BorgWarner (BWA)
Consumer Discretionary · Automotive powertrain components and thermal management
Global powertrain technology supplier delivering turbochargers, thermal systems, drivetrain components, and electric vehicle propulsion solutions to major automotive OEMs.
What BorgWarner does
BorgWarner is a global product leader in clean and efficient technology solutions for combustion, hybrid, and electric vehicles. The company manufactures and sells powertrain products including turbochargers, thermal management systems, drivetrain components, and battery/charging systems primarily to light vehicle OEMs, with additional sales to commercial vehicle and off-highway OEMs. As of 2025, the company generated $2.6 billion in eProducts revenue (18% of total) supporting electric and hybrid vehicles and $11.7 billion in Foundational products revenue (82% of total) supporting internal combustion and hybrid powertrains.
Themes: ["Turbocharging and air management","Thermal management / battery cooling","Drivetrain and transmission components","Electric vehicle propulsion","Emissions control","Fuel economy and efficiency"]
Fundamentals
- Price$64.73 as of 2026-07-09 close
- Market cap$13.4B as of 2026-07-10
- 1-year return+83.0% as of 2026-07-09 close
- P/E36.98 as of 2026-07-10
- Net margin+2.5% as of 2026-07-10
- Gross margin+19.7% as of 2026-07-10
- ROE+6.3% as of 2026-07-10
- Debt / equity0.71 as of 2026-07-10
- Revenue growth (YoY)+2.3% as of 2026-07-10
- Revenue CAGR (3y)+4.3% SEC XBRL
- Beta1.14 as of 2026-07-10
Dividend: yield +1.1%; 2-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["High dependence on major OEM customers and automotive production cycles, which are highly cyclical and subject to disruptions including potential strikes","Difficulty forecasting electric vehicle demand and achieving expected EV revenue growth amid global EV adoption volatility across regions","Challenges from rapidly changing technologies, including artificial intelligence, and the need to innovate in response; competitive pressures from existing and new competitors including OEM customers"]
Competitors & peers
- Continental AG
- Schaeffler Group
- Bosch (Tier 1)
- Magna International
- Linamar Corporation
- Dana Incorporated
- Jtekt Corporation
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.