secwatch.observer — SEC 8-K summary
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Issuer:     BORGWARNER INC (BWA)
CIK:        0000908255
Form:       8-K
Filed at:   2026-02-11T23:59:59+00:00
Accession:  0000908255-26-000009
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

BorgWarner reports FY25 adj EPS $4.91, up 14%; enters data center market; guides FY26 adj EPS $5.00-$5.20
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/908255/000090825526000009/0000908255-26-000009-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/908255/000090825526000009/bwa-20260211.htm
  HTML page:      https://secwatch.observer/filing/0000908255-26-000009

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer