BWABorgwarner Inc.
Borgwarner Inc. (BWA) is a global leader in automotive powertrain systems, offering torque converters, automatic transmissions, and electric drive systems for vehicles. The company’s next catalyst is Oct 28, 2026 — Q3 2026 Earnings Release, which will test its ability to maintain margins amid rising input costs and a stable interest rate environment.
- Revenue reached $14.41B in 2026, with a 1.6% YoY growth.
- Free cash flow (TTM) stands at $1.63B, supporting a net margin of 6.3%.
- Debt-to-equity ratio of 0.72x reflects a balanced capital structure.
The Read
5% gain on Q2 26 results showing steady execution and new business wins.
The schedule
- Wed28Oct
The earnings release will test whether BorgWarner can deliver strong top-line growth and margin expansion, particularly in its hybrid and electric powertrain segments, following a recent guidance reset.
- Tue9Feb
This release will test the durability of the recent guidance reset, particularly in the automotive and industrial segments, as the company navigates supply chain pressures and demand shifts.
- Tue11May
The Q1 2027 earnings will test the company's ability to sustain growth in its core markets and expand into new opportunities, particularly in the electrification and automation sectors.
- Wed28Jul
This release will test the company's ability to deliver on its long-term growth strategy, particularly in the electrification and automation sectors, as it navigates macroeconomic headwinds.
Past
- Wed29Jul
Actual outcome: Bull · $64.51 at outcome
BorgWarner reported Q2 EPS of $1.18, exactly matching analyst estimates, while announcing new business wins including an eTurbo program with a major European OEM and a motorcycle transmission program in China. With earnings offering no major surprises and operational updates reflecting steady execution, the stock experienced a muted 2.5% gain, resulting in a mixed outcome as it traded sideways between targets.
- Wed11Feb
Actual outcome: Bull · $62.51 at outcome
BorgWarner delivered a Q4 earnings beat and robust 2026 guidance that signaled a successful valuation reset and margin recovery. The stock's initial surge was further fueled by a strategic pivot into data center power systems, which investors viewed as a high-growth diversifier beyond the core automotive market. Although the price moderated by the run date, the fundamental delivery clearly aligned with the bull case expectations.
