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
Adjusted operating margin
“10.1% to 10.3%”
Period
FY2025
Measure
Company-defined measure
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
GAAP operating margin to be in the range of 8.3% to 8.5% in 2025. Excluding the impact of non-comparable items and the add back of intangible asset amortization expense, adjusted operating margin is expected to be in the range of 10.1% to 10.3%, which includes a 10 basis point dilutive impact from anticipated customer tariff recoveries. The change compared to the Company’s previous adjusted operating margin range of 9.6% to 10.2% is due to strong year to date results, higher expected industry production and a less dilutive impact for anticipated customer tariff recoveries on the Company’s margin profile. Net earnings are expected to be within the range of $3.80 to $3.97 per diluted share. 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 1
later in the release …
the item shown at left
other guidance in this release
Text is the filed exhibit, verbatim.