BorgWarner Inc.

NYSE:BWA 株式レポート

時価総額：US$13.5b

BorgWarner 過去の業績

過去 基準チェック /36

BorgWarnerの収益は年間平均-11.8%の割合で減少していますが、 Auto Components業界の収益は年間 増加しています。収益は年間3.8% 1.9%割合で 増加しています。 BorgWarnerの自己資本利益率は7.4%であり、純利益率は2.5%です。

主要情報

-11.82%

収益成長率

-10.65%

EPS成長率

Auto Components 業界の成長10.46%
収益成長率1.85%
株主資本利益率7.43%
ネット・マージン2.53%
前回の決算情報31 Mar 2026

最近の業績更新

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

収支内訳

BorgWarner の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。

収益と収入の歴史

NYSE:BWA 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Mar 2614,3343621,336-5
31 Dec 2514,3162771,3150
30 Sep 2514,1831361,140182
30 Jun 2514,0412201,140182
31 Mar 2514,0063111,342-5
31 Dec 2414,0863671,3630
30 Sep 2414,1699191,3800
30 Jun 2414,3427641,3690
31 Mar 2414,4106771,35221
31 Dec 2314,1986321,3310
30 Sep 2313,9936551,846-534
30 Jun 2313,5977411,659-356
31 Mar 2312,1446041,237-25
31 Dec 2212,6356361,2900
30 Sep 2212,973593779534
30 Jun 2213,1635161,410-88
31 Mar 2214,7036721,4188
31 Dec 2111,8033431,0780
30 Sep 2115,1097661,3990
30 Jun 2114,227781824444
31 Mar 2111,895436917183
31 Dec 2010,1655009440
30 Sep 208,7983628020
30 Jun 208,7564458290
31 Mar 209,8817158850
31 Dec 1910,1687469000
30 Sep 1910,183756479440
30 Jun 1910,169766477440
31 Mar 1910,312866473440
31 Dec 1810,5309319360
30 Sep 1810,5425559510
30 Jun 1810,4815369480
31 Mar 1810,1764769260
31 Dec 179,799440485408
30 Sep 179,4722938720
30 Jun 179,2701911,029-170
31 Mar 179,2091448470
31 Dec 169,0715958130
30 Sep 168,9355377790
30 Jun 168,605611547170
31 Mar 168,3085956820
31 Dec 158,0236106620
30 Sep 157,8926246530
30 Jun 158,0406346800

質の高い収益: BWAには$746.0M } という大きな 一回限りの 損失があり、過去 12 か月の財務実績が31st March, 2026に影響を及ぼしています。

利益率の向上: BWAの現在の純利益率 (2.5%)は、昨年(2.2%)よりも高くなっています。

フリー・キャッシュフローと収益の比較

過去の収益成長分析

収益動向: BWAの収益は過去 5 年間で年間11.8%減少しました。

成長の加速: BWAの過去 1 年間の収益成長率 ( 16.4% ) は、5 年間の平均 ( 年間-11.8%を上回っています。

収益対業界: BWAの過去 1 年間の収益成長率 ( 16.4% ) はAuto Components業界10.7%を上回りました。

株主資本利益率

高いROE: BWAの 自己資本利益率 ( 7.4% ) は 低い とみなされます。

総資産利益率

使用総資本利益率

過去の好業績企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/26 17:28
終値2026/05/22 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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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 JunkBaird
Dan LevyBarclays
Alexandru-Cristian DirpesBerenberg