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BorgWarner — Oct 30, 2025 release

Fiscal 2025 third-quarter results · 8-K Item 2.02 · Exhibit 99.1 · 0000908255-25-000040
Open on SEC.gov ↗
Showing in the filing
Operating cash flow
“$1,434 million to $1,484 million”
Period
FY2025
Measure
GAAP-tied
Source
Prose
All guidance in this release · 23
Net sales for FY2025
“$14.1 billion to $14.3 billion”
Weighted light and commercial vehicle markets for FY2025
“down 1% to approximately flat”
Organic sales for FY2025
“down 1% to approximately flat”
Year-over-year change in organic sales for FY2025
“down 1% to approximately flat”
Foreign currencies impact on sales for FY2025
“an increase in sales of $30 million compared to the Company’s previous guidance”
U.S. GAAP operating margin for FY2025
“7.8% to 7.9%”
Adjusted operating margin for FY2025
“10.3% to 10.5%”
Net earnings for FY2025
“$3.52 to $3.63 per diluted share”
Net earnings per diluted share for FY2025
“$3.52 to $3.63”
Adjusted net earnings per diluted share for FY2025
“$4.60 to $4.75”
Operating cash flow for FY2025
“$1,434 million to $1,484 million”
Free cash flow for FY2025
“$850 million to $950 million”
Light vehicle estimated year-over-year chang… for FY2025
“(3)% to (1.5)%”
Light vehicle estimated year-over-year chang… for FY2025
“(3)% to (1)%”
Light vehicle estimated year-over-year chang… for FY2025
“1.5% to 2.5%”
Commercial vehicle estimated year-over-year … for FY2025
“~(21)%”
Commercial vehicle estimated year-over-year … for FY2025
“~2.5%”
Commercial vehicle estimated year-over-year … for FY2025
“~8%”
Commercial vehicle estimated year-over-year … for FY2025
“~0%”
BorgWarner-Weighted estimated year-over-year… for FY2025
“(6)% to (4.5)%”
BorgWarner-Weighted estimated year-over-year… for FY2025
“(2)% to (0.5)%”
BorgWarner-Weighted estimated year-over-year… for FY2025
“6% to 7%”
BorgWarner-Weighted estimated year-over-year… for FY2025
“(1)% to 0%”
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 increase and be in the range of $4.60 to $4.75 per diluted share, compared to the Company’s previous adjusted net earnings range of $4.45 to $4.65 per diluted share. Full-year operating cash flow is expected to be in the range of $1,434 million to $1,484 million, and free cash flow is expected to be in the range of $850 million to $950 million, which is a $150 million increase from prior guidance. At 9:30 a.m. ET today, a brief conference call concerning third 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 has been a transformative global product leader bringing successful mobility innovation to market. With a focus on sustainability, we’re helping to 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,” “target,” “when,” “will,” “would,” and variatio
later in the release …
the item shown at left
other guidance in this release
Text is the filed exhibit, verbatim.