BorgWarner Inc. (BWA)

BorgWarner's stock price has increased by 53.38% in the past six months, driven by strong second-quarter 2025 results, with non-GAAP earnings per share exceeding estimates by 11% and GAAP revenue slightly exceeding expectations. This performance was fueled by a 31% year-over-year surge in light vehicle electrified product sales. Following these results, BorgWarner increased its 2025 guidance, declared a 55% increase in its quarterly dividend, and expanded its share repurchase program. However, some insider selling by Vice Presidents Isabelle McKenzie and Stefan Demmerle was observed in August and September 2025.

The demand for BorgWarner's products and services is closely tied to the cyclical nature of the automotive industry and is influenced by the overall vehicle market outlook, which has recently been described as soft, particularly in key regions like China, North America, and Europe. BorgWarner's revenue and sales are inherently linked to the production volumes and consumer demand within the global automotive market.

BorgWarner Inc. is an American automotive and e-mobility supplier that designs, develops, and manufactures components and systems for combustion, hybrid, and electric vehicles, supplying to OEMs of light, commercial, and off-highway vehicles, as well as tier-one suppliers. The company has been shifting its focus towards electric vehicle drivetrain businesses, spinning off its fuel parts and aftermarket segments to concentrate on e-propulsion and drivetrain solutions.

BorgWarner has a global presence with 92 production facilities and sites across 24 countries in Europe, the Americas, and Asia, serving regional markets and major automotive OEMs worldwide.

BorgWarner has maintained a strong brand reputation, being included in Forbes' America's Best-In-State Employers 2025 list for the fourth consecutive year and recognized by 3BL as one of the 100 Best Corporate Citizens of 2025 for the third consecutive year. Additionally, BorgWarner was named on Forbes' America's Best Employers for Women 2025 and TIME's List of the World's Most Sustainable Companies of 2025. The company also received a Ford Supplier of the Year Award in the Crisis Management category.

Institutional investors hold approximately 97.70% of BorgWarner Inc. stock, with major shareholders including BlackRock, Inc., The Vanguard Group, Inc., Dimensional Fund Advisors LP, Victory Capital Management Inc., and State Street Corp. Individual ownership, including insiders, is comparatively low, with insiders holding around 2.36% of the shares.