BorgWarner stock reports a Q2 EPS beat and higher guidance
Published on 09/30/2026 at 11:16 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
BorgWarner Inc. (ISIN US0991991063) delivered adjusted earnings per share of USD 1.42 in Q2 2026, ahead of the USD 1.26 consensus. The result and the higher full-year outlook keep earnings execution at the center of the stock story.
Q2 earnings beat expectations
According to Yahoo Finance on September 4, 2026, Q2 net sales rose 0.3 percent year over year to USD 3.65 billion and exceeded the USD 3.58 billion consensus by 1.8 percent. Adjusted EPS rose 17.4 percent year over year, while adjusted operating margin expanded 100 basis points to 11.3 percent.
The mix was uneven. PowerDrive Systems sales grew 14.5 percent year over year to USD 665 million, while Battery Energy Systems revenue fell 37.1 percent to USD 100 million, according to Yahoo Finance on September 4, 2026.
Guidance points to higher EPS
BorgWarner 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 14.00-14.30 billion and adjusted operating margin forecast at 10.7-10.9 percent. The company also reported Q2 operating cash flow of USD 586 million and free cash flow of USD 492 million.
That combination gives the earnings update two distinct signals: profit conversion improved, but the Battery Energy Systems decline remains a material counterweight. The updated EPS range is therefore more informative than the modest 0.3 percent sales increase.
Analysts set a higher target
MarketBeat reported on September 30, 2026, that the analyst consensus was Moderate Buy, with an average one-year price target of USD 78.86. Barclays raised its target from USD 83.00 to USD 85.00 on August 10, 2026, while TD Cowen lifted its target from USD 67.00 to USD 68.00 on August 6, 2026.
The next scheduled checkpoint is October 29, 2026. Morningstar reported on September 22, 2026, that BorgWarner will present its third-quarter results on that date at 9:30 a.m. Eastern Time.
Market value and trading range
BorgWarner had a market capitalization of USD 12.5 billion as of September 29, 2026. Its 52-week range was USD 40.50 to USD 78.82, placing the latest finance quote below the yearly high and leaving the next earnings release as the clearest dated company checkpoint.
SEC records BorgWarner's common stock under ticker BWA on the New York Stock Exchange. The same September 4, 2026 filing said turbine generator production is expected to begin in 2027, with initial installed capacity of 2 GW and first-year sales projected above USD 300 million.
BorgWarner stock facts
- Company: BorgWarner Inc.
- ISIN: US0991991063
- Ticker: BWA
- Primary exchange: New York Stock Exchange
- Market capitalization: USD 12.5 billion as of September 29, 2026
- 52-week range: USD 40.50-78.82 as of September 29, 2026
- Sector / Industry: Consumer Cyclical / Auto - Parts
- Next earnings date: October 29, 2026
