BorgWarner Inc.

BorgWarner Inc. Earnings Recaps

BWA Consumer Discretionary 1 recap
Q3 2025 Oct 31, 2025

BorgWarner delivered solid third-quarter results with 2% organic sales growth and an improved adjusted operating margin of 10.7%, demonstrating resilience amid market challenges.

Key takeaways
  • Organic sales growth of 2% year-over-year, with a notable 4% increase excluding the CV battery and Charging Systems segment.
  • Adjusted operating margin improved by 60 basis points, driven by cost control and strong sales.
  • Secured 8 new business awards across foundational and electrified products, reinforcing the company's market position.
  • Returned over 50% of third-quarter free cash flow, approximately $136 million, to shareholders via buybacks and dividends.
  • Increased full-year guidance for adjusted margin, adjusted EPS, and free cash flow based on strong year-to-date performance.