Adjusted Operating Income and Adjusted Operating Margin (Unaudited) Three Months Ended September 30, Nine Months Ended September 30, (in millions) 2025 2024 2025 2024 Net sales $ 3,591 $ 3,449 $ 10,744 $ 10,647 Operating income $ 248 $ 270 $ 774 $ 862 Operating margin 6.9 % 7.8 % 7.2 % 8.1 % Non-comparable items: Accelerated depreciation $ 60 $ 27 $ 81 $ 35 Restructuring expense 23 21 71 65 Intangible asset amortization expense 16 17 49 51 Impairment charges — — 42 — Legal settlement 38 — 38 — Costs to exit charging business — — 32 — Chief Executive Officer ("CEO") transition compensation 5 — 11 — Write-off of customer incentive asset — — 7 — Adjustments associated with Spin-Off related balances 8 3 7 14 Loss on sale of assets 1 — 6 — Merger and acquisition expense, net 2 (5) 4 — Loss on sale of businesses 1 6 2 3 Insurance recovery (21) — (21) — Commercial contract settlement — — — 15 Collective bargaining agreement ratification bonus — 4 — 4 Other non-comparable items 4 7 7 16 Adjusted operating income $ 385 $ 350 $ 1,110 $ 1,065 Adjusted operating margin 10.7 % 10.1 % 10.3 % 10.0 % Free Cash Flow Reconciliation (Unaudited) Three Months Ended September 30, Nine Months Ended September 30, (in millions) 2025 2024 2025 2024 Net cash provided by operating activities from continuing operations $ 368 $ 356 $ 1,029 $ 700 Capital expenditures, including tooling outlays (111) (155) (307) (510) Customer advances related to capital expenditures 9 — 16 — Free cash flow $ 266 $ 201 $ 738 $ 190 11 Third Quarter 2025 Organic Net Sales Change (Unaudited) (in millions) Q3 2024 Net Sales FX Organic Net Sales Change Q3 2025 Net Sales Organic Net Sales Change % Turbos & Thermal Technologies $ 1,386 $ 38 $ 13 $ 1,437 0.9% Drivetrain & Morse Systems 1,365 17 70 1,452 5.1% PowerDrive Systems 512 9 61 582 11.9% Battery & Charging Systems 197 5 (70) 132 (35.5)% Inter-segment eliminations (11) — (1) (12) 9.1% Net sales $ 3,449 $ 69 $ 73 $ 3,591 2.1% Year to Date 2025 Organic Net Sales Change (Unaudited) (in millions) Q3 2024 YTD Net Sales FX Organic Net Sales Change Q3 2025 YTD Net Sales Organic Net Sales Change % Turbos & Thermal Technologies $ 4,475 $ 24 $ (127) $ 4,372 (2.8)% Drivetrain & Morse Systems 4,226 15 1 4,242 —% PowerDrive Systems 1,412 5 307 1,724 21.7% Battery & Charging Systems 567 6 (132) 441 (23.3)% Inter-segment eliminations (33) — (2) (35) 6.1% Total $ 10,647 $ 50 $ 47 $ 10,744 0.4% Adjusted Operating Income and Adjusted Operating Margin Guidance Reconciliation (Unaudited) Full-Year 2025 Guidance (in millions) Low High Net sales $ 14,100 $ 14,300 Operating income $ 1,104 $ 1,134 Operating margin 7.8 % 7.9 % Non-comparable items: Accelerated depreciation $ 81 $ 81 Restructuring expense 70 80 Intangible asset amortization 66 66 Impairment charges 42 42 Legal settlement 38 38 Costs to exit charging business 32 32 Chief Executive Officer (“CEO”) transition compensation 11 11 Write-off of customer incentive asset 7 7 Adjustment associated with Spin-Off related balances 7 7 Loss on sale of assets 6 6 Merger and acquisition expense, net 4 4 Loss on sale of business 2 2 Insurance recovery (21) (21) Other non-comparable items 6 6 Adjusted operating income $ 1,455 $ 1,495 Adjusted operating margin 10.3 % 10.5 % 12 Adjusted Earnings Per Diluted Share Guidance Reconciliation (Unaudited) Full-Year 2025 Guidance Low High Earnings per Diluted Share $ 3.52 $ 3.63 Non-comparable items: Accelerated depreciation $ 0.28 $ 0.28 Restructuring expense 0.25 0.29 Legal settlement 0.18 0.18 Impairment charges 0.16 0.16 Costs to exit charging business 0.14 0.14 Chief Executive Officer (“CEO”) transition compensation 0.05 0.05 Write-off of customer incentive asset 0.03 0.03 Adjustment associated with Spin-Off related balances 0.03 0.03 Loss on sale of assets 0.02 0.02 Merger and acquisition expense, net 0.02 0.02 Loss on sale of businesses 0.01 0.01 Unrealized gain on equity securities (0.01) (0.01) Insurance recovery (0.07) (0.07) Tax adjustments (0.06) (0.06) Other non-comparable items 0.05 0.05 Adjusted Earnings per Diluted Share $ 4.60 $ 4.75 Free Cash Flow Guidance Reconciliation (Unaudited) Full-Year 2025 Guidance (in millions) Low High Net cash provided by operating activities from continuing operations $ 1,434 $ 1,484 Capital expenditures, including tooling outlays (600) (550) Customer advances related to capital expenditures 16 16 Free cash flow $ 850 $ 950 Full Year 2025 Organic Net Sales Change Guidance Reconciliation From Continuing Operations (Unaudited) (in millions) FY 2024 Net Sales FX Organic Net Sales Change FY 2025 Net Sales Organic Net Sales Change % LV/CV Weighted Market % Outgrowth % Low $ 14,086 $ 170 $ (156) $ 14,100 (1.1)% (1.0)% (0.1)% High $ 14,086 $ 170 $ 44 $ 14,300 0.3% —% 0.3% Full Year 2025 Estimated Year-Over-Year Change in Production (Unaudited) North America Europe China Total Light vehicle (3)% to (1.5)% (3)% to (1)% 6% to 7% 1.5% to 2.5% Commercial vehicle ~(21)% ~2.5% ~8% ~0% BorgWarner-Weighted (6)% to (4.5)% (2)% to (0.5)% 6% to 7% (1)% to 0% 13

the item shown at left

other guidance in this release

Text is the filed exhibit, verbatim.