$BWA

BORGWARNER INC

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No SEC Form 4 filings for $BWA in the last 30 days.

Med

BorgWarner secures new VCT engine contracts in Europe and China

BorgWarner said it won new variable cam timing (VCT) programme awards for its center-bolt Cam Torque Actuated (CTA) system. In Europe, it received a life extension and a “significant” volume increase for a premium carmaker’s V6 engine family, starting Jan 2027. In China, it won a conquest award for a 1.5L turbo petrol engine family, replacing the prior supplier, with production starting Sept 2026.

BorgWarner Inc. Q2 2026 Earnings Call Summary

BorgWarner reported Q2 2026 adjusted margin expansion of 100 bps despite flat sales, citing cost controls and operational efficiency. The company said EPS rose 17% on improved operating income and about $650m in share repurchases over four quarters. It expects 2027 turbine generator revenue of $300m and 2 GW capacity, plus battery systems production readiness by 2027, with guidance including a 170 bps battery headwind.

Movers & Shakers: AACF, BorgWarner, Dutch Auto Auctions, MAHLE and More

MAHLE said its Montblanc, Spain plant began series production of EV battery cooling plates, targeting up to 15,000 units per week after an investment, with 750 employees. The company cited e-coating for corrosion protection and plans workforce training with local officials. Separate items include board appointments at BorgWarner and Valvoline, a finance promotion at AutoZone, and Dutch Auto Auctions launching a collector-car reverse-auction marketplace.

BWA sentiment & insider activity

Over the past 7 days, alphai's AI scored 9 news stories mentioning BWA (BORGWARNER INC). Coverage has skewed bullish: 8 bullish, 1 neutral, and 0 bearish.

Recent BWA coverage spans earnings, financial news and technology.

What's driving BWA

  • New VCT contract wins extend BorgWarner’s timing drive order book and add identifiable production start dates in Europe (Jan 2027) and China (Sep 2026).

    just-auto.com · Aug 7, 2026

  • The call combines margin expansion, sizable buybacks, and specific 2027 product/capacity milestones tied to hyperscaler power demand, which can re-rate near-to-midterm earnings power.

    yahoo.com · Aug 7, 2026

  • MAHLE said its Montblanc, Spain plant began series production of EV battery cooling plates, targeting up to 15,000 units per week after an investment, with 750 employees. The company cited e-coating for corrosion protection and plans workforce training with local officials. Separate items include board appointments at BorgWarner and Valvoline, a finance promotion at AutoZone, and Dutch Auto Auctions launching a collector-car reverse-auction marketplace.

    sema.org · Aug 6, 2026

  • The note is a sell-side target adjustment without a rating change, implying modest upside bias but limited catalyst strength.

    marketscreener.com · Aug 6, 2026

  • The article frames a positive earnings surprise plus larger repurchases as the primary driver, partially offset by softness in Battery Energy Systems.

    seekingalpha.com · Aug 5, 2026

alphai scores every news story that mentions BWA with an AI model for sentiment and relevance, and aggregates insider trades from BORGWARNER INC's SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $BWA

Score

BorgWarner secures new VCT engine contracts in Europe and China

BorgWarner said it won new variable cam timing (VCT) programme awards for its center-bolt Cam Torque Actuated (CTA) system. In Europe, it received a life extension and a “significant” volume increase for a premium carmaker’s V6 engine family, starting Jan 2027. In China, it won a conquest award for a 1.5L turbo petrol engine family, replacing the prior supplier, with production starting Sept 2026.

$BWAMed

BorgWarner Inc. Q2 2026 Earnings Call Summary

BorgWarner reported Q2 2026 adjusted margin expansion of 100 bps despite flat sales, citing cost controls and operational efficiency. The company said EPS rose 17% on improved operating income and about $650m in share repurchases over four quarters. It expects 2027 turbine generator revenue of $300m and 2 GW capacity, plus battery systems production readiness by 2027, with guidance including a 170 bps battery headwind.

$AZOLow

Movers & Shakers: AACF, BorgWarner, Dutch Auto Auctions, MAHLE and More

MAHLE said its Montblanc, Spain plant began series production of EV battery cooling plates, targeting up to 15,000 units per week after an investment, with 750 employees. The company cited e-coating for corrosion protection and plans workforce training with local officials. Separate items include board appointments at BorgWarner and Valvoline, a finance promotion at AutoZone, and Dutch Auto Auctions launching a collector-car reverse-auction marketplace.

$BWAMedAI 8/10

BorgWarner Boosts FY26 EPS, Adj. EPS Outlook - Update

BorgWarner (BWA) reported Q2 results and raised its FY2026 adjusted EPS outlook while keeping sales guidance. For FY26, it now expects net sales of $14.0B to $14.3B and adjusted EPS of $5.05 to $5.30 (previously $5.00 to $5.20). It also projects EPS of $4.72 to $4.94. Shares were up premarket.

$BWAHighAI 9/10

Why is BorgWarner stock surging today?

BorgWarner (BWA) shares rose about 7% pre-open after the company reported Q2 adjusted EPS of $1.42 vs $1.27 expected and revenue of $3.65B vs $3.57B. BorgWarner raised FY2026 guidance to $5.05-$5.30 per share and expanded its buyback authorization by $1B to about $1.35B through 2029, citing margin improvement and cost control.

BORGWARNER INC (BWA): Results of Operations and Financial Condition

BORGWARNER INC (BWA) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 a20260630ex991pressrelease.htm EX-99.1 Document Exhibit 99.1 Immediate Release Contact: Patrick Nolan 248.754.0884 BorgWarner Reports Strong Second Quarter 2026 Results Increases 2026 Adjusted EPS Guidance and Share Repurchase Authorization By $1 Billion Announces 7 Awa

BorgWarner secures eTurbo programme with European OEM - Just Auto

BorgWarner said it won a new eTurbo program with a major European OEM for an advanced hybrid passenger car application. Production is scheduled to start in 2029. The electrically assisted turbocharger provides 20 kW continuous and up to 30 kW peak power, with remote power electronics. BorgWarner links the system to emissions targets like Euro 7.

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