BorgWarner sees $300M+ first-year turbine sales in 2027

BorgWarner reiterates its 2027 launch timeline for turbine generators, targeting over $300 million in first-year sales from 2 GW of planned capacity.

Rhea-AI Filing Summary

BORGWARNER INC (BWA) states that it continues to expect turbine generator production to begin at its Hendersonville, North Carolina facility in 2027, with an initial 2 GW of installed capacity.

The company also continues to expect turbine generator sales of more than $300 million in the first year of production. Management characterizes these statements as forward-looking and highlights numerous industry, macroeconomic, technological, legal and strategic risks that could cause actual results to differ materially from these expectations.

Positive

• Company reiterates expectation of more than $300 million in turbine generator sales during the first year of production, indicating a potentially meaningful new revenue stream.
• Planned turbine generator facility in Hendersonville, North Carolina is expected to launch in 2027 with 2 GW of installed capacity, supporting growth in the new product line.

Negative

• None.

8-K Event Classification

Item 7.01 — Regulation FD Disclosure

1 item

Item 7.01 Regulation FD Disclosure Disclosure

Material non-public information disclosed under Regulation Fair Disclosure, often investor presentations or guidance.

Key Figures

Expected first-year turbine generator sales: More than $300 million Initial installed turbine generator capacity: 2 GW Expected production start year: 2027

3 metrics

Expected first-year turbine generator sales More than $300 million Management’s expectation for the first year of turbine generator production

Initial installed turbine generator capacity 2 GW Planned capacity at the Hendersonville, North Carolina facility when production begins

Expected production start year 2027 Target year for beginning turbine generator production in Hendersonville, North Carolina

Key Terms

turbine generator, forward-looking statements, Private Securities Litigation Reform Act, tax-free spin-off

4 terms

turbine generator technical

"expect turbine generator production to begin in Hendersonville, North Carolina in 2027"

forward-looking statements regulatory

"This Form 8-K may contain forward-looking statements as contemplated by"

Forward-looking statements are predictions or plans that companies share about what they expect to happen in the future, like estimating sales or profits. They matter because they help investors understand a company's outlook, but since they are based on guesses and assumptions, they can sometimes be wrong.

Private Securities Litigation Reform Act regulatory

"forward-looking statements as contemplated by the 1995 Private Securities Litigation Reform Act"

A federal law that changed how lawsuits by private investors against public companies over alleged securities fraud are started and handled. It requires plaintiffs to show specific facts about alleged wrongdoing up front, limits certain types of legal damages and stops lawyers from shopping for plaintiffs, so companies face fewer frivolous suits and investors know stronger cases move forward. Think of it as tightened screening at the courthouse to reduce baseless claims and clarify legal risk for investors.

tax-free spin-off financial

"the possibility that our 2023 tax-free spin-off of our former Fuel Systems"

A tax-free spin-off is a corporate split where a company separates a unit into a new, independent company and gives its current shareholders shares in the new entity without triggering immediate taxes on the distribution. For investors this matters because it can unlock value by letting each business pursue its own strategy while shareholders retain ownership without a current tax bill, much like dividing a single asset into two smaller assets you already own rather than selling one and paying tax on the gain.

FAQ

What production timeline did BWA disclose for its turbine generators?

BorgWarner stated it continues to expect turbine generator production to begin in 2027 at its Hendersonville, North Carolina facility, reiterating its prior timing guidance despite recent questions it has received.

How much first-year turbine generator revenue does BWA expect?

The company continues to expect turbine generator sales to be more than $300 million during the first year of production, reflecting management’s current outlook for the initial commercialization phase.

What capacity is planned for BorgWarner’s Hendersonville turbine generator facility (BWA)?

BorgWarner expects the Hendersonville, North Carolina facility to start in 2027 with an initial 2 GW of installed turbine generator capacity, supporting the anticipated first-year sales of more than $300 million.

Does this BWA update change prior turbine generator guidance?

The company states it reiterates its prior statements, confirming expectations for 2027 production start, 2 GW initial capacity, and more than $300 million of first-year turbine generator sales, rather than introducing new or revised targets.

What risks could affect BorgWarner’s turbine generator expectations?

BorgWarner notes that its expectations are forward-looking and subject to risks such as automotive industry conditions, technology changes, electric vehicle demand, supply disruptions, macroeconomic and geopolitical factors, acquisitions and integrations, legal proceedings, and other risks described in its Form 10-K and Form 10-Q.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 09/04/2026 - 04:31 PM Accepted by SEC EDGAR 09/04/2026 - 04:30 PM Learn about SEC filing dates

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UNITED STATES SECURITIES AND EXCHANGE COMMISSION

Washington D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): September 4, 2026

BORGWARNER INC.

(Exact name of registrant as specified in its charter)

Delaware		1-12162		13-3404508
(State or other jurisdiction of		(Commission File No.)		(I.R.S. Employer
incorporation or organization)				Identification No.)

3850 Hamlin Road,	Auburn Hills,	Michigan		48326
(Address of principal executive offices)				(Zip Code)

Registrant’s telephone number, including area code: (248) 754-9200

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

¨	Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
¨	Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
¨	Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
¨	Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of Each Class		Trading Symbol(s)		Name of each exchange on which registered
Common Stock, par value $0.01 per share		BWA		New York Stock Exchange
1.00% Senior Notes due 2031		BWA31		New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ¨

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ¨

Item 7.01 Regulation FD Disclosure

In response to questions it has received, BorgWarner Inc. (the “Company”) reiterates its prior statements that the Company continues to expect turbine generator production to begin in Hendersonville, North Carolina in 2027, with an initial 2 GW of installed capacity.  At present, the Company continues to expect turbine generator sales to be more than $300 million during the first year of production.

Forward Looking Statements

This Form 8-K may contain forward-looking statements as contemplated by the 1995 Private Securities Litigation Reform Act that are based on management’s current outlook, expectations, estimates and projections. Words such as “anticipates,” “believes,” “continues,” “could,” “designed,” “effect,” “estimates,” “evaluates,” “expects,” “forecasts,” “goal,” “guidance,” “initiative,” “intends,” “may,” “outlook,” “plans,” “potential,” “predicts,” “project,” “pursue,” “seek,” “should,” “target,” “when,” “will,” “would,” and variations of such words and similar expressions are intended to identify such forward-looking statements. Further, all statements, other than statements of historical fact, contained or incorporated by reference in this filing that we expect or anticipate will or may occur in the future regarding our financial position, including our statements regarding expected turbine generator production and anticipated sales, our business strategy and measures to implement that strategy, including changes to operations, competitive strengths, goals, expansion and profitable growth of our business and operations, plans, references to future success, including the anticipated benefits of increased investments in research and development, our new business awards and other such matters, are forward-looking statements. All forward-looking statements are based on assumptions and analyses made by us in light of our experience and our perception of historical trends, current conditions and expected future developments, as well as other factors we believe are appropriate under the circumstances. Forward-looking statements are not guarantees of performance, and the Company’s actual results may differ materially from those expressed, projected or implied in or by the forward-looking statements.

You should not place undue reliance on these forward-looking statements, which speak only as of the date of this filing. Forward-looking statements are subject to risks and uncertainties, many of which are difficult to predict and generally beyond our control, that could cause actual results to differ materially from those expressed, projected or implied in or by the forward-looking statements. These risks and uncertainties, among others, include: the success of our portfolio strategy; supply disruptions impacting us or our customers, commodity availability and pricing and an inability to achieve expected levels of recoverability in commercial negotiations with customers concerning these costs; conditions in the automotive industry; competitive challenges from existing and new competitors, including original equipment manufacturer (“OEM”) customers; the challenges associated with rapidly changing technologies, including artificial intelligence, and our ability to innovate in response; the difficulty in forecasting demand for electric vehicles and our electric vehicles revenue growth; potential future changes in laws and regulations, including, by way of example, taxes and tariffs, in the countries in which we operate; potential disruptions in the global economy caused by wars or other geopolitical conflicts; the ability to identify targets and consummate acquisitions on acceptable terms; failure to realize the expected benefits of acquisitions on a timely basis; the possibility that our 2023 tax-free spin-off of our former Fuel Systems and Aftermarket segments into a separate publicly traded company will not achieve its intended tax benefits; the failure to promptly and effectively integrate acquired businesses; the potential for unknown or inestimable liabilities relating to the acquired businesses; impacts of our exit of the charging business; our dependence on automotive and truck production, which is highly cyclical and subject to disruptions; our reliance on major OEM customers; impacts of any future strikes involving any of our OEM customers and any actions such OEM customers take in response; fluctuations in interest rates and foreign currency exchange rates; our dependence on information systems; the uncertainty of the global economic environment; the uncertainty surrounding global trade policies, including tariffs (and any potential refund recovery of tariffs imposed under the International Emergency Economic Powers Act) and export restrictions and their impact on the Company, its customers and its suppliers; the outcome of existing or any future legal proceedings, including litigation with respect to various claims, or governmental investigations, including related litigation; impacts from any potential future acquisition or disposition transactions; and the other risks discussed in reports that we file with the Securities and Exchange Commission, including in Item 1A. “Risk Factors” in our most recently filed Form 10-K and/or Quarterly Report on Form 10-Q. We do not undertake any obligation to update or announce publicly any updates to or revisions to any of the forward-looking statements in this filing to reflect any change in our expectations or any change in events, conditions, circumstances, or assumptions underlying the statements.

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

	BorgWarner Inc.
Date: September 4, 2026	By:	/s/ Tonit M. Calaway
		Name: Tonit M. Calaway
		Title: Executive Vice President and Secretary

Filing Exhibits & Attachments

4 documents

Other Documents

• EX-101 XBRL TAXONOMY EXTENSION SCHEMA 3.4 KB
• EX-101 XBRL TAXONOMY EXTENSION DEFINITION LINKBASE 25.9 KB
• EX-101 XBRL TAXONOMY EXTENSION LABEL LINKBASE 35.6 KB
• EX-101 XBRL TAXONOMY EXTENSION PRESENTATION LINKBASE 24.6 KB