earnings
confidence high
sentiment positive
materiality 0.80
BorgWarner reports FY25 adj EPS $4.91, up 14%; enters data center market; guides FY26 adj EPS $5.00-$5.20
BORGWARNER INC
2025-FY EPS reported
$1.28
revenue$14,316,000,000
- Full year 2025 adj EPS $4.91 (+14% YoY); GAAP EPS $1.28 including $624M impairment. Revenue $14.3B (+1.6%).
- Q4 adj EPS $1.35 (+34% YoY); GAAP net loss $(1.23) due to $582M impairment in PowerDrive & Battery/Charging segments.
- 2026 guidance: adj EPS $5.00-$5.20, rev $14.0-14.3B, adj op margin 10.7-10.9%, FCF $900-1,100M.
- Entered data center market: master supply agreement with TurboCell for turbine generator system; production start early 2027; >$300M sales in first year.
- Light vehicle eProducts grew ~23% in 2025; returned ~$630M to shareholders via buybacks and dividends.