Accessibility StatementSkip Navigation AUBURN HILLS, Mich., Sept. 18, 2025 /PRNewswire/ -- BorgWarner Inc. (NYSE: BWA) announces the following Webcast: What:Â Â Â Â Â Â Â BorgWarner 2025 Third Quarter Results Conference Call When:Â Â Â Â Â Â Â October 30, 2025 @ 9:30am Eastern Time Where:Â Â Â Â Â Â www.borgwarner.com/investors How:Â Â Â Â Â Â Â Â Live over the Internet -- Simply log on to the web at the address above. If you are unable to participate during the live webcast, the call will be archived at (w ...

For those looking to find strong Auto-Tires-Trucks stocks, it is prudent to search for companies in the group that are outperforming their peers. BorgWarner (BWA) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? A quick glance at the company's year-to-date performance in comparison to the rest of the Auto-Tires-Trucks sector should help us answer this question.BorgWarner is a member of the Auto-Tires-Trucks sector. This ...

Here are the stocks with buy rank and strong value characteristics for investors to consider today, September 15th:  BorgWarner (BWA) : This company which is a global leader in clean and efficient technology solutions required for combustion, hybrid and electric vehicles, carries a Zacks Rank #1 (Strong Buy), and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 8.6% over the last 60 days.BorgWarner has a price-to-earnings ratio (P/E) of 9.56 compared with 15.30 for the ind ...

公司业绩预期上调 - Ranger Energy Services当前财年盈利的Zacks共识预期在过去60天内增长42.5% [1] - Stride当前财年盈利的Zacks共识预期在过去60天内增长10.6% [2] - BorgWarner当前财年盈利的Zacks共识预期在过去60天内增长8.6% [3] - KT当前财年盈利的Zacks共识预期在过去60天内增长5.3% [4] - Embecta Corp当前财年盈利的Zacks共识预期在过去60天内增长4.3% [4] 行业与业务领域 - Ranger Energy Services主要在美国提供油井服务钻机和服务 [1] - Stride为K-12学生、学校和地区提供教育服务，包括通过初高中课程提供职业学习服务 [2] - BorgWarner是清洁高效技术解决方案的全球领导者，产品适用于内燃机、混合动力和电动汽车 [3] - KT提供移动通信服务、电话服务、固定线路和VoIP电话服务 [4] - Embecta Corp是一家纯糖尿病护理公司 [4]

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Accessibility StatementSkip Navigation AUBURN HILLS, Mich., Sept. 9, 2025 /PRNewswire/ -- BorgWarner published its 2025 Sustainability Report, "Engineered for Resilience," highlighting the company's progress on its sustainability goals and initiatives in support of its vision of a clean, energy-efficient world. Continue Reading BorgWarner published its 2025 Sustainability Report, "Engineered for Resilience,†highlighting the company's progress on its sustainability goals and initiatives in support of its v ...

行业与公司 - 公司为BorgWarner 专注于汽车动力系统技术 包括传统内燃机(ICE)和电动化产品(e-products)[1] - 行业涉及全球汽车市场 重点覆盖中国 欧洲 北美三大区域[6][31] 核心观点与论据 关税影响与应对 - 关税暴露从销售额的1.6%降至1% 主因监管变化和团队创新解决方案[3] - 已与客户达成70%的补偿协议 剩余30%预计短期内完成[4] - 北美下半年产量计划正常 但需持续监控[4] 电动化战略调整 - 中国仍是最大电动车市场 欧洲BEV增长显著 美国以混动技术为主[6][7] - 上半年e-product收入增长47%(Q1)和31%(Q2) 远超行业增速(25%和17%)[9][10] - 30款e-product新品上市 技术优势集中在逆变器 电机 高压加热器等领域[10] 财务表现与资本配置 - Q2 EBIT利润率10.3% 高于市场预期 供应链优化和质量提升贡献显著[15][16] - 成本控制措施使低质量成本降低20%[17] - 股息提高55% 股票回购授权增至10亿美元 预计全年自由现金流7.5亿美元[24][25] 中国市场动态 - 中国营收占比20% 其中国内车企客户占75%[32] - 本地化响应速度快 产品开发周期较欧美缩短50%[33][34] - 面临价格压力但通过缩短研发周期维持15% ROIC目标[36][37] 商用车与新兴领域 - 商用车业务占比16% 电动客车需求稳定但卡车领域放缓[43][45] - 退出充电桩业务因行业分散且未达ROIC目标[47][48] 技术路线与竞争 - 800V碳化硅逆变器技术领先 高电压加热器市场份额第一[69] - 目标在所有细分市场保持前三地位以维持规模效益[70] 其他关键信息 - 并购标准聚焦工业逻辑 短期增值和合理估值 已放弃多项不符合要求的标的[20][22] - 北美市场涡轮增压渗透率50% 中国四驱系统渗透率仅个位数 存在结构性增长机会[60] - 采用分散运营模式适应中国客户快速迭代需求[11][34] 注：所有数据点均来自原文引用 未进行外推或假设

期权市场动态 - 2025年10月17日到期的42.50美元看跌期权隐含波动率显著高于其他股票期权[1] - 高隐含波动率表明市场预期公司股价将出现大幅单向波动[2] - 可能预示即将发生导致股价大涨或大跌的事件[2] 分析师观点与业绩预期 - 公司获Zacks行业排名前36%的汽车原设备行业中第三级（持有）评级[3] - 过去30天内三位分析师上调本季度每股收益预期 无人下调[3] - Zacks共识预期从每股1.04美元上调至1.13美元 增幅达8.7%[3] 交易策略分析 - 高隐含波动率可能催生期权溢价卖出机会[4] - 资深交易员通过该策略捕捉时间价值衰减收益[4] - 交易员期望标的股票实际波动幅度低于初始预期[4]

公司参与者 - 公司高管包括执行副总裁兼CFO Craig D Aaron、总裁兼CEO Joseph F Fadool以及投资者关系副总裁Patrick Nolan [1] - 参与电话会议的分析师来自Evercore ISI、Wells Fargo Securities、Barclays等多家知名投行研究部门 [1] 季度业绩电话会议 - 公司举行2025年第二季度业绩电话会议 由专业会议主持人Rocco开场 [2] - 会议内容将被录音 并由投资者关系副总裁Patrick Nolan主持开场 [3] 投资者关系信息 - 公司已在官网borgwarnercom发布季度财报 同时公布在官网首页和投资者关系页面 [4] - 在下次财报发布前 公司将参加多场投资者会议 具体日程可在官网投资者关系页面查询 [4] 财务披露说明 - 电话会议中可能包含涉及风险的前瞻性声明 实际结果可能与讨论内容存在显著差异 [5] - 公司将使用非GAAP财务指标 以更清晰地展示核心业务表现 [5]