BorgWarner Inc. (BWA)

BorgWarner's stock price has increased by 21.20% between September 26, 2024, and September 25, 2025, and by 72.81% over the past six months. Key events include strong first and second-quarter results in 2025, leading to increased 2025 guidance. The company announced a 55% increase in its quarterly cash dividend to $0.17 per share on July 30, 2025, and reported its exit from the charging business in May 2025. On September 11, 2025, Vice President Isabelle McKenzie reported selling 3,500 shares of common stock.

The automotive industry, which BorgWarner supplies, generally experiences seasonal trends in demand, with peak demand in the spring and autumn. Sales tend to be lowest during the winter months, but demand can vary by vehicle type, with 4x4 SUVs seeing a surge in winter and electric vehicles performing better in milder months.

BorgWarner Inc. is a global leader in providing technology solutions for the automotive industry, specializing in propulsion systems for combustion, hybrid, and electric vehicles. The company designs, develops, and manufactures components and systems for vehicle powertrain applications, including turbochargers, emissions systems, thermal systems, and electric motors. BorgWarner generated approximately $14.2 billion in net sales in 2023 and is targeting $14.4 billion to $14.9 billion for 2024, focusing on increasing electric vehicle revenues through its 'Charging Forward 2027' plan.

Headquartered in Auburn Hills, Michigan, BorgWarner has a significant global presence with 92 locations across 24 countries in Europe, the Americas, and Asia. Revenue is geographically diversified, with roughly one-third generated in North America, Europe, and Asia respectively.

BorgWarner has received several accolades, including being named one of America's Most Trustworthy Companies by Newsweek for the second consecutive year and included in Forbes' America's Best-In-State Employers 2025 list for the fourth consecutive year. The company was also recognized by 3BL as one of the 100 Best Corporate Citizens of 2025 for the third consecutive year and was included in TIME's List of the World's Most Sustainable Companies of 2025. Ford honored BorgWarner with a Supplier of the Year Award in the Crisis Management category at its 2025 Supplier Summit and Awards.

BorgWarner Inc. is a publicly traded company with shares widely distributed among institutional and individual investors. Institutional investors hold the majority of shares, accounting for approximately 79.29% or 53.88% of the company's stock. Major institutional owners include BlackRock, Inc., Vanguard Group Inc., iShares Core S&P Small-Cap ETF, Dimensional Fund Advisors Lp, Victory Capital Management Inc., and State Street Corp. Insiders hold around 0.83%, while public companies and individual investors own the remaining shares.