Q1 Earnings Forecast for BorgWarner Issued By Zacks Research

BorgWarner Inc. (NYSE:BWA) – Equities researchers at Zacks Research raised their Q1 2026 earnings per share (EPS) estimates for BorgWarner in a report released on Wednesday, March 4th. Zacks Research analyst Team now forecasts that the auto parts company will post earnings of $1.16 per share for the quarter, up from their prior 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 announced its earnings results on Wednesday, February 11th. The auto parts company reported $1.35 earnings per share for the quarter, topping analysts’ consensus estimates of $1.16 by $0.19. The company had revenue of $3.57 billion for 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 firm’s quarterly revenue was up 3.9% compared to the same quarter last year. During the same quarter last year, the company earned $1.01 earnings per share. BorgWarner has set its FY 2026 guidance at 5.000-5.200 EPS.

Other equities analysts also recently issued reports about the stock. Wells Fargo & Company upped their price target on shares of BorgWarner from $52.00 to $75.00 and gave the company an “overweight” rating in a research note on Thursday, February 12th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of BorgWarner in a report on Wednesday, January 21st. UBS Group raised BorgWarner from a “sell” rating to a “neutral” rating and set a $55.00 price target on the stock in a research report on Friday. Morgan Stanley set a $60.00 price objective on BorgWarner in a report on Thursday, February 12th. Finally, New Street Research set a $66.00 price target on BorgWarner in a research report on Thursday, February 12th. Eight analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $61.31.

BorgWarner Stock Down 1.9%

BWA stock opened at $51.72 on Friday. BorgWarner has a fifty-two week low of $24.40 and a fifty-two week high of $70.08. The company has a debt-to-equity ratio of 0.69, a current ratio of 2.07 and a quick ratio of 1.70. The stock has a market capitalization of $10.71 billion, a price-to-earnings ratio of 41.38, a PEG ratio of 1.07 and a beta of 1.04. The business’s fifty day moving average price is $52.06 and its two-hundred day moving average price is $46.56.

Hedge Funds Weigh In On BorgWarner

A number of institutional investors have recently added to or reduced their stakes in the stock. Vanguard Group Inc. boosted its position in BorgWarner by 2.5% in the third quarter. Vanguard Group Inc. now owns 27,578,374 shares of the auto parts company’s stock valued at $1,212,345,000 after buying an additional 667,788 shares in the last quarter. Dimensional Fund Advisors LP lifted its stake in shares of BorgWarner by 1.5% in the 4th quarter. Dimensional Fund Advisors LP now owns 11,961,482 shares of the auto parts company’s stock valued at $538,996,000 after acquiring an additional 178,853 shares during the last quarter. AQR Capital Management LLC boosted its holdings in shares of BorgWarner by 22.7% during the 4th quarter. AQR Capital Management LLC now owns 9,222,352 shares of the auto parts company’s stock valued at $415,559,000 after acquiring an additional 1,703,576 shares in the last quarter. State Street Corp boosted its holdings in shares of BorgWarner by 5.3% during the 2nd quarter. State Street Corp now owns 7,633,760 shares of the auto parts company’s stock valued at $255,578,000 after acquiring an additional 380,942 shares in the last quarter. Finally, LSV Asset Management grew its position in BorgWarner by 6.7% during the 4th quarter. LSV Asset Management now owns 6,446,541 shares of the auto parts company’s stock worth $290,481,000 after acquiring an additional 402,887 shares during the last quarter. 95.67% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at BorgWarner

In other news, EVP Tonit M. Calaway sold 9,725 shares of the stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $62.61, for a total value of $608,882.25. Following the completion of the transaction, the executive vice president owned 230,526 shares of the company’s stock, valued at approximately $14,433,232.86. This represents a 4.05% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Tania Wingfield sold 17,867 shares of the firm’s stock in a transaction that occurred on Friday, February 13th. The shares were sold at an average price of $63.43, for a total transaction of $1,133,303.81. Following the completion of the sale, the executive vice president owned 45,429 shares in the company, valued at approximately $2,881,561.47. The trade was a 28.23% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 49,550 shares of company stock valued at $3,156,141 over the last ninety days. 0.45% of the stock is owned by corporate insiders.

BorgWarner Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, March 16th. Investors of record on Monday, March 2nd will be given a dividend of $0.17 per share. This represents a $0.68 annualized dividend and a dividend yield of 1.3%. The ex-dividend date is Monday, March 2nd. BorgWarner’s dividend payout ratio is currently 54.40%.

Key Stories Impacting BorgWarner

Here are the key news stories impacting BorgWarner this week:

• Positive Sentiment: Zacks Research raised multiple quarterly and full‑year earnings estimates — including lifting FY2026 to $5.03 (from $4.66) and issuing FY2028 at $5.93 — signaling a stronger earnings trajectory than previously modeled. This is a fundamental catalyst that can support higher valuation. Zacks/MarketBeat Estimates Lift
• Positive Sentiment: UBS upgraded BWA from “sell” to “neutral” and set a $55 price target (~6.6% above the current price), reflecting improving analyst sentiment and reducing downside risk from prior negative coverage. Benzinga: UBS Upgrade
• Neutral Sentiment: Zacks published a feature arguing BorgWarner is a “strong growth stock” highlighting style/score metrics that could attract growth-minded investors, but this is narrative support rather than a fresh financial catalyst. Here’s Why BorgWarner is a Strong Growth Stock
• Neutral Sentiment: Another Zacks piece asks if investors are undervaluing BWA, which can influence sentiment and flows but doesn’t change fundamentals by itself. Are Investors Undervaluing BorgWarner?
• Neutral Sentiment: A Zacks summary of Wall Street price targets highlights a consensus implying ~27.7% upside, which may attract momentum buyers but is a forward-looking estimate with typical uncertainty. Wall Street Analysts Think BWA Could Surge

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.