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]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington D.C. 20549 FORM 10-Q QUARTERLY REPORT (Mark One) ☑ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended June 30, 2025 OR ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission file number: 1-12162 BORGWARNER INC. ________________________________________________ (Exact name of registrant as specified in i ...

核心财务表现 - 2025年第二季度调整后每股收益1.21美元，超出Zacks共识预期1.06美元，较去年同期的1.19美元增长[1] - 净销售额36.4亿美元，同比增长1%，高于Zacks共识预期35.5亿美元[1] - 自由现金流5.07亿美元，营运现金流5.79亿美元，资本支出7700万美元[6] 业务部门表现 Turbos & Thermal Technologies - 净销售额14.8亿美元，低于去年同期的15亿美元，但超出Zacks共识预期14.7亿美元[2] - 调整后营业利润2.27亿美元，高于去年同期的2.24亿美元和Zacks共识预期2.18亿美元[2] Drivetrain & Morse Systems - 净销售额14.3亿美元，低于去年同期的14.4亿美元，但超出Zacks共识预期14.1亿美元[3] - 调整后营业利润2.6亿美元，低于去年同期的2.66亿美元，但超出Zacks共识预期2.57亿美元[3] PowerDrive Systems - 销售额5.81亿美元，同比增长25%，大幅超出Zacks共识预期4.64亿美元[4] - 调整后营业亏损3300万美元，较2024年同期的4900万美元收窄[4] Battery & Charging Systems - 销售额1.59亿美元，低于去年同期的1.93亿美元和Zacks共识预期2.17亿美元[5] - 调整后营业亏损1200万美元，较2024年同期的1000万美元扩大，但好于Zacks共识预期亏损1717万美元[5] 资本结构与股东回报 - 现金及等价物20亿美元，较2024年底的20.9亿美元略降[6] - 长期债务39亿美元，较2024年底的37.6亿美元增加[6] - 季度股息提升55%至每股0.17美元，并新增10亿美元股票回购授权[7] 2025年业绩指引 - 全年净销售额预期上调至140-144亿美元，原指引为136-142亿美元[8] - 调整后营业利润率预期上调至10.1-10.3%，原指引为9.6-10.2%[8] - 调整后每股收益预期上调至4.45-4.65美元，原指引为4-4.45美元[10] - 自由现金流预期上调至7-8亿美元，原指引为6.5-7.5亿美元[10] 同业公司表现 Autoliv (ALV) - 2025年第二季度调整后每股收益2.21美元，超出Zacks共识预期2.07美元，同比增长18%[11] - 净销售额27.1亿美元，同比增长3.36%，超出Zacks共识预期[11] - 2025年有机销售增长预期3%，调整后营业利润率指引10-10.5%[11] Gentex (GNTX) - 2025年第二季度调整后每股收益0.47美元，超出Zacks共识预期0.4美元，同比增长27.03%[12] - 净销售额6.579亿美元，同比增长14.8%，超出Zacks共识预期5.84亿美元[12] - 2025年合并收入指引上调至24.4-26.1亿美元[12] Lear (LEA) - 2025年第二季度调整后每股收益3.47美元，超出Zacks共识预期3.23美元，但低于去年同期的3.6美元[13] - 净销售额60.3亿美元与去年同期持平，超出Zacks共识预期58.9亿美元[13] - 2025年自由现金流指引4.2-5.2亿美元[13]

BorgWarner (BWA) reported $3.64 billion in revenue for the quarter ended June 2025, representing a year-over-year increase of 1%. EPS of $1.21 for the same period compares to $1.19 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $3.56 billion, representing a surprise of +2.31%. The company delivered an EPS surprise of +14.15%, with the consensus EPS estimate being $1.06.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street ex ...

BorgWarner (BWA) Q2 2025 Earnings Call July 31, 2025 09:30 AM ET Company ParticipantsPatrick Nolan - Vice President, Investor RelationsJoseph Fadool - President, CEO & DirectorCraig Aaron - EVP & CFOJoseph Spak - Managing DirectorChris Mcnally - Senior MDConference Call ParticipantsColin Langan - Automotive & Mobility AnalystDan Levy - Senior Equity Research AnalystEmmanuel Rosner - Managing Director - Senior Autos & Auto Technology AnalystLuke Junk - Senior Research AnalystJames Picariello - Director & Sen ...

BorgWarner (BWA) Q2 2025 Earnings Call July 31, 2025 09:30 AM ET Speaker0Good morning. My name is Rocco, and I will be your conference specialist. At this time, I would like to welcome everyone to the Borghorner twenty twenty five Second Quarter Results Conference Call. All participants will be in listen only mode. Questions.As a reminder, today's conference is being recorded. I would now like to turn the call over to Patrick Nolan, Vice President of Investor Relations. Mr. Nolan, you may begin your confere ...

Q2 2025 Investor Presentation Forward-Looking Statements This presentation may contain forward-looking statements as contemplated by the 1995 Private Securities Litigation Reform Act that are based on management's current outlook, expectations, estimates and projections. Words such as "anticipates," "believes," "continues," "could," "designed," "effect," "estimates," "evaluates," "expects," "forecasts," "goal," "guidance," "initiative," "intends," "may," "outlook," "plans," "potential," "predicts," "project ...

Exhibit 99.1 Immediate Release Contact: Patrick Nolan 248.754.0884 BorgWarner Reports Strong Second Quarter 2025 Results Announces Increased 2025 Guidance Increases Dividend and Share Repurchase Authorization Secures New Business Across Portfolio Expected to Support Profitable Growth Auburn Hills, Michigan, July 31, 2025 – BorgWarner Inc. (NYSE: BWA) today reported second quarter results and updated 2025 guidance. Second Quarter Results and Business Update New Business Awards Across Portfolio The Company se ...

Announces Increased 2025 GuidanceIncreases Dividend and Share Repurchase AuthorizationSecures New Business Across Portfolio Expected to Support Profitable GrowthAUBURN HILLS, Mich., July 31, 2025 /PRNewswire/ -- BorgWarner Inc. (NYSE: BWA) today reported second quarter results and updated 2025 guidance.Second Quarter Results and Business Update BorgWarner's (the "Company") U.S. GAAP net sales increased approximately 1.0%, while organic sales were relatively flat, year-over-year compared with second quarter ...

股息分配 - 公司宣布季度现金股息为每股0 17美元 较上一季度股息率增长55% [1] - 股息支付日为2025年9月15日 股权登记日为2025年9月2日 [1] 公司战略定位 - 公司拥有130余年历史 定位为全球移动创新产品领导者 [2] - 当前战略重点为加速全球电动化转型 致力于构建清洁、健康、安全的未来出行 [2]