BorgWarner Inc. (BWA)

Over the past six months, BorgWarner's stock price has experienced fluctuations. The stock price increased from January 22, 2025, to July 22, 2025, reaching $35.32 on July 3, 2025, a 12.77% increase from July 5, 2024. On February 6, 2025, BorgWarner reported its full-year 2024 results, with net sales of $14,086 million and a net loss for Q4 2024 of $(403) million, and provided 2025 full-year guidance. In February 2025, the company decided to exit its charging business. On March 28, 2025, the stock price dipped by 4.69% to $28.83. BorgWarner declared a quarterly dividend of $0.11 per share, payable on March 17, 2025. In May 2025, BorgWarner announced its participation in industry conferences. BorgWarner was honored by Ford at the 2025 Supplier Summit and Awards in June 2025.

The demand for BorgWarner Inc.'s products and services is primarily influenced by the cyclical nature of the automotive industry and overall vehicle production trends. While specific seasonality patterns are not explicitly detailed, the company's business is affected by overall vehicle production trends. BorgWarner anticipates global industry production to decrease modestly in 2025, but expects its sales to remain relatively flat due to net new business-related sales growth. The company's diversified portfolio and strategic focus on electrification help it adapt to evolving market demands.

BorgWarner Inc. is a global automotive and e-mobility supplier specializing in technology solutions for combustion, hybrid, and electric vehicle powertrains. The company operates in the Consumer Discretionary sector, specifically in the Automotive Parts & Equipment industry. Its product portfolio includes air management products, e-propulsion & drivetrain products, fuel injection components and systems, and aftermarket solutions. Note that the Fuel Systems and Aftermarket segments were spun off into PHINIA, Inc. in July 2023.

BorgWarner Inc. has a significant global presence, with facilities in 92 locations across 24 countries. In 2024, approximately 84% of net sales were generated outside the United States, with significant contributions from Europe and Asia. In Q1 2024, Asia contributed $1,724 million, Europe $1,526 million, and North America $1,384 million in revenue.

BorgWarner has maintained a strong brand reputation, evidenced by inclusion in Fortune's World's Most Admired Companies List and Newsweek's Most Trustworthy Companies in America. It was also named to Corporate Knights' 2025 Global 100 for World's Most Sustainable Corporations and TIME World's Most Sustainable Companies 2025 Ranking. BorgWarner was included in Forbes' America's Best Employers for Engineers 2025 List, Forbes World's Top Companies for Women 2024 List, Forbes America's Best-In-State Employers 2024, and USA TODAY America's Climate Leaders 2025 List. No significant negative events impacting BorgWarner's brand reputation were found.

BorgWarner Inc. is a publicly traded company with shares widely distributed among institutional and individual investors. Institutional investors hold the majority of shares (86.56% or 87.26%). Key institutional shareholders include BlackRock, Inc., Vanguard Group Inc, and Harris Associates L P. Individual investors also hold shares, with insider selling being more prevalent than buying.