Borgwarner Inc Stock Price, News & Analysis

BorgWarner (NYSE:BWA) has secured a significant contract to supply electric motors to a major Chinese OEM, strengthening its position in China's NEV market. The awarded motor features a platform-based design compatible with all NEV types and incorporates BorgWarner's innovative ultra-short hairpin welding process for improved space efficiency.

The company is expanding its manufacturing capabilities with a new facility in Wuhu, China, which will feature intelligent manufacturing lines capable of producing multiple motor platforms. This expansion aims to meet the growing demand in China's NEV market and enhance motor production capacity.

BorgWarner (NYSE:BWA) has secured significant contracts with two major global OEMs to supply high-voltage coolant heater (HVCH) technology for their plug-in hybrid electric vehicle platforms. The first contract involves 400V technology while the second encompasses 800V HVCH systems for light PHEV platforms, including a pick-up truck. Both contracts are set to begin production in 2028.

The company's HVCH technology features a compact, modular design with smart controllers and resistive heating elements, designed to last over 15,000 hours. The system enhances both cabin and battery heating in cold conditions, optimizes battery temperature, and supports fast charging capabilities.

BorgWarner (NYSE:BWA) has secured two major turbocharger contracts with a global OEM for next-generation vehicles in Europe and North America. The first contract involves supplying wastegate gasoline turbochargers for 1.0-liter engines in European compact and light commercial vehicles, with production starting in August 2027. The second contract covers high-performance turbochargers for 3.0-liter gasoline hybrid applications in North America, beginning production in September 2028.

The company will manufacture these turbochargers at its facilities in Rzeszów, Poland and Ramos, Mexico, emphasizing localized production. The wastegate turbocharger technology offers durability, competitive pricing, and consistent performance for small-displacement gasoline engines.

BorgWarner (NYSE:BWA) has secured a new contract to supply dual inverters to a major Chinese OEM for hybrid vehicles, extending their 2021 partnership. The project will begin mass production by the end of 2025.

The company's advanced dual inverter technology features synchronous control of dual motors through a single controller, offering improved packaging flexibility and installation convenience. Key technological advantages include 50% reduced thermal resistance compared to single-sided cooling and compliance with China's CLTC efficiency standards.

The latest generation features include high-performance single chip capabilities and optional DC-DC module integration, supporting diverse hybrid vehicle platform requirements.

BorgWarner (NYSE:BWA) has secured a new program to supply its electric cross differential (eXD) technology to a leading Chinese OEM for electric vehicles. The eXD technology dynamically controls power distribution between wheels to enhance vehicle handling and traction capabilities.

The technology, which has proven successful in combustion vehicles, is now being adapted for EVs. The system adjusts slip control based on real-time driving conditions, improving stability during high-speed driving, rapid acceleration, and sharp turns. On dry roads, it transfers more power to outer wheels for better cornering, while in slippery conditions, it redistributes power to wheels with better traction.

BorgWarner (NYSE:BWA) has secured a contract to supply wastegate turbocharger technology for a major global OEM's hybrid sports car platform. The technology will be implemented in Q3 2028 and features excellent response times and power density, with the ability to withstand temperatures up to 1050°C.

The turbocharger enables engines to achieve up to 450 horsepower and 460 pound-feet of torque. Designed for 0.9 to 3.0-liter gasoline engines, the technology is electrically actuated to improve fuel economy and reduce emissions while optimizing noise, vibration, and harshness levels.

BorgWarner (NYSE: BWA) has announced a significant increase in its quarterly dividend. The company's Board of Directors declared a quarterly cash dividend of $0.17 per share of common stock, marking a substantial 55% increase from the previous dividend rate.

The dividend will be payable on September 15, 2025, to stockholders of record as of September 2, 2025. BorgWarner, a global leader in mobility innovation for over 130 years, continues to focus on accelerating the world's transition to eMobility.

BorgWarner (NYSE: BWA) reported strong Q2 2025 results with net sales of $3.64 billion, up 1% year-over-year. The company achieved a U.S. GAAP operating margin of 7.9% and adjusted operating margin of 10.3%. Notable highlights include a 31% increase in light vehicle eProduct sales and adjusted earnings per share of $1.21, up 2% from Q2 2024.

The company announced significant shareholder-friendly initiatives, including a 55% increase in quarterly dividend and an expanded $1 billion share repurchase program through 2028. BorgWarner secured multiple new business awards in both foundational and eProduct segments, with production starts ranging from 2025 to 2028.

Management raised its full-year 2025 guidance, now expecting net sales of $14.0-14.4 billion, adjusted operating margin of 10.1-10.3%, and adjusted EPS of $4.45-4.65. Free cash flow guidance was increased by $50 million to $700-800 million.

BorgWarner (NYSE:BWA), a leading automotive supplier, has been named to Forbes' America's Best Employers for Women 2025 list for the second consecutive year. The recognition is based on a comprehensive study involving over 140,000 women working at U.S. companies with 1,000+ employees.

The evaluation criteria included direct recommendations from current employees, indirect recommendations from previous employers, and a Leadership Diversity Index measuring women's representation in executive and board positions. Chief Human Resources Officer Tania Wingfield highlighted the company's commitment to creating an environment where women can thrive and succeed at all career stages.