Shares rose 4.4% following BorgWarner’s better-than-expected margin expansion and earnings per share growth, driven by solid cost controls and ongoing strong award activity despite flat sales and a decline in the Battery Energy Systems segment.
- Sales totaled over $3.6 billion, with organic net sales up modestly excluding softness in Battery Energy Systems.
- Adjusted operating margin rose by 100 basis points, contributing to 17% growth in adjusted EPS despite flat sales year-over-year.
- Performance benefited from strong North American transfer case volumes and continued cost discipline.
- Secured seven new product awards spanning foundational and eProducts portfolios, including advanced eTurbo, integrated drive modules, and inverter programs with global OEMs.
- Returned approximately $134 million to shareholders and increased share repurchase authorization by $1 billion, signaling confidence in the company’s cash flow generation.
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