BorgWarner (BWA) Investor presentation summary

Strategic vision and mission

• Committed to delivering innovative and sustainable mobility solutions for a clean, energy-efficient world.

• Focused on long-term sales growth, margin expansion, cash generation, and EPS accretion.

• Investing in product portfolio and inorganic growth to secure future profitability and shareholder value.

Operational footprint and diversification

• Operates 65 manufacturing locations and 16 technical centers globally, employing about 37,500 workers.

• Maintains strong sales diversification across products, customers, and regions, reducing risk exposure.

• Product portfolio spans combustion, hybrid, and electric technologies, positioning for long-term growth.

Expansion into new markets and product innovation

• Entered data center market with a modular turbine generator system, targeting over $300M in 2027 sales.

• Turbine generator system offers modularity, fuel flexibility, and lower emissions compared to diesel.

• Expanding portfolio to include energy storage and microgrid inverters for industrial and data center markets.