BorgWarner (BWA) Hisse Özeti
BorgWarner Inc. iştirakleri ile birlikte dünya çapında yanmalı, hibrit ve elektrikli araçlar için teknoloji çözümleri sunmaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 2/6 |
| Gelecekteki Büyüme | 3/6 |
| Geçmiş Performans | 3/6 |
| Finansal Sağlık | 5/6 |
| Temettüler | 3/6 |
BWA Community Fair Values
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Analyst Price Targets
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JU
Community Contributor
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
60.3% aşırı değerlenmiş içsel indirim6.00%
Revenue growth p.a.
55
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0users have commented on this narrative
1users have followed this narrative
BorgWarner Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$62.77 |
| 52 Haftanın En Yüksek Seviyesi | US$78.82 |
| 52 Haftanın En Düşük Seviyesi | US$34.27 |
| Beta | 1.08 |
| 1 Aylık Değişim | -13.54% |
| 3 Aylık Değişim | 12.77% |
| 1 Yıllık Değişim | 76.97% |
| 3 Yıllık Değişim | 36.04% |
| 5 Yıllık Değişim | 35.08% |
| Halka arzdan bu yana değişim | 1,908.64% |
Son Haberler & Güncellemeler
Seeking Alpha • Jul 15
BorgWarner: From Deep Value To A Balanced Buy
Summary BorgWarner is downgraded to Buy, with the stock up 43% since my prior Strong Buy rating and valuation asymmetry now closed. The pivot to AI datacenter turbines via Turbocell offers a free option, supporting mid-teens margins on $300M incremental 2027 sales and potential for significant upside. Hybrid vehicle demand is driving content-per-vehicle growth, positioning BWA to benefit as hybrids outpace EVs and ICEs in market share. Free cash flow is set to outpace revenue growth as capex normalizes, with a base case price target of $80 and a remaining $450M buyback as a safety net. Read the full article on Seeking Alpha
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Analiz Makalesi • 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%...Recent updates
Seeking Alpha • Jul 15
BorgWarner: From Deep Value To A Balanced Buy
Summary BorgWarner is downgraded to Buy, with the stock up 43% since my prior Strong Buy rating and valuation asymmetry now closed. The pivot to AI datacenter turbines via Turbocell offers a free option, supporting mid-teens margins on $300M incremental 2027 sales and potential for significant upside. Hybrid vehicle demand is driving content-per-vehicle growth, positioning BWA to benefit as hybrids outpace EVs and ICEs in market share. Free cash flow is set to outpace revenue growth as capex normalizes, with a base case price target of $80 and a remaining $450M buyback as a safety net. Read the full article on Seeking AlphaAnlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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%...
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Yeni Anlatı • 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?Anlatı Güncellemesi • 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.Yeni Anlatı • 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?Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Hissedar Getirileri
| BWA | US Auto Components | US Pazar | |
|---|---|---|---|
| 7D | -3.0% | 0.8% | -0.9% |
| 1Y | 77.0% | -5.1% | 19.1% |
Getiri vs. Endüstri: BWA geçen yıl % -5.1 oranında getiri sağlayan US Auto Components sektörünü aştı.
Getiri vs Piyasa: BWA geçen yıl % 19.1 oranında getiri sağlayan US Piyasasını aştı.
Fiyat Oynaklığı
| BWA volatility | |
|---|---|
| BWA Average Weekly Movement | 6.1% |
| Auto Components Industry Average Movement | 7.2% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
İstikrarlı Hisse Senedi Fiyatı: BWA son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: BWA 'nin haftalık oynaklığı ( 6% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1928 | 37,500 | Joe Fadool | www.borgwarner.com |
BorgWarner Inc. iştirakleri ile birlikte dünya çapında yanmalı, hibrit ve elektrikli araçlar için teknoloji çözümleri sunmaktadır. Şirket, Turbos & Termal Teknolojiler; Aktarma Organları & Morse Sistemleri; PowerDrive Sistemleri; ve Akü & Şarj Sistemleri segmentleri üzerinden faaliyet göstermektedir. Turboşarjlar, eBoosterlar, eTurbolar, emisyon sistemleri, termal sistemler, benzinli ateşleme teknolojisi, akıllı uzaktan aktüatörler, güç aktarım sensörleri, kabin ısıtıcıları, akü ısıtıcıları ve akü soğutma sistemleri sunmaktadır.
BorgWarner Inc. Temel Bilgiler Özeti
| BWA temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$13.13b |
| Kazançlar(TTM) | US$362.00m |
| Gelir(TTM) | US$14.33b |
35.6x
F/K Oranı0.9x
P/S OranıBWA aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| BWA gelir tablosu (TTM) | |
|---|---|
| Gelir | US$14.33b |
| Gelir Maliyeti | US$11.64b |
| Brüt Kâr | US$2.69b |
| Diğer Giderler | US$2.33b |
| Kazançlar | US$362.00m |
Son Raporlanan Kazançlar
Mar 31, 2026
Sonraki Kazanç Tarihi
Aug 05, 2026
| Hisse başına kazanç (EPS) | 1.76 |
| Brüt Marj | 18.79% |
| Net Kâr Marjı | 2.53% |
| Borç/Özkaynak Oranı | 68.8% |
BWA uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünTemettüler
1.1%
Mevcut Temettü Verimi36%
Ödeme OranıŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/07/16 06:54 |
| Gün Sonu Hisse Fiyatı | 2026/07/16 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
BorgWarner Inc. 34 Bu analistlerden 14, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Luke Junk | Baird |
| Dan Levy | Barclays |
| Alexandru-Cristian Dirpes | Berenberg |