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BorgWarner (BWA) Reports Q3 Earnings: What Key Metrics Have to Say

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BorgWarner (BWA - Free Report) reported $3.49 billion in revenue for the quarter ended September 2026, representing a year-over-year decline of 2.9%. EPS of $1.39 for the same period compares to $1.24 a year ago.

The reported revenue represents a surprise of -0.64% over the Zacks Consensus Estimate of $3.51 billion. With the consensus EPS estimate being $1.24, the EPS surprise was +12.1%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

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: $1.37 billion compared to the $1.4 billion average estimate based on two analysts. The reported number represents a change of -4.5% year over year.
  • Net Sales- Drivetrain & Morse Systems: $1.35 billion versus $1.44 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -7.3% change.
  • Net Sales- Inter-segment eliminations: $-14 million compared to the $-13.65 million average estimate based on two analysts. The reported number represents a change of +16.7% year over year.
  • Net Sales- Battery Energy Systems: $78 million versus the two-analyst average estimate of $75.4 million. The reported number represents a year-over-year change of -40.9%.
  • Net Sales- PowerDrive Systems: $705 million versus the two-analyst average estimate of $595.52 million. The reported number represents a year-over-year change of +21.1%.
  • Adjusted Operating Income (Loss)- Turbos & Thermal Technologies: $201 million versus $215.44 million estimated by two analysts on average.
  • Adjusted Operating Income (Loss)- Battery Energy Systems: $-3 million compared to the $-8.75 million average estimate based on two analysts.
  • Adjusted Operating Income (Loss)- PowerDrive Systems: $-5 million versus the two-analyst average estimate of $-20.05 million.
  • Adjusted Operating Income (Loss)- Drivetrain & Morse Systems: $250 million versus the two-analyst average estimate of $287.64 million.

View all Key Company Metrics for BorgWarner here>>>

Shares of BorgWarner have returned -7% over the past month versus the Zacks S&P 500 composite's +0.9% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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