BorgWarner — Jul 30, 2025 release
Fiscal 2025 second-quarter results · 8-K Item 2.02 · Exhibit 99.1 · 0000908255-25-000030
Showing in the filing
Operating cash flow
“$1,368 million to $1,418 million”
Period
FY2025
Measure
GAAP-tied
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
Excluding the impact of non-comparable items, adjusted net earnings are expected to be in the range of $4.45 to $4.65 per diluted share, compared to the Company’s previous adjusted net earnings range of $4.00 to $4.45 per diluted share. Full-year operating cash flow is expected to be in the range of $1,368 million to $1,418 million, and free cash flow is expected to be in the range of $700 million to $800 million, which is a $50 million increase from prior guidance. At 9:30 a.m. ET today, a brief conference call concerning second quarter 2025 results and guidance will be webcast at: https://www.borgwarner.com/investors. Additionally, an earnings call presentation will be available at https://www.borgwarner.com/investors. For more than 130 years, BorgWarner Inc. (NYSE: BWA) has been a transformative global product leader bringing successful mobility innovation to market. Today, we’re accelerating the world’s transition to eMobility -- to help build a cleaner, healthier, safer future for all. # # # Forward Looking Statements: This press release may contain forward-looking statements as contemplated by the 1995 Private Securities Litigation Reform Act that are based on management’s current outlook, expectations, estimates and projections. Words such as “anticipates,” “believes,” “continues,” “could,” “designed,” “effect,” “estimates,” “evaluates,” “expects,” “forecasts,” “goal,” “guidance,” “initiative,” “intends,” “may,” “outlook,” “plans,” “potential,” “predicts,” “project,” “pursue,” “seek,” “should,” “targe
later in the release …
the item shown at left
other guidance in this release
Text is the filed exhibit, verbatim.