Borgwarner Inc. — borg 00531 earnings infographic 2026 q3 final (company IR deck)

Slide 1 — ~$14,000 to $14,200

*Adj. operating margin, adj. diluted EPS and Free Cash Flow on this slide are non-US-GAAP measures. See reconciliation to US GAAP in Appendix. ^Denotes a forward-looking statement that is based on current expectations. Actual results may differ materially due to risks and uncertainties that include, among others: the success of our portfolio strategy; supply disruptions impacting us or our customers; conditions in the automotive industry; the challenges associated with rapidly changing technologies, including artificial intelligence, and our ability to innovate in response; and the difficulty in forecasting demand for electric vehicles and our electric vehicles revenue growth. A reconciliation to US GAAP and a more fulsome list of risks & uncertainties appear in the latest BorgWarner earnings release: www.borgwarner.com/q3-2026-earnings.pdf Awards Across Technology-Focused Portfolio Strong Third Quarter Execution Supports Guidance Increase; Remain Focused on Long-Term Value Creation 2026 Full Year Guidance Net Sales^ ~$14,000 to $14,200 Q3 2026 Highlights Adj. Diluted EPS* $1.39 Diluted EPS $1.08 Diluted EPS^ ~$4.65 to $4.84 Adj. Diluted EPS*^ ~$5.20 to $5.35 ($ in millions excl. diluted EPS) Adj. Operating Margin* 10.9% Net Sales $3,487 Adj. Operating Margin*^ ~10.7% to 10.9% Operating Margin^ ~9.3% to 9.6% Operating Margin 8.7% Net Sales Organic Net Sales* Decrease of ~3.1% $266 10.7% Adj. Op Margin* 10.9% Adj. Op Margin* Q3 2025 Q3 2026 Adj. EPS* Increase of ~12% Strong Free Cash Flow Generation Adj. EPS* Free Cash Flow* $ in millions, except EPS $195 $1.24 Q3 2025 Q3 2026 $1.39 Q3 2025 Q3 2026 $3,487 $3,591 Engine Control Modules ▪ Award with a global OEM for a new internal-combustion engine pickup truck platform ▪ Production is expected to begin in 2029 Turbochargers ▪ Three conquest awards with a global powertrain leader for light vehicle gasoline platforms in South America and Europe ▪ Production is expected to begin in 2027 eMotors ▪ First aluminum-wire program award with a major Chinese OEM for hybrid vehicles, including generator and traction motors for auxiliary drive applications ▪ Production is expected to begin in 2026 HVH Motors ▪ Three awards with leading OEMs in China for range-extended, battery-electric and hybrid vehicle applications ▪ Production is expected to begin between 2027 and 2028 High-Voltage Inverters ▪ Award with a global OEM for future battery-electric vehicle programs ▪ Builds on an established customer relationship

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