Education
About Us
Working with TipRanks
Follow Us
BorgWarner (BWA)
NYSE:BWA
Earnings Data
Report Date
Apr 30, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.19Last Year’s EPS
1.11Same Quarter Last Year
Moderate Buy
Based on 12 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated a mix of strong financial execution and strategic progress alongside notable near-term demand headwinds in batteries and modest organic sales contraction in 2026. Positive takeaways include margin expansion (up 60 bps to 10.7%), double-digit EPS growth (14% YoY), robust free cash flow growth (~66% YoY), record new business awards (30 wins) and a meaningful strategic expansion into the data center/microgrid market with a $300M+ first-year turbine generator program that management expects to be EPS accretive and to convert at mid-teens incremental margins. Key challenges are the sharp decline in battery systems revenue (35%–40% YoY), a forecasted organic sales decline (-3.5% to -1.5% in 2026), and a lower FCF midpoint in 2026 due to higher capex. Overall, management presents confidence in margin and EPS resilience despite market softness and is investing to drive future growth.Company Guidance
Solid Full-Year Revenue
Net sales of approximately $14.3 billion in 2025, up roughly $200 million year over year.
Strong e-Product Growth
Light vehicle e-product sales grew ~23% year over year, driving outperformance in electrified portfolios.
Margin Expansion
Adjusted operating margin improved to 10.7% in 2025, up 60 basis points versus 2024; Q4 adjusted operating margin was 12.0%.
Earnings and Cash Generation
Adjusted EPS increased 14% year over year; full-year free cash flow exceeded $1.2 billion, a ~66% increase versus 2024.
Capital Returns and Buybacks
Returned ~52% of 2025 free cash flow to shareholders (≈ $630 million total returned); repurchased $400 million in 2025 and has $600 million remaining authorization; 31M shares repurchased since 2021 (~13% reduction).
Record New Business Wins
Secured a record number of new product awards (30 announced over the last four quarters) across foundational and e-product portfolios, supporting multi-year growth pipeline.
Strategic New Market Entry — Turbine Generator System
Signed master supply agreement with TurboCell/Endeavor for a modular turbine generator system targeting data centers/microgrids; production ramp expected in 2027 with >$300 million in first-year production revenue anticipated and ~mid-teens incremental conversion (management expects immediate EPS accretion).
Operational Leverage and Content Control for TG
Company expects to control ~65% of content for the turbine generator system and to leverage existing automotive manufacturing footprint and supply chain for production.
BWA Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
BWA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 11, 2026 | $53.82 | $65.90 | +22.45% |
Oct 30, 2025 | $42.53 | $43.84 | +3.06% |
Jul 31, 2025 | $34.16 | $36.40 | +6.58% |
May 07, 2025 | $28.59 | $29.85 | +4.41% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does BorgWarner (BWA) report earnings?
BorgWarner (BWA) is schdueled to report earning on Apr 30, 2026, Before Open (Confirmed).
What is BorgWarner (BWA) earnings time?
BorgWarner (BWA) earnings time is at Apr 30, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is BWA EPS forecast?
BWA EPS forecast for the fiscal quarter 2026 (Q1) is 1.19.
