News & Events zu BorgWarner Inc. (BWA)BWABorgWarner Inc.

Company Raises 2026 EPS Guidance to $5.18

Consensus $5.18. Backs FY26 revenue view $14B-$14.3B, consensus $14.18B. The company said, "The Company increased its 2026 full year adjusted earnings per share guidance, while maintaining its sales, adjusted operating margin and cash flow expectations. At the mid-point of its 2026 guidance, the Company expects to deliver another year of adjusted operating margin improvement and adjusted earnings per share growth despite the Company's expectation that its weighted light vehicle markets will be down 3% to approximately flat and a decline in the Company's Battery Energy Systems segment sales. Net sales are expected to be in the range of $14.0 billion to $14.3 billion in 2026, compared with 2025 net sales of approximately $14.3 billion. The Company's net sales guidance implies a year-over-year change in organic net sales of down 3.5% to down 1.5%. The Company's net sales guidance includes an expected year-over-year sales decline of approximately $250 million in the Company's Battery Energy Systems segment, which represents approximately a 1.7% headwind to organic net sales growth in 2026. Foreign currencies are expected to result in a year-over-year increase in sales of approximately $175 million primarily due to the strengthening of the Euro and Chinese Renminbi against the U.S. dollar. U.S. GAAP operating margin is expected to be in the range of 9.6% to 9.8% in 2026. Excluding the impact of non-comparable items and the add back of intangible asset amortization expense, adjusted operating margin is expected to be in the range of 10.7% to 10.9%. U.S. GAAP net earnings are expected to be within the range of $4.72 to $4.94 per diluted share. Excluding the impact of non-comparable items, adjusted net earnings are expected to be in the range of $5.05 to $5.30 per diluted share, compared to the Company's previous adjusted net earnings range of $5.00 to $5.20 per diluted share. The increase is due to the impact of the Company's share repurchases during the first half of 2026. Full year operating cash flow is expected to be in the range of $1,600 million to $1,700 million, while free cash flow is expected to be in the range of $900 million to $1,100 million."

BorgWarner Awarded New eTurbo Program, Production Set for 2029

BorgWarner has been awarded a new eTurbo program with a major European OEM for an advanced hybrid passenger car application, further strengthening BorgWarner's leading position in electrified boosting technologies. Production is scheduled to begin in 2029. The BorgWarner eTurbo is an electrically assisted turbocharger that integrates a high-speed electric motor directly on the turbo shaft to actively drive the compressor. The system eliminates turbo lag, enables significantly faster boost pressure build-up, and delivers 20 kW of continuous electrical power and up to 30 kW peak for both performance enhancement and energy recuperation. Excess exhaust energy is converted into electrical energy and fed back into the vehicle's high-voltage system rather than being lost through a conventional wastegate. The new program is based on a continuous evolution of BorgWarner's proven eTurbo platform currently in series production. A key new feature is the introduction of remote power electronics, which allow flexible positioning within the vehicle and engine compartment, supporting integration into the most challenging packaging environments. Designed for operating speeds of up to 145,000 rpm and exhaust gas temperatures above 1,000 degrees C, the system combines advanced cooling strategies with high-performance silicon carbide based power electronics to ensure efficiency, durability and reliability under the most demanding operating conditions.