HighGravityDataCurrent guidance
31 items
BorgWarner
Guidance from BorgWarner’s last 8 earnings releases. Every value links to its sentence in the filing. See something wrong? Tell us.
Releases tracked
8
Latest release
Aug 5, 2026
Data checked
Aug 5, 2026
What changed in the Aug 5, 2026 release
Each item compared with the same item in the previous release (May 6, 2026). Values in quotation marks are the company’s words.
New — first stated in this releaseRaised / Lowered / Narrowed / Widened — changed from the prior releaseRevised — wording changed, direction not determinableChanged — value changed; the comparison couldn’t be parsed to a directionReiterated — restated unchangedNot restated — stated before, absent nowRaised and lowered describe the number, not whether the change is favorable.
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| New | Net sales implied year-over-year organic net sales change | for FY2026 | — | “down 3.5% to down 1.5%” | Filing ↗ |
| New | Organic net sales | for FY2026 | — | “down 3.5% to down 1.5%” | Filing ↗ |
| Raised | Adjusted net earnings per diluted share | for FY2026 | “$5.00 to $5.20” | “$5.05 to $5.30” | Filing ↗ |
| Raised | U.S. GAAP net earnings per diluted share | for FY2026 | “$4.70 to $4.87” | “$4.72 to $4.94” | Filing ↗ |
| Lowered | U.S. GAAP operating margin | for FY2026 | “9.7% to 9.9%” | “9.6% to 9.8%” | Filing ↗ |
| Raised | Battery Energy Systems segment year-over-year sales decline | for FY2026 | “approximately $210 million” | “approximately $250 million” | Filing ↗ |
| New | Estimated Year-Over-Year Change in Production - Light vehicle - BorgWarner Weighted Total | for FY2026 | — | “(3)% to 0%” | Filing ↗ |
| New | Estimated Year-Over-Year Change in Production - Light vehicle - Total | for FY2026 | — | “(3)% to (1)%” | Filing ↗ |
| Lowered | Estimated Year-Over-Year Change in Production, Light vehicle - China | for FY2026 | “(4)% to (1)%” | “(7)% to (4)%” | Filing ↗ |
| Narrowed | Estimated Year-Over-Year Change in Production, Light vehicle - Europe | for FY2026 | “(2)% to 0.5%” | “(2)% to 1%” | Filing ↗ |
| Narrowed | Estimated Year-Over-Year Change in Production, Light vehicle - North America | for FY2026 | “(5)% to (1)%” | “(2.5)% to 1.5%” | Filing ↗ |
| Lowered | Foreign currencies impact on sales | for FY2026 | “a year-over-year increase in sales of approximately $200 million” | “a year-over-year increase in sales of approximately $175 million” | Filing ↗ |
| New | R&D spending | for FY2026 | — | “plans to increase 2026 R&D spending” | Filing ↗ |
| Reiterated | Net sales | for FY2026 | “$14.0 billion to $14.3 billion” | “$14.0 billion to $14.3 billion” | Filing ↗ |
| Reiterated | Adjusted operating margin | for FY2026 | “10.7% to 10.9%” | “10.7% to 10.9%” | Filing ↗ |
| Reiterated | Free cash flow | for FY2026 | “$900 million to $1,100 million” | “$900 million to $1,100 million” | Filing ↗ |
| Reiterated | Operating cash flow | for FY2026 | “$1,600 million to $1,700 million” | “$1,600 million to $1,700 million” | Filing ↗ |
| Reiterated | Weighted light vehicle markets | for FY2026 | “down 3% to approximately flat” | “down 3% to approximately flat” | Filing ↗ |
Show 8 items not restated in this release
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| Not restated | Operating margin | for FY2026 | “9.7% to 9.9%” | — | Filing ↗ |
| Not restated | Turbine generator system estimated sales, first year of production | for FY2027 | “more than $300 million” | — | Filing ↗ |
| Not restated | Battery & Charging Systems segment sales, year-over-year change | for FY2026 | “approximately $210 million” | — | Filing ↗ |
| Not restated | Estimated year-over-year change in light vehicle production - Europe | for FY2026 | “(3)% to 0%” | — | Filing ↗ |
| Not restated | Estimated year-over-year change in light vehicle production - Total BorgWarner Weighted | for FY2026 | “(3)% to (1)%” | — | Filing ↗ |
| Not restated | Estimated Year-Over-Year Change in Production, Light vehicle - Total BorgWarner Weighted Total | for FY2026 | “(3)% to 0%” | — | Filing ↗ |
| Not restated | Foreign currencies impact on sales, year-over-year | for FY2026 | “approximately $200 million” | — | Filing ↗ |
| Not restated | Turbine generator system estimated sales | No period stated | “more than $300 million” | — | Filing ↗ |
Current guidance
Guidance for periods that have not yet ended, at its most recent value, grouped by horizon.
Current fiscal year
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Net sales | “$14.0 billion to $14.3 billion” | for FY2026 | GAAP-tied | Feb 11, 2026 | 3 | Filing ↗ |
| Net sales implied year-over-year organic net sales change | “down 3.5% to down 1.5%” | for FY2026 | Company-defined | Aug 5, 2026 | 1 | Filing ↗ |
| Organic net sales | “down 3.5% to down 1.5%” | for FY2026 | Company-defined | Aug 5, 2026 | 1 | Filing ↗ |
| Organic net sales change (implied by) | “down 3.5% to down 1.5%” | for FY2026 | Company-defined | May 6, 2026 | 1 | Filing ↗ |
| Organic sales change (year-over-year, implied by net sales) | “down 3.5% to down 1.5%” | for FY2026 | Company-defined | Feb 11, 2026 | 1 | Filing ↗ |
| Adjusted net earnings per diluted share | “$5.05 to $5.30” | for FY2026 | Company-defined | Feb 11, 2026 | 3 | Filing ↗ |
| Adjusted operating margin | “10.7% to 10.9%” | for FY2026 | Company-defined | Feb 11, 2026 | 3 | Filing ↗ |
| Operating margin | “9.7% to 9.9%” | for FY2026 | GAAP-tied | Feb 11, 2026 | 2 | Filing ↗ |
| U.S. GAAP net earnings per diluted share | “$4.72 to $4.94” | for FY2026 | GAAP-tied | Feb 11, 2026 | 3 | Filing ↗ |
| U.S. GAAP operating margin | “9.6% to 9.8%” | for FY2026 | GAAP-tied | Feb 11, 2026 | 3 | Filing ↗ |
| Annual cost savings (consolidation of North American Battery Systems business) | “approximately $20 million” | for FY2026 | Company-defined | May 7, 2025 | 1 | Filing ↗ |
| Battery & Charging Systems headwind to organic growth | “approximately a 1.5% headwind” | for FY2026 | Company-defined | Feb 11, 2026 | 1 | Filing ↗ |
| Battery & Charging Systems segment sales, year-over-year change | “approximately $210 million” | for FY2026 | Company-defined | Feb 11, 2026 | 1 | Filing ↗ |
| Battery Energy Systems headwind to organic growth | “approximately a 1.5% headwind” | for FY2026 | Company-defined | May 6, 2026 | 1 | Filing ↗ |
| Battery Energy Systems segment year-over-year sales decline | “approximately $250 million” | for FY2026 | Company-defined | May 6, 2026 | 2 | Filing ↗ |
| Estimated year-over-year change in light vehicle production - China | “(4)% to (1.5)%” | for FY2026 | Company-defined | May 6, 2026 | 1 | Filing ↗ |
| Estimated year-over-year change in light vehicle production - Europe | “(3)% to 0%” | for FY2026 | Company-defined | May 6, 2026 | 1 | Filing ↗ |
| Estimated year-over-year change in light vehicle production - Total BorgWarner Weighted | “(3)% to (1)%” | for FY2026 | Company-defined | May 6, 2026 | 1 | Filing ↗ |
| Estimated Year-Over-Year Change in Production - Light vehicle - BorgWarner Weighted Total | “(3)% to 0%” | for FY2026 | Company-defined | Aug 5, 2026 | 1 | Filing ↗ |
| Estimated Year-Over-Year Change in Production - Light vehicle - Total | “(3)% to (1)%” | for FY2026 | Company-defined | Aug 5, 2026 | 1 | Filing ↗ |
| Estimated Year-Over-Year Change in Production, Light vehicle - China | “(7)% to (4)%” | for FY2026 | Company-defined | Feb 11, 2026 | 2 | Filing ↗ |
| Estimated Year-Over-Year Change in Production, Light vehicle - Europe | “(2)% to 1%” | for FY2026 | Company-defined | Feb 11, 2026 | 2 | Filing ↗ |
| Estimated Year-Over-Year Change in Production, Light vehicle - North America | “(2.5)% to 1.5%” | for FY2026 | Company-defined | Feb 11, 2026 | 2 | Filing ↗ |
| Estimated Year-Over-Year Change in Production, Light vehicle - Total BorgWarner Weighted Total | “(3)% to 0%” | for FY2026 | Company-defined | Feb 11, 2026 | 1 | Filing ↗ |
| Foreign currencies impact on sales | “a year-over-year increase in sales of approximately $175 million” | for FY2026 | Company-defined | May 6, 2026 | 2 | Filing ↗ |
| Foreign currencies impact on sales, year-over-year | “approximately $200 million” | for FY2026 | Company-defined | Feb 11, 2026 | 1 | Filing ↗ |
| Free cash flow | “$900 million to $1,100 million” | for FY2026 | Company-defined | Feb 11, 2026 | 3 | Filing ↗ |
| Operating cash flow | “$1,600 million to $1,700 million” | for FY2026 | GAAP-tied | Feb 11, 2026 | 3 | Filing ↗ |
| R&D spending | “plans to increase 2026 R&D spending” | for FY2026 | Company-defined | Aug 5, 2026 | 1 | Filing ↗ |
| Weighted light vehicle markets | “down 3% to approximately flat” | for FY2026 | Company-defined | Feb 11, 2026 | 3 | Filing ↗ |
Next year and medium term
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Share repurchase program authorization increase | “$1 billion” | for FY2029 | Declared action | Aug 5, 2026 | 1 | Filing ↗ |
| Total share repurchase authorization | “approximately $1.35 billion” | for FY2029 | Declared action | Aug 5, 2026 | 1 | Filing ↗ |
| Share repurchase program authorization | “$1 billion” | for FY2028 | Declared action | Jul 30, 2025 | 1 | Filing ↗ |
| Turbine generator system estimated sales, first year of production | “more than $300 million” | for FY2027 | Company-defined | Feb 11, 2026 | 1 | Filing ↗ |
How one item moved
Net sales, for FY2025 — every statement across the year, each linked to its filing.
How your Autos & components sector group guides
12 companies in Autos & components. What they guide on, and who reported this season.
Most-guided metric families
This season’s releases
| General Motors | Oct 20, 2026 | 6 changes |
| Ford Motor | Oct 2, 2026 | 0 changes |
| Dana | Aug 6, 2026 | 10 changes |
| BorgWarner | Aug 5, 2026 | 13 changes |
| Goodyear Tire & Rubber | Aug 5, 2026 | 6 changes |
| Aptiv | Aug 4, 2026 | 18 changes |
| Allison Transmission | Aug 3, 2026 | 11 changes |
| Lear | Jul 31, 2026 | 5 changes |
Get this for your own peer set — Peer Guidance Briefing, $3,000.
Full history
Every metric, every release, eight quarters — the complete record as one table.
| Metric | FY2029 | FY2028 | FY2027 | FY2026 | FY2025 | FY2024 | No period |
|---|---|---|---|---|---|---|---|
| Net sales | — | — | — | 3 statements | 4 statements | 1 statement | — |
| Net Sales | — | — | — | — | 1 statement | — | — |
| Net sales implied year-over-year organic net sales change | — | — | — | 1 statement | — | — | — |
| Organic net sales | — | — | — | 2 statements | — | — | — |
| Organic Net Sales Change % | — | — | — | — | 1 statement | — | — |
The full record for BorgWarner and its Autos & components peers, delivered as a Peer Guidance Briefing — PDF and Excel, every value linked to its filing.
Filings
The 8 earnings releases this page is built from.
| Filed | Fiscal period | Accession | Guidance items | |
|---|---|---|---|---|
| Aug 5, 2026 | FY2026 Q2 | 0000908255-26-000049 | 20 | Open filing ↗ |
| May 6, 2026 | FY2026 Q1 | 0000908255-26-000023 | 16 | Open filing ↗ |
| Feb 11, 2026 | FY2025 Q4 | 0000908255-26-000009 | 19 | Open filing ↗ |
| Oct 30, 2025 | FY2025 Q3 | 0000908255-25-000040 | 23 | Open filing ↗ |
| Jul 30, 2025 | FY2025 Q2 | 0000908255-25-000030 | 28 | Open filing ↗ |
| May 7, 2025 | FY2025 Q1 | 0000908255-25-000017 | 17 | Open filing ↗ |
| Feb 6, 2025 | FY2024 Q4 | 0000908255-25-000003 | 26 | Open filing ↗ |
| Oct 31, 2024 | FY2024 Q3 | 0000908255-24-000040 | 26 | Open filing ↗ |
Not located in filing
12 values were detected in these releases but could not be matched to an exact sentence in the filing body, so they are not shown as guidance. We surface the count rather than drop it silently.
Show the 12 unmatched spans
| Span | Why | Filed |
|---|---|---|
| share repurchase program = increase ... of $1 billion, bringing the Company’s total authorization to approximately $1.35 billion | span gate: value not verbatim in filing | Aug 5, 2026 |
| BorgWarner LV Weighted Market % = Low (3.0)%; High —% | span gate: value not verbatim in filing | Aug 5, 2026 |
| Organic Net Sales Change Excluding BES % = (2.1)% to —% | span gate: value not verbatim in filing | May 6, 2026 |
| BorgWarner LV Weighted Market % = (3.0)% to —% | span gate: value not verbatim in filing | May 6, 2026 |
| Intangible asset amortization (non-comparable item, operating income reconciliation) = $57 to $57 | span gate: value not verbatim in filing | Feb 11, 2026 |
| LV Weighted Market = (3.0)% (Low) to —% (High) | span gate: value not verbatim in filing | Feb 11, 2026 |
| Capital expenditures, including tooling outlays = Low $(600) to High $(550) (in millions) | span gate: value not verbatim in filing | Oct 30, 2025 |
| LV/CV Weighted Market % = Low (1.0)% to High —% | span gate: value not verbatim in filing | Oct 30, 2025 |
| share repurchase program = increase ... to $1 billion | span gate: value not verbatim in filing | Jul 30, 2025 |
| Customer advances related to capital expenditures = 2 - — | span gate: value not verbatim in filing | May 7, 2025 |
| Capital expenditures, including tooling outlays = Low $(675) ; High $(625) (in millions) | span gate: value not verbatim in filing | May 7, 2025 |
| Operating income = $1,128 - $1,158 | span gate: value not verbatim in filing | Oct 31, 2024 |
Values in quotation marks are the company’s words; the classification and filing links are HighGravityData’s. HighGravityData does not score or rank companies or give investment advice.
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