BorgWarner Inc., US0991991063

BorgWarner stock reports USD 1.42 adjusted EPS in Q2

Published on 09/29/2026 at 11:50 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

BorgWarner stock posted USD 3.65 billion in Q2 sales and raised adjusted EPS guidance to USD 5.05-5.30 for fiscal 2026. RBC set a Moderate Buy view.

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BorgWarner Inc. (ISIN US0991991063) delivered adjusted earnings of USD 1.42 per share in Q2 2026, up 17.40 percent from the year-earlier period. The result beat the Zacks consensus of USD 1.26, while sales reached USD 3.65 billion, according to Yahoo Finance on September 4, 2026.

Guidance rises despite uneven demand

The Q2 figures covered the quarter ended June 30, 2026. BorgWarner raised its full-year adjusted EPS guidance to USD 5.05-5.30 from USD 5.00-5.20, while keeping its sales outlook at USD 14.00-14.30 billion and its adjusted operating margin forecast at 10.70-10.90 percent, Yahoo Finance reported.

The operating picture remains mixed across the portfolio. Battery Energy Systems sales fell 37.10 percent year over year to USD 100.00 million, while PowerDrive Systems sales increased 14.50 percent to USD 665.00 million. The contrast matters because the guidance increase came alongside an expected organic revenue decline of 1.50-3.50 percent for 2026.

Analysts set a higher target

Royal Bank of Canada upgraded BorgWarner to Moderate Buy on September 2, 2026, and the analyst consensus price target stood at USD 76.67. The target was reported by MarketBeat on September 2, 2026.

BorgWarner also authorized a USD 1.00 billion share-repurchase program on August 5, 2026, allowing buybacks of up to 7.70 percent of outstanding shares. The quarterly dividend was USD 0.17 per share, according to MarketBeat.

NYSE quote remains below yearly high

BorgWarner was last at USD 61.07 on the NYSE on September 28, 2026 at 4:00 p.m. ET. Its market capitalization was USD 12.5 billion as of September 28, 2026, and the 52-week range was USD 40.50-78.82. The latest quote sat below the yearly high, leaving the earnings trajectory and the Battery Energy Systems decline as the key counterweights in the stock story.