公司信息 - BorgWarner Inc. (NYSE: BWA)董事会宣布每股普通股分红$0.11[1] - 分红将于2024年6月17日支付给截至日期为2024年6月3日的股东[1] - BorgWarner Inc. (NYSE: BWA)已有超过130年的历史，是全球成功的移动产品领导者，致力于推动电动出行，建设更清洁、更健康、更安全的未来[2]

BorgWarner (BWA) is slated to release first-quarter 2024 results on May 2, before market open. The Zacks Consensus Estimate for the to-be-reported quarter’s earnings per share and revenues is pegged at 87 cents and $3.53 billion, respectively.For the first quarter, the consensus estimate for BWA’s earnings per share has moved down a penny in the past seven days. Its bottom-line estimates imply a decline of 20.18% from the year-ago reported number. The Zacks Consensus Estimate for its quarterly revenues sugg ...

BorgWarner (BWA) ended the recent trading session at $33.20, demonstrating a -0.6% swing from the preceding day's closing price. This move lagged the S&P 500's daily loss of 0.14%. Meanwhile, the Dow experienced a drop of 0.77%, and the technology-dominated Nasdaq saw an increase of 0.17%.Heading into today, shares of the auto parts supplier had gained 9.47% over the past month, outpacing the Auto-Tires-Trucks sector's gain of 0.42% and the S&P 500's gain of 5.34% in that time.Market participants will be cl ...

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about BorgWarner (BWA) .BorgWarner currently has an average brokerage r ...

CHARLOTTESVILLE, Va.--(BUSINESS WIRE)--The California Energy Commission (CEC) has awarded BorgWarner Inc. (NYSE: BWA) and project partners Fermata Energy and The Lion Electric Company (NYSE: LEV) (TSX: LEV) (“Lion Electric”) a $3 million grant for an innovative Vehicle-to-Grid (V2G) project. This initiative is set to bring grid-supporting and cost-saving V2G solutions for services provided by American Transportation to California school districts, marking a significant step forward in energy management and ...

In the latest market close, BorgWarner (BWA) reached $32.12, with a +0.28% movement compared to the previous day. The stock exceeded the S&P 500, which registered a loss of 0.65% for the day. On the other hand, the Dow registered a loss of 0.49%, and the technology-centric Nasdaq decreased by 0.96%.Heading into today, shares of the auto parts supplier had gained 1.71% over the past month, outpacing the Auto-Tires-Trucks sector's loss of 3.44% and lagging the S&P 500's gain of 3.27% in that time.Market parti ...

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though?Let's take a look at what these Wall Street heavyweights have to say about BorgWarner (BWA) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.BorgWarner currently has an aver ...

AUBURN HILLS, Mich., March 1, 2024 /PRNewswire/ -- BorgWarner Inc. (NYSE: BWA) ("the Company") today announced that Amy Kulikowski has been appointed Vice President and Chief Accounting Officer. Ms. Kulikowski reports directly to Craig Aaron, whose appointment as Chief Financial Officer is effective today. Ms. Kulikowski comes to BorgWarner with more than 25 years of experience in finance and accounting, most recently with Cooper-Standard Holdings Inc. as its Chief Accounting Officer. Ms. Kulikowski is a CP ...

In a volatile market, many investors follow the strategy of chasing their winners higher. Money has flooded stocks such as Nvidia (NASDAQ:NVDA). However, many of these stocks are objectively overvalued. While they may still be good investments, they’re hardly good deal stocks.  On the other hand, many investors understand the value of buying stocks when they’re on sale. But not every stock that is on sale is a real deal. That’s where the axiom “some stocks are cheap for a reason” applies.  To find real deal ...

财务数据和关键指标变化 - 2023年全年销售额约140亿美元,有12%的有机增长 [11] - 2023年毛利率表现强劲,达到指引区间的高端 [11] - 2023年自由现金流565百万美元,支持了1.77亿美元的股票回购以及Eldor收购的完成 [12] 各条业务线数据和关键指标变化 - 公司调整了电动产品(eProducts)的收入目标,导致总收入略低于指引中值,但利润率更高 [12] - 电动产品(eProducts)销售额预计2024年将达到25-40%的同比增长,其中电池系统业务增长55-75% [23][24] - 其他电动产品业务预计增长14-27%,与预期的电动车和混合动力市场增长基本一致 [25] 各个市场数据和关键指标变化 - 预计2024年公司加权的全球轻型和商用车市场将持平至下降2.5% [45] - 其中北美市场预计下降1%至增长1%,欧洲市场预计下降2%至4%,中国市场预计下降1%至增长1% [45] 公司战略和发展方向及行业竞争 - 公司已经完成了Eldor电子业务的收购,并与比亚迪子公司FinDreams Battery达成战略合作,进一步丰富了电动产品组合 [19][21][22] - 公司还与陕西法士特集团(潍柴子公司)成立合资公司,加速商用车电动化产品的开发和增长 [20] - 公司认为尽管短期内电动车和混合动力市场存在波动,但中长期趋势仍然强劲 [26][30] - 公司正在平衡短期利润率和长期目标,继续投资未来增长 [30] 管理层对经营环境和未来前景的评论 - 公司认为自身具有产品组合的弹性和抗风险能力,在电动车和混合动力市场波动时,传统业务可以提供收益弹性 [28][52] - 公司将继续保持财务纪律,审慎进行有机和非有机投资,以确保长期增长和财务实力 [96][97] 问答环节重要的提问和回答 问题1 **John Murphy 提问** 如果市场增长2.5%而不是下降2.5%,这可能会带来约3.55亿美元的额外收入,并且可能转化为15-20%的增量利润率,这是否合理? [62][63] **Kevin Nowlan 回答** 这是合理的,如果市场表现好于预期,我们将能够转化中teens的增量利润率 [63] 问题2 **Unidentified Analyst 提问** Eldor业务的亏损何时会减少?公司如何看待这一影响? [66][67][68][69] **Fred Lissalde 和 Kevin Nowlan 回答** Eldor业务的亏损在公司的预期之内,公司相信通过自身的商业化和全球化能力,未来几年内Eldor业务将为公司带来盈利贡献 [68][69] 问题3 **Emmanuel Rosner 提问** 公司如何看待传统业务收入下降对利润率的影响,以及未来是否需要进行重组来应对? [118][119][120][121] **Kevin Nowlan 和 Fred Lissalde 回答** 公司将通过价格管理、成本控制和重组等措施来维护传统业务的利润率,即使收入有所下降也能保持整体的中teens增量利润率 [119][120][121]