• Reported GAAP EPS of -$1.23 up 33.15% YoY • Reported revenue of $3.57B up 3.87% YoY • BorgWarner expects 2026 net sales between $14B and $14.3B, adjusted operating margin from 10.7% to 10.9%, and adjusted net earnings per diluted share from $5.00 to $5.20.
Bullish
BorgWarner's light vehicle eProducts grew 23% in 2025, driving adjusted operating margin expansion, and the company strategically entered the AI data center market with a new turbine generator system award.
Bearish
BorgWarner faced significant impairment charges in 2025 impacting GAAP operating margin and anticipates a decline in Battery & Charging Systems segment sales and weighted light vehicle markets in 2026.