BorgWarner (BWA) Stock Overview
Provides technology solutions for combustion, hybrid, and electric vehicles worldwide. More details
| Snowflake Score | |
|---|---|
| Valuation | 2/6 |
| Future Growth | 2/6 |
| Past Performance | 3/6 |
| Financial Health | 5/6 |
| Dividends | 3/6 |
BWA Community Fair Values
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Analyst Price Targets
Top Community Narratives
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Community Contributor
BWA VALUATION
Catalysts Are there any products or services that could move sales or earnings meaningfully? yes Are there any industry tailwinds this stock is benefitting or hindered from?
View narrativeUS$39.17
FV
61.4% overvalued intrinsic discount6.00%
Revenue growth p.a.
51
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BorgWarner Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$63.21 |
| 52 Week High | US$70.31 |
| 52 Week Low | US$31.83 |
| Beta | 0.99 |
| 1 Month Change | 13.56% |
| 3 Month Change | 0.65% |
| 1 Year Change | 89.65% |
| 3 Year Change | 36.97% |
| 5 Year Change | 25.14% |
| Change since IPO | 1,922.72% |
Recent News & Updates
Narrative Update • May 13
BWA: Data Center Power And eMotor Wins Will Shape Future Returns
Analysts have lifted BorgWarner's implied fair value by about $1 to $67.93, reflecting research that generally points to higher revenue growth assumptions and a slightly lower discount rate, even as some price targets were raised and others trimmed in recent weeks. Analyst Commentary Recent research on BorgWarner shows a mix of optimism and caution, with several firms adjusting ratings and price targets in both directions in recent months.Analysis Article • May 08
Analyst Estimates: Here's What Brokers Think Of BorgWarner Inc. (NYSE:BWA) After Its First-Quarter Report
It's been a good week for BorgWarner Inc. ( NYSE:BWA ) shareholders, because the company has just released its latest...Recent updates
Narrative Update • May 13
BWA: Data Center Power And eMotor Wins Will Shape Future Returns
Analysts have lifted BorgWarner's implied fair value by about $1 to $67.93, reflecting research that generally points to higher revenue growth assumptions and a slightly lower discount rate, even as some price targets were raised and others trimmed in recent weeks. Analyst Commentary Recent research on BorgWarner shows a mix of optimism and caution, with several firms adjusting ratings and price targets in both directions in recent months.Analysis Article • May 08
Analyst Estimates: Here's What Brokers Think Of BorgWarner Inc. (NYSE:BWA) After Its First-Quarter Report
It's been a good week for BorgWarner Inc. ( NYSE:BWA ) shareholders, because the company has just released its latest...Seeking Alpha • May 04
BorgWarner: Time To Change The Thesis (Rating Downgrade)
Summary BorgWarner is rated HOLD with a revised price target of $50/share, reflecting limited upside at current valuations. BWA's strategic pivot toward EV and AI-exposed products, including a $10B+ backlog and strong eProduct growth, underpins its operational strength. Risks include margin drag from the battery business, 20% China sales exposure, and inefficient recent share buybacks at premium valuations. Despite robust contracts and management, BWA's 7-9% expected AEPS growth is insufficient to justify a premium; fair value is below 11x P/E. Read the full article on Seeking AlphaNarrative Update • Apr 24
BWA: Data Center Power Contracts Will Drive Future Return Potential
Analysts trimmed the BorgWarner fair value estimate by about $0.60 to $66.73, reflecting a mix of recent price target cuts from JPMorgan, Deutsche Bank and Wells Fargo that offset earlier upward revisions and upgrades tied to views on the company’s emerging data center power opportunity. Analyst Commentary Recent research on BorgWarner reflects a split view, with some firms cutting price targets after the latest rally in the shares while others have moved ratings or targets higher as they reassess the company’s data center power potential and core auto exposure.Narrative Update • Apr 09
BWA: AI Data Center Power Opportunity Will Shape Long Term Returns
Analysts have nudged the BorgWarner fair value estimate slightly lower from $68.20 to about $67.33. This reflects a marginally higher discount rate and only small adjustments to long term revenue growth, profit margin, and future P/E assumptions after a mix of target cuts and upgrades across recent Street research.Narrative Update • Mar 26
BWA: AI Data Center Power Deals Will Reshape Long Term Outlook
Analysts have adjusted the fair value estimate for BorgWarner slightly to $68.20. This change reflects updated assumptions around the discount rate, revenue growth, profit margins, and future P/E, following a series of recent rating changes and price target revisions across the Street.Narrative Update • Mar 11
BWA: AI Data Center Power Shift Will Rebalance Long Term Outlook
The updated analyst price target for BorgWarner edges lower by about $0.63 to $68.21, as analysts factor in slightly more conservative assumptions for revenue growth, profit margins, and future P/E while acknowledging a more balanced risk and reward profile around the TurboCell data center power generation opportunity. Analyst Commentary Recent research around BorgWarner points to a more balanced setup, with investors weighing the upside from the TurboCell data center power generation opportunity against execution risk and how much of that story is already reflected in the share price.
New Narrative • Mar 04
Long Term Power And Electrification Tailwinds Will Transform This Undervalued Supplier
Catalysts About BorgWarner BorgWarner supplies propulsion and power solutions for light vehicles and industrial applications, including electrified drivetrains and power generation systems. What are the underlying business or industry changes driving this perspective?Narrative Update • Feb 24
BWA: AI Data Center Power Opportunity Will Reshape A Balanced Outlook
The analyst price target for BorgWarner has shifted from $50.54 to $68.85 as analysts weigh a wide range of recent target increases against more cautious views on the pace and scale of the company’s data center power opportunity. Analyst Commentary Recent research on BorgWarner reflects a split view, with some analysts leaning into the data center power potential and others questioning how quickly that opportunity can translate into revenue and earnings.
New Narrative • Feb 12
Future Turbine And E-Product Dependence Will Limit Earnings Resilience
Catalysts About BorgWarner BorgWarner supplies propulsion and power solutions for light vehicles, commercial vehicles and industrial applications, including products for electrified drivetrains and on site power generation. What are the underlying business or industry changes driving this perspective?Narrative Update • Feb 10
BWA: Drivetrain Mix Uncertainty And Index Shift Will Shape A Balanced Outlook
Narrative Update Analysts have nudged their price targets on BorgWarner slightly higher, with recent US$1 to US$3 upward revisions supported by views that the company can still grow revenue modestly, even as drivetrain mix across the market remains uncertain. Analyst Commentary Recent research on BorgWarner has focused on how much upside is left in the shares after a solid run, and how durable the company’s modest revenue growth outlook is given uncertainty around drivetrain mix.Narrative Update • Jan 26
BWA: Margin Execution And Electrified Awards Will Shape A Fairly Balanced Outlook
Narrative update Analysts have lifted their fair value estimate for BorgWarner to about $50.54 per share. This move is supported by recent price target increases that highlight solid margin execution, modest revenue expectations across drivetrain mixes, and a slightly higher assumed future P/E multiple.Narrative Update • Jan 10
BWA: Margin Execution And Electrified Awards Will Shape A Balanced Outlook
Analysts have made a modest downward adjustment to BorgWarner's fair value estimate to about $50.00, reflecting updated assumptions around the discount rate, revenue growth, profit margins, and future P/E. This follows recent Street research that included both a downgrade on valuation and several price target increases tied to margin execution, new business awards, and confidence in underlying trends.Analysis Article • Jan 02
Are Investors Undervaluing BorgWarner Inc. (NYSE:BWA) By 36%?
Key Insights The projected fair value for BorgWarner is US$70.23 based on 2 Stage Free Cash Flow to Equity Current...Narrative Update • Dec 18
BWA: Margin Execution And New Business Awards Will Drive Future Upside
Analysts modestly increased their blended price target for BorgWarner to about $50 from roughly $49.50, citing stronger margin execution, resilient profit expectations, and confidence that the company can deliver at the upper end of its guidance despite slightly slower revenue growth assumptions. Analyst Commentary Analysts remain broadly constructive on BorgWarner, with multiple firms lifting price targets and highlighting strong operational execution and favorable medium term earnings visibility.Narrative Update • Dec 04
BWA: Margin Execution And New Business Wins Will Drive Future Upside Potential
Analysts have nudged their average price target on BorgWarner slightly higher, supporting a fair value move of roughly $0.20 to about $49.43. They point to consistent margin execution, higher free cash flow, solid new business awards, and a more favorable sector backdrop for autos and mobility.Narrative Update • Nov 20
BWA: Margin Execution And New Automotive Wins Will Drive Upward Momentum
BorgWarner's analyst price targets have recently increased. The consensus has moved higher by up to $10, as analysts cite strong margin execution, new business wins, and stabilizing automotive demand as key factors supporting the upward revisions.Narrative Update • Nov 03
BWA: Expanding China Contracts And Sector Demand Will Drive Upside Momentum
BorgWarner's analyst price target has been increased from $47 to approximately $49.21 per share. Analysts cite ongoing confidence in industry demand, supportive sales trends, and recent upward revisions in sector outlooks as the reasons for this adjustment.Narrative Update • Oct 20
Chinese OEM Wins And Electrification Trends Will Drive Automotive Advancement
BorgWarner's analyst price target has been increased from approximately $44.71 to $47.00. Analysts cite stronger sector trends, updated industry forecasts, and improved company guidance as factors supporting a more optimistic outlook.Narrative Update • Oct 05
Chinese OEM Wins And Electrification Trends Will Drive Automotive Advancement
BorgWarner’s analyst-derived fair value estimate has been raised modestly to $44.71, up from $43.93. Analysts point to robust vehicle demand forecasts and resilient industry fundamentals supporting the adjustment.Narrative Update • Sep 20
Chinese OEM Wins And Electrification Trends Will Drive Automotive Advancement
BorgWarner’s consensus price target saw a slight upward revision to $43.93, as analysts cited resilience in U.S. auto sector fundamentals, better-than-expected Q2 results, and effective cost strategies, while valuation concerns and delayed contract impact tempered enthusiasm. Analyst Commentary Bullish analysts cited stronger-than-expected resilience in U.S. auto sector fundamentals, including stable light vehicle production and consumer strength despite tariff headwinds.Narrative Update • Sep 05
Chinese OEM Wins And Electrification Trends Will Drive Automotive Advancement
Upward revisions to BorgWarner’s price target reflect Q2 earnings outperformance, improved EPS outlook, and increased optimism in the vehicle technology sector amid resilient auto supplier fundamentals, raising the consensus analyst price target slightly from $42.73 to $43.47. Analyst Commentary Q2 earnings outperformance and improved EPS outlook prompted upward revisions to price targets.Analysis Article • Aug 04
BorgWarner (NYSE:BWA) Is Paying Out A Larger Dividend Than Last Year
BorgWarner Inc.'s ( NYSE:BWA ) dividend will be increasing from last year's payment of the same period to $0.17 on 15th...Analysis Article • Jul 21
Is Now An Opportune Moment To Examine BorgWarner Inc. (NYSE:BWA)?
BorgWarner Inc. ( NYSE:BWA ), is not the largest company out there, but it led the NYSE gainers with a relatively large...Analysis Article • Jul 03
Is BorgWarner (NYSE:BWA) A Risky Investment?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Analysis Article • Jun 17
Are Investors Undervaluing BorgWarner Inc. (NYSE:BWA) By 47%?
Key Insights The projected fair value for BorgWarner is US$62.66 based on 2 Stage Free Cash Flow to Equity Current...Seeking Alpha • Jan 27
BorgWarner: Discounted And Driving Toward An EV Future
Summary BorgWarner's strong position in both ICE and EV markets, with significant growth potential in EVs, makes it an interesting investment opportunity. The company's competitive advantages include scale, intellectual property, and high customer switching costs, resulting in attractive margins and returns. Currently trading at a low valuation, BorgWarner's strategic investments and partnerships, especially in EV technology, position it well for future growth. Risks include economic downturns and regulatory changes, but BorgWarner's diversification, scale, and reputation mitigate these concerns. Read the full article on Seeking AlphaShareholder Returns
| BWA | US Auto Components | US Market | |
|---|---|---|---|
| 7D | 3.1% | -2.3% | -0.3% |
| 1Y | 89.6% | 7.8% | 24.0% |
Return vs Industry: BWA exceeded the US Auto Components industry which returned 7.8% over the past year.
Return vs Market: BWA exceeded the US Market which returned 24% over the past year.
Price Volatility
| BWA volatility | |
|---|---|
| BWA Average Weekly Movement | 5.4% |
| Auto Components Industry Average Movement | 6.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
Stable Share Price: BWA has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: BWA's weekly volatility (5%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1928 | 37,500 | Joe Fadool | www.borgwarner.com |
BorgWarner Inc., together with its subsidiaries, provides technology solutions for combustion, hybrid, and electric vehicles worldwide. The company operates through the Turbos & Thermal Technologies; Drivetrain & Morse Systems; PowerDrive Systems; and Battery & Charging Systems segments. It offers turbochargers, eBoosters, eTurbos, emissions systems, thermal systems, gasoline ignition technology, smart remote actuators, powertrain sensors, cabin heaters, battery heaters, and battery cooling systems.
BorgWarner Inc. Fundamentals Summary
| BWA fundamental statistics | |
|---|---|
| Market cap | US$12.97b |
| Earnings (TTM) | US$362.00m |
| Revenue (TTM) | US$14.33b |
35.8x
P/E Ratio0.9x
P/S RatioIs BWA overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| BWA income statement (TTM) | |
|---|---|
| Revenue | US$14.33b |
| Cost of Revenue | US$11.64b |
| Gross Profit | US$2.69b |
| Other Expenses | US$2.33b |
| Earnings | US$362.00m |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 1.76 |
| Gross Margin | 18.79% |
| Net Profit Margin | 2.53% |
| Debt/Equity Ratio | 68.8% |
How did BWA perform over the long term?
See historical performance and comparisonDividends
1.1%
Current Dividend Yield36%
Payout RatioDoes BWA pay a reliable dividends?
See BWA dividend history and benchmarks| BorgWarner dividend dates | |
|---|---|
| Ex Dividend Date | Jun 01 2026 |
| Dividend Pay Date | Jun 15 2026 |
| Days until Ex dividend | 15 days |
| Days until Dividend pay date | 29 days |
Does BWA pay a reliable dividends?
See BWA dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/17 02:37 |
| End of Day Share Price | 2026/05/15 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
BorgWarner Inc. is covered by 36 analysts. 14 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Luke Junk | Baird |
| Dan Levy | Barclays |
| Alexandru-Cristian Dirpes | Berenberg |