BorgWarner Inc. (BWA) Stock

BorgWarner Inc. (BWA) is a Consumer Discretionary stock trading at $63.64 (as of 2026-07-27), with a market capitalization of $13.05B and a trailing P/E of 36.1. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

BorgWarner Inc. provides solutions for combustion, hybrid, and electric vehicles worldwide. The company operates through four segments: Air Management, E-Propulsion & Drivetrain, Fuel Injection, and Aftermarket. The Air Management segment offers turbochargers, eBoosters, eTurbos, timing systems, emissions systems, thermal systems, gasoline ignition technology, smart remote actuators, powertrain sensors, canisters, cabin heaters, battery modules and systems, battery packs, battery heaters, and battery charging. The E-Propulsion & Drivetrain segment provides rotating electrical components, power electronics, control modules, software, friction, and mechanical products for automatic transmissions and torque-management products. The Fuel Injection segment develops and manufactures gasoline and diesel fuel injection components and systems. The Aftermarket segment sells products and services to independent aftermarket customers and original equipment service customers. This segment provides a range of solutions, including fuel injection, electronics and engine management, maintenance, and test equipment and vehicle diagnostics. The company sells its products to original equipment manufacturers of light vehicles, which comprise passenger cars, sport-utility vehicles, vans, and light trucks; commercial vehicles, including medium-duty and heavy-duty trucks, and buses; and off-highway vehicles, such as agricultural and construction machinery, and marine applications, as well as to tier one vehicle systems suppliers and the aftermarket for light, commercial, and off-highway vehicles. The company was formerly known as Borg-Warner Automotive, Inc. BorgWarner Inc. was incorporated in 1987 and is headquartered in Auburn Hills, Michigan.

Understand BorgWarner Inc.: how it makes money

BorgWarner provides powertrain and related technologies for combustion, hybrid, and electric vehicles, selling components through Air Management, E-Propulsion & Drivetrain, Fuel Injection, and Aftermarket.

BorgWarner’s profit model is driven by winning vehicle platform business (New business awards, Electric vehicle programs booked revenue for 2025) and converting that awarded and booked work into delivered incremental revenue (Incremental revenue conversion..., All-in conversion on incremental revenue).

Business quality (Weak): Clear operating focus on program wins and conversion to revenue, with downside risk signaled by organic net sales decline metrics and potential timing or execution gaps in bookings and conversion.

Valuation: At 43× earnings, BWA trades 117% above the Automobiles & Trucks average (20×). Note: one-time items can distort reported P/E.

Bull case

  • Program momentum is measurable, through New business awards, and can be tracked alongside Electric vehicle programs booked revenue for 2025: If awards and EV booked revenue translate into stronger delivery, the model’s conversion metrics (Incremental revenue conversion..., All-in conversion on incremental revenue) support revenue quality.
  • Management tracks efficiency in turning incremental revenue into results: Conversion rate metrics (Incremental revenue conversion..., All-in conversion on incremental revenue) suggest attention to how revenue becomes operating performance.

Bear case

  • Organic demand softness is directly tracked, via Organic net sales decline excluding Battery Energy Systems: A persistent organic sales decline could pressure revenue even if some new programs are won.
  • The model depends on converting awarded and booked programs into revenue: If Incremental revenue conversion excluding higher electronic product related research and development or All-in conversion on incremental revenue underperform, booked business may not turn into expected results.
Valuation — source: SEC EDGAR (first-party)
Price$63.64
Market Cap$13.05B
P/E Ratio36.1
EV / EBITDA12.7
Price / Book2.31
Price / Sales0.91
FCF Yield-0.2%
DCF Value (model)$0.80
DCF Upside vs Price-98.7%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$14.32B
Net Margin1.9%
Revenue Growth (YoY)0.5%
EPS Growth (YoY)63.9%
FCF Growth (YoY)-124.3%
Financial Health — source: SEC EDGAR
Altman Z-Score3.11 (safe)
Valuation vs Sector & Industry
Stock P/E36.1
Sector P/E (Consumer Discretionary)21.8
Industry P/E (Automobiles & Trucks)18.8
vs Sector65.2%
vs Industry92.2%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderBlackRock, Inc. ($1.47B)
Institutional Holders Tracked10
Congressional Trades (recent)2
Company
SectorConsumer Discretionary
IndustryAutomobiles & Trucks
CEOJoseph F. Fadool
Employees38,300
CountryUS
IPO Date1993-08-13

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BWA earnings history · BWA institutional & insider holders · BWA KPIs & operating metrics · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-07-27.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.