The upcoming report from BorgWarner (BWA) is expected to reveal quarterly earnings of $1.16 per share, indicating an increase of 14.9% compared to the year-ago period. Analysts forecast revenues of $3.51 billion, representing an increase of 2.1% year over year.The consensus EPS estimate for the quarter has been revised 1% higher over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.Before a co ...

Core Viewpoint - BorgWarner (BWA) is anticipated to report a year-over-year increase in earnings driven by higher revenues, with the actual results being a significant factor influencing its near-term stock price [1][2]. Earnings Expectations - The upcoming earnings report is expected to be released on February 11, with a consensus EPS estimate of $1.16, reflecting a year-over-year increase of +14.9% [3]. - Revenues are projected to reach $3.51 billion, which is a 2.1% increase from the same quarter last year [3]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised 0.37% higher, indicating a positive reassessment by analysts [4]. - The Most Accurate Estimate for BorgWarner is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +2.61%, suggesting a bullish outlook on the company's earnings prospects [12]. Earnings Surprise History - BorgWarner has a history of beating consensus EPS estimates, having surpassed expectations in the last reported quarter by delivering earnings of $1.24 per share against an expected $1.16, resulting in a surprise of +6.90% [13]. - The company has beaten consensus EPS estimates in all of the last four quarters [14]. Industry Comparison - In comparison, Allison Transmission (ALSN) is expected to report earnings of $1.56 per share for the same quarter, indicating a year-over-year decline of -22.4%, with revenues expected to be $722.46 million, down 9.2% from the previous year [18]. - Despite a recent upward revision of 26.8% in the consensus EPS estimate for Allison Transmission, it has an Earnings ESP of +7.69% and a Zacks Rank of 1 (Strong Buy), indicating a likelihood of beating the consensus EPS estimate [19][20].

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]

Group 1 - The core point of the article is that BorgWarner Drive Systems (Suzhou) Co., Ltd. has obtained a patent for a method, device, and storage medium for estimating independent cooling liquid flow in parallel water channels, with the patent announcement number CN116499541B and an application date of April 2023 [1] Group 2 - BorgWarner Drive Systems (Suzhou) Co., Ltd. was established in 2018 and is located in Suzhou, primarily engaged in the automotive manufacturing industry [1] - The company has a registered capital of 71 million USD [1] - According to data analysis, the company has participated in 11 bidding projects and holds 105 patent records, in addition to having 7 administrative licenses [1]

Core Insights - BorgWarner has been recognized as one of the 325 companies on Fortune magazine's 2026 World's Most Admired Companies list, marking the fourth consecutive year of this accolade [1][7] - The company ranked 3rd out of 8 in the "motor vehicle parts" category, highlighting its strong reputation within the industry [1][7] Company Recognition - The recognition reflects the commitment of BorgWarner's employees and their efforts in fostering an inclusive culture of excellence, collaboration, and mutual respect [2] - Joseph Fadool, President and CEO, expressed gratitude towards employees, customers, suppliers, and communities for their support and partnership [2] Selection Process - The annual list is based on a corporate reputation survey conducted by Fortune in collaboration with Korn Ferry, which included an initial pool of about 1,500 candidates [2][3] - The final selection involved narrowing down to the highest-revenue companies in each industry, resulting in a total of 685 companies across 29 countries [2][3] Evaluation Criteria - Companies were rated on nine attributes, including investment value, quality of management and products, social responsibility, and ability to attract talent [3] - A company must rank in the top half of its industry survey to be included in the list [3] Industry Impact - The recognition underscores the importance of innovation, resilient leadership, and global impact in the face of rapidly advancing technologies such as AI [4] - Companies on the list are noted for their ability to evolve with purpose and foresight, shaping the future of global business [4] Company Background - BorgWarner has over 130 years of experience as a global product leader, focusing on mobility innovation and sustainability [5]

Core Viewpoint - BorgWarner has obtained a patent for a technology titled "Stator with Different Conductor Twists to Generate Phase Shift," indicating a focus on innovation in electrical systems [1] Group 1 - The patent was granted under announcement number CN115378170B [1] - The application date for the patent was May 2022 [1]

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]