Q1 Earnings Forecast for BorgWarner Issued By Zacks Research

BorgWarner Inc. (NYSE:BWA) – Research analysts at Zacks Research raised their Q1 2026 earnings per share (EPS) estimates for shares of BorgWarner in a note issued to investors on Wednesday, March 4th. Zacks Research analyst Team now expects that the auto parts company will earn $1.16 per share for the quarter, up from their previous forecast of $1.15. The consensus estimate for BorgWarner’s current full-year earnings is $4.28 per share. Zacks Research also issued estimates for BorgWarner’s Q2 2026 earnings at $1.25 EPS, Q3 2026 earnings at $1.26 EPS, FY2026 earnings at $5.03 EPS, Q1 2027 earnings at $1.29 EPS, Q2 2027 earnings at $1.39 EPS, Q3 2027 earnings at $1.41 EPS, Q4 2027 earnings at $1.45 EPS and FY2028 earnings at $5.93 EPS.

BorgWarner (NYSE:BWA) last issued its quarterly earnings results on Wednesday, February 11th. The auto parts company reported $1.35 EPS for the quarter, topping analysts’ consensus estimates of $1.16 by $0.19. The company had revenue of $3.57 billion during the quarter, compared to analyst estimates of $3.49 billion. BorgWarner had a return on equity of 17.89% and a net margin of 1.93%.The company’s quarterly revenue was up 3.9% compared to the same quarter last year. During the same period in the previous year, the company earned $1.01 earnings per share. BorgWarner has set its FY 2026 guidance at 5.000-5.200 EPS.

Other research analysts have also issued research reports about the stock. UBS Group lowered shares of BorgWarner from a “neutral” rating to a “sell” rating and upped their price objective for the company from $49.00 to $55.00 in a research report on Friday, February 20th. TD Cowen reiterated a “hold” rating on shares of BorgWarner in a research report on Thursday, February 12th. The Goldman Sachs Group lifted their price objective on BorgWarner from $54.00 to $78.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. Barclays upped their target price on BorgWarner from $55.00 to $70.00 and gave the company an “overweight” rating in a research note on Thursday, February 12th. Finally, JPMorgan Chase & Co. lifted their price target on shares of BorgWarner from $56.00 to $76.00 and gave the stock an “overweight” rating in a research note on Thursday, February 12th. Eight analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, BorgWarner presently has a consensus rating of “Hold” and an average price target of $59.14.

BorgWarner Price Performance

NYSE:BWA opened at $52.73 on Friday. The company has a debt-to-equity ratio of 0.69, a current ratio of 2.07 and a quick ratio of 1.70. BorgWarner has a one year low of $24.40 and a one year high of $70.08. The company has a fifty day moving average price of $51.94 and a 200 day moving average price of $46.49. The stock has a market cap of $10.92 billion, a P/E ratio of 42.18, a PEG ratio of 1.06 and a beta of 1.04.

Institutional Investors Weigh In On BorgWarner

A number of large investors have recently bought and sold shares of BWA. Acadian Asset Management LLC boosted its stake in BorgWarner by 23.7% in the first quarter. Acadian Asset Management LLC now owns 8,979 shares of the auto parts company’s stock worth $257,000 after purchasing an additional 1,723 shares in the last quarter. Sivia Capital Partners LLC acquired a new position in BorgWarner during the 2nd quarter worth about $339,000. Envestnet Asset Management Inc. grew its holdings in BorgWarner by 0.7% during the 2nd quarter. Envestnet Asset Management Inc. now owns 276,199 shares of the auto parts company’s stock worth $9,247,000 after acquiring an additional 2,054 shares during the last quarter. Hantz Financial Services Inc. increased its position in BorgWarner by 111.9% in the 2nd quarter. Hantz Financial Services Inc. now owns 1,108 shares of the auto parts company’s stock valued at $37,000 after acquiring an additional 585 shares in the last quarter. Finally, Assetmark Inc. raised its stake in shares of BorgWarner by 81.8% in the second quarter. Assetmark Inc. now owns 809 shares of the auto parts company’s stock worth $27,000 after acquiring an additional 364 shares during the last quarter. 95.67% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other BorgWarner news, EVP Tonit M. Calaway sold 16,000 shares of BorgWarner stock in a transaction on Friday, February 13th. The stock was sold at an average price of $65.08, for a total transaction of $1,041,280.00. Following the completion of the transaction, the executive vice president directly owned 240,251 shares of the company’s stock, valued at approximately $15,635,535.08. This trade represents a 6.24% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, VP Isabelle Mckenzie sold 3,500 shares of the stock in a transaction dated Friday, February 13th. The stock was sold at an average price of $63.26, for a total transaction of $221,410.00. Following the sale, the vice president owned 68,809 shares of the company’s stock, valued at $4,352,857.34. This trade represents a 4.84% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 49,550 shares of company stock worth $3,156,141 over the last three months. 0.45% of the stock is currently owned by corporate insiders.

BorgWarner Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Monday, March 16th. Shareholders of record on Monday, March 2nd will be given a $0.17 dividend. This represents a $0.68 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date is Monday, March 2nd. BorgWarner’s dividend payout ratio is 54.40%.

About BorgWarner

BorgWarner Inc is a global automotive supplier specializing in propulsion and drivetrain solutions for combustion, hybrid and electric vehicles. The company’s product portfolio includes turbochargers, thermal management systems, transmission components, e-Propulsion modules and advanced fuel-efficiency technologies. BorgWarner serves original equipment manufacturers (OEMs) across passenger cars, light trucks and commercial vehicles, supporting both legacy internal-combustion engines and emerging electrification trends.

Founded in 1928 through the merger of several driveline companies, BorgWarner has grown through strategic acquisitions and continuous investment in research and development.