CoverageForm 410-K10-Q8-K13D13G13F

BWA · Borgwarner Inc - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · BWA

Income Statement

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Revenue$14.32B$14.09B$14.20B$15.80B$14.84B$10.16B
Cost of Revenue$11.64B$11.44B$11.63B$12.70B$11.98B$8.26B
Gross Profit$2.67B$2.65B$2.57B$3.10B$2.85B$1.91B
R&D$710.00M$736.00M$717.00M$786.00M$707.00M$476.00M
SG&A$1.30B$1.35B$1.32B$1.61B$1.46B$951.00M
Total Operating Expenses------
D&A$719.00M$673.00M$582.00M$721.00M$772.00M$568.00M
Operating Income$536.00M$546.00M$1.16B$1.37B$1.15B$618.00M
Interest Expense$99.00M$84.00M$73.00M$78.00M$73.00M-
Income Tax$189.00M$111.00M$289.00M$292.00M$150.00M$397.00M
Net Income$277.00M$338.00M$625.00M$944.00M$537.00M$500.00M
EPS - Basic$1.29$1.51$2.68$3.53$1.98$2.07
EPS - Diluted$1.28$1.50$2.67$3.51$1.97$2.06

Balance Sheet

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Cash & Equivalents$2.31B$2.09B$1.53B$1.34B$1.84B$1.65B
Accounts Receivable$2.96B$2.84B$3.11B$3.32B$2.90B$2.92B
Inventory$1.21B$1.25B$1.31B$1.69B$1.53B$1.29B
Accounts Payable---$2.68B--
Current Assets$6.79B$6.52B$6.22B$6.62B$6.60B$6.17B
Total Assets$13.77B$13.99B$14.45B$16.99B$16.57B$16.03B
Current Liabilities$3.28B$3.65B$3.77B$4.24B$3.80B$3.81B
Long-term Debt$3.89B$3.76B$3.71B$4.17B$4.26B$3.74B
Total Liabilities$8.15B$8.29B$8.39B$9.49B$9.31B-
Stockholders' Equity$5.44B$5.53B$5.83B$7.22B$6.95B$6.43B
Retained Earnings$6.57B$6.41B$6.15B$7.45B$6.67B$6.30B

Cash Flow

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Operating Cash Flow$1.65B$1.38B$1.18B$1.57B$1.31B$1.18B
Investing Cash Flow($368.00M)($603.00M)($1.25B)($1.42B)($1.40B)($866.00M)
Financing Cash Flow($1.12B)($167.00M)($564.00M)($567.00M)$286.00M$437.00M
CapEx$469.00M$671.00M$832.00M$723.00M$666.00M$441.00M
Free Cash Flow$1.18B$711.00M$348.00M$846.00M$640.00M$743.00M

Ratios

MetricFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Profitability
Gross margin18.7%18.8%18.1%19.6%19.2%18.8%
Operating margin3.7%3.9%8.2%8.7%7.8%6.1%
EBITDA margin8.8%8.7%12.3%13.3%13.0%11.7%
Net margin1.9%2.4%4.4%6.0%3.6%4.9%
Free cash flow margin8.2%5.0%2.5%5.4%4.3%7.3%
FCF / Net income4.262.100.560.901.191.49
R&D / Revenue5.0%5.2%5.1%5.0%4.8%4.7%
SG&A / Revenue9.1%9.6%9.3%10.2%9.8%9.4%
Effective tax rate40.6%24.7%31.6%23.6%21.8%44.3%
Return on assets2.0%2.4%4.3%5.6%3.2%3.1%
Return on equity5.1%6.1%10.7%13.1%7.7%7.8%
Return on invested capital3.4%4.4%8.3%9.2%8.0%3.4%
Liquidity
Current ratio2.071.791.651.561.741.62
Quick ratio1.701.451.301.161.331.28
Cash ratio0.700.570.410.320.480.43
Leverage
Debt / Equity0.720.680.640.580.610.58
Debt / Assets0.280.270.260.250.260.23
Debt / EBITDA3.103.092.131.992.223.15
Interest coverage5.4x6.5x15.9x17.6x15.8x-
Equity multiplier2.532.532.482.352.392.49
Liabilities / Assets0.590.590.580.560.56-
Efficiency
Asset turnover1.041.010.980.930.900.63
Inventory turnover9.659.148.867.537.816.42
Days sales outstanding76d74d80d77d71d105d
Days inventory outstanding38d40d41d48d47d57d
Days payable outstanding---77d--
Cash conversion cycle---48d--
Valuation
P / E35.2x21.2x13.4x10.1x20.1x16.5x
P / B1.8x1.3x1.4x1.2x1.4x1.1x
P / S0.7x0.5x0.6x0.5x0.6x0.7x
EV / EBITDA9.0x7.2x6.1x5.4x6.2x7.9x
Growth
Revenue growth (YoY)1.6%-0.8%-10.1%6.5%46.0%-0.0%
Revenue CAGR (3y)-3.2%-1.7%11.8%15.8%12.1%1.2%
Revenue CAGR (5y)7.1%6.7%6.2%10.0%10.3%4.8%
Gross profit growth (YoY)1.0%3.1%-17.2%8.6%49.5%-9.1%
Operating income growth (YoY)-1.8%-52.9%-15.6%19.4%86.2%-52.6%
Net income growth (YoY)-18.0%-45.9%-33.8%75.8%7.4%-33.0%
EPS growth (YoY)-14.7%-43.8%-24.0%78.1%-4.3%-42.9%
EPS CAGR (3y)-28.6%-8.7%9.0%-0.9%-23.7%-0.3%
EPS CAGR (5y)-9.1%-16.1%-9.7%11.0%29.1%-5.3%
FCF growth (YoY)65.8%104.3%-58.9%32.2%-13.9%41.0%
FCF CAGR (5y)9.7%6.2%-9.7%6.4%3.6%20.7%
Book value growth (YoY)-1.6%-5.1%-19.3%4.0%8.1%36.6%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-12-31.

Business segments

$14.32B total
Turbos Thermal Technologies$5.77B · 40.3%
Drivetrain Morse Systems$5.63B · 39.4%
Power Drive Systems$2.32B · 16.2%
Battery Charging Systems$590.00M · 4.1%

Geographic

$19.07B total
CN$2.97B · 15.6%
Europe$2.84B · 14.9%
US$2.29B · 12.0%
MX$1.74B · 9.1%
DE$1.62B · 8.5%
Other Europe$1.51B · 7.9%
North America$1.40B · 7.4%
Asia$1.26B · 6.6%
PL$1.25B · 6.5%
KR$1.15B · 6.0%
HU$771.00M · 4.0%
Other Foreign$259.00M · 1.4%

Stability scores

Altman Z′

FY 2025 · bankruptcy risk

2.03
Grey zone

Private-firm variant - uses book equity instead of market cap. > 2.90 safe · 1.23-2.90 grey · < 1.23 distress.

Piotroski F-score

FY 2025 · 9-point quality

6/9
Neutral
  • Net income positive
  • Operating cash flow positive
  • ROA improved YoY
  • Cash flow > net income
  • Long-term debt decreased
  • Current ratio improved
  • No share dilution
  • Gross margin improved
  • Asset turnover improved

Peer comparison

Same SIC group: Motor Vehicle Parts & Accessories

CompanyRevenue (last FY)Net marginROE
ALSN$3.01B20.7%33.4%
ALV$10.81B6.8%28.6%
DAN$7.50B1.1%10.1%
PHIN$3.48B3.7%8.2%
XOS$45.99M-55.1%-108.7%

Comparing BORGWARNER INC against the 5 most active filers in the same SIC group.

Dividends

$0.68/share trailing 12 months · +54.5% YoY

Ex-datePer share
Jun 1, 2026$0.1700
Mar 2, 2026$0.1700
Dec 1, 2025$0.1700
Sep 2, 2025$0.1700
Jun 2, 2025$0.1100
Mar 3, 2025$0.1100
Dec 2, 2024$0.1100
Sep 3, 2024$0.1100
Jun 3, 2024$0.1100
Feb 29, 2024$0.1100
Nov 30, 2023$0.1100
Aug 31, 2023$0.1100
May 31, 2023$0.1496
Feb 28, 2023$0.1496
Nov 30, 2022$0.1496
Aug 31, 2022$0.1496
May 31, 2022$0.1496
Feb 28, 2022$0.1496
Nov 30, 2021$0.1496
Aug 31, 2021$0.1496
May 28, 2021$0.1496
Feb 26, 2021$0.1496
Nov 30, 2020$0.1496
Aug 31, 2020$0.1496