Inferra AI / Company / BWA
Borgwarner Inc.
BWA · Industrials
Last earnings Oct 29, 2026
Key results
U.S GAAP operating marginquarter
6.9%
U.S. GAAP operating margin of 6.9% during the third quarter of 2025, which equated to an adjusted
SEC original ↗Borgwarner Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025
GAAP operating marginquarter
6.9%
GAAP operating margin of 6.9% during the third quarter of 2025, which equated to an adjusted operating margin of 10.7% or an increase of 60 basis points compared with third quarter 2024.
SEC original ↗Borgwarner Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025
Adjusted operating marginquarter
10.7%
GAAP operating margin of 6.9% during the third quarter of 2025, which equated to an adjusted operating margin of 10.7% or an increase of 60 basis points compared with third quarter 2024.
SEC original ↗Borgwarner Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025
GAAP net incomequarter
$0.73
GAAP net earnings of $0.73 per diluted share.
SEC original ↗Borgwarner Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025
Adjusted net incomequarter
$1.24
Excluding $0.51 of net losses per diluted share related to non-comparable items (detailed in the table below), adjusted net earnings were $1.24 per diluted share, an increase of 14% compared with third quarter 2024.
SEC original ↗Borgwarner Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025
GAAP operating incomequarter
$248 million
GAAP operating income of $248 million, or 6.9% of net sales.
SEC original ↗Borgwarner Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025
Adjusted operating incomequarter
$385 million
Excluding $137 million of pretax expenses related to non-comparable items, adjusted operating income was $385 million, or 10.7% of net sales.
SEC original ↗Borgwarner Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025
Free cash flowquarter
$266 million
Free cash flow of $266 million.
SEC original ↗Borgwarner Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025
Adjusted net earnings per diluted share for the third quarter 2025, were $1.24, up approximately 14% from adjusted net earnings per diluted share of $1.09 for the third quarter 2024.
SEC original ↗Borgwarner Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025
EPSquarter
(0.04)
diluted (0.04) (0.12)
SEC original ↗Borgwarner Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025
AI analysis
Q3 2025 · reported Oct 30, 2025
Based on: Earnings release + parent 8-K — transcript not held
Headline figures
| Metric | Q3 2025 | Prior qtr | Year ago |
|---|---|---|---|
| U.S GAAP operating margin | 6.9% | 7.9% | — |
| GAAP operating margin | 6.9% | 7.9% | — |
| Adjusted operating margin | 10.7% | 7.9% | — |
| GAAP net income | $0.73 | $1.03 | — |
| Adjusted net income | $1.24 | $1.21 | — |
| GAAP operating income | $248 million | $289 million | — |
| Adjusted operating income | $385 million | $289 million | — |
| Free cash flow | $266 million | $507 million | — |
Guidance · company-stated
Direction: Raised
“htm EX-99.1 Document Exhibit 99.1 Immediate Release Contact Patrick Nolan 248.754.0884 BorgWarner Reports Strong Third Quarter 2025 Results Returned $136 million to Stockholders During Third Quarter Announces Increased 2025 Guidance Auburn Hills, Michigan, October 30, 2025 BorgWarner Inc.”
“Stronger foreign currencies primarily due to the Euro are expected to result in an increase in sales of $30 million compared to the Company s previous guidance.”
“Full-year operating cash flow is expected to be in the range of $1,434 million to $1,484 million, and free cash flow is expected to be in the range of $850 million to $950 million, which is a $150 million increase from prior guidance.”
Classified from the release's primary full-year outlook statement.
Margin
Cash flow & capex
Capital allocation
This includes the purchase of approximately $100 million of outstanding shares and a $36 million cash dividend payment.
Event summary
Third Quarter Results and Business Update BorgWarner s (the Company ) U.S
Based on: Earnings release + parent 8-K — transcript not held
Guidance & outlook
Direction: Raised
Company outlook: “htm EX-99.1 Document Exhibit 99.1 Immediate Release Contact Patrick Nolan 248.754.0884 BorgWarner Reports Strong Third Quarter 2025 Results Returned $136 million to Stockholders During Third Quarter Announces Increased 2025 Guidance Auburn Hills, Michigan, October 30, 2025 BorgWarner Inc.”
Revenue: “Stronger foreign currencies primarily due to the Euro are expected to result in an increase in sales of $30 million compared to the Company s previous guidance.”
Company outlook: “Full-year operating cash flow is expected to be in the range of $1,434 million to $1,484 million, and free cash flow is expected to be in the range of $850 million to $950 million, which is a $150 million increase from prior guidance.”
Company outlook — Raised (“Increased”)
“htm EX-99.1 Document Exhibit 99.1 Immediate Release Contact Patrick Nolan 248.754.0884 BorgWarner Reports Strong Third Quarter 2025 Results Returned $136 million to Stockholders During Third Quarter Announces Increased 2025 Guidance Auburn Hills, Michigan, October 30, 2025 BorgWarner Inc.”
Company outlook — Raised (“increased”)
“(NYSE BWA) today reported third quarter results and increased 2025 guidance.”
Revenue — Raised (“increased”)
“3 Full Year 2025 Guidance Update The Company has increased its 2025 full year margin, EPS and free cash flow guidance, and narrowed its net sales outlook.”
Revenue — Raised (“increase”)
“Stronger foreign currencies primarily due to the Euro are expected to result in an increase in sales of $30 million compared to the Company s previous guidance.”
Company outlook — Raised (“increase”)
“Full-year operating cash flow is expected to be in the range of $1,434 million to $1,484 million, and free cash flow is expected to be in the range of $850 million to $950 million, which is a $150 million increase from prior guidance.”
Classified from the release's primary full-year outlook statement.
Capital allocation
This includes the purchase of approximately $100 million of outstanding shares and a $36 million cash dividend payment.
SEC original ↗Borgwarner Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025
Free Cash Flow The Company defines free cash flow as net cash provided by operating activities minus capital expenditures, net of customer advances related to capital expenditures.
SEC original ↗Borgwarner Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025
The Company believes this measure is useful to both management and investors in evaluating the Company s ability to service and repay its debt.
SEC original ↗Borgwarner Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025
Strategy & priorities
The Company s solid conversion on higher sales and focus on cost controls allowed it to deliver strong performance despite a 60 basis point net headwind from tariffs.
SEC original ↗Borgwarner Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025
With a focus on sustainability, we re helping to build a cleaner, healthier, safer future for all.
SEC original ↗Borgwarner Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025
Words such as anticipates, believes, continues, could, designed, effect, estimates, evaluates, expects, forecasts, goal, guidance, initiative, intends, may, outlook, plans, potential, predicts, project, pursue, seek, should, target, when, will, would, and variations of such words and similar expressions are intended to identify such forward-looking statements.
SEC original ↗Borgwarner Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025
Further, all statements, other than statements of historical fact, contained or incorporated by reference in this press release that we expect or anticipate will or may occur in the future regarding our financial position, business strategy and measures to 4 implement that strategy, including changes to operations, competitive strengths, goals, expansion and growth of our business and operations, plans, references to future success and other such matters, are forward-looking statements.
SEC original ↗Borgwarner Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025
Risks & headwinds
The Company s solid conversion on higher sales and focus on cost controls allowed it to deliver strong performance despite a 60 basis point net headwind from tariffs.
SEC original ↗Borgwarner Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025
Forward-looking statements are subject to risks and uncertainties, many of which are difficult to predict and generally beyond our control, that could cause actual results to differ materially from those expressed, projected or implied in or by the forward-looking statements.
SEC original ↗Borgwarner Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025
What changed vs prior quarter
Guidance direction — prior quarter: Raised; this quarter: Raised
SEC original ↗Borgwarner Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025
U.S GAAP operating margin — prior quarter passage and this quarter's passage are both cited.
SEC original ↗Borgwarner Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025
GAAP operating margin — prior quarter passage and this quarter's passage are both cited.
SEC original ↗Borgwarner Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2025
Earnings deck slides
5 decks with slide viewCompetitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
37 documents- Q3 2026
- 8-KBWA
Oct 29, 2026
- Q2 2026
- 8-KBWA
Sep 4, 2026
- 8-KBWA
Aug 10, 2026
- 10-QBWA
Aug 5, 2026
- 8-KBWA
Aug 5, 2026
- 8-KBWA
Jul 31, 2026
- Q1 2026
- 8-KBWA
May 28, 2026
- 10-QBWA
May 6, 2026
- 8-KBWA
May 6, 2026
- 8-KBWA
Apr 30, 2026
- EX-99BWA
Apr 30, 2026
- Q4 2025
- 10-KBWA
Feb 11, 2026
- 8-KBWA
Feb 11, 2026
- 8-KBWA
Feb 5, 2026
- EX-99BWA
Feb 5, 2026
- Q3 2025
- 8-KBWA
Nov 13, 2025
- EX-99BWA
Nov 13, 2025
- 10-QBWA
Oct 30, 2025
- 8-KBWA
Oct 30, 2025
- 8-KBWA
Oct 21, 2025
- Q2 2025
- 10-QBWA
Jul 31, 2025
- 8-KBWA
Jul 31, 2025
- EX-99BWA
Jul 31, 2025
- Q1 2025
- 10-QBWA
May 7, 2025
- 8-KBWA
May 7, 2025
- 8-KBWA
May 1, 2025
- EX-99BWA
May 1, 2025
- Q4 2024
- 10-KBWA
Feb 6, 2025
- 8-KBWA
Feb 6, 2025
- EX-99BWA
Feb 6, 2025
- Q3 2024
- 8-KBWA
Nov 7, 2024
- 10-QBWA
Oct 31, 2024
- 8-KBWA
Oct 31, 2024
- Q2 2024
- 8-KBWA
Aug 16, 2024
- 8-KBWA
Aug 8, 2024
- 8-KBWA
Aug 7, 2024
- 10-QBWA
Jul 31, 2024
Earnings releases
12 documentsPresentations
5 documents
Transcripts
0 documentsNo transcripts for Borgwarner Inc. are held in this edition of the library.
Mentioned by
3 companiesOther tracked companies whose held documents mention Borgwarner Inc. by name or ticker. A mention is counted once per document, from the document text the library holds.
“ to innovate in response; the difficulty in forecasting demand for electric vehicles… …to BorgWarner Inc. — diluted $ 1.34 $ 1.03 $ 2.50 $ 1.75 Weighted average shares outstanding: Basic 203.0 216.3 204.2 216.7 Diluted 206.3 218.2 207.3 218.1”
“in response; the difficulty in forecasting demand for electric vehicles… …attributable to BorgWarner Inc. — diluted $ 1.16 $ 0.72 Weighted average shares outstanding: Basic 205.3 217.2 Diluted 208.3 218.1 6 BorgWarner Inc. Net Sales by ”
Power Solutions International, Inc. (PSIX)
“Powertrain business unit, where he helped navigate the company through its acquisition by BorgWarner in 2020. His career also includes senior executive roles at Eberspächer (Vice President… …leader to drive PSI’s profitable growth, particularly as we”
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