Equity Profile

BWA

BorgWarner Inc.

Consumer DiscretionaryAutomotive Parts & Equipment$14.9B

Jul30Thu

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

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

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a critical measure of the company's profitability and an indicator of financial health.

Expected to be around $1.24.

Revenue Growth

Revenue growth is essential for assessing the company's ability to expand its market share and invest in new technologies.

Not available.

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

BWA Q2-2026 Earnings Preview

Context

Company Snapshot

BorgWarner Inc. (BWA) is a global leader in automotive parts and equipment, focusing on technologies that enhance vehicle performance and efficiency. As the automotive industry shifts towards electrification and sustainability, BorgWarner's innovations are increasingly relevant, making it a key player in the consumer discretionary sector.

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 Q1-2026, BorgWarner reported an EPS of $1.24, beating expectations by 6.8%. The stock reacted positively, gaining 3.75% the following day.

Management Promises & Guidance

Continued focus on electric vehicle technologies.
Commitment to improving operational efficiency.
Plans to expand into new markets.

Expectations

Wall Street Expectations

Overall, investors are cautiously optimistic about BorgWarner's upcoming earnings, especially given its recent track record of beating EPS estimates.

Bull Case

If BorgWarner continues to outperform expectations, particularly in EPS, it could signal strong demand for its products and a robust market position.

Bear Case

Conversely, any signs of slowing revenue growth or increased costs could raise concerns about the company's ability to maintain profitability.

Key Metrics to Watch

Earnings Per Share (EPS)

Expected to be around $1.24.

EPS is a critical measure of the company's profitability and an indicator of financial health.

Revenue Growth

Not available.

Revenue growth is essential for assessing the company's ability to expand its market share and invest in new technologies.

Operating Margin

Not available.

Operating margin reflects the efficiency of the company's operations and its ability to manage costs.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the EPS for Q2-2026?

Given the company's strong history of EPS surprises, this figure will be crucial for investor sentiment and stock performance.

How is BorgWarner managing costs amid rising material prices?

Cost management is vital for maintaining margins, especially in a competitive market where input costs are volatile.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate BorgWarner's ability to capitalize on the growing electric vehicle market, which could drive higher-than-expected demand.

Supporting Evidence

BorgWarner has consistently beaten EPS estimates, indicating stronger operational performance than anticipated.

The company's recent investments in electric vehicle technologies are not fully reflected in current valuations.

Options pricing suggests significant volatility, which may indicate that the market is not fully confident in the company's outlook.

Key Risk

If BorgWarner reports an EPS below $1.15, it could challenge the bullish narrative around its growth potential.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether BorgWarner can sustain its growth trajectory amidst economic pressures and industry changes.

Bull Confirmed If

An EPS of $1.30 or higher would confirm strong demand and effective cost management.

Bear Confirmed If

An EPS below $1.15 would raise concerns about profitability and market conditions.

Pre-Earnings Positioning

Options Market

Implied Move

±26.22%

Historical Avg

±6.5%

Pricing rich

The options market is pricing in a significant move, indicating heightened uncertainty or expectations for volatility around the earnings report.

Options are pricing ±26.2% while BWA has averaged ±6.5% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.5%

30d HV

42.5%

Calls (915K)P/C Ratio: 0.14Puts (85K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If BorgWarner beats expectations, history suggests the stock could rise by around 5.79%, confirming the company's strong market position.

In-Line / Cautious

If results are in line with expectations but management is cautious, the stock may react modestly, reflecting uncertainty.

Miss

A miss could lead to a decline, with historical patterns suggesting a potential drop of around 6.54%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on electric vehicle product launches.
2Details on cost management strategies amid rising material prices.
3Insights into market demand for automotive parts.
4Future guidance on revenue expectations.
5Commentary on competitive pressures in the automotive sector.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

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

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a critical measure of the company's profitability and an indicator of financial health.

Expected to be around $1.24.

Revenue Growth

Revenue growth is essential for assessing the company's ability to expand its market share and invest in new technologies.

Not available.

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

BWA Q2-2026 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 Q1-2026, BorgWarner reported an EPS of $1.24, beating expectations by 6.8%. The stock reacted positively, gaining 3.75% the following day.

Management Promises & Guidance

Continued focus on electric vehicle technologies.
Commitment to improving operational efficiency.
Plans to expand into new markets.

Expectations

Wall Street Expectations

Overall, investors are cautiously optimistic about BorgWarner's upcoming earnings, especially given its recent track record of beating EPS estimates.

Bull Case

If BorgWarner continues to outperform expectations, particularly in EPS, it could signal strong demand for its products and a robust market position.

Bear Case

Conversely, any signs of slowing revenue growth or increased costs could raise concerns about the company's ability to maintain profitability.

Key Metrics to Watch

Earnings Per Share (EPS)

Expected to be around $1.24.

EPS is a critical measure of the company's profitability and an indicator of financial health.

Revenue Growth

Not available.

Revenue growth is essential for assessing the company's ability to expand its market share and invest in new technologies.

Operating Margin

Not available.

Operating margin reflects the efficiency of the company's operations and its ability to manage costs.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the EPS for Q2-2026?

Given the company's strong history of EPS surprises, this figure will be crucial for investor sentiment and stock performance.

How is BorgWarner managing costs amid rising material prices?

Cost management is vital for maintaining margins, especially in a competitive market where input costs are volatile.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate BorgWarner's ability to capitalize on the growing electric vehicle market, which could drive higher-than-expected demand.

Supporting Evidence

BorgWarner has consistently beaten EPS estimates, indicating stronger operational performance than anticipated.

The company's recent investments in electric vehicle technologies are not fully reflected in current valuations.

Options pricing suggests significant volatility, which may indicate that the market is not fully confident in the company's outlook.

Key Risk

If BorgWarner reports an EPS below $1.15, it could challenge the bullish narrative around its growth potential.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether BorgWarner can sustain its growth trajectory amidst economic pressures and industry changes.

Bull Confirmed If

An EPS of $1.30 or higher would confirm strong demand and effective cost management.

Bear Confirmed If

An EPS below $1.15 would raise concerns about profitability and market conditions.

Pre-Earnings Positioning

Options Market

Implied Move

±26.22%

Historical Avg

±6.5%

Pricing rich

The options market is pricing in a significant move, indicating heightened uncertainty or expectations for volatility around the earnings report.

Options are pricing ±26.2% while BWA has averaged ±6.5% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.5%

30d HV

42.5%

Calls (915K)P/C Ratio: 0.14Puts (85K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If BorgWarner beats expectations, history suggests the stock could rise by around 5.79%, confirming the company's strong market position.

In-Line / Cautious

If results are in line with expectations but management is cautious, the stock may react modestly, reflecting uncertainty.

Miss

A miss could lead to a decline, with historical patterns suggesting a potential drop of around 6.54%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on electric vehicle product launches.
2Details on cost management strategies amid rising material prices.
3Insights into market demand for automotive parts.
4Future guidance on revenue expectations.
5Commentary on competitive pressures in the automotive sector.