BorgWarner Inc. (BWA)

In the past six months, BorgWarner's stock reached a new 52-week high and an all-time high in February 2026. The company declared quarterly cash dividends in November 2025 and February 2026. There was significant insider selling activity reported in late 2025. BorgWarner's 2025 Fourth Quarter and Full-Year Results Conference Call was announced for February 4, 2026. The company's stock price increased significantly over the last year.

BorgWarner anticipates strong growth, particularly in its e-products, and expects to outgrow overall industry production. The company forecasts its eProduct sales to grow significantly, building on previous year's growth. Demand for eCV battery systems is primarily driven by North America and Europe, while LV eProduct demand largely comes from China/Rest of World and Europe. This suggests a consistent and growing demand for its electrification solutions, although regional market dynamics play a role.

BorgWarner Inc. is a global automotive and e-mobility supplier, providing clean and efficient technology solutions for combustion, hybrid, and electric vehicles. The company designs and manufactures advanced components and systems for major automotive manufacturers worldwide. Its product portfolio includes air management, drivetrain and battery systems, e-propulsion, fuel systems, and aftermarket solutions. BorgWarner's strategy involves maintaining a strong position in internal combustion engine components while expanding its electrification capabilities.

BorgWarner Inc. has a significant global presence, with 92 locations in 24 countries. The company operates manufacturing and technical facilities across the Americas, Europe, and Asia, serving a diverse customer base of global automakers. Sales are approximately evenly distributed across North America, Europe, and Asia/Rest of World.

BorgWarner has maintained a positive brand reputation in the past year. The company was named to Fortune's 2024 World's Most Admired Companies list for the second consecutive year, improving its rank. Alex Palou became the 112th addition to the Borg-Warner Trophy® after his 2025 Indianapolis 500 victory.

BorgWarner Inc. is a widely-held, publicly traded company with no single individual or private entity controlling a majority stake. Institutional investors hold a dominant position, owning approximately 95.67% of the shares, while insiders hold about 0.45%. Major institutional owners include BlackRock, Inc., Vanguard Group Inc., and iShares Core S&P Small-Cap ETF (IJR).