BorgWarner stock heads toward October 29 results with USD 5.05 EPS floor

Published on 10/04/2026 at 16:27 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

BorgWarner stock posted Q2 adjusted EPS of USD 1.42, 12.7 percent above consensus on September 4. Its October 2 NYSE close was USD 60.52, 23.22 percent below the 52-week high.

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BorgWarner Inc. stock (ISIN US0997241064) closed at USD 60.52 on the NYSE on October 2, 2026, with a daily change of 0.23 percent. The next scheduled company event is the third-quarter 2026 results release on October 29, 2026, at 9:30 a.m. ET, according to MarketScreener. That date gives the stock a clear near-term checkpoint after a mixed second quarter.

October 29 brings the next test

BorgWarner reported adjusted second-quarter 2026 earnings of USD 1.42 per share, up 17.4 percent from the prior-year quarter and 12.7 percent above the USD 1.26 consensus, according to Zacks on September 4, 2026. Net sales reached USD 3.65 billion, 0.3 percent above the year-ago period and 1.8 percent above the USD 3.58 billion consensus.

The company raised its full-year 2026 adjusted EPS guidance to USD 5.05-5.30 from USD 5.00-5.20, while maintaining its sales outlook at USD 14.0-14.3 billion and its adjusted operating margin forecast at 10.7-10.9 percent, Zacks reported. The guidance range places earnings execution at the center of the October 29 release.

Battery weakness offsets operating gains

The quarter also exposed a key counter-factor. Battery Energy Systems revenue fell 37.1 percent year over year to USD 100 million, while its adjusted operating loss narrowed to USD 2 million from USD 12 million, according to Zacks.

Drivetrain and Morse Systems revenue increased 1.8 percent to USD 1.5 billion, and PowerDrive Systems sales rose 14.5 percent to USD 665 million. BorgWarner's second-quarter operating cash flow was USD 586 million, while free cash flow reached USD 492 million, supporting the board's USD 1 billion increase to the share-repurchase authorization.

Analysts set a higher benchmark

MarketBeat reported on September 30, 2026, that 15 brokerages carried a Moderate Buy consensus, with nine Buy ratings and six Holds. The average 12-month price target was USD 78.86, putting the target 30.30 percent above the October 2 NYSE close of USD 60.52, according to MarketBeat. The spread between current earnings execution and that valuation benchmark makes the next report especially important.

Stock stays below its yearly high

BorgWarner's October 2 NYSE close of USD 60.52 stood 23.22 percent below the 52-week high of USD 78.82 and above the 52-week low of USD 40.50. Market capitalization was USD 12.4 billion, with 2,152,386 shares traded.