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Here's What Key Metrics Tell Us About BorgWarner (BWA) Q2 Earnings

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For the quarter ended June 2026, BorgWarner (BWA - Free Report) reported revenue of $3.65 billion, up 0.3% over the same period last year. EPS came in at $1.42, compared to $1.21 in the year-ago quarter.

The reported revenue represents a surprise of +1.77% over the Zacks Consensus Estimate of $3.58 billion. With the consensus EPS estimate being $1.26, the EPS surprise was +12.7%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how BorgWarner performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Net Sales- Turbos & Thermal Technologies: $1.44 billion versus $1.44 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -2.6% change.
  • Net Sales- Drivetrain & Morse Systems: $1.46 billion versus $1.45 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +1.8% change.
  • Net Sales- Inter-segment eliminations: $-14 million versus $-14.48 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +16.7% change.
  • Net Sales- Battery & Charging Systems: $100 million versus the two-analyst average estimate of $95.89 million. The reported number represents a year-over-year change of -37.1%.
  • Net Sales- PowerDrive Systems: $665 million compared to the $598.36 million average estimate based on two analysts. The reported number represents a change of +14.5% year over year.
  • Adjusted Operating Income (Loss)- Turbos & Thermal Technologies: $225 million versus the two-analyst average estimate of $222.12 million.
  • Adjusted Operating Income (Loss)- Battery & Charging Systems: $-2 million versus $-11.81 million estimated by two analysts on average.
  • Adjusted Operating Income (Loss)- PowerDrive Systems: $-29 million compared to the $-24.96 million average estimate based on two analysts.
  • Adjusted Operating Income (Loss)- Drivetrain & Morse Systems: $277 million versus the two-analyst average estimate of $271.58 million.

View all Key Company Metrics for BorgWarner here>>>

Shares of BorgWarner have returned -1.6% over the past month versus the Zacks S&P 500 composite's +3.5% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

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