HighGravityDataBorgWarner — Feb 11, 2026 release
Fiscal 2025 fourth-quarter results · 8-K Item 2.02 · Exhibit 99.1 · 0000908255-26-000009
Showing in the filing
Turbine generator system estimated sales, first year of production
“more than $300 million”
Period
FY2027
Measure
Company-defined measure
Source
Prose
All guidance in this release · 19
Turbine generator system estimated sales, fi… for FY2027
“more than $300 million”
Turbine generator system estimated sales
“more than $300 million”
Weighted light vehicle markets for FY2026
“down 3% to approximately flat”
Net sales for FY2026
“$14.0 billion to $14.3 billion”
Organic sales change (year-over-year, implie… for FY2026
“down 3.5% to down 1.5%”
Battery & Charging Systems segment sales, ye… for FY2026
“approximately $210 million”
Battery & Charging Systems headwind to organ… for FY2026
“approximately a 1.5% headwind”
Foreign currencies impact on sales, year-ove… for FY2026
“approximately $200 million”
Operating margin for FY2026
“9.8% to 10.0%”
U.S. GAAP operating margin for FY2026
“9.8% to 10.0%”
Adjusted operating margin for FY2026
“10.7% to 10.9%”
U.S. GAAP net earnings per diluted share for FY2026
“$4.74 to $4.91”
Adjusted net earnings per diluted share for FY2026
“$5.00 to $5.20”
Operating cash flow for FY2026
“$1,600 million to $1,700 million”
Free cash flow for FY2026
“$900 million to $1,100 million”
Estimated Year-Over-Year Change in Productio… for FY2026
“(5)% to (1)%”
Estimated Year-Over-Year Change in Productio… for FY2026
“(2)% to 0.5%”
Estimated Year-Over-Year Change in Productio… for FY2026
“(4)% to (1)%”
Estimated Year-Over-Year Change in Productio… for FY2026
“(3)% to 0%”
Exhibit 99.1 · the passage around this item
… earlier in the release
Additionally, the turbine generator system provides significant power, modular and fuel flexibility, while also providing a lower emissions footprint 1 versus traditional products. Production is expected to begin in early 2027 with estimated sales of more than $300 million during the first year of production. Other New Business Awards • Variable turbine geometry turbocharger (VTG) conquest award with a major European OEM for the North American market used on hybrid vehicles. Production is expected to begin in 2028. • Integrated drive module (iDM) award with a major North American OEM used on range extended electric vehicle trucks and large-frame SUVs. Production is expected to begin in 2029. • Integrated drive module (iDM) award with a premium European OEM to support a hybrid range extended powertrain architecture. Production is expected to begin in 2029. • Battery management system (BMS) award with a global OEM supporting additional B-segment and C-segment passenger cars as well as light commercial vehicles for both battery electric and plug-in hybrid electric vehicles. Production is expected to begin in 2029. • Electric cross differential (eXD) award with a leading Chinese OEM used on 48V electrical and electronic architectures. Fourth Quarter Highlights (continuing operations basis): • U.S. GAAP net sales of $3,572 million, an increase of 3.9% compared with fourth quarter 2024. ◦ Excluding the impact of foreign currencies, organic sales were up 0
later in the release …
the item shown at left
other guidance in this release
Text is the filed exhibit, verbatim.