Equity Profile

BWA

BorgWarner Inc.

Consumer DiscretionaryAutomotive Parts & Equipment$13.1B

May6Wed

Post-Earnings Recap

ReportedQ1-2026Pre-Market6:30 AM EDT

BorgWarner Inc. Beats on EPS, Stock Up 3.75%

Metric	Actual	Expected	Surprise
EPS	$1.24	$1.17	+6.80%
Revenue	—	$3.5B	—

management commentary, guidance changes, and full analysis available with Pro.

BorgWarner Inc. Beats on EPS, Stock Up 3.75%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$1.24	$1.17	+6.80%
Revenue	—	$3.5B	—

Management Commentary

Tone: Unknown

No transcript is on record, and the analysis is based on numerical results only.

What It Means

BorgWarner's earnings report showed a positive surprise on EPS, which likely contributed to the stock's 3.75% increase. However, revenue figures were not disclosed, leaving some uncertainty about overall performance. Investors may view the EPS beat as a sign of operational strength, but the lack of revenue details could temper enthusiasm.

Company Snapshot

BorgWarner Inc. is a global leader in automotive parts and equipment, focusing on technologies that improve vehicle performance and efficiency....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well BorgWarner is managing costs and generating income.

$1.17

Revenue

Revenue growth is crucial for assessing the company's overall performance and market demand for its products.

$3.5B

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

BorgWarner Inc. is a global leader in automotive parts and equipment, focusing on technologies that improve vehicle performance and efficiency. As a player in the consumer discretionary sector, it is well-positioned to benefit from trends in electric vehicles and increased consumer spending on automotive innovations.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+13.74%

Avg Stock Reaction

+5.79%

Last Quarter Recap

In Q4 2025, BorgWarner reported an EPS of $1.35, exceeding estimates and showing a strong performance. The stock reacted positively, gaining over 22% the next day.

Management Promises & Guidance

Continued focus on electric vehicle technologies.
Commitment to improving operational efficiencies.
Plans to expand into emerging markets.

Expectations

Wall Street Expectations

Analysts expect BorgWarner to report solid earnings, with a consensus EPS of $1.17 and revenue of $3.5B. The company has a strong track record of beating earnings expectations.

Bull Case

If BorgWarner can leverage its innovations in electric vehicle technology, it may exceed revenue expectations and see significant stock appreciation.

Bear Case

Conversely, if the company faces supply chain issues or lower demand for traditional automotive parts, it could miss earnings estimates and negatively impact the stock.

Key Metrics to Watch

EPS

$1.17

Earnings per share is a key indicator of profitability and will show how well BorgWarner is managing costs and generating income.

Revenue

$3.5B

Revenue growth is crucial for assessing the company's overall performance and market demand for its products.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will BorgWarner's EPS exceed the consensus estimate of $1.17?

A beat on EPS could reinforce investor confidence and lead to a positive stock reaction, given the company's strong historical performance.

What is the outlook for revenue growth in the electric vehicle segment?

Investors are keen to understand how BorgWarner is positioning itself in the growing electric vehicle market, which could significantly impact future earnings.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate BorgWarner's ability to capitalize on the electric vehicle market, as recent innovations could drive higher-than-expected demand.

Supporting Evidence

BorgWarner has consistently beaten EPS estimates in the past, indicating strong operational performance.

The options market is pricing a larger move than historical averages, suggesting heightened expectations.

Recent trends in electric vehicle adoption may not be fully reflected in current revenue forecasts.

Key Risk

If electric vehicle revenue growth significantly exceeds expectations, it could challenge the current consensus.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether BorgWarner can maintain its momentum in a competitive automotive landscape while adapting to shifts toward electric vehicles.

Bull Confirmed If

Exceeding $1.17 in EPS and demonstrating strong growth in electric vehicle revenue.

Bear Confirmed If

Falling below the consensus EPS of $1.17 and showing weakness in revenue growth.

Pre-Earnings Positioning

Options Market

Implied Move

±9.47%

Historical Avg

±6.5%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±12.1% while BWA has averaged ±6.5% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.8%

30d HV

35.0%

Calls (222K)P/C Ratio: 0.75Puts (58K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If BorgWarner beats expectations, history suggests a potential stock increase of around 6.37%, confirming the company's strong growth trajectory.

In-Line / Cautious

An in-line report may lead to a muted reaction, with the stock possibly moving sideways as investors await further guidance.

Miss

If the company misses earnings expectations, history suggests a potential decline in stock price, reflecting investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on electric vehicle revenue growth and market share.
2Any changes in guidance regarding supply chain challenges.
3Details on new product launches or innovations.
4Insights into cost management strategies and operational efficiencies.
5Management's outlook on consumer demand trends.

See the full picture

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Company Snapshot

BorgWarner Inc. is a global leader in automotive parts and equipment, focusing on technologies that improve vehicle performance and efficiency....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well BorgWarner is managing costs and generating income.

$1.17

Revenue

Revenue growth is crucial for assessing the company's overall performance and market demand for its products.

$3.5B

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+13.74%

Avg Stock Reaction

+5.79%

Last Quarter Recap

In Q4 2025, BorgWarner reported an EPS of $1.35, exceeding estimates and showing a strong performance. The stock reacted positively, gaining over 22% the next day.

Management Promises & Guidance

Continued focus on electric vehicle technologies.
Commitment to improving operational efficiencies.
Plans to expand into emerging markets.

Expectations

Wall Street Expectations

Analysts expect BorgWarner to report solid earnings, with a consensus EPS of $1.17 and revenue of $3.5B. The company has a strong track record of beating earnings expectations.

Bull Case

If BorgWarner can leverage its innovations in electric vehicle technology, it may exceed revenue expectations and see significant stock appreciation.

Bear Case

Conversely, if the company faces supply chain issues or lower demand for traditional automotive parts, it could miss earnings estimates and negatively impact the stock.

Key Metrics to Watch

EPS

$1.17

Earnings per share is a key indicator of profitability and will show how well BorgWarner is managing costs and generating income.

Revenue

$3.5B

Revenue growth is crucial for assessing the company's overall performance and market demand for its products.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will BorgWarner's EPS exceed the consensus estimate of $1.17?

A beat on EPS could reinforce investor confidence and lead to a positive stock reaction, given the company's strong historical performance.

What is the outlook for revenue growth in the electric vehicle segment?

Investors are keen to understand how BorgWarner is positioning itself in the growing electric vehicle market, which could significantly impact future earnings.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate BorgWarner's ability to capitalize on the electric vehicle market, as recent innovations could drive higher-than-expected demand.

Supporting Evidence

BorgWarner has consistently beaten EPS estimates in the past, indicating strong operational performance.

The options market is pricing a larger move than historical averages, suggesting heightened expectations.

Recent trends in electric vehicle adoption may not be fully reflected in current revenue forecasts.

Key Risk

If electric vehicle revenue growth significantly exceeds expectations, it could challenge the current consensus.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether BorgWarner can maintain its momentum in a competitive automotive landscape while adapting to shifts toward electric vehicles.

Bull Confirmed If

Exceeding $1.17 in EPS and demonstrating strong growth in electric vehicle revenue.

Bear Confirmed If

Falling below the consensus EPS of $1.17 and showing weakness in revenue growth.

Pre-Earnings Positioning

Options Market

Implied Move

±9.47%

Historical Avg

±6.5%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±12.1% while BWA has averaged ±6.5% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.8%

30d HV

35.0%

Calls (222K)P/C Ratio: 0.75Puts (58K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If BorgWarner beats expectations, history suggests a potential stock increase of around 6.37%, confirming the company's strong growth trajectory.

In-Line / Cautious

An in-line report may lead to a muted reaction, with the stock possibly moving sideways as investors await further guidance.

Miss

If the company misses earnings expectations, history suggests a potential decline in stock price, reflecting investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on electric vehicle revenue growth and market share.
2Any changes in guidance regarding supply chain challenges.
3Details on new product launches or innovations.
4Insights into cost management strategies and operational efficiencies.
5Management's outlook on consumer demand trends.