The earnings call presented a strong performance in eProducts and new business awards, with significant increases in cash flow and improved financial guidance. However, challenges remain in the battery and charging systems segment and foundational segments, alongside tariff headwinds affecting margins.

Company Guidance

During the BorgWarner 2025 Second Quarter Results Conference Call, significant guidance was provided concerning various performance metrics. The company reported a 31% increase in light vehicle eProduct sales, outpacing the high teens growth in global hybrid and BEV production. Organic sales were relatively flat year-over-year, aligning with market performance, but excluding declines in the CV battery and charging systems segment, organic sales rose modestly. The adjusted operating margin was strong at 10.3%, despite a 40 basis point headwind from tariffs. BorgWarner returned over $130 million to shareholders via share repurchases and dividends, alongside a 55% increase in the quarterly cash dividend per share and an expansion of the share repurchase authorization to $1 billion. The company upgraded its guidance for sales, margin, EPS, and free cash flow for the year, underscoring confidence in its long-term cash-generating ability and commitment to shareholder value through a balanced capital allocation approach.

Strong Growth in eProduct Sales

Light vehicle eProduct sales increased by 31% year-over-year, outperforming the market's growth of 21%.

Significant New Business Awards

Secured 9 new business awards in both foundational and eProducts, including significant turbocharger wins with major global OEMs and high-voltage coolant heater contracts.

Improved Financial Guidance

Increased full-year sales guidance to $14.0 billion - $14.4 billion and adjusted operating margin guidance to 10.1% - 10.3%.

Shareholder Returns

Returned over $130 million to shareholders through dividends and repurchases, with a 55% increase in quarterly cash dividend per share.

Strong Free Cash Flow

Free cash flow increased by 71% year-over-year to $507 million in Q2.

BorgWarner (BWA) Earnings, Revenues Date & History

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BWA Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2025 (Q3)	1.13 / -	1.09	―	―	―
Jul 31, 2025	2025 (Q2)	1.09 / 1.21	1.19	1.68% (+0.02)
May 07, 2025	2025 (Q1)	0.98 / 1.11	1.03	7.77% (+0.08)
Feb 06, 2025	2024 (Q4)	0.95 / 1.01	0.9	12.22% (+0.11)
Oct 31, 2024	2024 (Q3)	0.93 / 1.09	0.98	11.22% (+0.11)
Jul 31, 2024	2024 (Q2)	1.01 / 1.19	1.05	13.33% (+0.14)
May 02, 2024	2024 (Q1)	0.87 / 1.03	0.959	7.40% (+0.07)
Feb 08, 2024	2023 (Q4)	0.94 / 0.90	1.108	-18.77% (-0.21)
Nov 02, 2023	2023 (Q3)	0.94 / 0.98	1.091	-10.17% (-0.11)
Aug 02, 2023	2023 (Q2)	1.05 / 1.05	0.924	13.64% (+0.13)

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
Jul 31, 2025	$34.53	$36.80	+6.57%
May 07, 2025	$28.90	$30.18	+4.43%
Feb 06, 2025	$30.95	$30.03	-2.97%
Oct 31, 2024	$33.21	$33.29	+0.24%

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.