BorgWarner Inc. (NYSE:BWA) Q3 2022 Earnings Conference Call October 27, 2022 9:30 AM ET Company Participants Patrick Nolan - Vice President, Investor Relations Frederic Lissalde - President, Chief Executive Officer and Director Kevin Nowlan - Executive Vice President and Chief Financial Officer Conference Call Participants John Murphy - Bank of America Noah Kaye - Oppenheimer Colin Langan - Wells Fargo Chris McNally - Evercore Luke Junk - Robert W. Baird Gavin Kennedy - Jefferies James Picariello - BNP Pari ...

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 September 30, 2022 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 ...

财务数据和关键指标变化 - 第二季度收入约为38亿美元,同比增长约7% [6] - 调整后营业利润为3.48亿美元,占收入的9.3%,而去年同期为4.21亿美元,占收入的11.2% [29] - 调整后每股收益(EPS)同比下降0.03美元 [31] - 自由现金流为6200万美元 [32] 各条业务线数据和关键指标变化 - 第二季度有机收入增长7%,而行业产量下降1% [28] - 第二季度调整后营业利润同比下降5100万美元,主要受eProducts研发投资增加、材料成本通胀和中国的生产中断影响 [30] 各个市场数据和关键指标变化 - 北美和欧洲市场表现强劲,优于行业平均水平 [6] - 中国市场受到生产中断影响 [30] 公司战略和发展方向和行业竞争 - 公司继续推进"Charging Forward"战略,目标是到2030年电动汽车收入占总收入的45% [11] - 公司通过收购和有机增长加速电动汽车业务发展,预计到2025年电动汽车收入将达到37亿美元 [23] - 公司专注于产品和技术领导力,以在电动汽车和内燃机市场保持竞争力 [57] 管理层对经营环境和未来前景的评论 - 管理层预计2022年下半年毛利率将有所改善,主要受销量增长和客户定价行动成功的推动 [8] - 管理层预计2022年全年收入在155亿至160亿美元之间,调整后营业利润率为9.8%至10.2% [37] - 管理层预计2022年全年调整后每股收益为4至4.40美元,高于此前预期 [39] 其他重要信息 - 公司完成了对Rhombus Energy Solutions的收购,以加速充电业务发展 [19] - 公司发布了2022年可持续发展报告,强调了公司在环境、社会和治理方面的承诺 [10] - 公司预计到2025年混合动力汽车收入将达到11亿美元 [15] 问答环节所有提问和回答 问题: 关于有机增长和并购目标的关系 - 管理层认为有机增长和并购是独立的战略,并购侧重于技术和产品领导力,而不是单纯追求收入 [43] 问题: 关于成本通胀的定价谈判 - 管理层表示正在与客户谈判价格调整以应对材料成本通胀,如果通胀缓解,价格调整可能会相应减少 [45][46] 问题: 关于下半年业绩展望 - 管理层预计下半年材料成本通胀和研发投资与上半年相当,但销量增长将带来更好的增量利润 [49][50] 问题: 关于Rhombus收购 - 管理层预计Rhombus将主要在北美商用车市场发展,并利用BorgWarner的全球规模和技术优势 [53][54] 问题: 关于内燃机业务的未来 - 管理层认为内燃机市场将更加注重效率和成本竞争力,可能会出现供应商整合 [56] 问题: 关于电动汽车业务的盈利能力 - 管理层预计电动汽车业务将在2023-2024年左右实现盈亏平衡,但研发投资增加可能会影响这一时间表 [93]

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, 2022 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 ...

Start Time: 09:30 January 1, 0000 10:27 AM ET BorgWarner Inc. (NYSE:BWA) Q1 2022 Earnings Conference Call May 04, 2022, 09:30 AM ET Company Participants Frédéric Lissalde - President and CEO Kevin Nowlan - EVP and CFO Patrick Nolan - VP, IR Conference Call Participants Colin Langan - Wells Fargo Aileen Smith - Bank of America Merrill Lynch Noah Kaye - Oppenheimer Rod Lache - Wolfe Research Emmanuel Rosner - Deutsche Bank Brian Johnson - Barclays Dan Levy - Credit Suisse James Picariello - BNP Paribas Mark D ...

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 March 31, 2022 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. ________________________________________________ | --- | --- | --- | --- | --- | --- | |--- ...

Earnings Call Presentation Q4 and FY 2021 © BorgWarner Inc. 1 February 15, 2022 1 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," " ...

BorgWarner Inc. (NYSE:BWA) Q4 2021 Results Conference Call February 15, 2022 9:30 AM ET Company Participants Frederic Lissalde - CEO Kevin Nowlan - CFO Patrick Nolan - VP, IR Conference Call Participants John Murphy - Bank of America Rod Lache - Wolfe Research Noah Kaye - Oppenheimer Chris McNally - Evercore Colin Langan - Wells Fargo Brian Johnson - Barclays Emmanuel Rosner - Deutsche Bank Ryan Brinkman - JPMorgan Luke Junk - Baird Dan Levy - Credit Suisse Operator Good morning. My name is Jerome, and I wi ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington D.C. 20549 Form 10-K (Mark One) ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to | --- | --- | --- | |-------------------------------------------------------------------------------------------|---------------------------------|-------------- ...

Q3 2021 Financial Highlights and Charging Forward Update 2021 2025 Est. 2025 charging forward target Q3 Net Sales $3,416 Outgrew the market | --- | --- | |-------------------------|---------------------------| | | | | Adj. Operating Margin | 9.1% | | Adj. diluted EPS $0.80 | Diluted EPS $0.40 | | | | | Free cash flow ($10) | operating activities $142 | Net cash provided by 2021 Full Year Net Sales Guidance $14,400 to $14,700 | --- | --- | |----------------------------------|--------------------------------- ...