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BorgWarner
BorgWarner (BWA) investor relations material
BorgWarner Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary11 Feb, 2026
Executive summary
Achieved $14.3 billion in net sales for 2025, up 1.6% year-over-year, driven by 23% growth in light vehicle e-product sales and record new business awards across foundational and e-product portfolios.
Adjusted operating margin expanded to 10.7%, with adjusted EPS up 14% to $4.91 and free cash flow rising 66% to $1.2 billion.
Over $630 million returned to shareholders in 2025 through dividends and share repurchases, with $1.3 billion repurchased over four years.
Entered the data center market with a master supply agreement for a modular turbine generator system, targeting AI-driven and microgrid applications, with production ramping in 2027 and initial sales expected to exceed $300 million.
Well positioned for future earnings growth, supported by technology-focused portfolio awards and strategic market entries.
Financial highlights
FY 2025 net sales were $14,316 million, up 1.6% year-over-year; Q4 2025 net sales reached $3,572 million, up 3.9% year-over-year.
Adjusted operating margin for 2025 was 10.7%, up 60 basis points; Q4 2025 margin was 12.0%.
Adjusted EPS for 2025 was $4.91, up 14%; Q4 2025 adjusted EPS was $1.35, up 34%.
Free cash flow for 2025 was $1,208 million, up 66% year-over-year; Q4 2025 free cash flow was $470 million.
Operating cash flow increased 19% to $1,648 million; cash and cash equivalents at year-end 2025 were $2,313 million.
Outlook and guidance
2026 net sales expected between $14.0 billion and $14.3 billion, with organic sales projected to decline 1.5%–3.5% year-over-year.
Adjusted operating margin guidance for 2026 is 10.7%–10.9%; adjusted EPS expected between $5.00 and $5.20.
Free cash flow for 2026 projected at $900 million to $1,100 million, reflecting higher capital spending for new product launches.
CapEx planned at $600 million to $700 million; adjusted tax rate for ongoing operations ~23%.
Light vehicle markets expected to be down 3% to flat; Battery & Charging Systems segment sales to decline by $210 million.
Turbine generator system sales growth post-2027
Reason for Battery & Charging Systems segment decline?
Strategic implications of 2025 impairment charges?
TGS margin profile and CapEx for launch?
Path to improved auto outgrowth beyond 2026?
Battery business strategy post 2026 decline
Partial view of Summaries dataset, powered by Quartr API
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Next BorgWarner earnings date
Q1 20266 May, 2026
BorgWarner
Next BorgWarner earnings date
Q1 20266 May, 2026
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Frequently asked questions
BorgWarner Inc. develops, manufactures, and markets products for powertrain applications worldwide. It offers components and systems for gasoline and diesel engines; transmissions and gearboxes for gasoline and diesel engines through its BorgWarner Transmission Solutions Group segment; snowmobiles; recreational boats; and electric motors for propulsion, hybrid motor applications, nacelle generator sets and electric drive bus systems through its Automotive Products Group segment; and components.
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