Company Dossier · Consumer Discretionary
BorgWarner
- Russell 1000
- MidCap 400
What BorgWarner is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $14.3 billion, up 2.1% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 30, 2023: $0.78 billion, up 53% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to June 30, 2026: $0.51 billion, about level with a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to December 31, 2025: $0.51 billion.SEC EDGAR filings (10-K)
- Long-term debt issued in the fiscal year to December 31, 2024: $1.01 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (August 5, 2026): sentiment 0.40 on a −1 to +1 scale (mixed), confidence 0.70 of 1.Palanor Discourse
- Guidance in the last 90 days: 2 outlook figures raised, 1 lowered, 4 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed February 11, 2026): 1 risk factor added, 1 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $5.4 million on the open market.SEC Form 4
- 816 institutional managers reported a position at June 30, 2026 (+100 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 9 (30 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →Company Posture covers S&P 500 companies.
Credit
How these are built →BorgWarner's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Bonds priced, last 12 months
None
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| Aug 7, 2024 | $500M | 4.950% | 2029 (5y) | +120bp | 4.998% |
| Aug 7, 2024 | $500M | 5.400% | 2034 (10y) | +150bp | 5.470% |
From the pricing term sheets BorgWarner filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
In the news
Headlines that name BorgWarner, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- PositiveMorgan Stanley Upgrades BorgWarner (BWA) to Overweight, Boosts Price Target to $95
gurufocus.com · via Marketaux · Oct 6, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 20, 2026LobbyingLobbying report (BORGWARNER INC.)third_quarter 2026 · $0.1 million
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 19, 2026LobbyingLobbying report (THORN RUN PARTNERS)third_quarter 2026 · $0.1 million
- Oct 13, 2026Patent
- Oct 13, 2026Patent
- Oct 6, 2026Patent
- Jul 31, 20268-KDirector or officer changeItem 5.02
- Jul 21, 2026LobbyingLobbying report (ARMITAGE CONSULTING, LLC)second_quarter 2026 · $0.0 million
- Jul 20, 2026LobbyingLobbying report (BORGWARNER INC.)second_quarter 2026 · $0.1 million
- Jul 20, 2026LobbyingLobbying report (THORN RUN PARTNERS)second_quarter 2026 · $0.1 million
- May 28, 20268-KDirector or officer changeItem 5.02
- Apr 30, 20268-KDirector or officer changeItem 5.02
- Apr 30, 20268-KShareholder vote resultsItem 5.07
- Apr 21, 2026LobbyingLobbying report (ARMITAGE CONSULTING, LLC)first_quarter 2026 · $0.0 million
- Apr 20, 2026LobbyingLobbying report (BORGWARNER INC.)first_quarter 2026 · $0.1 million
- Apr 18, 2026LobbyingLobbying report (THORN RUN PARTNERS)first_quarter 2026 · $0.1 million
- Feb 11, 202610-KAnnual report (10-K)1 risk factors added, 1 removed
- May 16, 2025Risk event
- May 1, 20258-KShareholder vote resultsItem 5.07
- Feb 6, 202510-KAnnual report (10-K)1 risk factors added, 0 removed
- Nov 7, 20248-KDirector or officer changeItem 5.02
- Feb 8, 202410-KAnnual report (10-K)1 risk factors added, 3 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Aptiv APTV | $20.5B | $0.7B | Jun 30, 2026 |
| Lear Corporation LEA | $23.7B | $0.8B | Jul 4, 2026 |
| Gentex GNTX | $2.6B | $0.5B | Jun 30, 2026 |
| Whirlpool Corporation WHR | $14.9B | −$0.2B | Jun 30, 2026 |
| Las Vegas Sands LVS | $13.7B | $2.7B | Jun 30, 2026 |
| LKQ Corporation LKQ | $13.7B | $0.6B | Jun 30, 2026 |
| Gap Inc. GAP | $15.3B | $1.0B | Aug 1, 2026 |
| Darden Restaurants DRI | $13.4B | $1.1B | Aug 30, 2026 |