Borgwarner Inc Stock Price, News & Analysis

BorgWarner (BWA) has reset its rolling jackpot to $20,000 for the 2025 Indianapolis 500 after Josef Newgarden claimed $440,000 with his victory in 2024. Newgarden has the historic opportunity to become the first driver to win the Indy 500 three consecutive times and claim the jackpot. Team owner Roger Penske aims for his 21st Indy 500 win.

The BorgWarner rolling jackpot, established in 1995, increases by $20,000 annually for consecutive wins. Only two drivers have claimed it: Helio Castroneves ($160,000) in 2002 and Newgarden ($440,000) in 2024. The 109th Running of the Indianapolis 500 will take place on Sunday, May 25. If Newgarden doesn't win, the jackpot will roll over to $40,000 for 2026.

BorgWarner (NYSE: BWA) reported its Q1 2025 results with U.S. GAAP net sales of $3,515 million, down 2% from Q1 2024. The company achieved an adjusted operating margin of 10.0% and adjusted earnings of $1.11 per diluted share, up 8% year-over-year. Key announcements include plans to exit the Charging business in Q2 2025, expected to eliminate $30M in annual adjusted operating losses, and consolidation of North American Battery Systems to save $20M annually by 2026. BorgWarner secured significant new business awards, including a high-volume hybrid eMotor contract with a major North American OEM. The company updated its 2025 guidance, projecting net sales of $13.6-14.2 billion and adjusted net earnings of $4.00-4.45 per diluted share. Despite market challenges, eProduct sales showed strong growth, increasing 47% year-over-year.

BorgWarner (BWA) has secured a contract with a major North American OEM to supply its 400V SW130 S-wind eMotor for hybrid full-sized trucks and SUVs. The production is set to begin in Q2 2028. The S-wind technology serves as an alternator replacement in high-voltage architecture, featuring a continuous, rectangular formed winding design that delivers peak performance and enhanced power efficiency in a compact package.

The eMotor's innovative design includes a 130mm stator diameter with a 65mm stack length, optimizing peak torque while improving noise, vibration, and harshness. Compared to hairpin motors, the S-wind technology reduces welding points by over 90% and enables better material utilization through radial wire insertion, resulting in increased scalability, design flexibility, and lower costs.

BorgWarner (BWA) has strengthened its position in the Chinese dual-clutch transmission (DCT) market through two significant contracts. The company secured a seven-year extension with a German OEM for DCT clutch assembly production at its Tianjin facility, building on a decade-long partnership. The technology offers enhanced performance with reduced rotational inertia and minimized friction losses.

Additionally, BorgWarner won a new DCT clutch program with a prominent Chinese transmission manufacturer for SUVs and sedans, to be produced at its Taicang facility. This product features compact design, superior thermal robustness, and cost-effectiveness. Production is set to begin by end of 2025.

BorgWarner (BWA) has secured its largest high-voltage coolant heater (HVCH) contract for plug-in hybrid electric vehicles in North America with a major global OEM. The deal involves supplying 400-volt HVCH technology for a series of PHEV platforms, including mid-size pickup trucks, SUVs, and minivans, with production starting in 2027.

The HVCH technology features a flexible and compact design with power up to 10 kW, utilizing unique brazed aluminum fin technology for optimal heat transfer. The system provides efficient battery and cabin heating, supporting faster charging, extended battery life, and improved driving range.

BorgWarner (BWA) has extended four Exhaust Gas Recirculation (EGR) system contracts with a major North American OEM through 2029. The EGR components, including valves, coolers, and modules, will be supplied for passenger and light commercial vehicles with both combustion and hybrid applications.

The company's EGR systems are designed to reduce NOx emissions and improve fuel economy by recirculating exhaust gases back into the intake air. The technology features hybrid tube and corrugated tube technologies, monoblock architecture for increased compactness, and floating core technology for enhanced thermal robustness. The systems are optimized for thermal efficiency and minimal pressure drop, with valves designed for precise gas flow control and corrosion resistance.

BorgWarner (NYSE: BWA) has announced its latest quarterly dividend payment. The company's Board of Directors declared a quarterly cash dividend of $0.11 per share of common stock on April 30, 2025. The dividend will be paid on June 16, 2025, to stockholders of record as of June 2, 2025.

BorgWarner, a global product leader in mobility innovation for over 130 years, continues its commitment to shareholder returns while focusing on accelerating the world's transition to eMobility solutions.

BorgWarner is set to showcase its cutting-edge double-sided cooled (DSC) 800V SiC power module at the 46th Vienna Motor Symposium, taking place May 14-16, 2025. The company will deliver two presentations focusing on inverter technology for electric vehicles.

The innovative DSC power module converts DC battery power to AC for electric motors, featuring enhanced thermal management through dual-sided heat extraction from silicon carbide power switches. This advancement enables either lower junction temperatures or higher current densities, resulting in improved efficiency and compact design.

Key highlights:

• Next-generation Viper power switch technology integration
• Advanced thermal materials implementation
• Designed for both high-power applications and compact BEVs/hybrids
• Compatible with OEM inverter designs

BorgWarner (BWA) is set to showcase its latest electric Commercial Vehicle (eCV) technologies at the Advanced Clean Transportation (ACT) Expo 2025 from April 28 to May 1 at the Anaheim Convention Center.

The highlight of their booth #5221 will be the innovative iM-575 integrated inverter-motor drive module, which combines their High Voltage Hairpin motor (HVH320-216) with the Cascadia Motion 350 inverter. The module delivers 1,829 Nm of peak torque and 412 kW of continuous power at 750 Vdc, designed specifically for Class 6 to 8 commercial vehicles.

The company will also present their 9 AKM Battery System and Module, various CV inverters, power modules, and thermal management solutions including eHeaters, eFans, High Voltage Air Heaters, and eCoolers.