BWA · Borgwarner Inc
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Aug 5, 2026TL;DR. BorgWarner posted Q2 adjusted EPS of $1.42 (+17.4% YoY) and 11.3% adjusted operating margin (+100 bps), raised 2026 adjusted EPS guidance to $5.05–$5.30 (from $5.00–$5.20) and authorized an incremental $1 billion in share repurchases (~$1.35 billion total), while guiding to a full-year organic sales decline of 3.5%–1.5% driven by a ~$250 million Battery Energy Systems sales decline.
- + Q2 adjusted EPS rose 17.4% YoY to $1.42 with adjusted operating margin expanding 100 bps to 11.3% despite flat reported sales.
- + Raised 2026 adjusted EPS guidance to $5.05–$5.30 from $5.00–$5.20 due to share repurchases, while holding sales, margin and cash flow outlooks.
- + Board authorized an incremental $1 billion in share repurchases, bringing total authorization to ~$1.35 billion (≈10% of market cap) through 2029.
- + Full-year 2026 free cash flow guidance maintained at $900M–$1.1B with Q2 free cash flow of $492M.
- − Guided full-year 2026 organic net sales to decline 3.5%–1.5% due to a ~$250M (≈170 bps headwind) Battery Energy Systems sales decline from lack of North American incentives and weaker European demand.
- − Committing an incremental $10M–$15M in industrial R&D in 2026 that drags full-year adjusted operating margin from ~10.8% (ex-investment) to ~10.6% at midpoint, with H2 decrementals expected in the mid-teens.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
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our published analysis of this company
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blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Segment Adjusted Operating Income (Loss) - Drivetrain & Morse Systems non-GAAP | $277M | Three Months Ended June 30, 2026 filing | — |
| Segment Adjusted Operating Income (Loss) - Totals for reportable segments non-GAAP | $471M | Three Months Ended June 30, 2026 filing | — |
| Segment Adjusted Operating Income (Loss) - Turbos & Thermal Technologies non-GAAP | $225M | Three Months Ended June 30, 2026 filing | — |
| Segment Adjusted Operating margin - Drivetrain & Morse Systems non-GAAP | 19% | Three Months Ended June 30, 2026 filing | — |
| Segment Adjusted Operating margin - PowerDrive Systems non-GAAP | -4.4% | Three Months Ended June 30, 2026 filing | — |
| Segment Adjusted Operating margin - Turbos & Thermal Technologies non-GAAP | 15.6% | Three Months Ended June 30, 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Auto Parts — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
BWA
this stock
Borgwarner Inc
|
$12.41B | +33.7% | +1.6% | 30.0 | 3.1% |
|
ORLY
O Reilly Automotive Inc
|
$69.66B | -8.0% | +6.4% | 27.3 | 3.2% |
|
AZO
Autozone Inc
|
$46.95B | -17.2% | +2.4% | — | 3.0% |
|
SMTOY
Sumitomo Electric Industries Ltd/Adr/
|
$43.43B | — | — | — | 0.0% |
|
HSAI
Hesai Group
|
$20.43B | -29.0% | +52.1% | — | 0.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| BWA | -1.3% | -10.8% | +12.2% | +0.3% | +33.7% |
| SPY | +1.2% | +0.6% | +11.6% | +1.6% | +13.6% |
| vs SPY | -2.5% | -11.4% | +0.7% | -1.4% | +20.1% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.