HighGravityDataBorgWarner — Jul 30, 2025 release
Fiscal 2025 second-quarter results · 8-K Item 2.02 · Exhibit 99.1 · 0000908255-25-000030
Showing in the filing
Share repurchase program authorization
“$1 billion”
Period
FY2028
Measure
Declared action
Source
Prose
All guidance in this release · 28
Share repurchase program authorization for FY2028
“$1 billion”
Quarterly cash dividend per share
“55% increase”
Quarterly cash dividend per share increase
“55% increase”
Net sales for FY2025
“$14.0 billion to $14.4 billion”
Weighted light and commercial vehicle markets for FY2025
“down 2.5% to down 0.5%”
Organic sales change (implied by sales) for FY2025
“down 1.5% to up 1%”
Estimated outgrowth above market production for FY2025
“approximately 100 to 150 basis points”
Foreign currencies impact on sales for FY2025
“an increase in sales of $300 million compared to the Company’s previous guidance”
U.S. GAAP operating margin for FY2025
“8.3% to 8.5%”
Adjusted operating margin for FY2025
“10.1% to 10.3%”
Net earnings for FY2025
“$3.80 to $3.97 per diluted share”
Net earnings per diluted share for FY2025
“$3.80 to $3.97”
Adjusted net earnings per diluted share for FY2025
“$4.45 to $4.65”
Operating cash flow for FY2025
“$1,368 million to $1,418 million”
Free cash flow for FY2025
“$700 million to $800 million”
Customer advances related to capital expendi… for FY2025
“7 - 7”
Light vehicle production change - North Amer… for FY2025
“(6)% to (1.5)%”
Light vehicle production change - Europe for FY2025
“(3)% to (2)%”
Light vehicle production change - China for FY2025
“2.5% to 4.5%”
Light vehicle production change - Total for FY2025
“(0.5)% to 1.5%”
Commercial vehicle production change - North… for FY2025
“~(20)%”
Commercial vehicle production change - Europe for FY2025
“~0%”
Commercial vehicle production change - China for FY2025
“~4.5%”
Commercial vehicle production change - Total for FY2025
“~(1)%”
BorgWarner-Weighted production change - Nort… for FY2025
“(7.5)% to (3.5)%”
BorgWarner-Weighted production change - Europe for FY2025
“(2.5)% to (1.5)%”
BorgWarner-Weighted production change - China for FY2025
“3% to 4.5%”
BorgWarner-Weighted production change - Total for FY2025
“(2.5)% to (0.5)%”
Exhibit 99.1 · the passage around this item
… earlier in the release
These actions include: ◦ The Company purchased approximately $108 million of its outstanding shares during the second quarter. ◦ BorgWarner’s Board of Directors authorized an increase to its share repurchase program to $1 billion, allowing management to repurchase BorgWarner outstanding shares through 2028. ◦ The Company’s Board of Directors approved a 55% increase to its quarterly cash dividend per share. New Business Awards Across Portfolio The Company secured multiple new business awards that are expected to support its long-term profitable growth, these include the following: Foundational Awards • Two turbocharger awards with a major global OEM. The first award is for a 1.0-liter engine for gasoline and hybrid platforms used in compact and light commercial vehicles in Europe. The second award is for a 3.0-liter gasoline hybrid application in North America. Production is expected to begin in 2027 and 2028, respectively. • Turbocharger award with a major East Asian OEM for its hybrid electric vehicle SUV applications. Production is expected to begin in 2027. • Turbocharger award with a major global OEM for use in a hybrid powertrain for a sports car platform. Production is expected to begin in 2028. 1 eProduct Awards • Dual inverter award with a major Chinese OEM for its hybrid vehicle lineup, extending the partnership established in 2021. Production is expected to begin by the end of 2025. • Electric mo
later in the release …
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other guidance in this release
Text is the filed exhibit, verbatim.