Pulling SEC filings + quote and writing the call…

BORGWARNER INC
Next earnings Jul 29, 2026 (before open) · consensus $1.28 EPS, $3.60B rev
Last earnings +3.8% on 2026-05-06
Cash-rich auto supplier at 1.0x sales, but flat revenue, falling earnings and EV volatility cap the upside.
Sources: SEC EDGAR (CIK 0000908255, latest 10-Q filed 2026-05-06) · EODHD · analysis by claude-code · as of 6/21/2026, 8:44:45 PM.
Research and education only — not financial advice. EDGAR is not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities EDGAR rates; see Disclosures. Past performance does not guarantee future results. Do your own research.
Middling fundamentals and a rich price (~87% above fair value) leave little margin of safety — a wait-and-see.
BorgWarner is a global auto-parts supplier straddling the powertrain transition: eProducts grew to about 18% of revenue (~$2.6B, up from 14% in FY2023) while Foundational combustion products are still 82% (~$11.7B). That balance is, as management notes, deliberate given EV-adoption volatility across regions — but it also means revenue is going nowhere fast, up just 1.6% to $14.3B in FY2025 and essentially flat for three years.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $11.8B | $12.6B | $14.2B | $14.1B | $14.3B |
| Gross profit | $2.17B | $2.37B | $2.57B | $2.65B | $2.67B |
| Operating income | $914M | $1.01B | $1.16B | $546M | $536M |
| Net income | $537M | $944M | $625M | $338M | $277M |
| Diluted EPS | $2.24 | $3.99 | $2.67 | $1.50 | $1.28 |
| Net margin | 4.5% | 7.5% | 4.4% | 2.4% | 1.9% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
1482 tracked peers · median
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Last 90 days: 0 open-market buys · 8 sales
| 2026-06-05 | Shankar Sailaja Director | Sell | 5.00K @ $73.08 | $365K |
| 2026-05-28 | Weng Volker Vice President | Sell | 5.00K @ $72.35 | $362K |
| 2026-05-14 | Weng Volker Vice President | Sell | 5.00K @ $67.71 | $339K |
| 2026-05-13 | Demmerle Stefan Vice President | Sell | 5.00K @ $65.00 | $325K |
| 2026-05-13 | Fadool Joseph F. President and CEO | Sell | 29.0K @ $67.31 | $1.95M |
| 2026-05-12 | McKenzie Isabelle Vice President | Sell | 3.50K @ $63.35 | $222K |
| 2026-05-11 | Wingfield Tania EVP & CHRO | Sell | 5.00K @ $63.24 | $316K |
| 2026-05-11 | Weng Volker Vice President | Sell | 5.61K @ $61.65 | $346K |
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.