BorgWarner(BWA)

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BorgWarner: Navigating the Auto Industry's Evolution
The Motley Fool· 2024-12-20 00:00
Our Purpose: To make the world smarter, happier, and richer. Founded in 1993, The Motley Fool is a financial services company dedicated to making the world smarter, happier, and richer. The Motley Fool reaches millions of people every month through our premium investing solutions, free guidance and market analysis on Fool.com, personal finance education, top-rated podcasts, and non-profit The Motley Fool Foundation. ...
BorgWarner: Undervalued, But Not As Undervalued As You Might Think
Seeking Alpha· 2024-11-25 19:56
Analyst’s Disclosure: I/we have a beneficial long position in the shares of BWA, MGA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. While this article may sound like financial advice, please observe that the author is not a CFA or in any way licensed to give financial a ...
BorgWarner Included in Forbes' list of America's Best Employers for Engineers 2025 List
Prnewswire· 2024-11-25 14:00
AUBURN HILLS, Mich., Nov. 25, 2024 /PRNewswire/ -- BorgWarner has been awarded as America's Best Employers for Engineers 2025! This prestigious award is presented in collaboration with Statista, the world-leading statistics portal and industry ranking provider. The award list was announced on November 20th, 2024, and can be viewed on the Forbes.com."BorgWarner is honored to be recognized by Forbes as one of the best employers for engineers as we strive to foster an innovative and collaborative culture that ...
BorgWarner (BWA) Shows Fast-paced Momentum But Is Still a Bargain Stock
ZACKS· 2024-11-19 14:51
Momentum investing is essentially an exception to the idea of "buying low and selling high." Investors following this style of investing are usually not interested in betting on cheap stocks and waiting long for them to recover. Instead, they believe that "buying high and selling higher" is the way to make far more money in lesser time.Everyone likes betting on fast-moving trending stocks, but it isn't easy to determine the right entry point. These stocks often lose momentum when their future growth potenti ...
UK Automotive Actuators Market, Forecast to 2032 Featuring Strategic Analysis of Continental, Robert Bosch, HELLA, BorgWarner, Denso, ZF, Valeo & More
GlobeNewswire News Room· 2024-11-19 09:14
Market Overview - The United Kingdom automotive actuators market is projected to grow at a CAGR of 7.7% from 2024 to 2032, with the market value expected to increase from $2.61 billion in 2024 to $4.72 billion by 2032 [1] - The growth is driven by the increasing adoption of electric vehicles (EVs) and hybrid vehicles, as well as advancements in automotive technologies [1][2] Key Drivers - The surge in EV adoption, driven by government policies to reduce carbon emissions, is a critical factor boosting the demand for advanced actuator systems tailored for electric powertrains, battery management, and regenerative braking [2] - Integration of advanced driver-assistance systems (ADAS) and autonomous driving technologies is increasing the demand for high-performance actuators that ensure precise and reliable operation [3] - Consumer demand for enhanced vehicle comfort and convenience is driving the use of actuators in applications like automatic climate control, adjustable seating, and power windows [4] Technological Trends - Manufacturers are focusing on developing compact, lightweight, and energy-efficient actuators to meet the space constraints in modern vehicles [5] - Smart actuators, which incorporate sensors and control electronics, are gaining traction due to their improved performance and integration capabilities [5] - The shift towards 48-volt electrical systems is creating demand for actuators compatible with higher voltage applications, such as electric turbochargers and active suspension systems [6] Sustainability and Aftermarket - The industry is increasingly adopting eco-friendly materials and production processes to reduce the environmental impact of actuator manufacturing [7] - The aftermarket segment is growing as vehicles with advanced actuator systems require periodic maintenance and replacement, offering opportunities for high-quality replacement parts [8] Market Segmentation - The market is segmented by type (pneumatic, hydraulic, electric), product (throttle, seat adjustment, brake, fuel injection), vehicle type (passenger car, commercial vehicle), and sales channel (OEM, aftermarket) [9][10] Competitive Landscape - Major players in the market include Continental AG, Robert Bosch GmbH, HELLA GmbH & Co. KGaA, BorgWarner Inc., Denso Corporation, ZF Friedrichshafen AG, Johnson Electric Holdings Limited, Valeo, Marelli Holdings Co. Ltd., and Magna International Inc. [10][11] Report Details - The report covers 200 pages and provides a forecast period from 2024 to 2032, with the market value estimated at $2.61 billion in 2024 and projected to reach $4.72 billion by 2032 [12]
All You Need to Know About BorgWarner (BWA) Rating Upgrade to Buy
ZACKS· 2024-11-15 18:05
BorgWarner (BWA) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.Individual investors often find ...
Is BorgWarner (BWA) Stock Undervalued Right Now?
ZACKS· 2024-11-15 15:40
While the proven Zacks Rank places an emphasis on earnings estimates and estimate revisions to find strong stocks, we also know that investors tend to develop their own individual strategies. With this in mind, we are always looking at value, growth, and momentum trends to discover great companies.Considering these trends, value investing is clearly one of the most preferred ways to find strong stocks in any type of market. Value investors use tried-and-true metrics and fundamental analysis to find companie ...
Here's Why You Should Hold BorgWarner Stock in Your Portfolio Now
ZACKS· 2024-11-12 16:36
BorgWarner Inc. (BWA) is poised to benefit from EV-focused mergers and acquisitions, frequent business wins and PowerDrive Systems restructuring amid currency fluctuations and a lower market production outlook. Let’s find out why this Zacks Rank #3 (Hold) stock is worth retaining at the moment.Frequent Business Wins, Restructuring to Aid BorgWarnerThe company's EV-focused mergers and acquisitions are boosting its prospects. The acquisition of the charging business of SSE in China — completed in March 2023 — ...
BorgWarner Announces CEO Succession Plan
Prnewswire· 2024-11-07 13:00
Joseph Fadool, EVP and COO, to Become President and CEO effective close of business on February 6, 2025 Frédéric Lissalde to Retire AUBURN HILLS, Mich., Nov. 7, 2024 /PRNewswire/ -- BorgWarner Inc. (NYSE: BWA) ("the Company") today announced that its Board of Directors approved a leadership succession plan whereby Joseph Fadool, BorgWarner's Executive Vice President and Chief Operating Officer, has been appointed President and Chief Executive Officer and a member of BorgWarner's Board of Directors effectiv ...
BorgWarner(BWA) - 2024 Q3 - Earnings Call Transcript
2024-10-31 17:34
Financial Data and Key Metrics Changes - BorgWarner reported Q3 organic sales of over $3.4 billion, down approximately 5% year-over-year, slightly outperforming a 6% decline in the market [7][26] - The adjusted operating margin for the quarter was 10.1%, which is 50 basis points higher than the previous year [9][30] - Earnings per share (EPS) increased by $0.11 year-over-year to $1.09, driven by strong operational performance and cost controls [9][32] - Free cash flow for the quarter was $201 million, up $165 million from the previous year [32] Business Line Data and Key Metrics Changes - The turbos and thermal technologies and drivetrain segments each represent approximately 40% of net sales, with strong margins and cash flow profiles [18][21] - The remaining 20% of net sales comes from the Power Drive Systems and battery and charging systems business units, which are expected to be significant growth drivers [20] Market Data and Key Metrics Changes - BorgWarner's sales to Chinese local OEMs accounted for roughly 15% of overall net sales, comparable to sales to German OEMs and North American sales to the Detroit 3 [21] - The company expects to outgrow market production by 200 to 300 basis points in 2024, despite a reduction in overall sales guidance due to lower market production outlook [33][34] Company Strategy and Development Direction - The company remains focused on propulsion efficiency, including both combustion fuel efficiency and electric vehicle (EV) efficiency, which is expected to drive growth [24] - BorgWarner aims to manage its cost structure effectively while preserving long-term profitable growth and product leadership [25] Management's Comments on Operating Environment and Future Outlook - Management highlighted the resilience of the technology-focused portfolio, which is positioned to outgrow market production [8][33] - The company anticipates a challenging production environment but remains committed to delivering strong profitability and free cash flow [39] Other Important Information - BorgWarner completed a planned $400 million stock repurchase in 2024, reflecting strong cash generation and capital deployment [10][40] - The company has secured multiple new product awards, including contracts in the electric vehicle market, which support long-term growth [8][13] Q&A Session Summary Question: Thoughts on margin outlook and potential to exceed 10% target - Management acknowledged strong operational performance and cost controls, indicating a focus on maintaining margins around 9.6% for the fourth quarter [46][48] Question: Decomposition of margin performance in Q3 - Management attributed strong margin performance to restructuring actions and cost controls, with a one-time benefit from customer recoveries [54] Question: Growth profile of the battery business - Management indicated strong demand and aligned capacity to meet market needs, expecting continued growth in the battery segment [57] Question: Impact of market dynamics on future bookings - Management noted a slowdown in new quoting activities for electrified powertrains but emphasized ongoing opportunities in combustion and hybrid segments [68] Question: Competitive advantages in the commercial vehicle battery business - Management highlighted the company's unique position in the commercial vehicle market, focusing on software, cybersecurity, and assembly capabilities [90]