BorgWarner Inc. (BWA)

From the record

BorgWarner Inc.'s filings since 2017 show 1 warning event: a warning not to rely on past financial statements (8-K item 4.02, the latest 2018-06-15) (its current reports).

From the record

BorgWarner Inc.'s 10 filed years say what it did: revenue went from $9.1 billion in fiscal 2016 to $14 billion in fiscal 2025, up 5.2% a year; it rose in 6 of 9 years; the deepest fall was 3% from fiscal 2018 to fiscal 2020; net income was positive in 10 of 10 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2025-12-31, BorgWarner Inc.'s diluted share count shrank about 3.0% a year, and dividends and buybacks returned about 32% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 30 sales and 1 purchase of their own stock on the open market in the year to 2026-09-30, buying about $501 thousand (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2025-12-31, BorgWarner Inc. earned about 5 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 19 cents per dollar of everything the company owns. Leverage: it owed about 60 cents per dollar of assets, and net share issuance: its share count shrank 3.7% over the year (the filed statements).

From the record

BorgWarner Inc.'s standing among 35 graded names in its industry family: revenue of $14 billion in fiscal 2025 ranks in the top 10% by size; a net margin of 1.9% ranks in the top 50%; revenue growth of 4.3% a year over the last 3 filed years ranks in the top 41% (its annual reports).

From the record

BorgWarner Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Fadool, Joseph F. (President and CEO, as filed), filing under that title since 2025-03-04, 1.7 years (bottom 17% of its family); the 18 officers and directors filing in the last fifteen months have been on the record a median of 6.1 years (top 50%); 7 officer or director changes were reported on Form 8-K since 2023-11-13, against the 18 people in charge now (bottom 44%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

BorgWarner Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $2.3 billion against debt of $3.9 billion leaves -11.5% of its assets as net cash, top 50% of its family; cash from operations less capital spending is 8.2% of revenue (top 27%); a gross margin of 18.7% (bottom 41%); research spending of 5% of revenue (bottom 45%) (its annual report).

From the record

BorgWarner Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew 4.3% a year over the last three filed years against 5.2% over all 10, slowing (top 46% of its family); the newest year grew 1.6% (bottom 40%); research spending grew 0.4% a year (bottom 42%); capital spending grew -9% a year (bottom 36%) (its annual reports). BorgWarner Inc. reported 4 lines of business in fiscal 2025: Turbos Thermal Technologies at $5.8 billion (40%), Drivetrain Morse Systems at $5.6 billion (39%), Power Drive Systems at $2.3 billion (16%), and 1 more; 2 of 4 grew against the year before (its annual report).

From the record

BorgWarner Inc.'s newest year against its own record: revenue of $14 billion in fiscal 2025 came in 3.7% below the $15 billion its prior three years' pace pointed to (bottom 44% of its family); net income of $277 million against a prior three-year average of $636 million (bottom 29%); a net margin of 1.9% against 4.8% before (bottom 29%) (its annual reports).