earnings
confidence high
sentiment positive
materiality 0.80
BorgWarner Q3 adjusted EPS $1.24 beats; raises 2025 guidance on margin, EPS, FCF
BORGWARNER INC
2025-Q3 EPS reported
$2.48
revenue$10,744,000,000
- Q3 net sales $3,591M (+4.1% YoY, organic +2.1%); GAAP EPS $0.73 vs $1.08; adjusted EPS $1.24 vs $1.09 (+14%).
- Adjusted operating margin 10.7% (+60 bps YoY) despite 60 bps tariff headwind; free cash flow $266M in Q3.
- Boosted 2025 guidance: adjusted EPS to $4.60-$4.75 (from $4.45-$4.65); FCF to $850M-$950M (up $150M).
- Returned $136M to shareholders via $100M buyback and $36M dividend in Q3.
- Won key eProduct awards: 7-in-1 iDM for Chinese OEM hybrid SUV, dual inverters for Great Wall Motor HEV/PHEV.