BorgWarner 과거 순이익 실적
과거 기준 점검 3/6
BorgWarner의 수입은 연평균 -11.8%의 비율로 감소해 온 반면, Auto Components 산업은 수입이 연평균 5.8% 증가했습니다. 매출은 연평균 1.9%의 비율로 증가해 왔습니다. BorgWarner의 자기자본이익률은 7.4%이고 순이익률은 2.5%입니다.
핵심 정보
-11.82%
순이익 성장률
-10.65%
주당순이익(EPS) 성장률
| Auto Components 산업 성장률 | 10.46% |
| 매출 성장률 | 1.85% |
| 자기자본이익률 | 7.43% |
| 순이익률 | 2.53% |
| 최근 순이익 업데이트 | 31 Mar 2026 |
최근 과거 실적 업데이트
Recent updates
내러티브 업데이트 • 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.분석 기사 • 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 Alpha내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
새로운 내러티브 • 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?내러티브 업데이트 • 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.
새로운 내러티브 • 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?내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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 Alpha매출 및 비용 세부 내역
매출 및 비용 세부 내역
BorgWarner가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.
순이익 및 매출 추이
| 날짜 | 매출 | 순이익 | 일반관리비 | 연구개발비 |
|---|---|---|---|---|
| 31 Mar 26 | 14,334 | 362 | 1,336 | -5 |
| 31 Dec 25 | 14,316 | 277 | 1,315 | 0 |
| 30 Sep 25 | 14,183 | 136 | 1,140 | 182 |
| 30 Jun 25 | 14,041 | 220 | 1,140 | 182 |
| 31 Mar 25 | 14,006 | 311 | 1,342 | -5 |
| 31 Dec 24 | 14,086 | 367 | 1,363 | 0 |
| 30 Sep 24 | 14,169 | 919 | 1,380 | 0 |
| 30 Jun 24 | 14,342 | 764 | 1,369 | 0 |
| 31 Mar 24 | 14,410 | 677 | 1,352 | 21 |
| 31 Dec 23 | 14,198 | 632 | 1,331 | 0 |
| 30 Sep 23 | 13,993 | 655 | 1,846 | -534 |
| 30 Jun 23 | 13,597 | 741 | 1,659 | -356 |
| 31 Mar 23 | 12,144 | 604 | 1,237 | -25 |
| 31 Dec 22 | 12,635 | 636 | 1,290 | 0 |
| 30 Sep 22 | 12,973 | 593 | 779 | 534 |
| 30 Jun 22 | 13,163 | 516 | 1,410 | -88 |
| 31 Mar 22 | 14,703 | 672 | 1,418 | 8 |
| 31 Dec 21 | 11,803 | 343 | 1,078 | 0 |
| 30 Sep 21 | 15,109 | 766 | 1,399 | 0 |
| 30 Jun 21 | 14,227 | 781 | 824 | 444 |
| 31 Mar 21 | 11,895 | 436 | 917 | 183 |
| 31 Dec 20 | 10,165 | 500 | 944 | 0 |
| 30 Sep 20 | 8,798 | 362 | 802 | 0 |
| 30 Jun 20 | 8,756 | 445 | 829 | 0 |
| 31 Mar 20 | 9,881 | 715 | 885 | 0 |
| 31 Dec 19 | 10,168 | 746 | 900 | 0 |
| 30 Sep 19 | 10,183 | 756 | 479 | 440 |
| 30 Jun 19 | 10,169 | 766 | 477 | 440 |
| 31 Mar 19 | 10,312 | 866 | 473 | 440 |
| 31 Dec 18 | 10,530 | 931 | 936 | 0 |
| 30 Sep 18 | 10,542 | 555 | 951 | 0 |
| 30 Jun 18 | 10,481 | 536 | 948 | 0 |
| 31 Mar 18 | 10,176 | 476 | 926 | 0 |
| 31 Dec 17 | 9,799 | 440 | 485 | 408 |
| 30 Sep 17 | 9,472 | 293 | 872 | 0 |
| 30 Jun 17 | 9,270 | 191 | 1,029 | -170 |
| 31 Mar 17 | 9,209 | 144 | 847 | 0 |
| 31 Dec 16 | 9,071 | 595 | 813 | 0 |
| 30 Sep 16 | 8,935 | 537 | 779 | 0 |
| 30 Jun 16 | 8,605 | 611 | 547 | 170 |
| 31 Mar 16 | 8,308 | 595 | 682 | 0 |
| 31 Dec 15 | 8,023 | 610 | 662 | 0 |
| 30 Sep 15 | 7,892 | 624 | 653 | 0 |
| 30 Jun 15 | 8,040 | 634 | 680 | 0 |
양질의 수익: BWA는 $746.0M 규모의 큰 일회성 손실이 있어 31st March, 2026까지 지난 12개월 재무 결과에 영향을 미쳤습니다.
이익 마진 증가: BWA의 현재 순 이익률 (2.5%)은 지난해 (2.2%)보다 높습니다.
잉여현금흐름 대비 순이익 분석
과거 순이익 성장 분석
수익추이: BWA의 수익은 지난 5년 동안 연평균 11.8% 감소했습니다.
성장 가속화: 지난 1년간 BWA 의 수익 증가율(16.4%)은 연간 평균(-11.8%)을 초과합니다.
수익 대 산업: BWA의 지난 1년 수익 증가율(16.4%)은 Auto Components 업계의 7%를 상회했습니다.
자기자본이익률
높은 ROE: BWA의 자본 수익률(7.4%)은 낮음으로 평가됩니다.
총자산이익률
투하자본수익률
우수한 과거 실적 기업을 찾아보세요
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/20 04:30 |
| 종가 | 2026/05/20 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
BorgWarner Inc.는 36명의 분석가가 다루고 있습니다. 이 중 14명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Luke Junk | Baird |
| Dan Levy | Barclays |
| Alexandru-Cristian Dirpes | Berenberg |