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、電気自動車向けの技術ソリューションを世界中に提供している。 詳細
BWA Community Fair Values
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BWA VALUATION
Catalysts Are there any products or services that could move sales or earnings meaningfully? yes Are there any industry tailwinds this stock is benefitting or hindered from?
View narrativeUS$39.17
FV
80.8% 割高 内在価値ディスカウント6.00%
Revenue growth p.a.
51
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BorgWarner Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$70.83 |
| 52週高値 | US$71.57 |
| 52週安値 | US$31.83 |
| ベータ | 0.99 |
| 1ヶ月の変化 | 27.88% |
| 3ヶ月変化 | 22.31% |
| 1年変化 | 113.67% |
| 3年間の変化 | 59.78% |
| 5年間の変化 | 32.62% |
| IPOからの変化 | 2,166.56% |
最新ニュース
Recent updates
ナラティブの更新 • May 13
BWA: Data Center Power And eMotor Wins Will Shape Future Returns
Analysts have lifted BorgWarner's implied fair value by about $1 to $67.93, reflecting research that generally points to higher revenue growth assumptions and a slightly lower discount rate, even as some price targets were raised and others trimmed in recent weeks. Analyst Commentary Recent research on BorgWarner shows a mix of optimism and caution, with several firms adjusting ratings and price targets in both directions in recent months.分析記事 • May 08
Analyst Estimates: Here's What Brokers Think Of BorgWarner Inc. (NYSE:BWA) After Its First-Quarter Report
It's been a good week for BorgWarner Inc. ( NYSE:BWA ) shareholders, because the company has just released its latest...Seeking Alpha • May 04
BorgWarner: Time To Change The Thesis (Rating Downgrade)
Summary BorgWarner is rated HOLD with a revised price target of $50/share, reflecting limited upside at current valuations. BWA's strategic pivot toward EV and AI-exposed products, including a $10B+ backlog and strong eProduct growth, underpins its operational strength. Risks include margin drag from the battery business, 20% China sales exposure, and inefficient recent share buybacks at premium valuations. Despite robust contracts and management, BWA's 7-9% expected AEPS growth is insufficient to justify a premium; fair value is below 11x P/E. Read the full article on Seeking Alphaナラティブの更新 • Apr 24
BWA: Data Center Power Contracts Will Drive Future Return Potential
Analysts trimmed the BorgWarner fair value estimate by about $0.60 to $66.73, reflecting a mix of recent price target cuts from JPMorgan, Deutsche Bank and Wells Fargo that offset earlier upward revisions and upgrades tied to views on the company’s emerging data center power opportunity. Analyst Commentary Recent research on BorgWarner reflects a split view, with some firms cutting price targets after the latest rally in the shares while others have moved ratings or targets higher as they reassess the company’s data center power potential and core auto exposure.ナラティブの更新 • Apr 09
BWA: AI Data Center Power Opportunity Will Shape Long Term Returns
Analysts have nudged the BorgWarner fair value estimate slightly lower from $68.20 to about $67.33. This reflects a marginally higher discount rate and only small adjustments to long term revenue growth, profit margin, and future P/E assumptions after a mix of target cuts and upgrades across recent Street research.ナラティブの更新 • Mar 26
BWA: AI Data Center Power Deals Will Reshape Long Term Outlook
Analysts have adjusted the fair value estimate for BorgWarner slightly to $68.20. This change reflects updated assumptions around the discount rate, revenue growth, profit margins, and future P/E, following a series of recent rating changes and price target revisions across the Street.ナラティブの更新 • Mar 11
BWA: AI Data Center Power Shift Will Rebalance Long Term Outlook
The updated analyst price target for BorgWarner edges lower by about $0.63 to $68.21, as analysts factor in slightly more conservative assumptions for revenue growth, profit margins, and future P/E while acknowledging a more balanced risk and reward profile around the TurboCell data center power generation opportunity. Analyst Commentary Recent research around BorgWarner points to a more balanced setup, with investors weighing the upside from the TurboCell data center power generation opportunity against execution risk and how much of that story is already reflected in the share price.
新しいナラティブ • Mar 04
Long Term Power And Electrification Tailwinds Will Transform This Undervalued Supplier
Catalysts About BorgWarner BorgWarner supplies propulsion and power solutions for light vehicles and industrial applications, including electrified drivetrains and power generation systems. What are the underlying business or industry changes driving this perspective?ナラティブの更新 • Feb 24
BWA: AI Data Center Power Opportunity Will Reshape A Balanced Outlook
The analyst price target for BorgWarner has shifted from $50.54 to $68.85 as analysts weigh a wide range of recent target increases against more cautious views on the pace and scale of the company’s data center power opportunity. Analyst Commentary Recent research on BorgWarner reflects a split view, with some analysts leaning into the data center power potential and others questioning how quickly that opportunity can translate into revenue and earnings.
新しいナラティブ • Feb 12
Future Turbine And E-Product Dependence Will Limit Earnings Resilience
Catalysts About BorgWarner BorgWarner supplies propulsion and power solutions for light vehicles, commercial vehicles and industrial applications, including products for electrified drivetrains and on site power generation. What are the underlying business or industry changes driving this perspective?ナラティブの更新 • Feb 10
BWA: Drivetrain Mix Uncertainty And Index Shift Will Shape A Balanced Outlook
Narrative Update Analysts have nudged their price targets on BorgWarner slightly higher, with recent US$1 to US$3 upward revisions supported by views that the company can still grow revenue modestly, even as drivetrain mix across the market remains uncertain. Analyst Commentary Recent research on BorgWarner has focused on how much upside is left in the shares after a solid run, and how durable the company’s modest revenue growth outlook is given uncertainty around drivetrain mix.ナラティブの更新 • Jan 26
BWA: Margin Execution And Electrified Awards Will Shape A Fairly Balanced Outlook
Narrative update Analysts have lifted their fair value estimate for BorgWarner to about $50.54 per share. This move is supported by recent price target increases that highlight solid margin execution, modest revenue expectations across drivetrain mixes, and a slightly higher assumed future P/E multiple.ナラティブの更新 • Jan 10
BWA: Margin Execution And Electrified Awards Will Shape A Balanced Outlook
Analysts have made a modest downward adjustment to BorgWarner's fair value estimate to about $50.00, reflecting updated assumptions around the discount rate, revenue growth, profit margins, and future P/E. This follows recent Street research that included both a downgrade on valuation and several price target increases tied to margin execution, new business awards, and confidence in underlying trends.分析記事 • Jan 02
Are Investors Undervaluing BorgWarner Inc. (NYSE:BWA) By 36%?
Key Insights The projected fair value for BorgWarner is US$70.23 based on 2 Stage Free Cash Flow to Equity Current...ナラティブの更新 • Dec 18
BWA: Margin Execution And New Business Awards Will Drive Future Upside
Analysts modestly increased their blended price target for BorgWarner to about $50 from roughly $49.50, citing stronger margin execution, resilient profit expectations, and confidence that the company can deliver at the upper end of its guidance despite slightly slower revenue growth assumptions. Analyst Commentary Analysts remain broadly constructive on BorgWarner, with multiple firms lifting price targets and highlighting strong operational execution and favorable medium term earnings visibility.ナラティブの更新 • Dec 04
BWA: Margin Execution And New Business Wins Will Drive Future Upside Potential
Analysts have nudged their average price target on BorgWarner slightly higher, supporting a fair value move of roughly $0.20 to about $49.43. They point to consistent margin execution, higher free cash flow, solid new business awards, and a more favorable sector backdrop for autos and mobility.ナラティブの更新 • Nov 20
BWA: Margin Execution And New Automotive Wins Will Drive Upward Momentum
BorgWarner's analyst price targets have recently increased. The consensus has moved higher by up to $10, as analysts cite strong margin execution, new business wins, and stabilizing automotive demand as key factors supporting the upward revisions.ナラティブの更新 • Nov 03
BWA: Expanding China Contracts And Sector Demand Will Drive Upside Momentum
BorgWarner's analyst price target has been increased from $47 to approximately $49.21 per share. Analysts cite ongoing confidence in industry demand, supportive sales trends, and recent upward revisions in sector outlooks as the reasons for this adjustment.ナラティブの更新 • Oct 20
Chinese OEM Wins And Electrification Trends Will Drive Automotive Advancement
BorgWarner's analyst price target has been increased from approximately $44.71 to $47.00. Analysts cite stronger sector trends, updated industry forecasts, and improved company guidance as factors supporting a more optimistic outlook.ナラティブの更新 • Oct 05
Chinese OEM Wins And Electrification Trends Will Drive Automotive Advancement
BorgWarner’s analyst-derived fair value estimate has been raised modestly to $44.71, up from $43.93. Analysts point to robust vehicle demand forecasts and resilient industry fundamentals supporting the adjustment.ナラティブの更新 • Sep 20
Chinese OEM Wins And Electrification Trends Will Drive Automotive Advancement
BorgWarner’s consensus price target saw a slight upward revision to $43.93, as analysts cited resilience in U.S. auto sector fundamentals, better-than-expected Q2 results, and effective cost strategies, while valuation concerns and delayed contract impact tempered enthusiasm. Analyst Commentary Bullish analysts cited stronger-than-expected resilience in U.S. auto sector fundamentals, including stable light vehicle production and consumer strength despite tariff headwinds.ナラティブの更新 • Sep 05
Chinese OEM Wins And Electrification Trends Will Drive Automotive Advancement
Upward revisions to BorgWarner’s price target reflect Q2 earnings outperformance, improved EPS outlook, and increased optimism in the vehicle technology sector amid resilient auto supplier fundamentals, raising the consensus analyst price target slightly from $42.73 to $43.47. Analyst Commentary Q2 earnings outperformance and improved EPS outlook prompted upward revisions to price targets.分析記事 • Aug 04
BorgWarner (NYSE:BWA) Is Paying Out A Larger Dividend Than Last Year
BorgWarner Inc.'s ( NYSE:BWA ) dividend will be increasing from last year's payment of the same period to $0.17 on 15th...分析記事 • Jul 21
Is Now An Opportune Moment To Examine BorgWarner Inc. (NYSE:BWA)?
BorgWarner Inc. ( NYSE:BWA ), is not the largest company out there, but it led the NYSE gainers with a relatively large...分析記事 • Jul 03
Is BorgWarner (NYSE:BWA) A Risky Investment?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...分析記事 • Jun 17
Are Investors Undervaluing BorgWarner Inc. (NYSE:BWA) By 47%?
Key Insights The projected fair value for BorgWarner is US$62.66 based on 2 Stage Free Cash Flow to Equity Current...Seeking Alpha • Jan 27
BorgWarner: Discounted And Driving Toward An EV Future
Summary BorgWarner's strong position in both ICE and EV markets, with significant growth potential in EVs, makes it an interesting investment opportunity. The company's competitive advantages include scale, intellectual property, and high customer switching costs, resulting in attractive margins and returns. Currently trading at a low valuation, BorgWarner's strategic investments and partnerships, especially in EV technology, position it well for future growth. Risks include economic downturns and regulatory changes, but BorgWarner's diversification, scale, and reputation mitigate these concerns. Read the full article on Seeking Alpha株主還元
| BWA | US Auto Components | US 市場 | |
|---|---|---|---|
| 7D | 12.5% | 9.1% | 1.3% |
| 1Y | 113.7% | 15.6% | 27.7% |
業界別リターン: BWA過去 1 年間で15.6 % の収益を上げたUS Auto Components業界を上回りました。
リターン対市場: BWA過去 1 年間で27.7 % の収益を上げたUS市場を上回りました。
価格変動
| BWA volatility | |
|---|---|
| BWA Average Weekly Movement | 5.7% |
| Auto Components Industry Average Movement | 6.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.0% |
安定した株価: BWA 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: BWAの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1928 | 37,500 | Joe Fadool | www.borgwarner.com |
ボルグワーナー・インクは、その子会社とともに、内燃自動車、ハイブリッド車、電気自動車向けの技術ソリューションを世界中に提供している。同社はターボ＆サーマル技術、ドライブトレイン＆モールスシステム、パワードライブシステム、バッテリー＆チャージングシステムの各セグメントを通じて事業を展開している。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、バッテリー冷却システムなどを提供している。また、チェーンシステムや可変カムシャフト位相調整製品、デュアルクラッチモジュール、摩擦クラッチモジュール、電磁クラッチ、摩擦・セパレータープレート、トランスミッションバンド、トルクコンバータクラッチ、ワンウェイクラッチ、ねじり振動ダンパーなどのオートマチックトランスミッション用摩擦・機械製品も提供している；自動変速機用油圧制御製品（標準および油圧システム用電動油圧ソレノイド、変速機ソレノイドモジュール、デュアルクラッチ油圧制御モジュールなど）、およびトルク管理製品（トランスファーケースおよびカップリング、電子式リミテッドスリップディファレンシャル、電気式トルクベクタリング製品、アクスル・ディスコネクトシステムなど）。さらに、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などのパワーエレクトロニクス、eモーターと発電機からなる回転電機、インバーターと減速機からなる完全統合型ドライブモジュール、エンジン制御ユニット、トランスミッション制御ユニット、バッテリー管理システム、推進コントローラー、ドメインコントローラーなどの電子制御装置も提供している。さらに、ニッケルマンガンコバルトバッテリーパックやリン酸鉄リチウムバッテリーパックなどのバッテリーや充電システムも提供している。ボルグワーナー社の前身はボルグワーナー・オートモーティブ社。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。
BorgWarner Inc. 基礎のまとめ
| BWA 基礎統計学 | |
|---|---|
| 時価総額 | US$14.00b |
| 収益（TTM） | US$362.00m |
| 売上高(TTM) | US$14.33b |
40.1x
PER（株価収益率1.0x
P/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
| 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| 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 | 4 days |
| 配当支払日までの日数 | 18 days |
BWA 配当は確実ですか？
BWA 配当履歴とベンチマークを見る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 | 2026/05/27 06:53 |
| 終値 | 2026/05/27 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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 Junk | Baird |
| Dan Levy | Barclays |
| Alexandru-Cristian Dirpes | Berenberg |