BorgWarner is downgraded to Buy, with the stock up 43% since my prior Strong Buy rating and valuation asymmetry now closed. The pivot to AI datacenter turbines via Turbocell offers a free option, supporting mid-teens margins on $300M incremental 2027 sales and potential for significant upside. Hybrid vehicle demand is driving content-per-vehicle growth, positioning BWA to benefit as hybrids outpace EVs and ICEs in market share.
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BorgWarner (BWA) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 8,865 | $383,291.49 | $565,675.65 | $182,384.16 | 47.58% |
| TC Tyler Chaisson COMPASS CAPITAL Corp. /MA/ /ADV | 3,635 | $197,235.1 | $232,203.8 | $34,968.7 | 17.73% |
| SN Stephen Nickel CULLEN INVESTMENT GROUP Ltd. | 6,137 | $220,555.07 | $391,601.97 | $171,046.9 | 77.55% |
| ABB Alexander Bjornager Bonde Danske Bank A/S | 652,985 | $30.9M | $41.67M | $10.77M | 34.85% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 57 | $2,958.92 | $3,628.05 | $669.13 | 22.61% |
| Automobile Components Industry | Consumer Discretionary Sector | Joseph F. Fadool CEO | NYSE Exchange | 099724106 CUSIP |
| US Country | 38,300 Employees | 15 Jun 2026 Last Dividend | 5 Jul 2023 Last Split | 12 Aug 1993 IPO Date |
BorgWarner Inc., alongside its subsidiaries, stands as a pivotal provider of comprehensive solutions tailored for combustion, hybrid, and electric vehicles across the globe. The company's evolution from Borg-Warner Automotive, Inc. showcases its expansive trajectory since its inception in 1987. Operating from its headquarters in Auburn Hills, Michigan, BorgWarner Inc. has established a robust portfolio that caters to a wide array of vehicles. This includes light vehicles like passenger cars, sport-utility vehicles, vans, and light trucks; commercial vehicles such as medium-duty and heavy-duty trucks, and buses; as well as off-highway vehicles, encompassing agricultural and construction machinery, and marine applications. BorgWarner Inc. not only serves original equipment manufacturers (OEMs) but also tier-one vehicle systems suppliers and the aftermarket, including light, commercial, and off-highway vehicle sectors.