BorgWarner Yönetim
Yönetim kriter kontrolleri 3/4
BorgWarner CEO'su Joe Fadool, Feb2025 tarihinde atandı, in görev süresi 1.5 yıldır. in toplam yıllık tazminatı $ 15.54M olup, şirket hissesi ve opsiyonları dahil olmak üzere 8% maaş ve 92% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.2% ine doğrudan sahiptir ve bu hisseler $ 26.89M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 2.9 yıl ve 4.8 yıldır.
Anahtar bilgiler
Joe Fadool
İcra Kurulu Başkanı
US$15.5m
Toplam tazminat
| CEO maaş yüzdesi | 7.96% |
| CEO görev süresi | 1.5yrs |
| CEO sahipliği | 0.2% |
| Yönetim ortalama görev süresi | 2.9yrs |
| Yönetim Kurulu ortalama görev süresi | 4.8yrs |
Son yönetim güncellemeleri
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
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.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%...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.CEO Tazminat Analizi
| Tarih | Toplam Tazminat | Maaş | Şirket Kazançları |
|---|---|---|---|
| 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$746m |
Tazminat ve Piyasa: Joe 'ın toplam tazminatı ($USD 15.54M ) US pazarındaki benzer büyüklükteki şirketler için ortalamadır ($USD 14.46M ).
Tazminat ve Kazançlar: Joe 'in maaşı son bir yılda %20'den fazla arttı.
CEO
Joe Fadool (59 yo)
1.5yrs
Görev süresi
US$15,539,233
Tazminat
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...
Liderlik Ekibi
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| 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 | Veri yok | 0.0062% $ 836.3k | |
| Vice President of Investor Relations | 9.8yrs | Veri yok | Veri yok | |
| Executive VP & Chief Human Resources Officer | 4.6yrs | Veri yok | 0.017% $ 2.3m | |
| Executive VP & Chief Strategy Officer | 5.8yrs | Veri yok | 0.019% $ 2.5m | |
| VP and President & GM of PowerDrive Systems | 3.4yrs | Veri yok | 0.028% $ 3.8m | |
| VP and President & GM of Drivetrain and Morse Systems | 2.1yrs | Veri yok | 0.023% $ 3.0m | |
| VP & President of China and VP & GM of PowerDrive Systems for Asia | 2.1yrs | Veri yok | Veri yok |
2.9yrs
Ortalama Görev Süresi
57yo
Ortalama Yaş
Deneyimli Yönetim: BWA 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 2.9 yıldır).
Yönetim Kurulu Üyeleri
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| 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 | Veri yok | Veri yok | |
| 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
Ortalama Görev Süresi
59yo
Ortalama Yaş
Deneyimli Yönetim Kurulu: BWA 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 4.8 yıldır).
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/08/20 18:03 |
| Gün Sonu Hisse Fiyatı | 2026/08/20 00:00 |
| Kazançlar | 2026/06/30 |
| 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 |