BorgWarner Q3 sales up 4.1%, beat estimates

BorgWarner

30/10/2025 10:41

Overview

BorgWarner Q3 2025 net sales grow 4.1%, beating analyst expectations

Adjusted EPS for Q3 2025 beats analyst expectations, up 14% yr/yr

Company returned $136 mln to stockholders, including $100 mln in share buybacks

Outlook

BorgWarner raises 2025 net sales guidance to $14.1 bln-$14.3 bln

Company increases 2025 adjusted EPS guidance to $4.60-$4.75

BorgWarner expects 2025 free cash flow of $850 mln-$950 mln

Result Drivers

HIGHER PRODUCTION VOLUMES - BorgWarner attributes sales growth to increased market production volumes and light vehicle eProduct sales

COST CONTROLS - BorgWarner cites focus on cost controls as a factor in achieving strong performance despite tariff headwinds

NEW BUSINESS AWARDS - BorgWarner secured multiple new business awards expected to support long-term growth

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Sales
Beat
$3.59 bln
$3.58 bln (12 Analysts)
Q3 Adjusted EPS
Beat
$1.24
$1.16 (14 Analysts)
Q3 EPS
$0.73
Q3 Gross Margin
18.50%


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 10 "strong buy" or "buy", 7 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the auto, truck & motorcycle parts peer group is "buy"

Wall Street's median 12-month price target for Borgwarner Inc is $44.00, about 2.7% above its October 29 closing price of $42.83

The stock recently traded at 9 times the next 12-month earnings vs. a P/E of 8 three months ago

Press Release: ID:nPn3SNG0na

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)