BorgWarner Inc. (BWA) Q2 2025 Earnings Conference Call Transcript
BorgWarner Inc. (NYSE:BWA) Q2 2025 Earnings Call July 31, 2025 9:30 AM ET Company Participants Craig D. Aaron - Executive VP & CFO Joseph F.
Fiscal Year: January - December
BorgWarner Inc. (BWA), listed on the NYSE, has a market capitalization of $. As of Aug 19, 2025, the stock is trading at $42.06 per share, offering investors a clear view of its current market value. BorgWarner Inc. is a prominent player in the industry sector, attracting both institutional and retail investors due to its performance and potential.
With a P/E ratio of 44.18, investors can assess the stock's valuation in comparison to its earnings. A P/E ratio is a crucial indicator for value investors, showing whether the stock is over or undervalued relative to its current earnings. BorgWarner Inc. also offers a dividend yield of 1.62%, making it an attractive option for income-focused investors who seek regular dividends.
Our Discounted Cash Flow (DCF) analysis reveals that BorgWarner Inc. (BWA) may be undervalued compared to its intrinsic worth. However, to see the exact DCF fair value, please Login or Upgrade for access.
The proprietary SS Score for BorgWarner Inc. is a unique metric that analyzes the company's financial health and growth potential. The score takes into account critical factors such as revenue growth, net income, free cash flow (FCF) compound annual growth rate (CAGR), the trend of shares outstanding, and the debt-to-FCF ratio. This helps investors to make a more informed decision, as an undervalued stock might still have poor financial fundamentals.
To view the detailed SS Score for BorgWarner Inc., Login or Upgrade for access.
The Price to Free Cash Flow (P/FCF) ratio for BorgWarner Inc. is 7.74, offering insights into how much investors are paying for the company's free cash flow. A lower P/FCF ratio typically suggests that the stock is undervalued, while a higher ratio may indicate overvaluation.
In summary, BorgWarner Inc. (BWA) has shown consistent financial performance, as illustrated by the financial charts above, which track its revenue growth, net income, free cash flow, and shares outstanding over the past several years. These metrics provide investors with key insights into the company's past and projected future performance. Investors should use the SS Score alongside the DCF Fair Value to make better-informed decisions about whether to buy or hold the stock.
*This analysis is for informational purposes only and does not constitute investment advice. Always read the company's 10-K filings and do your own research before making any investment decisions.
Whether BorgWarner Inc. (BWA) is a good stock to buy depends on various factors, including its financial health, market conditions, and your investment strategy. Our analysis indicates that the stock may be undervalued compared to its intrinsic value. However, it is important to assess the SS Score and review the company's fundamentals before making any investment decisions.
The fair value of BorgWarner Inc. (BWA) is determined through our Discounted Cash Flow (DCF) analysis. This value represents the intrinsic worth of the stock based on its expected future cash flows. To view the specific fair value, consider subscribing to our service for complete access.
The SS Score is a proprietary financial quality metric that assesses factors such as revenue growth, net income, free cash flow growth, and debt levels. It helps investors evaluate the overall financial health of BorgWarner Inc.. To access the full SS Score, consider upgrading your subscription.
BorgWarner Inc. is a significant player in the industry sector, with a market capitalization of $ and a competitive P/E ratio of 44.18. Investors should compare these metrics with industry peers to gauge whether BorgWarner Inc. is outperforming or underperforming within its sector.
BorgWarner Inc. (NYSE:BWA) Q2 2025 Earnings Call July 31, 2025 9:30 AM ET Company Participants Craig D. Aaron - Executive VP & CFO Joseph F.
Platform-based design is compatible with all types of new energy vehicles (NEV) Ultra-short welding process enhances space efficiency New Wuhu plant nearing operation, expands motor capacity in China ...
High-voltage coolant heater (HVCH) technology will be integrated across hybrid platforms of both automakers Technology enhances overall driving experience and system performance through vehicle cabin ...
Expands market share in Europe and North America through conquest business Delivers cost-effective, durable wastegate turbocharger for 1.0L and 3.0L gasoline engines Supports long-term combustion engi...
Technology delivers excellent response times and power density, enhancing engine performance To be used for hybrid powertrain option for high-profile sports car platform SOP slated for Q3 2028 AUBURN ...
Turbocharger program for 1.6L engine used in popular SUV models Wastegate turbocharger technology for improved fuel efficiency and transient response in hybrid electric vehicles Builds on long-standin...
BorgWarner increases its electric vehicle business in China BorgWarner expands application of electric cross differential (eXD) to electric vehicles eXD technology enhances vehicle handling and tracti...
BorgWarner continues strategic collaboration with this OEM in the new energy vehicle (NEV) sector Dual Inverter provided by BorgWarner features highly integrated structural design BorgWarner contin...
AUBURN HILLS, Mich. , July 31, 2025 /PRNewswire/ -- On July 30, 2025, the Board of Directors of BorgWarner Inc. (NYSE: BWA) declared a quarterly cash dividend of $0.17 per share of common stock, repre...
Announces Increased 2025 Guidance Increases Dividend and Share Repurchase Authorization Secures New Business Across Portfolio Expected to Support Profitable Growth AUBURN HILLS, Mich. , July 31, 2025 ...
AUBURN HILLS, Mich. , July 30, 2025 /PRNewswire/ -- BorgWarner has been awarded a place on the Forbes list of America's Best Employers for Women 2025 for the second consecutive year.
AUBURN HILLS, Mich. , June 24, 2025 /PRNewswire/ -- BorgWarner has been included in the second edition of the World's Most Sustainable Companies 2025.
BorgWarner is outgrowing shrinking auto markets, driven by strong eProducts revenue and strategic restructuring to boost profitability and reinvest in high-ROIC opportunities. The company's competitiv...
Analyst Ryan Brinkman sees value in auto parts stocks after recent underperformance.
AUBURN HILLS, Mich. , June 9, 2025 /PRNewswire/ -- BorgWarner Inc. (NYSE: BWA) will participate in fireside chats at both the Evercore ISI Global Automotive OEM, Dealer & Supplier Conference and the D...
AUBURN HILLS, Mich. , May 20, 2025 /PRNewswire/ -- Isabelle McKenzie, Vice President and President and General Manager, Drivetrain and Morse Systems, BorgWarner, has been named among 100 Leading Women...
Jackpot reset to $20,000 for 2025 after Newgarden claimed $440,000 with win at the 2024 Indianapolis 500 No driver has won the race in three consecutive years Roger Penske aims to extend record with 2...
BorgWarner Inc. (NYSE:BWA) Q1 2025 Earnings Conference Call May 7, 2025 9:30 AM ET Company Participants Patrick Nolan - Vice President-Investor Relations Joseph Fadool - Executive Vice President and ...
AUBURN HILLS, Mich. , May 7, 2025 /PRNewswire/ -- BorgWarner Inc. (NYSE: BWA) today reported first quarter results.
400V high-voltage coolant heater (HVCH) technology to be used in series of plug-in hybrid electric vehicles HVCH offers flexible and compact design with high thermal power density Marks the company's ...
S-wind technology to be used in hybrid full-sized trucks, SUVs Enables peak performance with enhanced efficiency in a compact package PACE-awarded S-wind technology increases scalability and reduces c...
BorgWarner's Dual-Clutch technology provides superior performance and increased transmission efficiency New program captured with prominent transmission manufacturer Program extended for seven years w...
BorgWarner to supply Exhaust Gas Recirculation (EGR) components for OEM's passenger and light commercial vehicle platforms for combustion and hybrid applications EGR system reduces NOx emissions and i...
AUBURN HILLS, Mich. , May 1, 2025 /PRNewswire/ -- On April 30, 2025, the Board of Directors of BorgWarner Inc. (NYSE: BWA) declared a quarterly cash dividend of $0.11 per share of common stock.
BorgWarner to present its next-generation double-sided cooled (DSC) 800V SiC power module for high-current-density applications on May 16, 2025, at 9:00 am CET Expert-led virtual presentation about a ...
Below estimates were sourced from SimplyWallSt and are intended for educational purposes only as a baseline for the analysis.
Year | FCF Estimate | % | # Analysts |
---|---|---|---|
2025 | 768.68M | 12.88% | Est @12.9% |
2026 | 856.36M | 11.41% | Analyst x5 |
2027 | 952.05M | 11.17% | Analyst x4 |
2028 | 996.00M | 4.62% | Analyst x3 |
2029 | 950.50M | -4.57% | Analyst x2 |
2030 | 935.60M | -1.57% | Est @-1.6% |
2031 | 931.81M | -0.41% | Est @-0.4% |
2032 | 935.66M | 0.41% | Est @0.4% |
2033 | 944.85M | 0.98% | Est @1.0% |
2034 | 957.02M | 1.29% | Est @1.3% |
Below are the FCF estimates with the discount factor and the calculated present value with the terminal value that led the results above.
Year | FCF | Discount Factor | PV of Future FCF |
---|---|---|---|
2023A | 480.00M | 1.00 | 480.00M |
2024A | 681.00M | 1.00 | 681.00M |
2025E | 768.68M | 1.08 | 709.17M |
2026E | 856.36M | 1.17 | 728.90M |
2027E | 952.05M | 1.27 | 747.62M |
2028E | 996.00M | 1.38 | 721.58M |
2029E | 950.50M | 1.50 | 635.31M |
2030E | 935.60M | 1.62 | 576.94M |
2031E | 931.81M | 1.76 | 530.12M |
2032E | 935.66M | 1.91 | 491.10M |
2033E | 944.85M | 2.07 | 457.53M |
2034E | 957.02M | 2.24 | 427.55M |
Terminal | 16.65B | 2.24 | 7.44B |
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