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BWBWA

BorgWarner Inc.

$BWA·$13B·Auto - Parts·Consumer Cyclical
$64.99+0.4%YTD+42.4%1Y+83.0%
Mentions · last 7 days
2026-07-03: 2 posts2026-07-04: 0 posts2026-07-05: 6 posts2026-07-06: 8 posts2026-07-07: 32 posts2026-07-08: 81 posts2026-07-09: 93 posts223+139%
Price updated 10m ago·X counts updated 23h ago
BWBWA
$BWABorgWarner Inc.
$64.99+0.40%223 posts+139%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $BWA, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersEvent coming upAI verdict · as of 2026-07-10

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Auto-parts leader up 83% t12m with specific Battery Energy Systems focus — Q2 print August 5.

BorgWarner is a large-cap auto-parts and vehicle-technology company — with specific segments in PowerDrive Systems, Battery Energy Systems, ePropulsion, and specific EV-adjacent technology areas. The stock is up 83% t12m as the specific EV-plus-hybrid narrative compounded with continued execution.

Where the fundamentals actually work:

  • Q1 revenue was essentially flat at $3.53B with gross margin at 19% and operating margin at 10% — that's specific mid-cycle mechanics playing out, and consensus writes in FY26 EPS around $4.40 puts the forward multiple at ~15x on continued hybrid-and-EV-parts demand.
  • The July 1 organizational move (Stefan Demmerle transitioning from PowerDrive Systems to Battery Energy Systems as VP/President/GM and CTO) is a specific management signal that Battery Energy Systems is now the specific strategic focus.
  • BorgWarner's specific TIME World's Most Sustainable Companies 2026 award adds specific ESG-recognition anchoring, and Zacks's dual value-and-growth ranking captures the specific compounder mechanics that support the multiple.

The August 5 print is the referendum — a beat with FY26 revenue guide reaffirmed toward $14B plus specific Battery Energy Systems commentary extends the tape toward $75; a soft mix quarter combined with any commentary about specific ICE-legacy-business tariff-related margin pressure takes BWA back toward $52. What matters structurally is Battery Energy Systems revenue conversion pace.

What to watch: August 5 Q2 earnings. FY26 revenue guide reaffirmed toward $14B plus Battery Energy Systems commentary extends the tape toward $75; a soft mix quarter or ICE-legacy tariff-related margin pressure takes BWA back toward $52.

On the calendar: 2026-08-05 — Q2 earnings

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Read the AI verdict + X sentiment for $BWA

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
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  • X crowd read with bullish/bearish call + post volume
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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 — solid-state batteries (QS) and advanced LiDAR (AEVA) are the enabling technology layer for next-generation EVs, while MOD's thermal management serves both AI..

What this means for $BWA

Direct beneficiary — BorgWarner Inc.

Industry benchmark

8-name peer basket
+22.1%YTD
+14.3%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
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%
Q2 2025Jul 31, 2025$1.21$1.06+14.2%
Next earningsWed, Aug 5·consensus EPS $1.25

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$14.1B – $14.3B$5.19$5.16 – $5.2111
FY27$14.9B$14.6B – $15.1B$5.86$5.78 – $5.9311
FY28$16.1B$16.1B – $16.2B$6.74$6.18 – $7.429
FY29$19.1B$18.8B – $19.3B$7.53$7.40 – $7.664
FY30$20.1B$19.8B – $20.4B$8.22$8.08 – $8.364

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.0.7×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.68%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.-2.9%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.+21.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 203.1M 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.β1.085-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

SellJun 5Sailaja ShankarDirector5.0K sh$365KSellMay 28Volker WengPresident5.0K sh$362KSellMay 14Volker WengPresident5.0K sh$339KSellMay 13Stefan DemmerlePresident5.0K sh$325KSellMay 13Joseph F. FadoolCEO29.0K sh$2.0MSellMay 12Isabelle MckenziePresident3.5K sh$222KSellMay 11Stefan DemmerlePresident5.0K sh$310KSellMay 11Tania WingfieldEVP & CHRO5.0K sh$316KSellMay 11Volker WengPresident5.6K sh$346KSellMay 8Stefan DemmerlePresident20.0K sh$1.2M
1–10 of 13
+ 30 other (19 awards · 11 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
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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-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
S-3ASRAuto-shelf registrationFeb 13S-3ASR
8-KPress release / Reg FDFeb 58-K — Item 7.01: Press release / Reg FD
+ 16 other (7 13Gs · 2 earnings 8-Ks · 2 proxys · 1 SD) in window

Recent news

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

Here's Why BorgWarner (BWA) is a Strong Value Stockzacks.com·3d agoHere's Why BorgWarner (BWA) is a Strong Growth Stockzacks.com·16d agoBorgWarner Awarded on TIME's List of the World's Most Sustainable Companies 2026prnewswire.com·17d agoWebcast Alert: BorgWarner 2026 Second Quarter Results Conference Callprnewswire.com·17d agoWhy BorgWarner (BWA) is a Top Momentum Stock for the Long-Termzacks.com·24d ago

In themes

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

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