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BWBWA

BorgWarner Inc.

$BWA·$12B·Auto - Parts·Consumer Cyclical
$62.08-0.5%YTD+37.2%1Y+47.1%
Price updated 8m ago·X counts updated 4d ago
BWBWA
$BWABorgWarner Inc.
$62.08-0.46%29 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $BWA on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

29X posts · last 7 days
Sep 21Oct 4
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $BWA's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $BWA — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersStalledAI verdict · as of 2026-10-02

The move has stalled — likely just drifts unless something new shows up.

Auto-parts supplier up 33% YTD on an EV/hybrid pivot narrative while Q1 revenue grew just 0.5% YoY and operating margin held near 10%.

BorgWarner supplies turbochargers, hybrid-drive modules and battery/charging systems to global OEMs, so earnings depend on new-platform content wins across ICE, hybrid and EV applications.

  • Q1 FY26 revenue $3.53B, +0.5% YoY with 9.9% operating margin; four straight quarters at 9-11% op margin against low-single-digit revenue growth
  • TTM: 37x earnings, 0.9x sales, 6.3% ROE, 19% gross margin, 9.7% operating margin, FCF yield 9.4%, debt-to-equity 0.74
  • 2026 estimates: $14.2B revenue, $5.22 EPS; 2027 $14.8B, $5.94 EPS — modeling modest growth with EPS compounding on buybacks and mix
  • Sep 4 reaffirmed turbine production timelines at the Hendersonville, NC facility — operational, not strategic
  • YTD +33%, trailing-12m +36% — the multiple has caught up with a thesis the operating line hasn't yet confirmed
  • Director Michael Hanley sold 5,000 shares for $327,550 — small print, not a conviction signal

The setup is a mild re-rating on EV/hybrid content-win narrative, but Q1 revenue growth of 0.5% isn't the operating step-up the stock chart implies — the hybrid platform mix needs to translate into Q2/Q3 revenue acceleration or the multiple normalizes toward the historical range.

What to watch: Oct 29 Q3 earnings and content-win commentary — whether hybrid/EV platform mix lifts revenue growth past the 0.5-4% range it's held or the operating thesis stays a multiple story.

On the calendar: 2026-10-29 Q3 earnings

Read the AI verdict on $BWA

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Global auto supplier making turbochargers, EV drivetrain hardware, and thermal management systems for combustion and electric vehicle manufacturers.

Industry overviewAI analysisGenerated by AI from underlying data

Where Auto - Parts sits in its cycle right now — and what that implies for $BWA.

Auto - Parts · Consumer Cyclical

No material change from last week — aging US vehicle fleet (avg 12.

What this means for $BWA

Partial — Global auto supplier making turbochargers, EV drivetrain hardware, and thermal management systems for combustion and electric vehicle manufacturers.

Industry benchmark

10-name peer basket
-13.2%YTD
-19.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
36.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
8.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
9.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
9.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
6.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
18.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.7Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$1.42$1.28+10.9%
Q1 2026May 6, 2026$1.24$1.17+6.0%
Q4 2025Feb 11, 2026$1.35$1.16+16.4%
Q3 2025Oct 30, 2025$1.24$1.16+6.9%
Next earningsThu, Oct 29·consensus EPS $1.27

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$3.5B+0.5%19.2%9.9%$1.18$9.0M
Q4 FY25$3.6B+4.0%20.4%11.1%$-1.23$457.0M
Q3 FY25$3.6B+4.1%18.5%9.0%$0.73$257.0M
Q2 FY25$3.6B+1.0%17.6%8.8%$1.04$502.0M

Forward consensus

5-year forecast · up to 11 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$14.2B$14.0B – $14.3B$5.22$5.19 – $5.2511
FY27$14.8B$14.6B – $15.1B$5.94$5.83 – $6.0611
FY28$15.9B$14.8B – $17.3B$6.79$5.02 – $8.029
FY29$16.4B$15.9B – $16.8B$7.25$7.01 – $7.484
FY30$17.5B$17.1B – $17.9B$8.09$7.82 – $8.344

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.57%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-3.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+4.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 203.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.145-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 28Michael S HanleyDirector5.0K sh$328KSellAug 24Tonit M CalawayEVP, CAO, Gen Counsel & Sec22.0K sh$1.5MBuyAug 19Rajesh KalathurDirector7.4K sh$501KSellAug 18Amy B. KulikowskiVP & Chief Accounting Officer2.9K sh$199KSellAug 17Shaun McalmontDirector7.0K sh$486KSellAug 17Stefan DemmerlePresident1.0K sh$70KSellAug 17Tonit M CalawayEVP, CAO, Gen Counsel & Sec44.0K sh$3.1MSellAug 17Isabelle MckenziePresident4.5K sh$317KSellJun 5Sailaja ShankarDirector5.0K sh$365KSellMay 28Volker WengPresident5.0K sh$362K
1–10 of 18
+ 11 other (9 awards · 2 inkinds) in window

See when $BWA insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDSep 48-K — Item 7.01: Press release / Reg FD
AI summary

BorgWarner (BWA) filed an 8-K (Item 8.01) reaffirming turbine production timelines at its Hendersonville, North Carolina facility under Reg FD. The body excerpt does not contain new financial details or material deviations from prior guidance. The filing appears to be a routine investor communication.

8-KPress release / Reg FDAug 108-K — Item 7.01: Press release / Reg FD
AI summary

BWA (BWA) filed a Reg FD disclosure (Item 7.01) on 2026-08-10, furnishing an investor presentation or Reg FD disclosure. Reg FD filings ensure simultaneous public disclosure of material information shared with select investors. This is generally an informational filing; no new deal terms or financial results were announced unless noted. Investors should review the attached exhibit for updated guidance or strategic commentary.

3New insider — initial holdingsAug 53
AI summary

One Reporting filed a Form 3 reporting initial beneficial ownership of BWA securities. The form establishes the reporting person's baseline ownership position. Form 3 must be filed within 10 days of becoming a director, officer, or 10%-or-greater shareholder. This is an administrative filing that anchors future insider-transaction reporting for BWA.

8-KOfficer or director changeJul 318-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

BWA (BWA) disclosed a leadership departure of Board to from eight to nine members and appointed Rajesh Kalathur to the Board as an independent in an 8-K filed on 2026-07-31. (the "Company") increased the size of the Board to from eight to nine members and appointed Rajesh Kalathur to the Board as an independent director to fill the vacancy created by that increase. There are no transactions and no proposed transactions required to be discl This is largely an administrative personnel disclosure with limited direct financial impact.

8-KOfficer or director changeMay 288-K — Item 5.02: Officer or director change
AI summary

BorgWarner announced that Stefan Demmerle will transition from President/GM of BorgWarner PowerDrive Systems to VP/President/GM of Battery Energy Systems and CTO, effective July 1, 2026. His compensation and other employment terms are unchanged. This is an internal leadership realignment that signals BorgWarner's continued investment in its battery energy business unit — a strategic, rather than financial, disclosure.

8-KOfficer or director changeApr 308-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote · Item 7.01: Press release / Reg FD
+ 9 other (3 13Gs · 2 10-Qs · 2 earnings 8-Ks · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Why BorgWarner (BWA) is a Top Growth Stock for the Long-Termzacks.com·2d agoHere Are Tuesday’s Top Wall Street Analyst Research Calls: Borg Warner, Boyd Gaming, JetBlue, Lattice Semiconductor, Lockheed Martin, Nike, Northrop Grumman, Procter & Gamble, SPX Technologies, and More247wallst.com·2d agoAre Investors Undervaluing BorgWarner (BWA) Right Now?zacks.com·3d agoWhy BorgWarner (BWA) is a Top Value Stock for the Long-Termzacks.com·13d agoWebcast Alert: BorgWarner 2026 Third Quarter Results Conference Callprnewswire.com·16d ago

In themes

Explore the broader themes this ticker is being talked about under.

EVs & Autonomous Vehicles

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Voices on X · last 7 days

No standout posts about $BWA on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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