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23 stories mentioning BWAUpdated 19d ago

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Wire

BorgWarner Foundational Product Portfolio Supports Earnings Base, RBC Capital Markets Says

BorgWarner's (BWA) foundational product portfolio supports a durable earnings base, while its turbine generator system offers a new growth opportunity in AI data center infrastructure, RBC Capital Markets said in a note emailed Tuesday.The company holds a leading global position in turbochargers and the 52% North America turbocharger penetration rate remains below European and Chinese levels, suggesting a multiyear runway for attach rate convergence, the investment firm said.With 2 gigawatts of manufacturing capacity already online in Hendersonville, North Carolina, the company has a meaningful timing advantage over legacy turbine OEMs that are offering deliveries after 2030, according to the note.RBC said it expects turbine revenue to reach approximately $900 million by 2030 and views further capacity expansion as a key near-term catalyst.The firm also said it expects BorgWarner's European manufacturing footprint to make it a natural supply partner for Chinese OEMs seeking localization abroad, offering an incremental growth opportunity.RBC Capital Markets initiated coverage of BorgWarner with an outperform rating and a price target of $87.Price: $63.72, Change: $-0.27, Percent Change: -0.43%

$BWA
Insider Trading

Borgwarner Insider Sold Shares Worth $327,550, According to a Recent SEC Filing

Michael S Hanley, Director, on August 28, 2026, sold 5,000 shares in Borgwarner (BWA) for $327,550. Following the Form 4 filing with the SEC, Hanley has control over a total of 34,313 common shares of the company, with 34,313 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/908255/000122520826007416/xslF345X05/doc4.xmlPrice: $63.77, Change: $-0.23, Percent Change: -0.35%

$BWA
Insider Trading

Borgwarner Insider Sold Shares Worth $1,457,667, According to a Recent SEC Filing

Tonit M Calaway, Executive Vice President, Chief Administrative Officer, General Counsel and Secretary, on August 24, 2026, sold 22,000 shares in Borgwarner (BWA) for $1,457,667. Following the Form 4 filing with the SEC, Calaway has control over a total of 73,831 common shares of the company, with 73,831 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/908255/000122520826007316/xslF345X05/doc4.xmlPrice: $65.12, Change: $+0.76, Percent Change: +1.18%

$BWA
Insider Trading

Borgwarner Insider Sold Shares Worth $485,548, According to a Recent SEC Filing

Shaun McAlmont, Director, on August 17, 2026, sold 7,000 shares in Borgwarner (BWA) for $485,548. Following the Form 4 filing with the SEC, McAlmont has control over a total of 18,070 common shares of the company, with 18,070 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/908255/000122520826007158/xslF345X05/doc4.xmlPrice: $68.14, Change: $-1.76, Percent Change: -2.52%

$BWA
Insider Trading

Borgwarner Insider Sold Shares Worth $316,769, According to a Recent SEC Filing

Isabelle McKenzie, Vice President, on August 17, 2026, sold 4,500 shares in Borgwarner (BWA) for $316,769. Following the Form 4 filing with the SEC, McKenzie has control over a total of 53,328 common shares of the company, with 53,328 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/908255/000122520826007159/xslF345X05/doc4.xmlPrice: $68.20, Change: $-1.71, Percent Change: -2.44%

$BWA
Insider Trading

Borgwarner Insider Sold Shares Worth $3,064,569, According to a Recent SEC Filing

Tonit M Calaway, Executive Vice President, Chief Administrative Officer, General Counsel and Secretary, on August 17, 2026, sold 44,000 shares in Borgwarner (BWA) for $3,064,569. Following the Form 4 filing with the SEC, Calaway has control over a total of 95,831 common shares of the company, with 95,831 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/908255/000122520826007160/xslF345X05/doc4.xmlPrice: $68.21, Change: $-1.70, Percent Change: -2.42%

$BWA
Wire

BorgWarner Data Center Opportunity Grows, But Backlog Proof Needed, Morgan Stanley Says

BorgWarner's (BWA) stronger-than-expected Q2 results and growing data center power portfolio improved its earnings outlook beyond 2026, though further evidence of customer demand is needed to support additional stock gains, Morgan Stanley said in a note Wednesday.The company raised its full-year earnings per share guidance following share repurchases while maintaining its margin and free-cash-flow outlook despite plans to increase H2 research and development spending by $10 million to $15 million, the investment firm said.BorgWarner's turbine generator remains on track for a 2027 launch and is expected to generate more than $300 million in revenue that year amid strong hyperscaler interest, with management considering expanding capacity beyond its initial 2-gigawatt plan, according to the note.The investment firm said BorgWarner is advancing battery storage and power conversion products for data centers and artificial intelligence applications, targeting production readiness in 2027, while increasing its share repurchase authorization by $1 billion to $1.35 billion after buying back $650 million of stock over the last four quarters.Morgan Stanley reiterated an equal-weight rating on BorgWarner and raised the price target to $71 from $67.Shares of BorgWarner were up 0.7% in Thursday trading.Price: $67.22, Change: $+0.44, Percent Change: +0.66%

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Wire

BorgWarner Q2 Adjusted Earnings, Sales Rise; Lifts 2026 Adjusted EPS Outlook

BorgWarner (BWA) reported Q2 adjusted earnings Wednesday of $1.42 per diluted share, up from $1.21 a year earlier.Analysts polled by FactSet expected $1.28.Net sales for the quarter ended June 30 were $3.65 billion, compared with $3.64 billion a year earlier.Analysts polled by FactSet expected $3.58 billion.The company raised its 2026 adjusted EPS outlook to $5.05 to $5.30 from its prior guidance of $5.00 to $5.20. Analysts polled by FactSet expect $5.19.Sales for the year are still expected to be $14 billion to $14.3 billion. Analysts polled by FactSet expect $14.19 billion.The company repurchased about $100 million of its shares and paid $34 million in cash dividends during the second quarter.Shares of the company rose more than 2% in recent pre-bell activity Wednesday.Price: $64.49, Change: $+1.45, Percent Change: +2.30%

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Wire

BorgWarner Keeps Quarterly Dividend at $0.17 per Share, Payable Sept. 15, to Shareholders of Record Sept. 1

BorgWarner Keeps Quarterly Dividend at $0.17 per Share, Payable Sept. 15, to Shareholders of Record Sept. 1

$BWA
Research

UBS Upgrades BorgWarner to Buy From Neutral, Raises Price Target to $95 From $61

BorgWarner (BWA) has an average rating of overweight and mean price target of $76.71, according to analysts polled by FactSet.

$BWA
Insider Trading

Borgwarner Insider Sold Shares Worth $365,389, According to a Recent SEC Filing

Sailaja Shankar, Director, on June 05, 2026, sold 5,000 shares in Borgwarner (BWA) for $365,389. Following the Form 4 filing with the SEC, Shankar has control over a total of 12,897 common shares of the company, with 12,897 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/908255/000122520826005874/xslF345X05/doc4.xmlPrice: $76.04, Change: $+3.41, Percent Change: +4.70%

$BWA
Research

William O'Neil Initiates BorgWarner at Buy

BorgWarner (BWA) has an average rating of overweight and mean price target of $70, according to analysts polled by FactSet.

$BWA
Insider Trading

Borgwarner Insider Sold Shares Worth $361,751, According to a Recent SEC Filing

Volker Weng, Vice President, on May 28, 2026, sold 5,000 shares in Borgwarner (BWA) for $361,751. Following the Form 4 filing with the SEC, Weng has control over a total of 80,002 common shares of the company, with 80,002 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/908255/000122520826005640/xslF345X05/doc4.xmlPrice: $72.46, Change: $+1.15, Percent Change: +1.61%

$BWA
Insider Trading

Borgwarner Insider Sold Shares Worth $338,550, According to a Recent SEC Filing

Volker Weng, Vice President, on May 14, 2026, sold 5,000 shares in Borgwarner (BWA) for $338,550. Following the Form 4 filing with the SEC, Weng has control over a total of 85,002 common shares of the company, with 85,002 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/908255/000122520826005349/xslF345X05/doc4.xmlPrice: $64.01, Change: $-3.41, Percent Change: -5.06%

$BWA
Insider Trading

Borgwarner Insider Sold Shares Worth $1,951,854, According to a Recent SEC Filing

Joseph F. Fadool, Director, President, and CEO, on May 13, 2026, sold 29,000 shares in Borgwarner (BWA) for $1,951,854. Following the Form 4 filing with the SEC, Fadool has control over a total of 405,964 common shares of the company, with 405,964 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/908255/000122520826005313/xslF345X05/doc4.xml

$BWA
Insider Trading

Borgwarner Insider Sold Shares Worth $325,000, According to a Recent SEC Filing

Stefan Demmerle, Vice President, on May 13, 2026, sold 5,000 shares in Borgwarner (BWA) for $325,000. Following the Form 4 filing with the SEC, Demmerle has control over a total of 203,746 common shares of the company, with 203,746 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/908255/000122520826005314/xslF345X05/doc4.xml

$BWA
Insider Trading

Borgwarner Insider Sold Shares Worth $1,495,150, According to a Recent SEC Filing

Stefan Demmerle, Vice President, on May 08, 2026, sold 25,000 shares in Borgwarner (BWA) for $1,495,150. Following the Form 4 filing with the SEC, Demmerle has control over a total of 208,746 common shares of the company, with 208,746 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/908255/000122520826005138/xslF345X05/doc4.xmlPrice: $62.91, Change: $-0.24, Percent Change: -0.38%

$BWA
Insider Trading

Borgwarner Insider Sold Shares Worth $345,628, According to a Recent SEC Filing

Volker Weng, Vice President, on May 11, 2026, sold 5,606 shares in Borgwarner (BWA) for $345,628. Following the Form 4 filing with the SEC, Weng has control over a total of 90,002 common shares of the company, with 90,002 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/908255/000122520826005139/xslF345X05/doc4.xmlPrice: $62.93, Change: $-0.22, Percent Change: -0.35%

$BWA
Insider Trading

Borgwarner Insider Sold Shares Worth $316,221, According to a Recent SEC Filing

Tania Wingfield, Executive Vice President and Chief Human Resources Officer, on May 11, 2026, sold 5,000 shares in Borgwarner (BWA) for $316,221. Following the Form 4 filing with the SEC, Wingfield has control over a total of 35,365 common shares of the company, with 35,365 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/908255/000122520826005140/xslF345X05/doc4.xmlPrice: $62.89, Change: $-0.26, Percent Change: -0.41%

$BWA
Research

Research Alert: CFRA Raises Opinion On Shares Of Borgwarner Inc. To Strong Buy From Hold

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We maintain our 12-month price target of $75, based on a 2027 P/E of 13.0x, a justified premium to BWA's 10-year average forward P/E of 10.7x due to growth opportunities from new products and end markets. Following BWA's much stronger-than-expected Q1 earnings, we are raising our estimates and our rating on the shares to Strong Buy from Hold. We raise our adjusted EPS estimates to $5.25 from $5.15 for 2026 and to $5.75 from $5.60 for 2027. BWA continues to successfully navigate a difficult automotive cycle. While the company merely maintained prior 2026 guidance, we believe BWA is likely to raise guidance in subsequent quarters and see significant earnings upside in the longer term from the diversification of its product portfolio, e.g., its entrance into the AI-driven data center market, where it inked a turbine generator system project earlier this year with TurboCell (production expected to begin in early 2027 and estimated sales of more than $300M during the first year).

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