BorgWarner マネジメント
マネジメント 基準チェック /34
BorgWarnerの CEO はJoe Fadoolで、 Feb2025年に任命され、 の在任期間は 1.5年です。 の年間総報酬は$ 15.54Mで、 8%給与と92%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.2%を直接所有しており、その価値は$ 26.89M 。経営陣と取締役会の平均在任期間はそれぞれ2.9年と4.8年です。
主要情報
Joe Fadool
最高経営責任者
US$15.5m
報酬総額
| CEO給与比率 | 7.96% |
| CEO在任期間 | 1.5yrs |
| CEOの所有権 | 0.2% |
| 経営陣の平均在職期間 | 2.9yrs |
| 取締役会の平均在任期間 | 4.8yrs |
経営陣の近況
Recent updates
Seeking Alpha • Aug 07
BorgWarner: New Opportunities, Old Risks
Summary BorgWarner Inc. has recently outperformed the S&P 500 and sector peers, driven by margin expansion and aggressive share buybacks despite stagnant automotive revenues. BWA is leveraging its electrification expertise to enter industrial and data center markets, targeting $300M in new product revenue by 2027, though these remain unproven growth drivers. Disciplined cost controls and R&D harvesting have boosted EPS and margins, with 2026 guidance reflecting modest EPS growth primarily from buybacks amid anticipated light vehicle production declines. BWA stock valuation has rerated higher, reflecting optimism for diversification, but risks remain if new market efforts disappoint or if auto sector weakness intensifies. Read the full article on Seeking Alpha
ナラティブ更新 • Aug 07
BWA: Data Center Expansion And Buybacks Will Test Execution Strength
Analysts have lifted their fair value estimate for BorgWarner to $62.00 from $51.58, citing higher Street price targets following strong Q2 results, raised EPS guidance tied to buybacks, and increasing interest in the company’s potential in non-auto and data center-related revenue streams. Analyst Commentary Street research on BorgWarner has turned more constructive following recent Q2 results, with several major firms lifting price targets and highlighting interest in the company’s non auto and data center related revenue opportunities.
ナラティブ更新 • Jul 24
BWA: Non Auto Power And E Powertrain Mix Will Drive Future Upside
Analysts have nudged the fair value estimate for BorgWarner higher to $76.87 from $74.80, citing a wave of upward price target revisions from major firms and growing interest in the company's exposure to non-auto opportunities, such as AI-related data center demand through its TurboCell product. Analyst Commentary Recent Street research on BorgWarner points to a cluster of higher price targets and upgraded views, with many analysts focusing on the company's mix of traditional auto exposure and newer non-auto opportunities tied to data centers and power markets.ナラティブ更新 • Jul 10
BWA: AI Data Center Hopes Will Face Execution Risks Ahead
Analysts have lifted the fair value estimate for BorgWarner from $40.11 to $51.58. This reflects a series of recent price target increases that highlight expectations for stronger revenue growth, higher profit margins, and the potential impact of new opportunities such as AI related data center demand and non auto end markets.
ナラティブ更新 • Jun 26
BWA: Non Auto Revenue Shift Will Drive Future Earnings Mix
Analysts have raised the implied fair value estimate for BorgWarner to $95 from $82, reflecting higher assumed revenue growth, improved profit margins, and increased confidence in the company's non auto opportunities, as highlighted in recent price target revisions across the Street. Analyst Commentary BorgWarner is drawing increased attention from bullish analysts who see the company as a key beneficiary of non auto revenue streams and AI related demand, which is feeding into a series of higher valuation markers across the Street.分析記事 • Jun 19
BorgWarner (BWA) Stock Could Be 4% Undervalued as Margin Recovery Narrative Builds
BorgWarner (BWA) drew investor attention on Friday after a fresh look at its recent performance, with the stock trading around $71.84 and multi year total returns highlighting how the company has rewarded long term holders. See our latest analysis for BorgWarner. The recent move to $71.84 comes after choppy trading, with the 1 day share price return of 1.84% following a 7 day period where the share price fell 4.02%. However, the 30 day and year to date share price returns of 17.52% and 54.03%...ナラティブ更新 • Jun 11
BWA: Non Auto Power Expansion And E Powertrain Progress Will Shape Balanced Outlook
Analysts have lifted BorgWarner's assessed fair value to $74.80 from $68.53, citing higher assumed revenue growth, an improved profit margin outlook, and a lower future P/E multiple. This revision is supported by recent price target increases from several research firms focused on the company's non auto opportunities and its positioning across key auto supply segments.ナラティブ更新 • May 28
BWA: Data Center Power And eMotor Programs Will Drive Balanced Future Outcomes
Analysts have raised their blended price target framework for BorgWarner by about $0.60 to reflect slightly higher fair value estimates, a modestly higher assumed future P/E multiple, and recent Street research citing better execution, cost control, and content opportunities in auto suppliers. Analyst Commentary Recent Street research around BorgWarner has turned more active, with several firms adjusting price targets and ratings after Q1 earnings.ナラティブ更新 • 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...ナラティブ更新 • 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.CEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$415m |
| Mar 31 2026 | n/a | n/a | US$362m |
| Dec 31 2025 | US$16m | US$1m | US$277m |
| Sep 30 2025 | n/a | n/a | US$136m |
| Jun 30 2025 | n/a | n/a | US$220m |
| Mar 31 2025 | n/a | n/a | US$311m |
| Dec 31 2024 | US$7m | US$1m | US$367m |
| Sep 30 2024 | n/a | n/a | US$919m |
| Jun 30 2024 | n/a | n/a | US$764m |
| Mar 31 2024 | n/a | n/a | US$677m |
| Dec 31 2023 | US$7m | US$865k | US$632m |
| Sep 30 2023 | n/a | n/a | US$655m |
| Jun 30 2023 | n/a | n/a | US$741m |
| Mar 31 2023 | n/a | n/a | US$604m |
| Dec 31 2022 | US$6m | US$829k | US$636m |
| Sep 30 2022 | n/a | n/a | US$593m |
| Jun 30 2022 | n/a | n/a | US$516m |
| Mar 31 2022 | n/a | n/a | US$672m |
| Dec 31 2021 | US$6m | US$810k | US$343m |
| Sep 30 2021 | n/a | n/a | US$766m |
| Jun 30 2021 | n/a | n/a | US$781m |
| Mar 31 2021 | n/a | n/a | US$436m |
| Dec 31 2020 | US$3m | US$704k | US$500m |
| Sep 30 2020 | n/a | n/a | US$362m |
| Jun 30 2020 | n/a | n/a | US$445m |
| Mar 31 2020 | n/a | n/a | US$715m |
| Dec 31 2019 | US$4m | US$739k | US$746m |
報酬と市場: Joeの 総報酬 ($USD 15.54M ) は、 US市場 ($USD 14.46M ) の同様の規模の企業の平均とほぼ同じです。
報酬と収益: Joeの報酬は過去 1 年間で 20% 以上増加しました。
CEO
Joe Fadool (59 yo)
1.5yrs
在職期間
US$15,539,233
報酬
Mr. Joseph F. Fadool, also known as Joe, serves as President, Chief Executive Officer and Director at BorgWarner Inc. since February 06, 2025 and was its Executive Vice President and Chief Operating Office...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| President | 1.5yrs | US$15.54m | 0.20% $ 26.9m | |
| Executive VP & CFO | 2.4yrs | US$5.41m | 0.039% $ 5.2m | |
| Chief Technology Officer | less than a year | US$6.08m | 0.10% $ 13.5m | |
| Executive VP | 8yrs | US$5.59m | 0.069% $ 9.3m | |
| VP and President and GM of Turbos & Thermal Technologies | 5.5yrs | US$5.59m | 0.039% $ 5.3m | |
| VP & Chief Accounting Officer | 2.4yrs | データなし | 0.0062% $ 836.3k | |
| Vice President of Investor Relations | 9.8yrs | データなし | データなし | |
| Executive VP & Chief Human Resources Officer | 4.6yrs | データなし | 0.017% $ 2.3m | |
| Executive VP & Chief Strategy Officer | 5.8yrs | データなし | 0.019% $ 2.5m | |
| VP and President & GM of PowerDrive Systems | 3.4yrs | データなし | 0.028% $ 3.8m | |
| VP and President & GM of Drivetrain and Morse Systems | 2.1yrs | データなし | 0.023% $ 3.0m | |
| VP & President of China and VP & GM of PowerDrive Systems for Asia | 2.1yrs | データなし | データなし |
2.9yrs
平均在職期間
57yo
平均年齢
経験豊富な経営陣: BWAの経営陣は 経験豊富 であると考えられます ( 2.9年の平均在職年数)。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| President | 1.5yrs | US$15.54m | 0.20% $ 26.9m | |
| Independent Non-Executive Chairman | 33.6yrs | US$481.00k | 0.040% $ 5.5m | |
| Independent Director | 8.1yrs | US$327.50k | 0.017% $ 2.3m | |
| Independent Director | 3.5yrs | US$308.50k | 0.0088% $ 1.2m | |
| Independent Director | 6yrs | US$310.00k | 0.012% $ 1.7m | |
| Director | less than a year | データなし | データなし | |
| Independent Director | 4.8yrs | US$324.00k | 0.011% $ 1.5m | |
| Independent Director | 9.8yrs | US$329.00k | 0.019% $ 2.6m | |
| Independent Director | 3.9yrs | US$311.50k | 0.0063% $ 853.8k |
4.8yrs
平均在職期間
59yo
平均年齢
経験豊富なボード: BWAの 取締役会 は 経験豊富 であると考えられます ( 4.8年の平均在任期間)。
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/08/20 16:01 |
| 終値 | 2026/08/20 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| 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
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
BorgWarner Inc. 14 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。34
| アナリスト | 機関 |
|---|---|
| Luke Junk | Baird |
| Dan Levy | Barclays |
| Alexandru-Cristian Dirpes | Berenberg |