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BWBWA

BorgWarner Inc.

$BWA·$13B·Auto - Parts·Consumer Cyclical
$63.74-1.0%YTD+41.7%1Y+73.2%
Mentions · last 7 days
2026-07-25: 7 posts2026-07-26: 0 posts2026-07-27: 6 posts2026-07-28: 3 posts2026-07-29: 6 posts2026-07-30: 9 posts2026-07-31: 7 posts41+21%
Price updated 2d ago·X counts updated 2d ago
BWBWA
$BWABorgWarner Inc.
$63.74-1.04%41 posts+21%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

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.

Hinges on a big eventEvent coming upAI verdict · as of 2026-08-01

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

Auto-propulsion parts leader up 73% t12m printing Q2 Aug 5 with fresh European eTurbo win and dividend declaration.

BorgWarner is a global propulsion-technologies supplier — Air Management (turbos/eBoosters), E-Propulsion & Drivetrain, Fuel Injection, and Aftermarket — spanning ICE, hybrid, and EV.

The setup:

  • Q1 revenue $3.53B, +1% YoY at 19% gross margin and 10% op margin — mid-cycle stability.
  • PE 37x on TTM (Q4-25 accounting-driven loss), PS 0.91x, FCF yield 9%, ROIC 9% — reasonable auto-parts multiples.
  • Tape: +42% YTD, +73% t12m, position-in-52w-range 66% — recent rally, mid-drawdown.
  • July 29: New eTurbo program win with major European OEM.
  • July 31: Quarterly dividend declared — routine capital return.

Into the print:

  • Q2 print Aug 5; consensus EPS $1.28 vs Q2-2025 $1.21; last four surprises: +6%, +16%, +7%, +14% — consistent beater.
  • Watch EV/hybrid content revenue growth, Air Management mix, tariff exposure, and FY guide.

Bottom line: Cyclical auto-parts winner with consistent beats and a fresh European eTurbo win into Aug 5 print — the debate is EV/ICE mix trajectory.

What to watch: Aug 5 print — EV/hybrid content revenue, Air Management OEM mix, tariff pass-through, FY guide direction, and any commentary on the new European eTurbo program.

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

serial-beatercyclical-autoev-transition-execution

Read the AI verdict + X sentiment for $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)
  • 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

Partial — Global auto supplier making turbochargers, EV drivetrain hardware, and thermal management systems for combustion and electric vehicle manufacturers; partial earnings exposure to auto - parts demand dynamics through its product portfolio.

Industry benchmark

8-name peer basket
-7.0%YTD
+3.8%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 $1.28

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$5.14 – $5.2311
FY27$14.8B$14.7B – $15.1B$5.84$5.60 – $5.9510
FY28$16.1B$14.8B – $17.8B$6.75$6.20 – $7.409
FY29$19.1B$18.5B – $19.6B$7.53$7.27 – $7.834
FY30$20.1B$19.6B – $20.7B$8.22$7.94 – $8.554

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.0.8×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.66%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.-6.0%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.+16.3%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 today1.0% 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 11Tania WingfieldEVP & CHRO5.0K sh$316KSellMay 11Stefan DemmerlePresident5.0K sh$310KSellMay 11Volker WengPresident5.6K sh$346KSellMay 8Stefan DemmerlePresident20.0K sh$1.2M
1–10 of 13
+ 32 other (20 awards · 12 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 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
S-3ASRAuto-shelf registrationFeb 13S-3ASR
8-KPress release / Reg FDFeb 58-K — Item 7.01: Press release / Reg FD
+ 13 other (4 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.

BorgWarner Appoints Rajesh Kalathur to its Board of Directorsprnewswire.com·3d agoBORGWARNER DECLARES QUARTERLY DIVIDENDprnewswire.com·3d agoWebcast Alert: BorgWarner 2026 Second Quarter Results Conference Callprnewswire.com·5d agoBorgWarner (BWA) Earnings Expected to Grow: Should You Buy?zacks.com·5d agoBorgWarner Secures New eTurbo™ Program with Major European OEMprnewswire.com·5d 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

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