BorgWarner shares rise post Q2 expectations beat, raised 2025 outlook

Published 31/07/2025, 12:02
 BorgWarner shares rise post Q2 expectations beat, raised 2025 outlook

AUBURN HILLS, Michigan - BorgWarner Inc. (NYSE:BWA) reported better-than-expected second quarter results on Thursday, as the auto parts supplier benefited from strong growth in electric vehicle components despite challenging market conditions.

BorgWarner’s shares rose 2.37% in pre-market trading following the announcement.

The company posted adjusted earnings of $1.21 per share, comfortably beating analyst expectations of $1.08. Revenue rose 1% to $3.64 billion, slightly above the consensus estimate of $3.6 billion.

The company’s light vehicle electric product sales jumped 31% YoY, helping offset weakness in other segments. Overall organic sales remained relatively flat compared to the second quarter of 2024, which the company said was in line with its weighted light and commercial vehicle markets.

The company raised its full-year 2025 guidance, now expecting revenue between $14 billion and $14.4 billion, up from its previous forecast of $13.6 billion to $14.2 billion. Adjusted earnings per share are now projected to be between $4.45 and $4.65, above the analyst consensus of $4.35.

BorgWarner also announced a 55% increase to its quarterly cash dividend and expanded its share repurchase program to $1 billion through 2028. The company bought back approximately $108 million of its shares during the second quarter.

Free cash flow for the quarter was $507 million, a significant improvement from $297 million in the same period last year. The company secured multiple new business awards across its portfolio, including several turbocharger contracts and electric component deals with major global automakers.

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