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BWA BorgWarner Inc

$58.90
$0.10
(0.17%)
Today
Closed $58.23
$0.67
(1.15%)
After Hours
EarningsOct 29
Mkt Cap$11.84B
Vol2.08M

About BWA

BorgWarner, Inc. engages in the provision of technology solutions for combustion, hybrid and electric vehicles. It operates through the following segments: Turbos and Thermal Technologies, Drivetrain and Morse Systems, PowerDrive Systems, and Battery and Charging Systems. The Turbos and Thermal Technologies segment offers turbochargers, eBoosters, eTurbos, emissions systems, thermal systems, gasoline ignition technology, smart remote actuators, powertrain sensors, cabin heaters, battery heaters, and battery cooling systems. The Drivetrain and Morse Systems manage hydraulic controls, friction and mechanical clutch products for automatic transmissions and torque-management products, and electric torque vectoring and axle disconnect systems. The PowerDrive Systems segment includes power electronics such as inverters, onboard chargers, DC/DC converters and combination boxes, rotating electric machines, fully integrated drive modules, and electronic controls. The Battery and Charging Systems consist of high-performance lithium-ion battery systems for electrified bus-, truck- and off-highway applications. The company was founded in 1928 and is headquartered in Auburn Hills, MI.
50

Neutral Sentiment

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KryptonResearch14
$BWA Morgan Stanley upgraded BorgWarner to Overweight from Equal Weight with a 95 target. The call rests on two legs: what MS calls a "durable" automotive earnings base, and an emerging distributed power business. The distributed power leg has hardware now. BorgWarner signed a master supply agreement with TurboCell (an Endeavour subsidiary) for modular turbine generator systems for AI data centers and microgrids. Production starts early 2027, with the company guiding to more than 300 million in first-year sales. Management says the program converts at mid-teens margins and is EPS accretive from day one. MS calls the turbine generator the "clearest near-term path to commercialization." Tracking whether the distributed power business scales beyond the TurboCell award.

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