BorgWarner Inc

Latest Results (17.11.2025):

BorgWarner Inc reported strong financial results for the second quarter of 2025, showing modest sales growth and solid earnings performance despite tariff challenges. The report highlights a slight increase in net sales, robust operating margins, enhanced shareholder returns through increased dividends and share repurchase authorizations, and a strategic update to full year 2025 guidance, supported by new business awards across its product portfolio.

Financial Performance

In Q2 2025, BorgWarner Inc recorded U.S. GAAP net sales of $3,638 million—a 1% year-over-year increase—with organic sales remaining relatively flat. The company achieved an operating margin of 7.9% (adjusted to 10.3%) and reported net earnings of $1.03 per diluted share (adjusted earnings of $1.21), reflecting disciplined cost controls and improved light vehicle eProduct sales.

Shareholder Returns

BorgWarner Inc enhanced its capital allocation strategy by purchasing approximately $108 million of its outstanding shares, increasing its share repurchase program authorization to $1 billion through 2028, and approving a 55% increase in its quarterly cash dividend per share.

New Business Awards

The company secured multiple awards, including turbocharger deals with major global and regional OEMs and several eProduct contracts for hybrid and electric vehicle applications. These awards are expected to drive long-term profitability and support future growth across various market segments.

Updated Full Year Guidance

BorgWarner Inc raised its full year 2025 guidance, projecting net sales between $14.0 billion and $14.4 billion, with anticipated improvements in operating margin and adjusted net earnings per diluted share. The positive outlook is driven by stronger industry production expectations and favorable foreign exchange impacts.