4.70 to $4.87 per diluted share.
お知らせ • May 01BorgWarner Inc. announces Quarterly dividend, payable on June 15, 2026BorgWarner Inc. announced Quarterly dividend of USD 0.1700 per share payable on June 15, 2026, ex-date on June 01, 2026 and record date on June 01, 2026.
お知らせ • Apr 30BorgWarner Showcases Thermal, Power Electronics, Battery Solutions At Advanced Clean Transportation Expo 2026BorgWarner will showcase its comprehensive range of commercial vehicle solutions at the Advanced Clean Transportation (ACT) Expo 2026, featuring technologies designed to improve fuel efficiency, reduce emissions and maximize uptime. Attendees are invited to visit BorgWarner at booth #3131 at the Las Vegas Convention Center from May 4 - 7, 2026. Showcasing BorgWarner's Advanced Commercial Vehicle Solutions: Thermal Management solutions, including intercell eCoolers, high voltage heaters, and high voltage eFans. Engineered to maintain optimal operating temperatures to improve fuel economy and reduce emissions. Battery Solutions, including battery systems and modules. Providing safe, modular and high-performance NMC and LFP battery systems for reliable energy storage. Power Electronics, including inverters and inverter-motor drive modules. Featuring a Viper silicon carbide power module complemented by electronic controls and system integration expertise to provide full-function solutions. The iM-575 Integrated Inverter-Motor Drive Module combines BorgWarner's HVH320-216 high voltage hairpin motor with the BorgWarner Cascadia Motion branded 350 SiC inverter, featuring the Viper silicon carbide power module. The iM-575 supports OEMs in accelerating the development and deployment of electrified commercial vehicle platforms.
お知らせ • Mar 20BorgWarner Inc., Annual General Meeting, Apr 29, 2026BorgWarner Inc., Annual General Meeting, Apr 29, 2026. Location: 3850 hamlin road, michigan 48326, auburn hils United States
Board Change • Mar 17Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 2 highly experienced directors. President, CEO & Director Joe Fadool was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Mar 17Executive VP recently sold €622k worth of stockOn the 9th of March, Tonit Calaway sold around 14k shares on-market at roughly €44.39 per share. This transaction amounted to 6.4% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €955k. Insiders have been net sellers, collectively disposing of €11m more than they bought in the last 12 months.
Board Change • Mar 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 2 highly experienced directors. President, CEO & Director Joe Fadool was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Feb 17Insider recently sold €955k worth of stockOn the 13th of February, Tania Wingfield sold around 18k shares on-market at roughly €53.45 per share. This transaction amounted to 28% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €9.9m more than they bought in the last 12 months.
Declared Dividend • Feb 16Dividend of US$0.17 announcedShareholders will receive a dividend of US$0.17. Ex-date: 27th February 2026 Payment date: 16th March 2026 Dividend yield will be 0.8%, which is lower than the industry average of 2.3%. Sustainability & Growth Dividend is well covered by both earnings (43% earnings payout ratio) and cash flows (12% cash payout ratio). The dividend has increased by an average of 2.7% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 80% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • Feb 13Now 21% undervaluedOver the last 90 days, the stock has risen 40% to €54.02. The fair value is estimated to be €68.59, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.4% over the last 3 years. Earnings per share has declined by 30%. For the next 3 years, revenue is forecast to grow by 3.0% per annum. Earnings are also forecast to grow by 25% per annum over the same time period.
Reported Earnings • Feb 12Full year 2025 earnings released: EPS: US$1.28 (vs US$1.64 in FY 2024)Full year 2025 results: EPS: US$1.28 (down from US$1.64 in FY 2024). Revenue: US$14.3b (up 1.6% from FY 2024). Net income: US$277.0m (down 25% from FY 2024). Profit margin: 1.9% (down from 2.6% in FY 2024). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Auto Components industry in Italy.
お知らせ • Feb 11Borgwarner Inc. Provides Earnings Guidance for Full Year 2026BorgWarner Inc. announced earnings guidance for full year 2026. Net sales are expected to be in the range of $14.0 billion to $14.3 billion in 2026, compared with 2025 sales of $14.3 billion. The Company's net sales guidance implies a year-over-year change in organic sales of down 3.5% to down 1.5%. U.S. GAAP net earnings are expected to be within a range of $4.74 to $4.91 per diluted share.
お知らせ • Feb 05Borgwarner Inc. Declares Quarterly Cash Dividend, Payable in March 16, 2026On February 4, 2026, the Board of Directors of BorgWarner Inc. declared a quarterly cash dividend of $0.17 per share of common stock. The dividend is payable on March 16, 2026, to stockholders of record on March 2, 2026.
お知らせ • Nov 13BorgWarner Inc. Declares Quarterly Cash Dividend, Payable on December 15, 2025On November 12, 2025, the Board of Directors of BorgWarner Inc. declared a quarterly cash dividend of $0.17 per share of common stock. The dividend is payable on December 15, 2025, to stockholders of record on December 1, 2025.
お知らせ • Oct 30BorgWarner Inc. Updates Earnings Guidance for the Year 2025BorgWarner Inc. updated earnings guidance for the year 2025. For the year, the company expects earnings per diluted share of $3.52 to $3.63 per share. Net sales of $14,100 million to $14,300 million. Operating income of $1,104 million to $1,134 million. The Company has increased its 2025 full year margin, EPS and free cash flow guidance, and narrowed its net sales outlook. The Company expects net sales to be in the range of $14.1 billion to $14.3 billion in 2025, compared with 2024 sales of approximately $14.1 billion. The change from the Company's previous forecast range of $14.0 billion to $14.4 billion is a result of higher industry production expectations and the favorable impacts of foreign exchange, partially offset by customer production disruptions in North America and Europe. The Company expects its weighted light and commercial vehicle markets to be in the range of down 1% to approximately flat in 2025. This is an increase from the Company's prior range of down 2.5% to down 0.5%. The Company's sales guidance implies a year-over-year change in organic sales of down 1% to approximately flat or in line with estimated market production. Stronger foreign currencies primarily due to the Euro are expected to result in an increase in sales of $30 million compared to the Company's previous guidance.
お知らせ • Jul 31+ 1 more updateBorgWarner Inc. Declares Quarterly Cash Dividend, Payable on September 15, 2025On July 30, 2025, the Board of Directors of BorgWarner Inc. declared a quarterly cash dividend of $0.17 per share of common stock, representing a 55% increase compared to the previous per share dividend rate. The dividend is payable on September 15, 2025, to stockholders of record on September 2, 2025.
お知らせ • Jun 21BorgWarner Inc. to Report Q2, 2025 Results on Jul 31, 2025BorgWarner Inc. announced that they will report Q2, 2025 results Pre-Market on Jul 31, 2025
お知らせ • May 07BorgWarner Inc. Revises Earnings Guidance for the Full Year 2025BorgWarner Inc. revised earnings guidance for the full year 2025. For the year, The Company has provided a 2025 full year guidance update. Net sales are expected to be in the range of $13.6 billion to $14.2 billion in 2025, compared with 2024 sales of approximately $14.1 billion. This is a slight increase from the Company's previous range as a result of favorable impacts from foreign exchange and tariff customer recoveries which were mostly offset by lower industry production expectations. The Company expects its weighted light and commercial vehicle markets to be in the range of down 4% to down 2% in 2025. This is a reduction from the Company's prior range of down 3% to down 1% primarily due to the potential impact of tariffs on global industry production. The Company's sales guidance implies a year-over-year change in organic sales of down 2% to up 2% or estimated outgrowth above market production of approximately 200 to 400 basis points. The increase in the Company's estimated outgrowth compared to its previous guidance of 100 to 300 basis points reflects anticipated tariff customer recoveries. Stronger foreign currencies are expected to result in an increase in sales of $250 million compared to the Company's previous guidance. Net earnings are expected to be within the range of $3.44 to $3.85 per diluted share.
お知らせ • May 01BorgWarner Inc. Declares Quarterly Cash Dividend, Payable on June 16, 2025On April 30, 2025, the Board of Directors of BorgWarner Inc. declared a quarterly cash dividend of $0.11 per share of common stock. The dividend is payable on June 16, 2025, to stockholders of record on June 2, 2025.
お知らせ • Apr 29BorgWarner Showcases Latest Power Module Technology At the 46Th Vienna Motor SymposiumBorgWarner is set to showcase its latest technology at the 46th Vienna Motor Symposium from May 14-16, 2025, at the Hofburg in Vienna and will lead two presentations for its latest inverter technology. The first presentation highlights BorgWarner's double-sided cooled (DSC) 800V SiC power module with next-generation Viper power switches, designed to maximize efficiency and enable smaller, high-performance inverters for battery electric vehicles (BEVs). The second presentation focuses on a next-generation multi-level traction inverter with clean wave technology and will be available to view online. The DSC power module is a key component of the inverter, responsible for converting direct current from the battery into alternating current for the electric motor. BorgWarner's innovative design extracts heat from both sides of the silicon carbide power switch, significantly improving thermal and thus electrical performance. This enables either lower junction temperatures or higher current densities, leading to greater efficiency and a more compact footprint for inverters. The power module could be easily integrated into an OEM's own inverter design and naturally will be part of BorgWarner inverters. By leveraging next-generation Viper power switch technology and advanced thermal materials, BorgWarner is delivering a solution that supports both high-power applications and compact designs for smaller BEVs and hybrids, contributing to the future of sustainable mobility.
