BorgWarner Inc. (BWA) Earnings Call Transcripts

BorgWarner Inc.'s Latest Earnings Call - June 10, 2026

In the Q1 2026 earnings call, BorgWarner Inc. (BWA:US) reported revenue of $3.53 billion, aligning with the midpoint of their full-year guidance of $14.15 billion. The company maintained its guidance despite a challenging market environment, with management expressing confidence in their execution and margin improvements. The strategic pivot into data centers and power generation was highlighted as a significant growth opportunity, potentially impacting future revenue streams positively.

Reported metrics

Guidance from management

BorgWarner maintained its full-year revenue guidance of $14.15 billion, with expectations for continued execution in Q2. Management remains optimistic about growth in 2027 and beyond, particularly in the data center and power generation sectors.

What management said

Yes, sure. I can take that one. So when you look at our full year guide from an industry production perspective, we said flat to down 3%. S&P is coming in right around 2%. So we're right in the middle of the guide. We did reconfirm our February guidance in April, sales coming in right around $14.15 billion at the midpoint. When you look at Q1, Q1 came in at $3.53 billion. You sort of annualize that, you get pretty cl...

Not everything. So what we have an agreement on is what we call a 350-kilowatt system. And that's the one we're going to market first with and quite frankly, has a lot of interest and demand. So that's where we're putting all of our efforts. I mean we've developed smaller systems in the past. We have a 100-kilowatt system that we've worked with a different start-up on for a sort of waste-to-energy conversion. So we'v...

What analysts pressed on

Analysts raised concerns about organic growth, particularly noting that Q1 growth was flat when excluding battery systems. There were questions regarding the impact of external market pressures on future performance and the competitive landscape in the data center space.

Main topics on the call

• Data Center Expansion — BorgWarner is making a strategic pivot into data centers, leveraging existing automotive technologies. CEO Joe Fadool stated, "The one big common theme is the automotive scale and competitiveness," indicating the company...
• Revenue Guidance Maintenance — Management reaffirmed their revenue guidance for the year, stating, "We feel good about how we executed in Q1," despite external pressures. This indicates stability in the company's outlook amidst a challenging market.
• Product Development Timeline — The company is on track to launch new products in the data center space by 2027, with Fadool noting, "We're actively quoting battery systems," which reflects a proactive approach to market entry.
• Competitive Landscape in Data Centers — BorgWarner is entering a competitive market with established players like Siemens and GE. However, Fadool emphasized their advantages in emissions and speed to market, stating, "We know how to scale quickly," which may p...

Read the full BorgWarner Inc. transcript (June 10, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 76 BorgWarner Inc. earnings call transcripts on record, spanning January 28, 2020 to June 10, 2026. Based on this history, BorgWarner Inc. reports quarterly. The most recent call on file is dated June 10, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

BWA

Exchange

NYSE

Country

US

Sector

Consumer Discretionary

Industry

Automobile Components

Calls on record

76

First call

January 28, 2020

Most recent

June 10, 2026

Reporting cadence

quarterly