The earnings call highlighted strong performance in eProduct sales, robust margin and cash flow generation, and significant returns to shareholders, offset by challenges in the CV battery segment and tariff headwinds. Overall, the positive achievements notably outweigh the few challenges, suggesting strong company performance and growth potential.

Company Guidance -

Q3 2025

During BorgWarner's 2025 second quarter earnings call, the company reported a 31% increase in light vehicle eProduct sales, significantly outpacing the high teens growth in global hybrid and BEV production. Despite facing a 40 basis point headwind from tariffs, the adjusted operating margin was strong at 10.3%. Sales were just over $3.6 billion, with organic sales flat year-over-year when excluding the decline in the CV battery and charging systems segment. BorgWarner's capital allocation strategy included returning over $130 million to shareholders through share repurchases and dividends, with a 55% increase in the quarterly cash dividend and a share repurchase authorization increase to $1 billion. The company secured nine new business awards, highlighting its robust portfolio and demand for efficient powertrain technology. Looking ahead, BorgWarner increased its full-year guidance for sales, margin, EPS, and free cash flow, showcasing confidence in its long-term cash-generating ability and focus on shareholder value.

Significant Increase in eProduct Sales

BorgWarner reported a 31% increase in light vehicle eProduct sales, significantly outpacing the high teens increase in global hybrid and BEV production for the quarter.

Strong Adjusted Operating Margin

The adjusted operating margin for the second quarter was 10.3%, despite a 40 basis point tariff headwind, driven by strong cost controls and operational performance.

High Free Cash Flow Generation

Free cash flow in the quarter was $507 million, a 71% increase from the previous year, attributed to strong working capital and capital expenditure performance.

Return to Shareholders

BorgWarner returned over $130 million to shareholders through share repurchases and dividends, and increased its share repurchase authorization to $1 billion. Additionally, the quarterly cash dividend per share was increased by 55%.

New Business Awards

In the second quarter, BorgWarner secured 9 new business awards across foundational and eProducts, reflecting strong demand for efficient powertrain technology.

Increased Full Year Guidance

The company increased its full-year sales, margin, EPS, and free cash flow guidance, with an expected sales range of $14.0 billion to $14.4 billion.

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)	1.12 / -	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.