BorgWarner (BWA) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended December 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The earnings report, which is expected to be released on February 11, might help the stock move higher if these key numbers are better than expec ...

Core Insights - The fourth-quarter earnings season for the Auto-Tires-Trucks sector is underway, with Tesla and General Motors beating earnings expectations, while PACCAR matched expectations [1] - The auto sector's earnings for fourth-quarter 2025 are projected to decline by 12.9% year-over-year, with revenues expected to contract by 5.7% [1] Industry Performance - The U.S. auto industry experienced a slowdown in the fourth quarter, with vehicle sales dropping to an annualized pace of 15.6 million units from 16.4 million in the third quarter, marking the weakest period of the year [3] - Tariffs on imported vehicles and components, along with inflation, have pressured automakers, leading to increased costs and reduced profitability [4] - The average transaction price for new vehicles reached a record $50,326 in December, contributing to affordability issues for buyers [4] - The electric vehicle (EV) market saw a significant decline, with EV sales falling to 234,000 units in the fourth quarter, down 46% sequentially and 36% year-over-year [5] Company Highlights - **Ford**: Sales rose 2.7% to over 545,200 vehicles in the fourth quarter, with a market share increase of 0.9%. The company expects around $19.5 billion in special charges related to restructuring its U.S. EV strategy [8][9] - **QuantumScape**: Focused on solid-state battery technology, the company has an Earnings ESP of +17.02% and is set to release results on Feb. 11, with a consensus loss estimate of 16 cents per share [11][12] - **Lear Corp.**: The company is enhancing its position through strategic acquisitions and automation, with an Earnings ESP of +1.75% and a scheduled release on Feb. 4 [13][14] - **BorgWarner**: A leader in clean technology solutions, BorgWarner has an Earnings ESP of +2.61% and is expected to release results on Feb. 11, with a consensus estimate of $1.16 per share [15][16]

国家知识产权局信息显示，博格华纳驱动系统（苏州）有限公司取得一项名为"并联水道独立冷却液流 量估计方法、设备及存储介质"的专利，授权公告号CN116499541B，申请日期为2023年4月。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 作者：情报员 天眼查资料显示，博格华纳驱动系统（苏州）有限公司，成立于2018年，位于苏州市，是一家以从事汽 车制造业为主的企业。企业注册资本7100万美元。通过天眼查大数据分析，博格华纳驱动系统（苏州） 有限公司参与招投标项目11次，专利信息105条，此外企业还拥有行政许可7个。 ...

Marks fourth consecutive year BorgWarner has been included on the list BorgWarner ranked third out of eight automotive parts suppliers named Social responsibility, product quality and investment value were factored into rankings rdAUBURN HILLS, Mich., Jan. 23, 2026 /PRNewswire/ -- BorgWarner has been named one of 325 companies included on Fortune magazine's 2026 World's Most Admired Companies list. This is the fourth consecutive year BorgWarner has achieved the accolade, and it ranked 3 out of 8 in the " ...

国家知识产权局信息显示，博格华纳公司取得一项名为"具有不同的导体扭转以产生相移的定子"的专 利，授权公告号CN115378170B，申请日期为2022年5月。 作者：情报员 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 ...

Group 1 - The European automotive parts industry is facing a significant employment crisis, with a total of 104,000 announced layoffs over the past two years, averaging about 142 job losses per day, which is a stark increase compared to the 53,700 layoffs during the peak of the pandemic in 2020-2021 [1] - Major companies in the industry, including Bosch and ZF, are implementing substantial job cuts due to pressures from weak demand and high costs, with Bosch planning to cut 22,000 jobs by the end of 2030 [3][4] - The layoffs are not limited to Germany, as French companies like Valeo and Faurecia are also initiating large-scale job reductions, with Faurecia announcing a plan to cut 10,000 jobs in Europe by 2028 [6] Group 2 - The automotive parts industry's challenges stem from multiple factors, including weak market demand, increased global competition, and high transformation costs, with a reported 15%-35% cost disadvantage compared to competitors in Asia and the US [8] - The European automotive parts sector is struggling with a significant gap in new job creation, with only 7,000 new positions announced in 2025, contrasting sharply with the 50,000 layoffs [6][8] - The EU is considering new policies to support the industry, including the withdrawal of the 2035 combustion engine ban and the introduction of the Industrial Accelerator Act, which aims to enhance local production requirements [10]

Group 1 - The core point of the article is that BorgWarner has obtained a patent for a "Variable Cam Timing Actuator" with the authorization announcement number CN116591797B, which was applied for on February 2023 [1] Group 2 - The patent acquisition indicates BorgWarner's ongoing innovation in automotive technology, particularly in engine performance optimization [1] - This development may enhance BorgWarner's competitive position in the automotive industry, especially in the context of increasing demand for advanced engine technologies [1] - The patent reflects the company's commitment to research and development, potentially leading to new product offerings in the future [1]

Group 1 - The State Intellectual Property Office of China has granted a patent to BorgWarner for a device used in motor vehicle drivetrains, with the authorization announcement number CN115556563B and an application date of June 2022 [1]

Core Viewpoint - BorgWarner has obtained a patent for a "gear jump protection device," indicating its commitment to innovation in automotive technology [1] Group 1 - The patent is officially recognized under the announcement number CN114810960B [1] - The application date for the patent was January 2022, suggesting a timeline for development and potential market introduction [1]

Core Viewpoint - Investors are evaluating BorgWarner (BWA) and Ferrari (RACE) to determine which stock offers better value for investment at the current time [1] Group 1: Zacks Rank and Earnings Outlook - BorgWarner has a Zacks Rank of 2 (Buy), indicating a positive earnings outlook, while Ferrari has a Zacks Rank of 5 (Strong Sell), suggesting a negative earnings outlook [3] - The Zacks Rank emphasizes companies with positive earnings estimate revisions, indicating that BWA is likely experiencing an improvement in its earnings outlook compared to RACE [3] Group 2: Valuation Metrics - BWA has a forward P/E ratio of 9.44, significantly lower than RACE's forward P/E of 33.39, indicating that BWA may be undervalued [5] - The PEG ratio for BWA is 0.93, while RACE has a PEG ratio of 3.90, suggesting that BWA is expected to grow its earnings at a more favorable rate relative to its price [5] - BWA's P/B ratio is 1.65, compared to RACE's P/B of 20.12, further indicating that BWA is more attractively valued [6] Group 3: Overall Value Assessment - Based on various valuation metrics, BWA holds a Value grade of A, while RACE has a Value grade of F, suggesting that BWA is the superior choice for value investors at this time [6]