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Borgwarner Earnings Calls
| Release date | Oct 30, 2025 |
| EPS estimate | $1.18 |
| EPS actual | $1.24 |
| EPS Surprise | 5.08% |
| Revenue estimate | 3.489B |
| Revenue actual | 3.591B |
| Revenue Surprise | 2.91% |
| Release date | Jul 31, 2025 |
| EPS estimate | $1.09 |
| EPS actual | $1.03 |
| EPS Surprise | -5.50% |
| Revenue estimate | 3.524B |
| Revenue actual | 3.638B |
| Revenue Surprise | 3.22% |
| Release date | May 07, 2025 |
| EPS estimate | $0.98 |
| EPS actual | $1.11 |
| EPS Surprise | 13.73% |
| Revenue estimate | 3.491B |
| Revenue actual | 3.515B |
| Revenue Surprise | 0.696% |
| Release date | Feb 06, 2025 |
| EPS estimate | $0.96 |
| EPS actual | -$1.85 |
| EPS Surprise | -293.94% |
| Revenue estimate | 3.468B |
| Revenue actual | 3.437B |
| Revenue Surprise | -0.90% |
Last 4 Quarters for Borgwarner
Below you can see how 0HOU.L performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Feb 06, 2025 |
| Price on release | $30.41 |
| EPS estimate | $0.96 |
| EPS actual | -$1.85 |
| EPS surprise | -293.94% |
| Date | Price |
|---|---|
| Jan 31, 2025 | $32.35 |
| Feb 03, 2025 | $30.44 |
| Feb 04, 2025 | $31.33 |
| Feb 05, 2025 | $31.17 |
| Feb 06, 2025 | $30.41 |
| Feb 07, 2025 | $29.98 |
| Feb 10, 2025 | $29.56 |
| Feb 11, 2025 | $29.68 |
| Feb 12, 2025 | $28.87 |
| 4 days before | -6.00% |
| 4 days after | -5.06% |
| On release day | -1.41% |
| Change in period | -10.76% |
| Release date | May 07, 2025 |
| Price on release | $30.18 |
| EPS estimate | $0.98 |
| EPS actual | $1.11 |
| EPS surprise | 13.73% |
| Date | Price |
|---|---|
| May 01, 2025 | $28.59 |
| May 02, 2025 | $29.23 |
| May 05, 2025 | $29.34 |
| May 06, 2025 | $29.11 |
| May 07, 2025 | $30.18 |
| May 08, 2025 | $31.43 |
| May 09, 2025 | $31.56 |
| May 12, 2025 | $32.57 |
| May 13, 2025 | $33.14 |
| 4 days before | 5.58% |
| 4 days after | 9.81% |
| On release day | 4.15% |
| Change in period | 15.93% |
| Release date | Jul 31, 2025 |
| Price on release | $36.38 |
| EPS estimate | $1.09 |
| EPS actual | $1.03 |
| EPS surprise | -5.50% |
| Date | Price |
|---|---|
| Jul 25, 2025 | $35.58 |
| Jul 28, 2025 | $35.66 |
| Jul 29, 2025 | $35.11 |
| Jul 30, 2025 | $34.90 |
| Jul 31, 2025 | $36.38 |
| Aug 01, 2025 | $37.19 |
| Aug 04, 2025 | $37.62 |
| Aug 05, 2025 | $37.99 |
| Aug 06, 2025 | $38.08 |
| 4 days before | 2.25% |
| 4 days after | 4.67% |
| On release day | 2.22% |
| Change in period | 7.03% |
| Release date | Oct 30, 2025 |
| Price on release | $44.36 |
| EPS estimate | $1.18 |
| EPS actual | $1.24 |
| EPS surprise | 5.08% |
| Date | Price |
|---|---|
| Oct 24, 2025 | $43.99 |
| Oct 27, 2025 | $43.76 |
| Oct 28, 2025 | $43.24 |
| Oct 29, 2025 | $43.24 |
| Oct 30, 2025 | $44.36 |
| Oct 31, 2025 | $42.64 |
| Nov 03, 2025 | $43.61 |
| Nov 04, 2025 | $44.16 |
| Nov 05, 2025 | $44.85 |
| 4 days before | 0.84% |
| 4 days after | 1.10% |
| On release day | -3.87% |
| Change in period | 1.95% |
Borgwarner Earnings Call Transcript Summary of Q3 2025
BorgWarner delivered a solid Q3 2025: organic sales were up just over 2% (about 4% ex battery/charging decline), adjusted operating margin improved to 10.7% (+60 bps YoY) despite tariff headwinds, adjusted EPS rose, and free cash flow was strong at $266 million (up 32% YoY). Management announced multiple new awards across foundational and e-products (notable wins include VTG turbo and eVCT with Stellantis, a 7-in-1 iDM for a leading Chinese OEM, dual inverter extensions with Great Wall, and a battery system for the HOLON Urban Level-4 shuttle). The company tightened full-year sales guidance ($14.1–$14.3B), raised full-year adjusted operating margin guidance to 10.3–10.5%, increased adjusted EPS guidance to $4.60–$4.75, and raised free cash flow guidance to $850–$950M (midpoint ~$900M). Near-term headwinds include a cyber-related downtime at a European customer, supply constraints (including semiconductor issues like Nexperia) and continued weaker battery & charging sales; management expects battery & charging to be roughly a 100 bps headwind to full-year organic growth. Capital allocation: returned ~$136M to shareholders in Q3 and plan to return ~ $420M for the year while remaining opportunistic on disciplined M&A that provides industrial logic and near-term accretion. Management expects mid‑teen organic conversion (incremental margin) from e-products/PDS over time and believes recent awards will underpin top-line growth farther out (notably 2027+).
