Reading the tape
NYSE: BWA
BorgWarner Inc.
Consumer Cyclical · Auto - Parts
Market Cap
$11.86B
52w High
$70.08
52w Low
$28.92
P/E
44.01
Volume
3.29M
Outstanding Shares
207.05M
Price vs Fundamentals
Why The Stock Is Moving
Fundamentals are supporting the moveModerate confidence
Note: The most recent financial data is over 3 months old. Metrics shown may not reflect the latest reporting period.
1Y Price: 94.43%Revenue (TTM): 1.65%FCF (TTM): 106.17%P/FCF: 23rd pct
What changed
The stock rose 94.43% over the last year. Revenue grew 1.65% over the trailing twelve months. Operating margin moved from 9.03% to 9.59%. Free cash flow grew 106.17% over the trailing twelve months.
What the market seems to be pricing
The stock move broadly lines up with stronger business momentum, and the shares are still only around the 23rd percentile of their historical P/FCF range.
What would invalidate this read
Operating margin is at 9.59%. Revenue grew 1.65% — this thesis depends on that trajectory holding. If revenue growth, margins, or free cash flow roll over while the stock keeps climbing, more of the move would be coming from multiple expansion than business progress.
Company profile
BorgWarner Inc. provides solutions for combustion, hybrid, and electric vehicles worldwide.
CEOJoseph F. Fadool
SectorConsumer Cyclical
IndustryAuto - Parts
Employees38,300
IPO dateAug 13, 1993
Valuation
Forward P/E—
EV/EBITDA5.54
Enterprise value$11.62B
Stock splits
Jul 5, 2023↑ Forward
Every 125 shares became 142
Dec 17, 2013↑ Forward
Every 1 shares became 2
Dec 18, 2007↑ Forward
Every 1 shares became 2
May 18, 2004↑ Forward
Every 1 shares became 2
Profitability & growth
Revenue growth3.96%
Gross margin18.71%▲0.90%vs FY2024
Operating margin9.59%▲7.59%vs FY2024
ROE5.09%▼16.69%vs FY2024
Analyst consensus
RatingBuy
Target price$68.80▲20.15%
20
Buy
16
Hold
2
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
May 6, 2026
Q2 FY26 · EPS est $1.16 · Revenue est $3.5B
View
Dividends
$0.68/shareQuarterlyEx-div Jun 1, 2026 · in 26dSafeBWA pays a dividend with a 1.19% declared yield, growing at 2.58% annually, covered 9.9× by free cash flow.
Declared Yield
1.19%
Annual Div / Share
$0.68
TTM $0.62
5yr CAGR
+2.58%
Doubles every ~27.2yr
Payout Ratio
42.96%
Safe
Dividend Growth Rate
3yr CAGR
+4.34%
5yr CAGR
+2.58%
10yr CAGR
+4.04%
Dividend Safety
9/10Safe
Dividend History
Annualized dividend cycles per share
YearAnnual DivYoY
2026$0.68+54.5%
2025$0.44+0.0%
2024$0.44-26.5%
2023$0.60+0.0%
2022$0.60+0.0%
2021$0.60+0.0%
2020$0.60+0.0%
Income Projection
Invest
$
Growth rate:
Reinvest dividends
Today
$12/yr
$1/mo
In 5 yrs
$13/yr+14%
$1/mo
In 10 yrs
$15/yr+29%
$1/mo
| Today | In 5 yrs | In 10 yrs |
|---|---|---|
$12/yr $1/mo | $13/yr+14% $1/mo | $15/yr+29% $1/mo |
Yield-on-cost grows from 1.19% → 1.53% over 10yr
Analysis
Dividend Strengths
Well-covered by free cash flow
The dividend is covered 9.9× by free cash flow, indicating the company generates sufficient cash to sustain and potentially grow the payout without straining its finances.
Risks to Watch
No strong risk signal stands out from the latest period pair.