Revenue segments as reported by the company.

Turbos & Thermal Technologies

Drivetrain & Morse Systems

PowerDrive Systems

Battery & Charging Systems

Air Management

e-Propulsion & Drivetrain

Inter-segment eliminations

Fuel Injection

Aftermarket

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Selling, general and administrative

Restructuring expense

Other operating (income) expense, net

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

BorgWarner

BorgWarner, Inc. engages in the provision of technology solutions for combustion, hybrid and electric vehicles. It operates through the following segments: Air Management, e-Propulsion & Drivetrain, Fuel Injection, and Aftermarket. The Air Management segment develops and manufactures products to improve fuel economy, reduce emissions and enhance performance. The e-Propulsion & Drivetrain segment focuses on the products that improve fuel economy, reduce emissions, and enhance performance in combustion, hybrid and electric vehicles. The Fuel Injection segment includes gasoline and diesel fuel injection components and systems that deliver efficiency for traditional and hybrid vehicles with gasoline combustion engines. The Aftermarket segment sells products and services to independent aftermarket customers and original equipment service customers. The company was founded in 1928 and is headquartered in Auburn Hills, MI.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

BorgWarner excels in Q4, eyes EV market growth opportunities

BorgWarner's Q4 2022 performance reflects robust financial results, strong margin performance, and a strategic focus on electrified propulsion.
The company's emphasis on innovation, partnerships, and sustainability efforts positions it well to capitalize on the growing EV market and unlock shareholder value.
While facing challenges such as supply availability and market uncertainties, BorgWarner is actively pursuing opportunities in battery technology, manufacturing, and customer engagement.
With a positive outlook for 2023 and a clear strategic direction, BorgWarner is poised for continued growth and success in the evolving automotive industry landscape.

BorgWarner reports strong Q1 growth, eyes eProducts expansion in China

BorgWarner's Q1 2023 showcased strong organic growth and progress in eProducts and battery pack business. Challenges include margin impact from investments and inflation. Opportunities lie in significant eProducts growth and working with Chinese OEMs.

BorgWarner excels in Q2 with strong eProducts focus and growth

BorgWarner's Q2 2023 performance reflects strong sales, organic growth, and margin performance.
The company's strategic focus on eProducts, acquisitions, and partnerships position it well for future growth.
Challenges include achieving positive ePropulsion margins amidst market dynamics and integration post PHINIA spin-off.
Opportunities lie in the hybrid business, electrification strategy, and revenue growth projections in eProducts.

BorgWarner posts robust Q3 results, eyes EV partnerships for growth

BorgWarner's Q3 performance reflects strong sales and growth, with a focus on electrification.
While facing challenges like revenue outlook drops and market pressures, the company remains resilient.
Opportunities lie in new partnerships, M&A activities, and expanding product offerings.
Overall, BorgWarner's strategic direction aligns with market trends and future growth potential.

BorgWarner posts strong Q4 results, eyes growth in eProducts

BorgWarner's Q4 performance reflects robust sales, margin, and free cash flow, driven by eProduct focus and strategic initiatives. Despite challenges like Eldor acquisition impact and market volatility, opportunities in M&A, R&D, and profitability management pave the way for future growth. The company's strong position in eProducts and commitment to Charging Forward 2027 plan signal a promising outlook.

BorgWarner reports robust Q1 earnings, eyes hybrid vehicle opportunities

BorgWarner's Q1 2024 earnings call showcased strong performance, emphasizing growth in eProducts and margin improvement. The company's strategic focus on technology, cost controls, and market expansion positions it for future success. Challenges include market volatility and margin enhancement, but opportunities in hybrid vehicles and incremental margin growth are key focus areas.

BorgWarner reports robust Q2 performance, eyes growth amid challenges

BorgWarner delivered strong Q2 results with impressive sales, margin improvement, and cost-saving initiatives.
While facing challenges in market dynamics and restructuring, the company is well-positioned to leverage growth opportunities.
The outlook for the full year remains positive, supported by new product awards and a focus on sustainability.
Strategic moves like stock repurchases and business restructuring signal BorgWarner's commitment to long-term value creation.

BorgWarner reports resilient Q3 performance, eyes growth in tech

BorgWarner's Q3 performance reflects resilience and profitability, with a focus on innovation and cost management.
The company's diversified sales mix and focus on eProducts present growth opportunities amidst market challenges.
Strategically positioned to navigate industry changes, drive profitability, and capitalize on global market demand for advanced technologies.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

BorgWarner, Inc. engages in the provision of technology solutions for combustion, hybrid and electric vehicles. It operates through the following segments: Air Management, Drivetrain & Battery Systems, and ePropulsion. The Air Management segment includes technologies, such as turbochargers, eBoosters, eTurbos, timing systems, emissions systems, thermal systems, gasoline ignition technology, smart remote actuators, powertrain sensors, cabin heaters, battery heaters, battery charging, and direct current charging stations. The Drivetrain & Battery Systems segment consists of battery modules and systems, control modules, friction and mechanical clutch products for automatic transmissions, torque-management products and rear-wheel drive (RWD), and all-wheel drive (AWD) transfer case systems and coupling systems. The ePropulsion segment focuses on power electronics, such as inverters, onboard chargers, DC/DC converters, and combination boxes. The company was founded in 1928 and is headquartered in Auburn Hills, MI.

I have become interested in the automotive manufacturing segment, and I'm excited to tell you about my non-REIT article.

BorgWarner Is One Of The Best Ways To Get Rich From EVs

Volkswagen AG

Amphenol

Methode Electronics

Sensata Technologies Hld

Stellantis N.V. 

TE Connectivity PLC

Visteon

The European Union unveiled plans this week to effectively ban new sales of gasoline-powered cars by 2035.

The EU's World-Leading Climate Plan Is Crucial for EVs. Buy These 8 Stocks.

Albemarle

Our theme of Electric Vehicle Component Supplier Stocks has done well this year, rising by about 17% year-to-date, compared to the S&P 500 which is up by about 16% over the same period. The theme has also considerably outperformed EV OEM stocks, such as Tesla and Nio, which remain down this year.

BorgWarner, Amphenol: How Is Our EV Supplier Stocks Theme Faring?

BorgWarner (BWA) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Can BorgWarner (BWA) Keep the Earnings Surprise Streak Alive?

Cemex SAB de CV

WestRock

Donald Yacktman, a prominent value investor and founder of the AMG Yacktman Fund (Trades, Portfolio) Class I (YACKX), takes the "forward rate of return" highly into consideration when appraising the attractiveness of a stock. He calculates this valuation ratio as "normalized free cash flow yield plus real growth plus inflation.

3 High Forward Rate of Return Stock Picks

AUBURN HILLS, Mich., June 15, 2021 /PRNewswire/ -- BorgWarner, a company focused on delivering innovative and sustainable mobility solutions for the vehicle market, has released its 2021 Sustainability Report, "Evolving For All," detailing the company's recent sustainability accomplishments and showcasing short- and long-term goals for environmental stewardship, social responsibility and governance.

BorgWarner Publishes 2021 Sustainability Report, Showcases Significant Achievements and High-Reaching Goals

BorgWarner's (BWA) acquisition of AKASOL strengthens the company's commercial vehicle and industrial electrification capabilities.

BorgWarner (BWA) Boosts Electrification Portfolio on AKASOL Takeover

BorgWarner (BWA) reported earnings 30 days ago. What's next for the stock?

Why Is BorgWarner (BWA) Up 4% Since Last Earnings Report?

AUBURN HILLS, Mich., June 4, 2021 /PRNewswire/ -- BorgWarner Inc. (NYSE: BWA) today announced that it has completed the tender offer for shares of AKASOL AG, resulting in BorgWarner owning 89.08% of AKASOL's outstanding shares following completion of the tender offer.

BorgWarner Completes Tender Offer and Acquires 89.08% of AKASOL AG

Shares of BorgWarner Inc. surged 3.9% toward a near 3 1/2-year high in premarket trading Wednesday, after the auto drivetrain maker said it will work on its first electrification project with Hyundai Motor Group . BorgWarner said its integrated drive module (iDM) was selected by Hyundai for its power electric system, which will be used in electric vehicle production that is planned to start in mid-2023.

BorgWarner stock surges after selected by Hyundai to work on first electrification project

AUBURN HILLS, Mich., June 2, 2021 /PRNewswire/ -- BorgWarner's integrated drive module (iDM) was selected by the Hyundai Motor Group for its power electric system, which will be used in the upcoming A-segment electric vehicle production, planned to start in mid of 2023.

BorgWarner to Supply Integrated Drive Module to Hyundai Motor Group Electric Vehicles

INDIANAPOLIS, June 1, 2021 /PRNewswire/ -- In Victory Circle at the Indianapolis Motor Speedway (IMS), BorgWarner President and CEO, Frédéric Lissalde, presented the Borg-Warner Trophy® to the 2021 Indianapolis 500 winner, Helio Castroneves of Brazil. Paving his way to victory, Castroneves, who drives for Meyer Shank Racing, led 20 of 200 laps and averaged 190.690 mph, a race record.

BorgWarner Celebrates 2021 Indianapolis 500 Winner Helio Castroneves with Renowned Borg-Warner Trophy® Presentation

INDIANAPOLIS, May 21, 2021 /PRNewswire/ -- The 55th annual Louis Schwitzer Award was presented to Terry Trammell, M.D., for his work on biomedical engineering for INDYCAR® Driver Safety earlier today at the Indianapolis Motor Speedway (IMS).

2021 Louis Schwitzer Award Honors Biomedical Engineering for INDYCAR® Driver Safety

AUBURN HILLS, Mich., May 19, 2021 /PRNewswire/ -- BorgWarner Inc. (NYSE: BWA) ("BorgWarner" or the "Company") announced today that it will redeem in full the entire outstanding €500 million aggregate principal amount of its 1.80% Senior Notes due 2022 (the "2022 Notes") on June 18, 2021 (the "Redemption Date").

BorgWarner Announces Full Redemption of its €500 Million 1.80% Senior Notes Due 2022

AUBURN HILLS, Mich., May 12, 2021 /PRNewswire/ -- BorgWarner Inc. (NYSE: BWA) ("BorgWarner" or the "Company") announced today it priced a public offering of €1.0 billion aggregate principal amount of its 1.00% Senior Notes due 2031 (the "Senior Notes").

BorgWarner Prices €1.0 Billion Senior Notes Offering

Aptiv

Ford Motor Company

Lear

Magna International

U.S. auto parts suppliers warned of more production cuts at major automakers as a global semiconductor chip shortage worsens before easing in the second half of the year and aiding in a partial recovery of lost sales.

U.S. auto part makers brace for a bumpy ride as chip shortage to intensify

Borgwarner, Inc. (BWA) CEO Frédéric Lissalde on Q1 2021 Results - Earnings Call Transcript

BorgWarner (BWA) anticipates net sales within $14.8-$15.4 billion for 2021, suggesting a year-on-year increase of 12-17%.

BorgWarner's (BWA) Q1 Earnings & Sales Top Estimates, '21 View Up

BorgWarner (BWA) delivered earnings and revenue surprises of 31.52% and 11.77%, respectively, for the quarter ended March 2021. Do the numbers hold clues to what lies ahead for the stock?

BorgWarner (BWA) Surpasses Q1 Earnings and Revenue Estimates

AUBURN HILLS, Mich., May 5, 2021 /PRNewswire/ -- BorgWarner Inc. (NYSE: BWA) today reported first quarter results.

BorgWarner Reports Record Net Sales For The First Quarter 2021, Up 76% Compared With First Quarter 2020

General Motors

Adient

Tsakos Energy Navigation Ltd

Shares of U.S. automaker Ford Motor Co fell more than 10% on Thursday, after it warned the global semiconductor chip shortage could cut its second-quarter vehicle production in half, a dour outlook for rivals and key suppliers.

Ford slumps 10% after being hit by chip shortage, drags down rival GM, suppliers

AUBURN HILLS, Mich., April 28, 2021 /PRNewswire/ -- BorgWarner Inc. (NYSE: BWA) announces the following Webcast: What: BorgWarner 2021 First Quarter Results Conference Call When: May 5, 2021 @ 9:00am Eastern Time Where: http://www.borgwarner.com/en/Investors/default.aspx How: Live over the Internet -- Simply log on to the web at the address above.

Webcast Alert: BorgWarner 2021 First Quarter Results Conference Call

Our indicative theme of Electric Vehicle Component Supplier Stocks - which includes stocks of companies that make EV components and raw materials for batteries - has fared reasonably well in recent weeks. The theme is up by about 9% year-to-date, compared to the S&P 500 which is up by about 10%.

Albemarle, BorgWarner: Best Stocks To Play The Electrification Of The Auto Industry?

AUBURN HILLS, Mich., April 6, 2021 /PRNewswire/ -- BorgWarner, a global leader in clean and efficient technology solutions for electric, hybrid and combustion vehicles, today announced that it has earned the designation of being a Great Place to Work-Certified™ company.

BorgWarner Achieves Great Place to Work-Certified™ Company Status for Second Consecutive Year

Dropbox

Micron Technology

PulteGroup

Sprouts Farmers Markets

ViacomCBS

So, which cheap stocks stand to see major earnings growth in the next year or two? These seven come to mind as "cheap, but growing" opportunities.

News for BorgWarner Stock (BWA)