BorgWarner Q3 Earnings Call Highlights

Impact · against what's priced in

BorgWarner provides a positive update through raised EPS guidance and growth in light-vehicle eProduct sales, though these are partially offset by a lowered revenue ceiling due to production headwinds. The outlook for 2027 turbine-generator revenue provides a new growth catalyst beyond current expectations.

BWA+0.40

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In context

The company raised its 2026 adjusted EPS guidance to $5.20–$5.35 and reported 33% growth in light-vehicle eProduct sales, while introducing a new $300 million revenue target for turbine-generators in 2027.

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• data centers▲2%
• earnings
• dividends
• guidance
• BWA
• automotive
• batteries
• electric vehicles
• ev infrastructure