BorgWarner（BWA *）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BWA * 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21%で取引されている 収益は年間18.58%増加すると予測されています 過去1年間で収益は16.4%増加しました リスク分析株式の流動性は非常に低い 財務結果に影響を与える大きな一時的項目 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BWA * Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueMex$Current PriceMex$1.00k14.4% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture018b2016201920222025202620282031Revenue US$17.7bEarnings US$446.7mAdvancedSet Fair ValueView all narrativesBorgWarner Inc. 競合他社AptivSymbol: NYSE:APTVMarket cap: US$11.8bAisinSymbol: TSE:7259Market cap: JP¥1.7tNiterraSymbol: TSE:5334Market cap: JP¥1.9tMagna InternationalSymbol: TSX:MGMarket cap: CA$23.7b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$1,001.8052週高値US$1,001.8052週安値US$690.00ベータ0.991ヶ月の変化0%3ヶ月変化n/a1年変化n/a3年間の変化31.73%5年間の変化11.95%IPOからの変化13.50%最新ニュースお知らせ • 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 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.Declared Dividend • Feb 21Fourth quarter dividend of US$0.17 announcedShareholders will receive a dividend of US$0.17. Ex-date: 2nd March 2026 Payment date: 16th March 2026 Dividend yield will be 0.9%, 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 81% over the next 3 years, which should provide support to the dividend and adequate earnings cover.最新情報をもっと見るRecent updates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 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.Declared Dividend • Feb 21Fourth quarter dividend of US$0.17 announcedShareholders will receive a dividend of US$0.17. Ex-date: 2nd March 2026 Payment date: 16th March 2026 Dividend yield will be 0.9%, 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 81% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Recent Insider Transactions • Feb 21Insider recently sold Mex$19m worth of stockOn the 13th of February, Tania Wingfield sold around 18k shares on-market at roughly Mex$1,089 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 Mex$230m more than they bought in the last 12 months.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.Declared Dividend • Nov 16Third quarter dividend of US$0.17 announcedShareholders will receive a dividend of US$0.17. Ex-date: 1st December 2025 Payment date: 15th December 2025 Dividend yield will be 0.9%, which is lower than the industry average of 2.3%. Sustainability & Growth Dividend is covered by both earnings (79% 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 105% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Recent Insider Transactions • Nov 13Insider recently sold Mex$2.6m worth of stockOn the 4th of November, Isabelle McKenzie sold around 3k shares on-market at roughly Mex$823 per share. This transaction amounted to 6.8% 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 Mex$8.2m. Insiders have been net sellers, collectively disposing of Mex$192m more than they bought in the last 12 months.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.Recent Insider Transactions • Aug 16Insider recently sold Mex$15m worth of stockOn the 13th of August, Stefan Demmerle sold around 20k shares on-market at roughly Mex$738 per share. This transaction amounted to 8.0% 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 Mex$15m. Insiders have been net sellers, collectively disposing of Mex$317m more than they bought in the last 12 months.Recent Insider Transactions • Aug 07Executive VP & CFO recently sold Mex$15m worth of stockOn the 4th of August, Craig Aaron sold around 21k shares on-market at roughly Mex$710 per share. This transaction amounted to 30% 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 Mex$18m. This was Craig's only on-market trade for the last 12 months.Declared Dividend • Aug 04Second quarter dividend of US$0.17 announcedShareholders will receive a dividend of US$0.17. Ex-date: 2nd September 2025 Payment date: 15th September 2025 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 (44% earnings payout ratio) and cash flows (13% 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 92% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 01Second quarter 2025 earnings released: EPS: US$1.03 (vs US$1.39 in 2Q 2024)Second quarter 2025 results: EPS: US$1.03 (down from US$1.39 in 2Q 2024). Revenue: US$3.64b (up 1.0% from 2Q 2024). Net income: US$224.0m (down 29% from 2Q 2024). Profit margin: 6.2% (down from 8.7% in 2Q 2024). Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Auto Components industry in South America.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.お知らせ • Apr 22BorgWarner Showcases Electric Mobility Technology for Commercial Vehicles At Advanced Clean Transportation Expo 2025BorgWarner will showcase its latest commercial vehicle (CV) solutions at the Advanced Clean Transportation (ACT) Expo 2025. The company will highlight its comprehensive portfolio of highly efficient eCV technologies, including the innovative iM-575 integrated inverter-motor drive module, at booth #5221 at the Anaheim Convention Center from April 28 to May 1, 2025. The iM-575 combines BorgWarner's proven High Voltage Hairpin motor, HVH320-216, with the Cascadia Motion 350 inverter which features the Viper silicon carbide power module, ideally suited for Class 6 to 8 CVs. This integrated module provides an impressive 1,829 Nm of peak torque and 412 kW of continuous power at 750 Vdc. Its self-contained oil system, integrated oil-water heat exchangers, and built-in water pump significantly reduce system design complexity and assembly requirements for OEMs. In addition to the iM-575, BorgWarner will also highlight its 9 AKM Battery System and Module, several CV inverters and power modules, as well as thermal management solutions such as eHeaters, eFans, High Voltage Air Heaters and eCoolers. These innovative technologies are engineered to enhance CV efficiency and sustainability while also meeting the evolving demands of the commercial vehicle transportation industry.お知らせ • Mar 28BorgWarner Inc. to Report Q1, 2025 Results on May 07, 2025BorgWarner Inc. announced that they will report Q1, 2025 results on May 07, 2025お知らせ • Mar 20BorgWarner Inc., Annual General Meeting, Apr 30, 2025BorgWarner Inc., Annual General Meeting, Apr 30, 2025. Location: 3850 hamlin road, michigan 48326, auburn hills United Statesお知らせ • Feb 06+ 1 more updateBorgwarner Declares Quarterly Dividend, Payable on March 17, 2025The Board of Directors of Borgwarner Declares Quarterly Dividend, Payable on March 17, 2025. For the period, the company reported dividend of $0.11 per share of common stock. The dividend is payable on March 17, 2025, to stockholders of record on March 3, 2025.お知らせ • Jan 09BorgWarner Inc. to Report Q4, 2024 Results on Feb 06, 2025BorgWarner Inc. announced that they will report Q4, 2024 results on Feb 06, 2025お知らせ • Nov 08+ 1 more updateBorgWarner Inc. Announces Board and Management ChangesBorgWarner Inc. announced that its Board of Directors approved a leadership succession plan whereby Joseph Fadool, BorgWarner's Executive Vice President and Chief Operating Officer, has been appointed President and a member of BorgWarner's Board of Directors effective at the close of business on February 6, 2025. At that time, Frederic Lissalde will retire from his role as President and CEO and step down from the Board of Directors. To support a seamless transition, Mr. Lissalde will serve in an advisory role until August 30, 2025. Joseph Fadool joined BorgWarner in 2010 and has held a number of top positions across the Company, including Chief Operating Officer and President and General Manager of Emissions, Thermal and Turbo Systems, Morse Systems and TorqTransfer Systems, the precursor to PowerDrive Systems. Prior to joining BorgWarner, Mr. Fadool worked at Continental Automotive Systems as Vice President for North American Electronic Operations and at Ford Motor Company. Mr. Fadool holds a Bachelor of Science in electrical engineering from Lawrence Technological University and a Master of Science in computer and electronic controls from Wayne State University.お知らせ • Nov 07BorgWarner Inc. Declares Quarterly Dividend, Payable on December 16, 2024On November 6, 2024, 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 December 16, 2024, to stockholders of record on December 2, 2024.お知らせ • Nov 01BorgWarner Inc. Revises Earnings Guidance for the Full Year 2024BorgWarner Inc. revised earnings guidance for the full year 2024. For the year, the company updated full year sales, margin, and EPS guidance. Net sales for 2024 are expected to be in the range of $14.0 billion to $14.2 billion, compared to the Company's prior guidance of $14.1 billion to $14.4 billion and 2023 sales of approximately $14.2 billion. The Company's sales guidance implies a year-over-year decrease in organic sales of approximately (1.5)% to flat, or estimated outgrowth above market production of approximately 200 to 300 basis points. Net earnings are expected to be within a range of $4.17to $4.28 per diluted share.お知らせ • Sep 23BorgWarner Inc.(NYSE:BWA) dropped from FTSE All-World Index (USD)BorgWarner Inc.(NYSE:BWA) dropped from FTSE All-World Index (USD)お知らせ • Jul 31BorgWarner Inc. Updates Earnings Guidance for the Full Year 2024BorgWarner Inc. updated earnings guidance for the full year 2024. For the period, Company expects Net sales to be in the range of $14.1 billion to $14.4 billion, compared to the Company's prior guidance of $14.4 billion to $14.9 billion. Operating margin is expected to be in the range of 8.2% to 8.3%. Net earnings are expected to be within a range of $3.88 to $4.05 per diluted share. Operating income of $1,150 million - $1,195 million.お知らせ • Jul 25BorgWarner Inc. to Report Q2, 2024 Results on Jul 31, 2024BorgWarner Inc. announced that they will report Q2, 2024 results on Jul 31, 2024お知らせ • Jul 24BorgWarner Inc. Declares Quarterly Cash Dividend, Payable on September 16, 2024On July 23, 2024, 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 September 16, 2024, to stockholders of record on September 3, 2024.お知らせ • May 31BorgWarner Inc. Announces Promotion of Joseph Fadool as Executive Vice President and Chief Operating Officer, Effective June 1, 2024BorgWarner Inc. announced that Joseph Fadool, current Vice President of BorgWarner Inc. and President and GM, Emissions, Thermal and Turbo Systems, has been promoted to Executive Vice President and Chief Operating Officer of BorgWarner Inc., effective July 1, 2024. As Chief Operating Officer, Mr. Fadool will be responsible for the operations of the Company with the business unit presidents reporting to him. Mr. Fadool will report to Frédéric Lissalde, President and Chief Executive Officer. Joseph Fadool, age 58 joined BorgWarner in 2010 and has held a number of top positions across the Company, including President and GM, Emissions, Thermal and Turbo Systems, Morse Systems and TorqTransfer Systems, the precursor to PowerDrive Systems. Prior to joining BorgWarner, Mr. Fadool worked at Continental Automotive Systems as Vice President for North American Electronic Operations and at Ford Motor Company. Mr. Fadool holds a Bachelor of Science in electrical engineering from Lawrence Technological University and a Master of Science in computer and electronic controls from Wayne State University.お知らせ • May 03+ 1 more updateBorgWarner Supplies Polestar BEV SUVs with Electric Torque Vectoring and Disconnect SystemsBorgWarner announced that it is first-to-market with its electric Torque Vectoring and Disconnect (eTVD) system for battery electric vehicles (BEVs) with launches for Polestar and an additional major European OEM. The eTVD is part of BorgWarner's electric torque management system (eTMS) solutions portfolio, which is designed to intelligently control wheel torque to increase stability, provide superior dynamic performance, and improve traction during launch and acceleration. The eTVD is currently in production on the Polestar 3 SUV, and production for the major European OEM will follow later 2024. The high performing eTVD offers a 3-in-1 system, replacing the differential and featuring both torque vectoring and an on-demand disconnect function. In contrast to brake-based systems, torque vectoring prevents unnecessary brake interventions, therefore reducing harshness and vibration. This also leads to less wear and tear on brake and tires, with the added benefit of lower particle emissions. BorgWarner's eTVD systems offer high-level software and controls that can be customized by OEMs to align with their own platform needs and specific brand characteristics. The higher weight of BEVs can reduce agility, but BorgWarner's e TVD systems enable a much lighter feel of the vehicle while increasing overall safety. Smart design and intuitive software minimize the risk of undesired driving characteristics and enables superior traction regardless of road and weather conditions. Torque response is instantaneous in challenging and demanding scenarios, ensuring smooth, safe rides.お知らせ • Apr 26BorgWarner Inc. Declares Quarterly Cash Dividend, Payable on June 17, 2024On April 24, 2024, 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 17, 2024, to stockholders of record on June 3, 2024.お知らせ • Mar 22BorgWarner Inc. to Report Q1, 2024 Results on May 02, 2024BorgWarner Inc. announced that they will report Q1, 2024 results on May 02, 2024お知らせ • Mar 16BorgWarner Inc., Annual General Meeting, Apr 24, 2024BorgWarner Inc., Annual General Meeting, Apr 24, 2024, at 09:00 US Eastern Standard Time. Location: 3850 Hamlin Road Auburn Hills Michigan United States Agenda: To elect eight directors to serve for the next year; to consider the compensation of named executive officers; to ratify the selection of PricewaterhouseCoopers LLP as the independent registered public accounting firm for the Company for 2024; and to transact such other business as may properly come before the meeting or any adjournment or postponement thereof.お知らせ • Feb 08+ 1 more updateBorgWarner Inc. Provides Earnings Guidance for the Year 2024BorgWarner Inc. provided earnings guidance for the year 2024. Full year 2024 guidance: The company has provided 2024 full year guidance. Net sales are expected to be in the range of $14.4 billion to $14.9 billion, compared with 2023 sales of $14.2 billion. This implies a year-over-year organic increase in sales of 1% to 5%. The company expects its 2024 eProduct sales to be $2.5 billion to $2.8 billion, up from approximately $2.0 billion in 2023. Net earnings are expected to be within a range of $3.56 to $3.88 per diluted share.お知らせ • Dec 05Borgwarner Inc. Announces CFO ChangesBorgWarner Inc. announced that Kevin Nowlan has decided to retire as Executive Vice President and Chief Financial Officer after a 28-year career in finance. Craig Aaron, BorgWarner's current Vice President and Controller, will succeed Mr. Nowlan as Executive Vice President and CFO, effective March 1, 2024. Mr. Nowlan will remain with the Company in an advisory capacity through April 1, 2024, to ensure a smooth transition. Mr. Aaron joined BorgWarner in 2007 and has held a number of positions in accounting and finance, including Controller, Treasurer, and Vice President of Finance for BorgWarner Morse Systems. Prior to joining BorgWarner, he worked at Federal-Mogul Corporation as a Corporate Account Manager and at Deloitte & Touche LLP as an In-Charge Auditor. Mr. Aaron holds a Bachelor of Arts in accounting from Michigan State University and is a Certified Public Accountant in the State of Michigan.お知らせ • Dec 02BorgWarner Inc. (NYSE:BWA) completed the acquisition of Electric Hybrid Systems Business Segment from Eldor Corporation S.p.A.BorgWarner Inc. (NYSE:BWA) entered into a share purchase agreement to acquire Electric Hybrid Systems Business Segment from Eldor Corporation S.p.A. for approximately €300 million on June 19, 2023. The purchase price due at closing is €75 million, with up to €175 million in contingent payments that could be paid over the next 2 years. The transaction is subject to satisfaction of closing conditions and is expected to close in the third quarter of 2023. As of November 2, 2023, the transaction is expected to close in the fourth quarter of 2023.BorgWarner Inc. (NYSE:BWA) completed the acquisition of Electric Hybrid Systems Business Segment from Eldor Corporation S.p.A. on December 1, 2023.Upcoming Dividend • Nov 23Upcoming dividend of US$0.11 per share at 1.3% yieldEligible shareholders must have bought the stock before 30 November 2023. Payment date: 15 December 2023. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Mexican dividend payers (7.3%). Lower than average of industry peers (2.2%).Valuation Update With 7 Day Price Move • Nov 13Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to Mex$575, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 13x in the Auto Components industry globally. Simply Wall St's valuation model estimates the intrinsic value at Mex$815 per share.お知らせ • Nov 11BorgWarner Inc. Declares Quarterly Dividend, Payable on December 15, 2023On November 8, 2023, 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 December 15, 2023, to stockholders of record on December 1, 2023.お知らせ • Nov 04BorgWarner Inc. Provides Earnings Guidance for the Year 2023BorgWarner Inc. provided earnings guidance for the year 2023. For the year, the company expected net sales for 2023 are expected to be in the range of $14.1 billion to $14.3 billion, compared with 2022 sales of approximately $12.6 billion. This implies a year-over-year increase in organic sales of 12% to 14%. Foreign currencies are expected to result in a year-over-year decrease in sales of approximately $110 million primarily due to the weakening of the CNY against USD, partially offset by the strengthening of the Euro against the U.S. dollar. Net earnings are expected to be within a range of $2.65 to $2.81 per diluted share. Excluding the impact of non-comparable items, adjusted net earnings are expected to be within a range of $3.60 to $3.80 per diluted share.お知らせ • Oct 29BorgWarner Inc. to Report Q3, 2023 Results on Nov 02, 2023BorgWarner Inc. announced that they will report Q3, 2023 results on Nov 02, 2023お知らせ • Aug 03Borgwarner Inc. Provides Earnings Guidance for the Year 2023BorgWarner Inc. provided earnings guidance for the year 2023. For the year, the company expects Net sales to be in the range of $14.2 billion to $14.6 billion, compared with 2022 sales of approximately $12.6 billion. Net earnings from continuing operations are expected to be within a range of $2.58 to $2.75 per diluted share.お知らせ • Jul 28Borgwarner Inc. Declares Quarterly Cash Dividend, Payable on September 15, 2023On July 26, 2023, 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 September 15, 2023, to stockholders of record on September 1, 2023.お知らせ • Jun 27BorgWarner Inc. to Report Q2, 2023 Results on Aug 02, 2023BorgWarner Inc. announced that they will report Q2, 2023 results on Aug 02, 2023お知らせ • Jun 20BorgWarner Inc. (NYSE:BWA) entered into a share purchase agreement to acquire Electric Hybrid Systems Business Segment from Eldor Corporation S.p.A. for €75 million.BorgWarner Inc. (NYSE:BWA) entered into a share purchase agreement to acquire Electric Hybrid Systems Business Segment from Eldor Corporation S.p.A. for €75 million on June 19, 2023. The transaction is subject to satisfaction of closing conditions and is expected to close in the third quarter of 2023.お知らせ • May 05BorgWarner Inc. Provides Earnings Guidance for the Full Year 2023BorgWarner Inc. provided earnings guidance for the full year 2023. For the period, Company expects Net sales are expected to be in the range of $17.1 billion to $17.9 billion, compared with 2022 sales of $15.8 billion. This implies a year-over-year increase in organic sales of 7.5% to 12.5%. Net earnings are expected to be within a range of $3.87 to $4.24 per diluted share.Reported Earnings • May 05First quarter 2023 earnings released: EPS: US$0.93 (vs US$0.84 in 1Q 2022)First quarter 2023 results: EPS: US$0.93 (up from US$0.84 in 1Q 2022). Revenue: US$4.18b (up 7.9% from 1Q 2022). Net income: US$217.0m (up 8.5% from 1Q 2022). Profit margin: 5.2% (in line with 1Q 2022). Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Auto Components industry.お知らせ • Feb 15Borgwarner Announces Executive ChangesBorgWarner Inc. announced Brady Ericson will serve as President and Chief Executive Officer, and Chris Gropp will serve as Executive Vice President and Chief Financial Officer of the separate, publicly traded company that will result from completion of the previously announced proposed spin-off of BorgWarner's Fuel Systems and Aftermarket segments. BorgWarner also announced that the intended company name is "PHINIA Inc." ("PHINIA"). Ericson began his career at BorgWarner in 2000 and has served as Vice President of BorgWarner and President and General Manager of BorgWarner Fuel Systems and Aftermarket since March 2022. He has been an officer of BorgWarner since 2011 while serving as President and General Manager of three different business units and as BorgWarner's Chief Strategy Officer. Prior to this, he served in roles of increasing responsibility in operations, manufacturing strategy, engineering, and sales. He has served in overseas assignments in four different countries in Europe and Asia. Earlier in his career, Ericson held various sales and engineering positions with Honeywell (formerly AlliedSignal), Remy International, and Ford Motor Company. Ericson holds a Bachelor of Science in Mechanical Engineering from Kettering University and a Master of Business Administration from Duke University. Gropp began her career at BorgWarner in 2001, serving most recently as Vice President of Finance for Fuel Systems and Aftermarket since October 2020. Over her 22 years at BorgWarner, Gropp has held positions of increasing responsibility in several BorgWarner businesses domestically and internationally, from Plant Controller and Commercial Controller to Finance Director and Vice President of Finance for three of BorgWarner's businesses. Prior to joining BorgWarner, Gropp was an auditor for KPMG and Director, Finance/Controller for Pressac Inc. Gropp earned a Bachelor of Science degree in Accounting from the University of Alabama. She is a certified public accountant licensed in Alabama and a member of the American Institute of Certified Public Accountants as well as the Alabama Society of Certified Public Accountants. PHINIA is expected to be a product leader in fuel systems, starters, alternators and aftermarket distribution with balanced and synergistic exposure among Commercial Vehicle, Light Vehicle, and Aftermarket end markets, and to have broad regional and customer exposures.お知らせ • Feb 10BorgWarner Inc. Provides Earnings Guidance for the Year of 2023BorgWarner Inc. provided earnings guidance for the year of 2023. For the year, the company expected Net sales to be in the range of $16.7 billion to $17.5 billion, compared with 2022 sales of $15.8 billion. Net earnings are expected to be within a range of $3.81 to $4.13 per diluted share.Reported Earnings • Feb 10Full year 2022 earnings released: EPS: US$3.99 (vs US$2.26 in FY 2021)Full year 2022 results: EPS: US$3.99 (up from US$2.26 in FY 2021). Revenue: US$15.8b (up 6.5% from FY 2021). Net income: US$944.0m (up 76% from FY 2021). Profit margin: 6.0% (up from 3.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Auto Components industry in South America.お知らせ • Feb 10Borgwarner Declares Quarterly Cash Dividend, Payable on March 15, 2023On February 8, 2023, 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 15, 2023, to stockholders of record on March 1, 2023.お知らせ • Feb 09Borgwarner Inc. Appoints Hau Thai-Tang to Its Board of DirectorsBorgWarner Inc. announced that Hau Thai-Tang has been named to its Board of Directors. Mr. Thai-Tang retired from Ford Motor Company, a global automotive manufacturer, in 2022 as Chief Industrial Platform Officer. In this position, Mr. Thai-Tang led global research and advanced engineering, product development, design, manufacturing engineering, purchasing, and supply chain teams to deliver an industry leading product portfolio of digitally connected ICE and BEV vehicles. Mr. Thai-Tang led Ford's product development and purchasing organizations during its launches of the Mustang Mach-E, F-150 Lightning, Bronco, Maverick, and Puma. Mr. Thai-Tang holds a Bachelor of Science in Mechanical Engineering from Carnegie Mellon University and a Master of Business Administration from the University of Michigan Stephen M. Ross School of Business.Valuation Update With 7 Day Price Move • Jun 16Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to Mex$668, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Auto Components industry globally.Recent Insider Transactions • Jun 03Executive VP recently sold Mex$14m worth of stockOn the 1st of June, Tonit Calaway sold around 18k shares on-market at roughly Mex$795 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$31m more than they bought in the last 12 months.Recent Insider Transactions • Mar 11Insider recently sold Mex$5.2m worth of stockOn the 9th of March, Felecia Pryor sold around 7k shares on-market at roughly Mex$796 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$150m more than they bought in the last 12 months.Valuation Update With 7 Day Price Move • Mar 01Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to Mex$791, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 8x in the Auto Components industry in South America. Total loss to shareholders of 8.7% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,541 per share.株主還元BWA *MX Auto ComponentsMX 市場7D0%-1.7%0.3%1Yn/a-9.2%15.7%株主還元を見る業界別リターン: BWA *がMX Auto Components業界に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。リターン対市場: BWA * MX市場に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。価格変動Is BWA *'s price volatile compared to industry and market?BWA * volatilityBWA * Average Weekly Movementn/aAuto Components Industry Average Movement3.9%Market Average Movement4.0%10% most volatile stocks in MX Market6.1%10% least volatile stocks in MX Market2.7%安定した株価: BWA *の株価は、 MX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: 過去 1 年間のBWA *のボラティリティの変化を判断するには データが不十分です。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。BWA * 基礎統計学時価総額Mex$218.14b収益（TTM）Mex$6.30b売上高(TTM)Mex$249.38b34.6xPER（株価収益率0.9xP/SレシオBWA * 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BWA * 損益計算書（TTM）収益US$14.33b売上原価US$11.64b売上総利益US$2.69bその他の費用US$2.33b収益US$362.00m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）1.76グロス・マージン18.79%純利益率2.53%有利子負債／自己資本比率68.8%BWA * 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1.1%現在の配当利回り36%配当性向BWA * 配当は確実ですか？BWA * 配当履歴とベンチマークを見るBWA * 、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Jun 01 2026配当支払日Jun 15 2026配当落ちまでの日数9 days配当支払日までの日数23 daysBWA * 配当は確実ですか？BWA * 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2026/05/20 04:18終値2026/02/20 00:00収益2026/03/31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本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。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。36 アナリスト機関Luke JunkBairdDan LevyBarclaysAlexandru-Cristian DirpesBerenberg33 その他のアナリストを表示
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 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.
Declared Dividend • Feb 21Fourth quarter dividend of US$0.17 announcedShareholders will receive a dividend of US$0.17. Ex-date: 2nd March 2026 Payment date: 16th March 2026 Dividend yield will be 0.9%, 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 81% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
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 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.
Declared Dividend • Feb 21Fourth quarter dividend of US$0.17 announcedShareholders will receive a dividend of US$0.17. Ex-date: 2nd March 2026 Payment date: 16th March 2026 Dividend yield will be 0.9%, 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 81% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Recent Insider Transactions • Feb 21Insider recently sold Mex$19m worth of stockOn the 13th of February, Tania Wingfield sold around 18k shares on-market at roughly Mex$1,089 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 Mex$230m more than they bought in the last 12 months.
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.
Declared Dividend • Nov 16Third quarter dividend of US$0.17 announcedShareholders will receive a dividend of US$0.17. Ex-date: 1st December 2025 Payment date: 15th December 2025 Dividend yield will be 0.9%, which is lower than the industry average of 2.3%. Sustainability & Growth Dividend is covered by both earnings (79% 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 105% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Recent Insider Transactions • Nov 13Insider recently sold Mex$2.6m worth of stockOn the 4th of November, Isabelle McKenzie sold around 3k shares on-market at roughly Mex$823 per share. This transaction amounted to 6.8% 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 Mex$8.2m. Insiders have been net sellers, collectively disposing of Mex$192m more than they bought in the last 12 months.
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.
Recent Insider Transactions • Aug 16Insider recently sold Mex$15m worth of stockOn the 13th of August, Stefan Demmerle sold around 20k shares on-market at roughly Mex$738 per share. This transaction amounted to 8.0% 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 Mex$15m. Insiders have been net sellers, collectively disposing of Mex$317m more than they bought in the last 12 months.
Recent Insider Transactions • Aug 07Executive VP & CFO recently sold Mex$15m worth of stockOn the 4th of August, Craig Aaron sold around 21k shares on-market at roughly Mex$710 per share. This transaction amounted to 30% 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 Mex$18m. This was Craig's only on-market trade for the last 12 months.
Declared Dividend • Aug 04Second quarter dividend of US$0.17 announcedShareholders will receive a dividend of US$0.17. Ex-date: 2nd September 2025 Payment date: 15th September 2025 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 (44% earnings payout ratio) and cash flows (13% 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 92% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 01Second quarter 2025 earnings released: EPS: US$1.03 (vs US$1.39 in 2Q 2024)Second quarter 2025 results: EPS: US$1.03 (down from US$1.39 in 2Q 2024). Revenue: US$3.64b (up 1.0% from 2Q 2024). Net income: US$224.0m (down 29% from 2Q 2024). Profit margin: 6.2% (down from 8.7% in 2Q 2024). Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Auto Components industry in South America.
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.
お知らせ • Apr 22BorgWarner Showcases Electric Mobility Technology for Commercial Vehicles At Advanced Clean Transportation Expo 2025BorgWarner will showcase its latest commercial vehicle (CV) solutions at the Advanced Clean Transportation (ACT) Expo 2025. The company will highlight its comprehensive portfolio of highly efficient eCV technologies, including the innovative iM-575 integrated inverter-motor drive module, at booth #5221 at the Anaheim Convention Center from April 28 to May 1, 2025. The iM-575 combines BorgWarner's proven High Voltage Hairpin motor, HVH320-216, with the Cascadia Motion 350 inverter which features the Viper silicon carbide power module, ideally suited for Class 6 to 8 CVs. This integrated module provides an impressive 1,829 Nm of peak torque and 412 kW of continuous power at 750 Vdc. Its self-contained oil system, integrated oil-water heat exchangers, and built-in water pump significantly reduce system design complexity and assembly requirements for OEMs. In addition to the iM-575, BorgWarner will also highlight its 9 AKM Battery System and Module, several CV inverters and power modules, as well as thermal management solutions such as eHeaters, eFans, High Voltage Air Heaters and eCoolers. These innovative technologies are engineered to enhance CV efficiency and sustainability while also meeting the evolving demands of the commercial vehicle transportation industry.
お知らせ • Mar 28BorgWarner Inc. to Report Q1, 2025 Results on May 07, 2025BorgWarner Inc. announced that they will report Q1, 2025 results on May 07, 2025
お知らせ • Mar 20BorgWarner Inc., Annual General Meeting, Apr 30, 2025BorgWarner Inc., Annual General Meeting, Apr 30, 2025. Location: 3850 hamlin road, michigan 48326, auburn hills United States
お知らせ • Feb 06+ 1 more updateBorgwarner Declares Quarterly Dividend, Payable on March 17, 2025The Board of Directors of Borgwarner Declares Quarterly Dividend, Payable on March 17, 2025. For the period, the company reported dividend of $0.11 per share of common stock. The dividend is payable on March 17, 2025, to stockholders of record on March 3, 2025.
お知らせ • Jan 09BorgWarner Inc. to Report Q4, 2024 Results on Feb 06, 2025BorgWarner Inc. announced that they will report Q4, 2024 results on Feb 06, 2025
お知らせ • Nov 08+ 1 more updateBorgWarner Inc. Announces Board and Management ChangesBorgWarner Inc. announced that its Board of Directors approved a leadership succession plan whereby Joseph Fadool, BorgWarner's Executive Vice President and Chief Operating Officer, has been appointed President and a member of BorgWarner's Board of Directors effective at the close of business on February 6, 2025. At that time, Frederic Lissalde will retire from his role as President and CEO and step down from the Board of Directors. To support a seamless transition, Mr. Lissalde will serve in an advisory role until August 30, 2025. Joseph Fadool joined BorgWarner in 2010 and has held a number of top positions across the Company, including Chief Operating Officer and President and General Manager of Emissions, Thermal and Turbo Systems, Morse Systems and TorqTransfer Systems, the precursor to PowerDrive Systems. Prior to joining BorgWarner, Mr. Fadool worked at Continental Automotive Systems as Vice President for North American Electronic Operations and at Ford Motor Company. Mr. Fadool holds a Bachelor of Science in electrical engineering from Lawrence Technological University and a Master of Science in computer and electronic controls from Wayne State University.
お知らせ • Nov 07BorgWarner Inc. Declares Quarterly Dividend, Payable on December 16, 2024On November 6, 2024, 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 December 16, 2024, to stockholders of record on December 2, 2024.
お知らせ • Nov 01BorgWarner Inc. Revises Earnings Guidance for the Full Year 2024BorgWarner Inc. revised earnings guidance for the full year 2024. For the year, the company updated full year sales, margin, and EPS guidance. Net sales for 2024 are expected to be in the range of $14.0 billion to $14.2 billion, compared to the Company's prior guidance of $14.1 billion to $14.4 billion and 2023 sales of approximately $14.2 billion. The Company's sales guidance implies a year-over-year decrease in organic sales of approximately (1.5)% to flat, or estimated outgrowth above market production of approximately 200 to 300 basis points. Net earnings are expected to be within a range of $4.17to $4.28 per diluted share.
お知らせ • Sep 23BorgWarner Inc.(NYSE:BWA) dropped from FTSE All-World Index (USD)BorgWarner Inc.(NYSE:BWA) dropped from FTSE All-World Index (USD)
お知らせ • Jul 31BorgWarner Inc. Updates Earnings Guidance for the Full Year 2024BorgWarner Inc. updated earnings guidance for the full year 2024. For the period, Company expects Net sales to be in the range of $14.1 billion to $14.4 billion, compared to the Company's prior guidance of $14.4 billion to $14.9 billion. Operating margin is expected to be in the range of 8.2% to 8.3%. Net earnings are expected to be within a range of $3.88 to $4.05 per diluted share. Operating income of $1,150 million - $1,195 million.
お知らせ • Jul 25BorgWarner Inc. to Report Q2, 2024 Results on Jul 31, 2024BorgWarner Inc. announced that they will report Q2, 2024 results on Jul 31, 2024
お知らせ • Jul 24BorgWarner Inc. Declares Quarterly Cash Dividend, Payable on September 16, 2024On July 23, 2024, 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 September 16, 2024, to stockholders of record on September 3, 2024.
お知らせ • May 31BorgWarner Inc. Announces Promotion of Joseph Fadool as Executive Vice President and Chief Operating Officer, Effective June 1, 2024BorgWarner Inc. announced that Joseph Fadool, current Vice President of BorgWarner Inc. and President and GM, Emissions, Thermal and Turbo Systems, has been promoted to Executive Vice President and Chief Operating Officer of BorgWarner Inc., effective July 1, 2024. As Chief Operating Officer, Mr. Fadool will be responsible for the operations of the Company with the business unit presidents reporting to him. Mr. Fadool will report to Frédéric Lissalde, President and Chief Executive Officer. Joseph Fadool, age 58 joined BorgWarner in 2010 and has held a number of top positions across the Company, including President and GM, Emissions, Thermal and Turbo Systems, Morse Systems and TorqTransfer Systems, the precursor to PowerDrive Systems. Prior to joining BorgWarner, Mr. Fadool worked at Continental Automotive Systems as Vice President for North American Electronic Operations and at Ford Motor Company. Mr. Fadool holds a Bachelor of Science in electrical engineering from Lawrence Technological University and a Master of Science in computer and electronic controls from Wayne State University.
お知らせ • May 03+ 1 more updateBorgWarner Supplies Polestar BEV SUVs with Electric Torque Vectoring and Disconnect SystemsBorgWarner announced that it is first-to-market with its electric Torque Vectoring and Disconnect (eTVD) system for battery electric vehicles (BEVs) with launches for Polestar and an additional major European OEM. The eTVD is part of BorgWarner's electric torque management system (eTMS) solutions portfolio, which is designed to intelligently control wheel torque to increase stability, provide superior dynamic performance, and improve traction during launch and acceleration. The eTVD is currently in production on the Polestar 3 SUV, and production for the major European OEM will follow later 2024. The high performing eTVD offers a 3-in-1 system, replacing the differential and featuring both torque vectoring and an on-demand disconnect function. In contrast to brake-based systems, torque vectoring prevents unnecessary brake interventions, therefore reducing harshness and vibration. This also leads to less wear and tear on brake and tires, with the added benefit of lower particle emissions. BorgWarner's eTVD systems offer high-level software and controls that can be customized by OEMs to align with their own platform needs and specific brand characteristics. The higher weight of BEVs can reduce agility, but BorgWarner's e TVD systems enable a much lighter feel of the vehicle while increasing overall safety. Smart design and intuitive software minimize the risk of undesired driving characteristics and enables superior traction regardless of road and weather conditions. Torque response is instantaneous in challenging and demanding scenarios, ensuring smooth, safe rides.
お知らせ • Apr 26BorgWarner Inc. Declares Quarterly Cash Dividend, Payable on June 17, 2024On April 24, 2024, 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 17, 2024, to stockholders of record on June 3, 2024.
お知らせ • Mar 22BorgWarner Inc. to Report Q1, 2024 Results on May 02, 2024BorgWarner Inc. announced that they will report Q1, 2024 results on May 02, 2024
お知らせ • Mar 16BorgWarner Inc., Annual General Meeting, Apr 24, 2024BorgWarner Inc., Annual General Meeting, Apr 24, 2024, at 09:00 US Eastern Standard Time. Location: 3850 Hamlin Road Auburn Hills Michigan United States Agenda: To elect eight directors to serve for the next year; to consider the compensation of named executive officers; to ratify the selection of PricewaterhouseCoopers LLP as the independent registered public accounting firm for the Company for 2024; and to transact such other business as may properly come before the meeting or any adjournment or postponement thereof.
お知らせ • Feb 08+ 1 more updateBorgWarner Inc. Provides Earnings Guidance for the Year 2024BorgWarner Inc. provided earnings guidance for the year 2024. Full year 2024 guidance: The company has provided 2024 full year guidance. Net sales are expected to be in the range of $14.4 billion to $14.9 billion, compared with 2023 sales of $14.2 billion. This implies a year-over-year organic increase in sales of 1% to 5%. The company expects its 2024 eProduct sales to be $2.5 billion to $2.8 billion, up from approximately $2.0 billion in 2023. Net earnings are expected to be within a range of $3.56 to $3.88 per diluted share.
お知らせ • Dec 05Borgwarner Inc. Announces CFO ChangesBorgWarner Inc. announced that Kevin Nowlan has decided to retire as Executive Vice President and Chief Financial Officer after a 28-year career in finance. Craig Aaron, BorgWarner's current Vice President and Controller, will succeed Mr. Nowlan as Executive Vice President and CFO, effective March 1, 2024. Mr. Nowlan will remain with the Company in an advisory capacity through April 1, 2024, to ensure a smooth transition. Mr. Aaron joined BorgWarner in 2007 and has held a number of positions in accounting and finance, including Controller, Treasurer, and Vice President of Finance for BorgWarner Morse Systems. Prior to joining BorgWarner, he worked at Federal-Mogul Corporation as a Corporate Account Manager and at Deloitte & Touche LLP as an In-Charge Auditor. Mr. Aaron holds a Bachelor of Arts in accounting from Michigan State University and is a Certified Public Accountant in the State of Michigan.
お知らせ • Dec 02BorgWarner Inc. (NYSE:BWA) completed the acquisition of Electric Hybrid Systems Business Segment from Eldor Corporation S.p.A.BorgWarner Inc. (NYSE:BWA) entered into a share purchase agreement to acquire Electric Hybrid Systems Business Segment from Eldor Corporation S.p.A. for approximately €300 million on June 19, 2023. The purchase price due at closing is €75 million, with up to €175 million in contingent payments that could be paid over the next 2 years. The transaction is subject to satisfaction of closing conditions and is expected to close in the third quarter of 2023. As of November 2, 2023, the transaction is expected to close in the fourth quarter of 2023.BorgWarner Inc. (NYSE:BWA) completed the acquisition of Electric Hybrid Systems Business Segment from Eldor Corporation S.p.A. on December 1, 2023.
Upcoming Dividend • Nov 23Upcoming dividend of US$0.11 per share at 1.3% yieldEligible shareholders must have bought the stock before 30 November 2023. Payment date: 15 December 2023. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Mexican dividend payers (7.3%). Lower than average of industry peers (2.2%).
Valuation Update With 7 Day Price Move • Nov 13Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to Mex$575, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 13x in the Auto Components industry globally. Simply Wall St's valuation model estimates the intrinsic value at Mex$815 per share.
お知らせ • Nov 11BorgWarner Inc. Declares Quarterly Dividend, Payable on December 15, 2023On November 8, 2023, 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 December 15, 2023, to stockholders of record on December 1, 2023.
お知らせ • Nov 04BorgWarner Inc. Provides Earnings Guidance for the Year 2023BorgWarner Inc. provided earnings guidance for the year 2023. For the year, the company expected net sales for 2023 are expected to be in the range of $14.1 billion to $14.3 billion, compared with 2022 sales of approximately $12.6 billion. This implies a year-over-year increase in organic sales of 12% to 14%. Foreign currencies are expected to result in a year-over-year decrease in sales of approximately $110 million primarily due to the weakening of the CNY against USD, partially offset by the strengthening of the Euro against the U.S. dollar. Net earnings are expected to be within a range of $2.65 to $2.81 per diluted share. Excluding the impact of non-comparable items, adjusted net earnings are expected to be within a range of $3.60 to $3.80 per diluted share.
お知らせ • Oct 29BorgWarner Inc. to Report Q3, 2023 Results on Nov 02, 2023BorgWarner Inc. announced that they will report Q3, 2023 results on Nov 02, 2023
お知らせ • Aug 03Borgwarner Inc. Provides Earnings Guidance for the Year 2023BorgWarner Inc. provided earnings guidance for the year 2023. For the year, the company expects Net sales to be in the range of $14.2 billion to $14.6 billion, compared with 2022 sales of approximately $12.6 billion. Net earnings from continuing operations are expected to be within a range of $2.58 to $2.75 per diluted share.
お知らせ • Jul 28Borgwarner Inc. Declares Quarterly Cash Dividend, Payable on September 15, 2023On July 26, 2023, 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 September 15, 2023, to stockholders of record on September 1, 2023.
お知らせ • Jun 27BorgWarner Inc. to Report Q2, 2023 Results on Aug 02, 2023BorgWarner Inc. announced that they will report Q2, 2023 results on Aug 02, 2023
お知らせ • Jun 20BorgWarner Inc. (NYSE:BWA) entered into a share purchase agreement to acquire Electric Hybrid Systems Business Segment from Eldor Corporation S.p.A. for €75 million.BorgWarner Inc. (NYSE:BWA) entered into a share purchase agreement to acquire Electric Hybrid Systems Business Segment from Eldor Corporation S.p.A. for €75 million on June 19, 2023. The transaction is subject to satisfaction of closing conditions and is expected to close in the third quarter of 2023.
お知らせ • May 05BorgWarner Inc. Provides Earnings Guidance for the Full Year 2023BorgWarner Inc. provided earnings guidance for the full year 2023. For the period, Company expects Net sales are expected to be in the range of $17.1 billion to $17.9 billion, compared with 2022 sales of $15.8 billion. This implies a year-over-year increase in organic sales of 7.5% to 12.5%. Net earnings are expected to be within a range of $3.87 to $4.24 per diluted share.
Reported Earnings • May 05First quarter 2023 earnings released: EPS: US$0.93 (vs US$0.84 in 1Q 2022)First quarter 2023 results: EPS: US$0.93 (up from US$0.84 in 1Q 2022). Revenue: US$4.18b (up 7.9% from 1Q 2022). Net income: US$217.0m (up 8.5% from 1Q 2022). Profit margin: 5.2% (in line with 1Q 2022). Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Auto Components industry.
お知らせ • Feb 15Borgwarner Announces Executive ChangesBorgWarner Inc. announced Brady Ericson will serve as President and Chief Executive Officer, and Chris Gropp will serve as Executive Vice President and Chief Financial Officer of the separate, publicly traded company that will result from completion of the previously announced proposed spin-off of BorgWarner's Fuel Systems and Aftermarket segments. BorgWarner also announced that the intended company name is "PHINIA Inc." ("PHINIA"). Ericson began his career at BorgWarner in 2000 and has served as Vice President of BorgWarner and President and General Manager of BorgWarner Fuel Systems and Aftermarket since March 2022. He has been an officer of BorgWarner since 2011 while serving as President and General Manager of three different business units and as BorgWarner's Chief Strategy Officer. Prior to this, he served in roles of increasing responsibility in operations, manufacturing strategy, engineering, and sales. He has served in overseas assignments in four different countries in Europe and Asia. Earlier in his career, Ericson held various sales and engineering positions with Honeywell (formerly AlliedSignal), Remy International, and Ford Motor Company. Ericson holds a Bachelor of Science in Mechanical Engineering from Kettering University and a Master of Business Administration from Duke University. Gropp began her career at BorgWarner in 2001, serving most recently as Vice President of Finance for Fuel Systems and Aftermarket since October 2020. Over her 22 years at BorgWarner, Gropp has held positions of increasing responsibility in several BorgWarner businesses domestically and internationally, from Plant Controller and Commercial Controller to Finance Director and Vice President of Finance for three of BorgWarner's businesses. Prior to joining BorgWarner, Gropp was an auditor for KPMG and Director, Finance/Controller for Pressac Inc. Gropp earned a Bachelor of Science degree in Accounting from the University of Alabama. She is a certified public accountant licensed in Alabama and a member of the American Institute of Certified Public Accountants as well as the Alabama Society of Certified Public Accountants. PHINIA is expected to be a product leader in fuel systems, starters, alternators and aftermarket distribution with balanced and synergistic exposure among Commercial Vehicle, Light Vehicle, and Aftermarket end markets, and to have broad regional and customer exposures.
お知らせ • Feb 10BorgWarner Inc. Provides Earnings Guidance for the Year of 2023BorgWarner Inc. provided earnings guidance for the year of 2023. For the year, the company expected Net sales to be in the range of $16.7 billion to $17.5 billion, compared with 2022 sales of $15.8 billion. Net earnings are expected to be within a range of $3.81 to $4.13 per diluted share.
Reported Earnings • Feb 10Full year 2022 earnings released: EPS: US$3.99 (vs US$2.26 in FY 2021)Full year 2022 results: EPS: US$3.99 (up from US$2.26 in FY 2021). Revenue: US$15.8b (up 6.5% from FY 2021). Net income: US$944.0m (up 76% from FY 2021). Profit margin: 6.0% (up from 3.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Auto Components industry in South America.
お知らせ • Feb 10Borgwarner Declares Quarterly Cash Dividend, Payable on March 15, 2023On February 8, 2023, 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 15, 2023, to stockholders of record on March 1, 2023.
お知らせ • Feb 09Borgwarner Inc. Appoints Hau Thai-Tang to Its Board of DirectorsBorgWarner Inc. announced that Hau Thai-Tang has been named to its Board of Directors. Mr. Thai-Tang retired from Ford Motor Company, a global automotive manufacturer, in 2022 as Chief Industrial Platform Officer. In this position, Mr. Thai-Tang led global research and advanced engineering, product development, design, manufacturing engineering, purchasing, and supply chain teams to deliver an industry leading product portfolio of digitally connected ICE and BEV vehicles. Mr. Thai-Tang led Ford's product development and purchasing organizations during its launches of the Mustang Mach-E, F-150 Lightning, Bronco, Maverick, and Puma. Mr. Thai-Tang holds a Bachelor of Science in Mechanical Engineering from Carnegie Mellon University and a Master of Business Administration from the University of Michigan Stephen M. Ross School of Business.
Valuation Update With 7 Day Price Move • Jun 16Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to Mex$668, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Auto Components industry globally.
Recent Insider Transactions • Jun 03Executive VP recently sold Mex$14m worth of stockOn the 1st of June, Tonit Calaway sold around 18k shares on-market at roughly Mex$795 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$31m more than they bought in the last 12 months.
Recent Insider Transactions • Mar 11Insider recently sold Mex$5.2m worth of stockOn the 9th of March, Felecia Pryor sold around 7k shares on-market at roughly Mex$796 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$150m more than they bought in the last 12 months.
Valuation Update With 7 Day Price Move • Mar 01Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to Mex$791, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 8x in the Auto Components industry in South America. Total loss to shareholders of 8.7% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,541 per share.
