BorgWarner (BWA)
Supplies propulsion, drivetrain and electrification systems to vehicle manufacturers worldwide.
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Supplies vehicle manufacturers with turbocharging, drivetrain, thermal, emissions and electrified-propulsion systems. Revenue comes from component and systems programs across combustion, hybrid and electric platforms, with an acquisition-built portfolio operating across Europe, Asia and the Americas and still balancing legacy propulsion with newer electric technologies.
Supplies vehicle manufacturers with propulsion and drivetrain technologies spanning combustion, hybrid and electric platforms. The portfolio covers turbocharging, thermal and emissions systems, chains and clutches, electric motors, inverters, integrated drive modules, battery systems, charging equipment and software.
Operates across Europe, Asia and the Americas, combining product development with acquisitions to add specialized capabilities. A decentralized operating model supports integration and manufacturing execution, while the Delphi Technologies and AKASOL deals broadened power electronics and commercial-vehicle battery offerings.
Carries a century-scale mechanical heritage while shifting the portfolio toward electrified propulsion. The business remains dependent on vehicle-manufacturer programs and a mixed technology cycle; combustion-derived products still fund the transition, and acquired electrification assets have required valuation adjustments. Fuel Systems and Aftermarket belong to PHINIA after the 2023 spin-off.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 31, 2026 | RBC Capital | Initiate | Rating: —Target: $48 | Target: $87 |
| Aug 10, 2026 | Barclays | Reiterate | Rating: —Target: $83 | Target: $85 |
| Aug 6, 2026 | Robert W. Baird | Target | Target: $76 | Target: $79 |
| Aug 6, 2026 | Deutsche Bank | Target | Target: $81 | Target: $80 |
| Aug 6, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $67 | Target: $71 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $2.45B · Total debt $4.07B · Total assets $13.93B · Shareholders' equity $5.62B
- Revenue
- $3.65B
- Operating income
- $370.0M
- Net income
- $277.0M
HistoryDividendAnnual yield
| Institutions | ≥ 93.87% | 191.18M shares | |
|---|---|---|---|
| 854 holders · as of Jun 30, 2026 · largest filers only | |||
| Insiders | 1.32% | 2.69M shares | |
| 20 holders · as of Sep 1, 2026 | |||
| Other | ≤ 4.81% | 9.80M shares | |
| remainder | |||
203.67M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the 94 largest filers, so at least this.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 12.41% | 25.27M | as of Jun 30, 2026 |
Capital Research Global InvestorsInstitution | 8.72% | 17.77M | filed Feb 13, 2017 |
Vanguard Portfolio Management LLCInstitution | 6.20% | 12.63M | as of Jun 30, 2026 |
Dimensional Fund Advisors LPInstitution | 5.79% | 11.80M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.55% | 9.28M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 28, 2026 | Michael S. Hanley | director | −5,000 | $65.51 |
| Aug 24, 2026 | Tonit M. Calaway | officer: EVP, CAO, Gen Counsel & Sec | −22,000 | $66.26 |
| Aug 19, 2026 | Rajesh Kalathur | director | +7,407 | $67.59 |
| Aug 18, 2026 | Amy B. Kulikowski | officer: VP & Chief Accounting Officer | −2,900 | $68.60 |
| Aug 17, 2026 | Shaun McAlmont | director | −7,000 | $69.36 |
- Garrett Motion
Turbocharging rival extending into electric propulsion and thermal management
- Magna
Powertrain supplier across eDrive, AWD/4WD and hybrid systems
CompareAfter hours
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| BorgWarner | $61.74 | +0.95% | $12.99B | 31.2 | 11.3 | 0.9 | +0.3% |
| Garrett Motion | $17.59 | −32.22% | $4.92B | 14.4 | 12.8 | 1.3 | +6.9% |
| Magna | $63.79 | −0.02% | $17.15B | 23.3 | 8.7 | 0.4 | +2.0% |
| Median | 18.9 | 10.8 | 0.9 | +4.5% |