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
Battery & Charging Systems headwind to organic growth
“approximately a 1.5% headwind”
Period
FY2026
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
The Company’s net sales guidance implies a year-over-year change in organic sales of down 3.5% to down 1.5%. The Company’s net sales guidance includes an expected year-over-year sales decline of approximately $210 million in the Company’s Battery & Charging Systems segment, which represents approximately a 1.5% headwind to organic growth in 2026. Foreign currencies are expected to result in a year-over-year increase in sales of approximately $200 million primarily due to the strengthening of the Euro and Chinese Renminbi against the U.S. dollar. U.S. GAAP operating margin is expected to be in the range of 9.8% to 10.0% in 2026. 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 10.7% to 10.9%. U.S. GAAP net earnings are expected to be within a range of $4.74 to $4.91 per diluted share. Excluding the impact of non-comparable items, adjusted net earnings are expected to be within a range of $5.00 to $5.20 per diluted share. Full-year operating cash flow is expected to be in the range of $1,600 million to $1,700 million, while free cash flow is expected to be in the range of $900 million to $1,100 million. At 9:30 a.m. ET today, a brief conference call concerning fourth quarter and full year 2025 results and full year 2026 guidance will be webcast at: https://www.borgwarner.com/investors. Additionally, an earnings call presentation will be available at https://www.borgwarner.com/investors
later in the release …
the item shown at left
other guidance in this release
Text is the filed exhibit, verbatim.