BorgWarner (BWA) News Today

BorgWarner (NYSE:BWA) shares are trading higher following a robust second quarter, an upgraded outlook, strategic buybacks and dividends, analyst price‐target boosts, and a string of new contracts for electric and hybrid vehicle components.

• Positive Sentiment: BWA beat Q2 earnings estimates with $1.21 EPS versus $1.06 expected and revenue of $3.64 billion versus $3.56 billion, driving shares up after the beat‐and‐raise quarter. BorgWarner Beats on Q2 Earnings, Boosts Dividend & Buyback
• Positive Sentiment: The company updated its FY 2025 guidance, raising EPS to $4.45–$4.65 (vs. $4.303 consensus) and revenue to $14.0B–$14.4B (vs. $14.0B consensus). BorgWarner Issues FY 2025 Earnings Guidance
• Positive Sentiment: BWA declared a $0.17 quarterly dividend—a 54.5% increase, for a 1.84% yield. BorgWarner Announces Dividend Increase
• Positive Sentiment: The board authorized a $1 billion share buyback (≈13.2% of shares), signaling confidence in valuation. RTT News: Buyback Program
• Positive Sentiment: Analysts lifted price targets: GuruFocus cites an increase amid rising hybrid activity. Price Target Increased Amid Hybrid Activity
• Positive Sentiment: Wells Fargo raised its price target from $45 to $46 with an “overweight” rating (~22.6% upside). Benzinga
• Positive Sentiment: Piper Sandler boosted its price target to $44 (from $37) and maintained an “overweight” stance (~17.3% upside). Piper Sandler Raises Price Target
• Positive Sentiment: Secured a dual‐inverter project with a major Chinese OEM for hybrid vehicles. Dual Inverter Project
• Positive Sentiment: Won new electric motor business with a major Chinese OEM, expanding NEV footprint. Electric Motor Business Win
• Positive Sentiment: Secured high‐voltage coolant heater (eHeater) contracts for hybrid applications with two global OEMs. eHeater Contracts
• Positive Sentiment: Won strategic turbocharger business for compact and light commercial vehicles in Europe and North America. Turbocharger Business Win
• Positive Sentiment: To supply wastegate turbos for a major OEM’s hybrid sports‐car platform, enhancing performance. Wastegate Turbos Contract
• Positive Sentiment: Won a turbocharger contract with a major East Asian OEM for hybrid vehicle applications. East Asian OEM Turbocharger Contract
• Positive Sentiment: Secured a new electric cross‐differential (eXD) program for EVs in China, boosting traction tech presence. eXD Project Win
• Neutral Sentiment: Analysts rate BWA an average “Moderate Buy” among 16 covering the stock (10 Buys, 6 Holds). Receives Moderate Buy Recommendation
• Neutral Sentiment: The full Q2 2025 earnings call transcript is available for investors seeking detailed management commentary. Q2 2025 Earnings Call Transcript