BWA Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03
Price $63.36
Market Cap $13.12B
P/E (TTM) 31.2
EPS (TTM) $2.03
Revenue (TTM) $14.34B
Div Yield 0.91%
ROE (TTM) 7.2%
Debt/Equity (MRQ) 0.7
52W Range $41–$79

BWA Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

04
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Stock splits 4
Ex-date Split Type
July 5, 2023 142-for-125 Forward
Dec. 17, 2013 2-for-1 Forward
Dec. 18, 2007 2-for-1 Forward
May 18, 2004 2-for-1 Forward

About BorgWarner Inc. Common Stock Company overview from Wikipedia

05 · wikidata

BorgWarner Inc. is an American automotive and e-mobility supplier headquartered in Auburn Hills, Michigan. As of 2023, the company maintains production facilities and sites at 92 locations in 24 countries, and generates revenues of US$14.2 billion, while employing around 39,900 people. The company is one of the 25 largest automotive suppliers in the world. Since February 2025, Joseph F. Fadool has been CEO of BorgWarner Inc.

History

Early history

Borg-Warner Corporation was formed out of several disparate manufacturers in the United States and abroad in 1928: Morse Equalizing Spring Company (industrial producer of automotive timing chains), Borg & Beck, Marvel-Schebler, Long Manufacturing (manufacturer of automobile radiators), Warner Gear (producer of manual transmissions; founded by Abbott Johnson of Muncie, Indiana) and Mechanics Universal Joint (producer of transmissions). Morse Equalizing Spring Company was the oldest forerunner, founded in 1880.

1930–1950: Business development and innovations

In the next decade, Warner Gear was one of the first automotive suppliers to develop its own synchromesh transmission – the 'synchronizer' – a device that made a manual transmission's gear teeth mesh together with ease for smooth shifting, making synchromesh transmissions broadly available; Morse Chain brought out its first roller chain; and BorgWarner's self-contained overdrive transmission was introduced, with Chrysler and 11 other automakers purchasing the transmissions. BorgWarner Automotive Service Parts Division was also founded in the 1930s, and in 1936, the company commissioned a sterling silver trophy for the Indianapolis 500 (the Borg-Warner Trophy).

In 1937, Stieber Rollkupplung GmbH (the predecessor to BorgWarner GmbH) was founded in Munich in 1937. In the prewar 1940s, BorgWarner created its Spring Division (to supply automatic transmission parts), began working on transfer cases, and soon directed its attention to World War II production needs. In 1950, it developed its first lock-up torque converter, a three-speed automatic transmission (the 'Ford-O-Matic'), along with Holley brand Borg & Beck Carburetors. Studebaker and Ford initiated long-term cooperations in regard to the newly developed technologies. The company's automotive sales reached over $200 million at the time.

1950s–1970s: Expansion and diversification

As the 1950s continued, BorgWarner expanded its operations, establishing Borg & Beck do Brasil South America and setting up new facilities in Simcoe, Ontario, and Letchworth (England). In 1957, the T-10 4-speed transmission was introduced initially as a Corvette exclusive, it was soon used by all major American automakers through the 1980s. The English facility was soon producing Warner Gear's overdrive units and the Model D.G. automatic transmission. Marvel-Schebler was developing fuel injection systems, while BorgWarner developed a line of paper-related wet friction components. Later on, BorgWarner acquired Coote & Jurgenson, an Australian transmission producer for cars and tractors in 1957. Three years later, Brummer Seal Company was merged into BorgWarner's Spring Division.

In 1962, BorgWarner expanded into Mexico, and into Asia with two Japanese joint ventures (NSK-Warner and Tsubakimoto-Morse). In 1969, Aisin-Warner was formed as another joint venture in Japan to build automatic transmissions. The following year, BorgWarner acquired the Massachusetts-based Nu-Era Gear and developed the Model 45 automatic transmission. Marvel-Schebler expanded by merging with Tillotson Carburetor in 1971. In 1973, BorgWarner introduced its full-time, four-wheel drive (4WD) transfer cases, while a new manufacturing site opened in Ireland. Over the next several years, came the introduction of the Model T-50 five-speed transmission and continuously variable transmissions for commercial vehicles. Further, expansion took place with new plants in Arkansas and New York. BorgWarner also diversified into several other industries, while its automotive division remained contributing upwards of 50 percent of BorgWarner's total revenue.

1980s: Consolidation

In 1979, BorgWarner's overall sales topped $2.7 billion. This was due in part to its continuing improvement of the T-4 and T-5 manual transmissions and its production of new, lightweight Transfer cases. BorgWarner also restructured itself by selling Morse Industrial and its automotive service parts divisions in 1981. Three years later, the company consolidated its automotive operations under the umbrella of the Borg-Warner Automotive Inc. Sales for the newly named automotive conglomerate topped $1 billion in 1984 and the company employed around 10,000 people. It also produced its one-millionth T-5 manual transmission that year, while continuing its consolidation.

During this time, Warner Gear was renamed Transmission Systems, Borg & Beck was renamed Clutch Systems, and Marvel-Schebler became known as Control Systems. Additionally, the company opened sales offices in Frankfurt, São Paulo, Seoul, and Tokyo and signed a licensing agreement with Nanjing Motor Works of Beijing. Following the consolidation, in 1987, Borg-Warner Corporation ceased to exist as a result of a series of complex financial transactions involving Merrill, although a new company of the same name (still BorgWarner Corporation) continued the business. At the same time, Borg-Warner Automotive Inc. became a subsidiary of the new mother company, Borg-Warner Corporation, later known as Borg-Warner Security Corporation. Around 1990, BorgWarner's transfer case technology was introduced for heavy duty and all-wheel drive models from General Motors. The company also developed the new 1354 transmission model for Ford Explorers and Ranger trucks, while the 'touch drive' model was installed in all F-series trucks.

1990s: Further development and growth

In the early 1990s, Ford signed another sole-source agreement for the rest of the decade. Meanwhile, the T-56 six-speed manual transmission became standard in Chrysler's Viper sportscar and new Ford Mustangs, and international operations were expanded in Japan and China. In 1993, Borg-Warner Automotive Inc. was spun-off from Borg-Warner Security Corporation and became an independent company. In June 1996, BorgWarner acquired three automotive operations (Holley Automotive, Coltec Automotive, and Performance Friction Products) from Coltec Industries Inc. The acquired businesses were manufacturers of a range of products, including air induction systems, throttle bodies, electric air pumps, and oil pumps.

In December 1996, BorgWarner sold its North American manual transmission business to Mexico-based Transmisiones y Equipos Mecanicos S.A. de C.V. In 1998, BorgWarner entered the market segment of turbochargers, through the acquisition of Kühnle, Kopp & Kausch AG, a German maker of turbochargers and turbomachinery. Later on, the company was renamed to 3K-Warner Turbosystems GmbH. In March 1999, BorgWarner increased its operations in the turbocharger business with the purchase of Kuhlman Corporation. Kuhlman consisted of three main businesses, two of which were sold off later in 1999. The third unit was Schwitzer, Inc., a maker of heavy-duty steel fuel tanks, fan drives, and turbochargers for diesel engines, which was later on incorporated in 3K-Warner.

2005–2015: Global acquisitions

In 2005, BorgWarner's world headquarters was moved from Chicago to the metro Detroit area. Further, between 2006 and 2014, the organization invested in new production facilities, including in South Korea, France, Germany, China, Hungary, Poland, India, Brazil, Portugal, Mexico and Thailand. It also acquired several other companies. This included the 2005 takeover of a majority stake in Beru AG (named after the founders Behr & Ruprecht), a supplier of diesel cold-start technology, sensors, electronics and ignition technology based in Ludwigsburg, Germany.

In 2006, BorgWarner acquired Eaton Corporation’s European transmission and engine controls product lines, a Monaco-based business with expected annual sales of about $57 million.; in 2009, the ignition technology (EcoFlash) from Etatech Inc.; and in 2010, Spanish Dytech Ensa, expanding BorgWarner's operations in exhaust gas recirculation technologies. This was followed by the acquisition of Sweden-based Haldex Traction Systems, known for the Haldex clutch, a multi-plate wet clutch used in four-wheel-drive passenger cars.

In 2014, BorgWarner took over German-based Gustav Wahler GmbH & Co. KG, a manufacturer of exhaust gas recirculation valves and pipes as well as coolant control valves, and in 2015, Remy International, Inc., a producer of rotating electrical components, combining it with TorqTransfer Systems and renaming the company to PowerDrive Systems.

2017–present: Conversion to new propulsion technologies

In 2017, BorgWarner took over UK-based Sevcon Inc., which produces microprocessor controls for electric vehicles. Further, the company invested in Autotech Ventures, a venture capital fund, to gain access to startups involved in ground transportation. This was followed by a cooperation with Plug and Play as well as Franklin Venture Partners in 2018, representing the second and third Silicon Valley initiative for BorgWarner in the field of mobility and propulsion technologies.

Subsequently, in 2019, BorgWarner acquired Rinehart Motion Systems, AM Racing, as well as set up the joint venture Romeo Systems, Inc., expanding existing activities in electric vehicle applications. With the acquisition of Delphi Technologies in 2020, BorgWarner expanded its operations in the field of power electronics, software and calibration capabilities, as well as other products. In 2021, the company acquired five additional companies in the field of electric vehicle services. This included German-based battery manufacturer Akasol in the same year and in 2022, Santroll Automotive Components and Rhombus Energy Solutions.

In December 2022, BorgWarner had acquired the Swiss-based company Drivetek AG, a manufacturer of engineering and products for inverters, electric components, and power electronics. In July 2023, BorgWarner spun off its fuel parts and aftermarket segments as part of a plan to focus on its electric vehicle drivetrain business. The newly created standalone company PHINIA, which took over the fuel parts and aftermarket segments, publicly trades on the New York Stock Exchange.

Business operations

BorgWarner Inc., together with its subsidiaries, is a Delaware corporation incorporated in 1987. The company operates manufacturing facilities in Europe, the Americas and Asia and is an original equipment supplier to most major automotive OEM in the world. In 2022, BorgWarner employed around 52,000 people and generated revenues of US$15.8 billion. Frédéric Lissalde has been CEO of BorgWarner Inc. since August 1, 2018. Since the spin-off of its fuel parts and aftermarket segments in 2023 as part of a plan to focus on its electric vehicle drivetrain business, BorgWarner has been operating in the following business segments: air management, e-propulsion and drivetrain.

Products

The company develops and manufactures products for conventional gas, hybrid and electric vehicles. The company manufactures and sells these products worldwide, primarily to original equipment manufacturers of light vehicles (passenger cars, sport-utility vehicles, Vans and light trucks), but also to OEMs of commercial vehicles (medium-duty trucks, heavy-duty trucks and buses), and off-highway vehicles (agricultural and construction machinery and marine applications). BorgWarner has also been supplying its products to tier-one vehicle systems suppliers.

Social engagement

BorgWarner has close links with the Indianapolis 500. In the NTT IndyCar Series, BorgWarner's EFR (Engineered for Racing) turbocharger has been fitted in all participating vehicles in each season since 2012. Since 1936, the company has also appeared as the sponsor of the Borg-Warner Trophy, which serves as an annual prize for the winner of the Indianapolis 500.

In 2017, BorgWarner became an international partner of SOS Children's Villages. This entails flagship projects around the world each year, in which both the company's management and selected employees participate.

Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗

Wikidata ↗

sectorConsumer Discretionary industryAuto Components employees37,500 countryUS

10-Year Performance Revenue, net income, margins and EPS trends

06
Revenue$14.32B
2016-12-31 → 2025-12-31
EPS$1.28
2016-12-31 → 2025-12-31
Free Cash Flow$1.18B
2016-12-31 → 2025-12-31
Net margin2.9%
2016-12-31 → 2025-12-31
Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric 5Y trend BWA 5Y avg Peer Median Verdict
P/E (TTM) 31.25Y avg ≈19.3 ≈19.3 18.7 Overvalued
P/S 0.95Y avg ≈0.6 ≈0.6 0.7 Undervalued
P/B 2.45Y avg ≈1.4 ≈1.4 1.8 Fair value
Price / FCF 11.15Y avg ≈11.4 ≈11.4 · ·
Price / Cash Flow 8.05Y avg ≈5.8 ≈5.8 8.1 Undervalued
Price / Tangible Book 4.45Y avg ≈3.0 ≈3.0 · ·

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

13
Dividend Yield0.91%
Payout Ratio43.0%
Annualized Payout≈$0.68Paid quarterly
5Y Div CAGR≈-1.3%Per share, split-adjusted
Growth Streak≈1Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Sep 1, 2026$0.17USD≈1.1%
Jun 1, 2026$0.17USD≈1.1%
Mar 2, 2026$0.17USD≈1.3%
Dec 1, 2025$0.17USD≈1.3%
Sep 2, 2025$0.17USD≈1.2%
Jun 2, 2025$0.11USD≈1.4%
Mar 3, 2025$0.11USD≈1.5%
Dec 2, 2024$0.11USD≈1.3%
Sep 3, 2024$0.11USD≈1.3%
Jun 3, 2024$0.11USD≈1.2%
Feb 29, 2024$0.11USD≈1.5%
Nov 30, 2023$0.11USD≈1.5%
Aug 31, 2023$0.11USD≈1.4%
May 31, 2023$0.15USD≈1.5%
Feb 28, 2023$0.15USD≈1.4%
Nov 30, 2022$0.15USD≈1.6%
Aug 31, 2022$0.15USD≈1.8%
May 31, 2022$0.15USD≈1.7%
Feb 28, 2022$0.15USD≈1.7%
Nov 30, 2021$0.15USD≈1.6%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

14
Avg Surprise 9.4%
Next Report Oct 28, 2026
PeriodReportEPS ActualEPS EstSurprise
June 30, 2026 Jul 29, 2026 $1.42 $1.29 10.1%
March 31, 2026 $1.24 $1.18 4.9%
Dec. 31, 2025 $1.35 $1.20 12.7%
Sept. 30, 2025 $1.24 $1.17 5.8%
June 30, 2025 $1.21 $1.09 10.6%
March 31, 2025 $1.11 $0.99 12.6%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

15
Income Statement 16
Metric Trend 202520242023202220212020201920182017201620152014
Revenue $14.32B$14.09B$14.20B$12.63B$11.80B$10.16B$10.17B$10.53B$9.80B$9.07B$8.02B$8.31B
Cost of Revenue $11.64B$11.44B$11.63B$10.27B$9.63B$8.26B$8.07B$8.30B$7.68B$7.14B$6.32B$6.55B
Gross Profit $2.67B$2.65B$2.57B$2.37B$2.17B$1.91B$2.10B$2.23B$2.12B$1.93B$1.70B$1.76B
R&D Expense $710M$736M$717M$701M$586M$476M$413M$440M$408M$343M$307M$336M
SG&A Expense $1.30B$1.35B$1.32B$1.29B$1.08B$951M$873M$946M$899M$818M$662M$699M
Operating Income $536M$546M$1.16B$1.01B$914M$618M$1.30B$1.19B$1.07B$973M$888M$964M
Interest Income $60M$54M$35M$20M$11M$12M$12M$6M$6M$6M$8M$6M
Other Non-op ·····$0$0$4M$2M$0$1M$10M
Pretax Income $524M$539M$991M$913M$510M$964M$1.26B$1.20B$1.06B$943M$875M$980M
Income Tax $189M$111M$289M$195M$65M$397M$468M$211M$580M$306M$262M$293M
Net Income $277M$338M$625M$944M$537M$500M$746M$931M$440M$595M$577M$656M
EPS (Basic) $1.29$1.51$2.68$4.01$2.25$2.35$3.63$4.47$2.09$2.78$2.57$2.89
EPS (Diluted) $1.28$1.50$2.67$3.99$2.24$2.34$3.61$4.44$2.08$2.76$2.56$2.86
Shares (Basic) 214,200,000223,500,000232,800,000235,500,000238,100,000213,000,000205,700,000208,200,000210,400,000214,374,000224,414,000227,150,000
Shares (Diluted) 216,400,000224,800,000234,400,000236,800,000239,500,000214,000,000206,800,000209,500,000211,500,000215,328,000225,648,000228,924,000
EBITDA $1.25B$1.22B$1.74B$2.10B$1.92B$1.19B$1.74B$1.62B$1.48B$617M·$1.29B
Balance Sheet 30
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents ····$1.84B$1.65B$832M$739M$545M$444M$578M$798M
Receivables $2.96B$2.84B$3.11B$2.47B$2.90B$2.92B$1.92B$1.99B$2.02B$1.69B$1.67B$1.44B
Inventory $1.21B$1.25B$1.31B$1.22B$1.53B$1.29B$807M$781M$766M$641M$724M$506M
Prepaid Expense $313M$333M$261M$230M$321M$312M$276M$250M$145M$137M$169M$130M
Other Current Assets $47M$83M$57M$50M$74M$72M$40M$83M$58M$52M$46M$40M
Current Assets $6.79B$6.52B$6.22B$6.62B$6.60B$6.17B$3.84B$3.81B$3.54B$2.91B$3.14B$2.97B
PP&E (Net) ······$2.92B$2.90B$2.86B$2.50B$2.45B$2.09B
PP&E (Gross) ······$4.19B$4.15B$4.05B$3.49B$3.33B$3.04B
Accum. Depreciation ······$1.51B$1.47B$1.39B$1.14B$1.04B$1.08B
Goodwill $2.06B$2.36B$3.01B$2.98B$2.85B$2.63B$1.84B$1.85B$1.88B$1.70B$1.76B$1.21B
Intangibles $394M$474M$564M$619M$1.09B$1.10B$402M$439M$493M$464M$544M$151M
Other Non-current Assets $838M$710M$512M$489M$683M$728M$379M$502M$459M$753M$480M$403M
Total Assets $13.77B$13.99B$14.45B$16.99B$16.57B$16.03B$9.70B$10.10B$9.79B$8.83B$9.21B$7.23B
Accounts Payable ···$2.68B$2.28B·$1.98B$1.49B$1.55B$1.26B$1.23B$979M
Short-term Debt ·····$49M$34M$173M$85M$176M$441M$624M
Current Liabilities $3.28B$3.65B$3.77B$4.24B$3.80B$3.81B$2.33B$2.40B$2.43B$2.09B$2.36B$2.17B
Capital Leases $122M$144M$112M$85M$152M$172M$67M·····
Deferred Tax $165M$167M$160M$143M$206M$276M$125M$51M$61M$54M$120M$47M
Other Non-current Liabilities $851M$741M$767M$686M$964M$1.18B$549M$357M$356M$276M$354M$326M
Total Liabilities $8.15B$8.29B$8.39B$9.49B$9.31B$9.30B······
Long-term Debt $3.90B$4.10B$3.71B$4.14B$4.26B$3.74B$1.93B$2.08B$2.12B$2.06B$2.27B$739M
Total Debt $3.90B$4.10B$3.71B$4.17B$4.26B$3.74B$2.21B$2.25B$2.20B$2.24B·$1.36B
Common Stock $3M$3M$3M$3M$3M$3M$3M$3M$2M$2M$2M$2M
Paid-in Capital $2.68B$2.67B$2.69B$2.67B$2.64B$2.61B$1.15B$1.15B$1.12B$1.10B$1.11B$1.11B
Retained Earnings $6.57B$6.41B$6.15B$7.45B$6.67B$6.30B$5.94B$5.34B$4.53B$4.22B$3.73B$3.27B
Treasury Stock $3.01B$2.54B$2.19B$2.03B$1.81B$1.83B$1.66B$1.58B$1.45B$1.38B$1.16B$832M
AOCI $-799M$-1.02B$-828M$-876M$-551M$-651M$-727M$-674M$-490M$-722M$-610M$-384M
Stockholders' Equity $5.44B$5.53B$5.83B$7.22B$6.95B$6.43B$4.71B$4.23B$3.72B$3.22B$3.55B$3.62B
Liabilities + Equity $13.77B$13.99B$14.45B$16.99B$16.57B$16.03B$9.70B$10.10B$9.79B$8.83B$8.83B$7.23B
Shares Outstanding 207,057,271218,669,874229,783,795234,122,211239,776,892238,930,703206,407,543208,214,934210,812,793212,262,965219,324,821226,430,083
Cash Flow 18
Metric Trend 202520242023202220212020201920182017201620152014
D&A $719M$673M$582M$552M$574M$568M$439M$431M$408M$391M$320M$330M
Stock-based Comp $66M$62M$58M$64M$50M$41M$42M$53M$52M$44M$40M$32M
Deferred Tax $-133M$-156M$-60M$-94M$-187M$124M$187M$-70M$292M$11M$5M$42M
Amort. of Intangibles $66M$69M$67M$69M$59M$89M$39M$40M$40M$40M$19M$27M
Restructuring $101M$74M$79M$48M$108M$203M$72M$67M$58M$27M$66M$91M
Other Non-cash $719M$465M$192M$-105M$111M$-49M$-406M$-218M$-12M$747M·$-259M
Operating Cash Flow $1.65B$1.38B$1.40B$1.18B$1.21B$1.18B$1.01B$1.13B$1.18B$1.04B$868M$802M
CapEx $469M$671M$832M$622M$514M$441M$481M$546M$560M$501M$577M$563M
Investing Cash Flow ···$-1.42B$-1.40B$-866M$-489M$-514M$-752M$-404M$-1.76B$-665M
Debt Issued ·$1.01B$18M$5M$1.29B$1.18B$63M$59M$3M$5M$1.57B$130M
Net Debt Issued $-409M$483M$-433M$-8M$587M$847M$-141M$-7M$-16M$-189M·$-301M
Stock Repurchased $508M$402M$177M$240M$0$216M$100M$150M$100M$288M$350M$140M
Net Stock Activity $-508M$-402M$-177M$-240M$0$-216M$-100M$-150M$-100M$-288M·$-140M
Dividends Paid $119M$98M$130M$161M$162M$146M$140M$142M$124M$113M$117M$116M
Financing Cash Flow ···$-567M$286M$437M$-420M$-383M$-363M$-734M$737M$-202M
Net Change in Cash $219M$560M$196M$-506M$194M$818M$93M$194M$101M$-134M$-220M$-142M
Taxes Paid $372M$406M$362M$268M$290M$205M$243M$316M$280M$300M$184M$230M
Free Cash Flow $1.18B$711M$565M$846M$640M$743M$527M$580M$620M$535M·$239M
Profitability 8
Metric Trend 202520242023202220212020201920182017201620152014
Gross Margin 18.7%18.8%18.1%19.6%19.2%18.8%20.7%21.2%21.6%21.3%·21.1%
Operating Margin 3.7%3.9%8.2%8.7%7.8%6.1%12.8%11.3%11.0%2.5%·11.6%
Net Margin 1.9%2.4%4.4%6.0%3.6%4.9%7.3%8.8%4.5%1.3%·7.9%
Pretax Margin 3.7%3.8%7.0%8.3%5.3%9.5%12.4%11.4%10.8%2.1%·11.8%
EBITDA Margin 8.8%8.6%12.3%13.3%13.0%11.7%17.1%15.4%15.2%6.8%·15.6%
ROA 2.0%2.4%4.0%5.6%3.3%3.9%7.5%9.4%4.7%1.3%·9.3%
ROE 5.1%5.9%9.6%13.3%8.0%9.0%16.7%23.4%12.7%3.5%·18.3%
ROIC 3.7%4.5%8.6%9.4%8.3%3.6%11.9%15.1%8.3%3.5%·13.6%
Liquidity & Solvency 4
Metric Trend 202520242023202220212020201920182017201620152014
Current Ratio 2.11.81.71.61.71.61.61.61.51.4·1.4
Quick Ratio 0.90.80.80.81.21.21.21.11.11.0·1.0
Debt / Equity 0.70.70.60.60.60.60.50.50.60.7·0.4
LT Debt / Equity 0.70.70.60.60.60.60.40.50.60.6·0.2
Efficiency 3
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 1.01.00.90.90.90.81.01.11.11.0·1.2
Inventory Turnover 9.58.99.27.98.57.910.210.810.910.5·13.6
Receivables Turnover 4.94.75.15.15.14.25.25.35.35.4·6.2
Per Share 6
Metric Trend 202520242023202220212020201920182017201620152014
Book Value / Share $26.28$25.30$25.36$30.86$28.98$26.90$22.80$20.29$17.63$15.16·$15.97
Revenue / Share $66.16$62.66$60.57$66.73$61.95$47.50$49.17$50.26$46.32$42.13·$36.28
Cash Flow / Share $7.62$6.15$5.96$6.63$5.45$5.53$4.87$5.38$5.58$4.81·$3.50
Cash / Share ····$7.68$6.91$4.03$3.55$2.59$2.09·$3.52
Dividend / Share $0.56$0.44$0.56$0.68$0.68$0.68$0.68$0.68$0.59$0.53$0.52$0.51
EPS (TTM) $1.28$1.50$2.67$3.99$2.24$2.34$3.61$4.44$2.08$2.76$2.56$2.86
Growth Rates 10
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 1.6%-0.79%12.4%7.0%16.1%·······
Revenue CAGR 3Y 4.2%6.1%11.8%·········
Revenue CAGR 5Y 7.1%···········
EPS YoY -14.7%-43.8%-33.1%78.1%-4.3%·······
EPS CAGR 3Y -31.5%-12.5%4.5%·········
EPS CAGR 5Y -11.4%···········
Net Income YoY -18.1%-45.9%-33.8%75.8%7.4%·······
Net Income CAGR 3Y -33.6%-14.3%7.7%·········
Net Income CAGR 5Y -11.1%···········
Dividends Paid CAGR 5Y -4.0%···········
Valuation (TTM) 17
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM $14.32B$14.09B$14.20B$12.63B$11.80B$10.16B$10.17B$10.53B$9.80B$9.07B$8.02B$8.31B
Net Income TTM $277M$338M$625M$944M$537M$500M$746M$931M$440M$595M$577M$656M
Market Cap $9.33B$6.95B$8.24B$8.30B$9.51B$8.13B$7.88B$6.37B$9.48B$7.37B·$10.95B
Enterprise Value ····$11.94B$10.22B$9.26B$7.88B$11.14B$9.16B·$11.52B
P/E 35.221.213.48.917.714.510.66.921.612.614.916.9
P/S 0.70.50.60.70.80.80.80.61.00.8·1.3
P/B 1.71.31.41.11.41.31.71.52.62.3·3.0
P / Tangible Book 3.12.63.72.33.23.0······
P / Cash Flow 5.75.05.95.37.36.97.85.78.07.1·13.7
P / FCF 7.99.814.69.814.910.915.011.015.313.8·45.9
EV / EBITDA ····6.28.65.34.97.514.8·8.9
EV / FCF ····18.713.817.613.618.017.1·48.2
EV / Revenue ····1.01.00.90.71.11.0·1.4
Dividend Yield 1.3%1.4%1.6%1.9%1.7%1.8%1.8%2.2%1.3%1.5%·1.1%
Earnings Yield 2.8%4.7%7.4%11.3%5.7%6.9%9.4%14.5%4.6%8.0%6.7%5.9%
Payout Ratio 43.0%29.0%20.8%17.1%30.2%29.2%18.8%15.2%28.2%95.7%·17.7%
Annual Payout $119M$98M$130M$161M$162M$146M$140M$142M$124M$113M$117M$116M

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

16
Metric 2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenue $14.32B $14.09B $14.20B $12.63B $11.80B
Gross Margin % 18.7% 18.8% 18.1% 19.6% 19.2%
Operating Margin % 3.7% 3.9% 8.2% 8.7% 7.8%
Net Income $277M $338M $625M $944M $537M
Diluted EPS $1.28 $1.50 $2.67 $3.99 $2.24

Institutional owners (13F) 888 filers · $14.9B total · As of Sept. 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 888
Value held $14.9B
New positions 190
Exited positions 67
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
190 (+48 vs prior Q) 67 (+6 vs prior Q) 241 (+3 vs prior Q) 296 (+40 vs prior Q) +9.8M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
BlackRock, Inc. $1,678,187,361 25,273,906 11.29% Shares
VANGUARD GROUP INC $1,125,335,147 24,974,149 7.57% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $838,650,924 12,630,285 5.64% Shares
DIMENSIONAL FUND ADVISORS LP $783,289,189 11,796,622 5.27% Shares
VANGUARD CAPITAL MANAGEMENT LLC $615,971,618 9,276,681 4.14% Shares
STATE STREET CORP $453,803,562 6,834,391 3.05% Shares
AQR CAPITAL MANAGEMENT LLC $380,048,260 5,749,595 2.56% Shares
GEODE CAPITAL MANAGEMENT, LLC $315,910,611 4,756,723 2.13% Shares
VICTORY CAPITAL MANAGEMENT INC $306,630,817 4,617,934 2.06% Shares
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC $251,304,551 3,784,707 1.69% Shares
BANK OF AMERICA CORP /DE/ $250,617,592 3,774,361 1.69% Shares
FULLER & THALER ASSET MANAGEMENT, INC. $247,066,643 3,720,883 1.66% Shares
EARNEST PARTNERS LLC $245,822,295 3,702,143 1.65% Shares
ALLIANCEBERNSTEIN L.P. $201,435,909 3,712,420 1.36% Shares
Invesco Ltd. $197,183,365 2,969,629 1.33% Shares
Swedbank AB $194,093,907 2,923,101 1.31% Shares
SEI INVESTMENTS CO $178,694,447 2,691,182 1.20% Shares
NORGES BANK $175,577,802 2,644,244 1.18% Shares
JPMORGAN CHASE & CO $172,572,639 2,609,534 1.16% Shares
GOLDMAN SACHS GROUP INC $168,106,171 2,531,719 1.13% Shares
MORGAN STANLEY $157,718,930 2,375,283 1.06% Shares
AMERICAN CENTURY COMPANIES INC $156,546,373 2,357,624 1.05% Shares
Point72 Asset Management, L.P. $142,902,162 2,152,141 0.96% Shares
SILVERCREST ASSET MANAGEMENT GROUP LLC $139,022,877 2,093,717 0.94% Shares
NORTHERN TRUST CORP $130,712,849 1,968,567 0.88% Shares
SAMLYN CAPITAL, LLC $127,314,696 1,917,390 0.86% Shares
MILLENNIUM MANAGEMENT LLC $126,785,687 1,909,423 0.85% Shares
Robeco Institutional Asset Management B.V. $119,766,209 1,803,708 0.81% Shares
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $117,157,621 1,764,422 0.79% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $113,187,299 1,704,628 0.76% Shares
Bank of New York Mellon Corp $112,292,323 1,691,149 0.76% Shares
Qube Research & Technologies Ltd $109,063,328 1,642,520 0.73% Shares
PANAGORA ASSET MANAGEMENT INC $105,768,759 1,592,903 0.71% Shares
ROYAL LONDON ASSET MANAGEMENT LTD $98,794,435 1,487,868 0.66% Shares
MENORA MIVTACHIM HOLDINGS LTD. $95,616,000 1,440,000 0.64% Shares
BNP PARIBAS FINANCIAL MARKETS $88,310,207 1,329,973 0.59% Shares
Alyeska Investment Group, L.P. $87,403,714 1,316,321 0.59% Shares
VANGUARD FIDUCIARY TRUST CO $86,106,059 1,296,778 0.58% Shares
ADAGE CAPITAL PARTNERS GP, L.L.C. $84,660,000 1,275,000 0.57% Shares
Zurich Insurance Group Ltd/FI $82,242,376 1,238,590 0.55% Shares
AMERIPRISE FINANCIAL INC $78,686,158 1,185,100 0.53% Shares
FMR LLC $70,011,281 1,054,386 0.47% Shares
UBS Group AG $69,518,675 1,046,968 0.47% Shares
Gotham Asset Management, LLC $63,096,932 950,255 0.42% Shares
Clark Capital Management Group, Inc. $62,241,554 937,373 0.42% Shares
JONES FINANCIAL COMPANIES LLLP $57,171,995 839,428 0.38% Shares
Polar Capital Holdings Plc $57,138,262 860,516 0.38% Shares
TODD ASSET MANAGEMENT LLC $56,098,105 844,851 0.38% Shares
Nuveen, LLC $55,907,164 841,976 0.38% Shares
RHUMBLINE ADVISERS $54,604,334 822,355 0.37% Shares

Show all 888 institutional owners →

Activists & 5%+ owners 1 position

18

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
BorgWarner Inc. ×8 filings March 4, 2022 · Initial filing · SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Company insiders 80 insiders · 32 officers · 13 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
John G Sanderson President, Business Strategy Feb. 12, 2013 M 108,901 0 0 $0
Tonit M Calaway EVP, CAO, Gen Counsel & Sec Aug. 24, 2026 S 73,831 0 6 $-6,893,973
Amy B. Kulikowski VP & Chief Accounting Officer Aug. 18, 2026 S 9,725 0 1 $-198,940
Isabelle Mckenzie Vice President Aug. 17, 2026 S 53,328 0 5 $-1,052,723
Stefan Demmerle Vice President Aug. 17, 2026 S 202,746 0 7 $-2,935,575
Volker Weng Vice President May 28, 2026 S 80,002 0 4 $-1,357,710
Steven G. Carlson Vice President and Controller March 11, 2016 M 41,693 0 0 $0
Kim R Jenett VP, Human Resources Feb. 12, 2016 F 40,191 0 0 $0
Daniel Paterra Vice President Feb. 10, 2016 F 13,752 0 0 $0
ADAMS ROBIN J Vice Chairman, EVP and CAO April 29, 2013 S 223,290 0 0 $0
Janice K Mcadams VP, Human Resources March 14, 2013 S 35,969 0 0 $0
Daniel CasaSanta Vice President March 1, 2013 D 28,305 0 0 $0
Ii Peter B. Kohler Vice President Feb. 12, 2013 A 23,374 0 0 $0
MANGANELLO TIMOTHY Executive Chairman Feb. 12, 2013 M 434,637 0 0 $0
Jan Bertsch Vice President and Controller Feb. 9, 2012 F 27,422 0 0 $0
Roger Wood Executive Vice President Feb. 15, 2011 M 147,716 0 0 $0
OBERMAYER JEFFREY Vice President and Controller Feb. 9, 2010 A 53,009 0 0 $0
Angela Daversa Vice President Feb. 8, 2010 F 37,200 0 0 $0
WEBER ALFRED J VP, President and GM Nov. 6, 2009 M 0 0 0 $0
Bernd Matthes VP, President and GM March 25, 2009 M 30,220 0 0 $0
Cynthia A Niekamp VP Feb. 6, 2008 A 30,861 0 0 $0
HORISZNY LAURENE H Chief Compliance Officer Dec. 4, 2007 G 23,026 0 0 $0
Mark Perlick vp Oct. 29, 2007 M 3,615 0 0 $0
CLINE WILLIAM C VP Oct. 29, 2007 S 20,489 0 0 $0
John M Mcgill VP, Global Supply Chain May 17, 2007 M 0 0 0 $0
Mary Brevard VP, Investor Relations Feb. 12, 2007 M 0 0 0 $0
Christopher H Vance VP, M&A Feb. 6, 2007 A 1,686 0 0 $0
Jamal Farhat VP, CIO Feb. 6, 2007 A 1,617 0 0 $0
WILSON F LEE vp Aug. 3, 2005 M 12,378 0 0 $0
DICKENS KIMBERLY vice president human resources Aug. 18, 2003 S · 0 0 $0
KALINA JOHN A vice president & cio July 23, 2003 A · 0 0 $0
WELDING ROBERT D executive vice president July 23, 2003 A · 0 0 $0
Michael S Hanley Director Aug. 28, 2026 S 34,313 0 1 $-327,550
Rajesh Kalathur Director Aug. 19, 2026 P 7,407 1 0 $500,639
Shaun Mcalmont Director Aug. 17, 2026 S 18,070 0 1 $-485,520
Sailaja Shankar Director June 5, 2026 S 12,897 0 1 $-365,400
Ernest J Novak JR Director April 27, 2016 A 46,414 0 0 $0
Jere A Drummond Director April 1, 2016 A 43,961 0 0 $0
BONANNO PHYLLIS O Director April 1, 2015 I 21,461 0 0 $0
David T Brown Director April 24, 2013 A 5,529 0 0 $0
GLASKE PAUL E Director Dec. 12, 2007 M 21,661 0 0 $0
Andrew Brimmer Director Feb. 8, 2006 A 2,947 0 0 $0
RAU JOHN Director July 27, 2005 A 7,641 0 0 $0
Joseph F. Fadool · May 13, 2026 S 405,964 0 1 $-1,951,990
Tania Wingfield · May 11, 2026 S 35,365 0 2 $-1,449,504
Sara A. Greenstein · April 29, 2026 A 22,053 0 0 $0
Hau N Thai-Tang · April 29, 2026 A 17,897 0 0 $0
Deborah D Mcwhinney · April 29, 2026 A 35,208 0 0 $0
Alexis P. Michas · April 29, 2026 A 82,402 0 0 $0
Farrell Paul Arthur · March 12, 2026 S 38,238 0 1 $-628,348
Henk Vanthournout · Feb. 28, 2026 F 45,880 0 0 $0
Craig Aaron · Feb. 28, 2026 F 78,981 0 0 $0
Frederic Lissalde · Feb. 5, 2025 A 487,387 0 0 $0
Kevin Nowlan · Feb. 28, 2024 F 152,918 0 0 $0
Daniel Etue · April 26, 2023 A 13,466 0 0 $0
Brady D Ericson · April 26, 2023 A 45,164 0 0 $0
Davide Girelli · Feb. 28, 2023 F 33,735 0 0 $0
Paul Anthony Mascarenas · April 27, 2022 A 17,684 0 0 $0
David S Haffner · April 27, 2022 A 12,924 0 0 $0
Felecia J. Pryor · March 9, 2022 S 34,880 0 0 $0
Nelda J Connors · April 28, 2021 A 2,973 0 0 $0
Dennis C Cuneo · April 28, 2021 A 26,333 0 0 $0
Alex Ashmore · March 29, 2021 A 37,154 0 0 $0
Thomas J. Mcgill · June 2, 2020 S 30,922 0 0 $0
Vicki L Sato · April 29, 2020 A 19,823 0 0 $0
John R Mckernan JR · April 29, 2020 A 36,095 0 0 $0
Jan Carlson · April 25, 2020 F 18,092 0 0 $0
Hakan Yilmaz · Feb. 28, 2020 F 8,655 0 0 $0
Thomas T Stallkamp · April 3, 2019 S 4,033 0 0 $0
Joel Wiegert · March 7, 2019 S 27,420 0 0 $0
Martin Fischer · Feb. 28, 2019 F 38,352 0 0 $0
Robin Kendrick · Feb. 28, 2019 F 116,446 0 0 $0
HENSEL ANTHONY · Feb. 28, 2019 F 37,422 0 0 $0
Ronald T Hundzinski · May 22, 2018 G 60,000 0 0 $0
KRONE ROGER A · April 25, 2018 A 5,448 0 0 $0
James Verrier · Feb. 10, 2018 F 458,148 0 0 $0
John J Gasparovic · Feb. 10, 2018 F 79,179 0 0 $0
Richard O Schaum · April 26, 2017 A 50,301 0 0 $0
Thomas Waldhier · Feb. 10, 2011 F 39,905 0 0 $0
BUTLER WILLIAM E · July 28, 2004 A 3,000 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 100 ETFs

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
ETEC · iShares Trust 6.10% 3,738 SH Sept. 11, 2026 Daily
EPSB · Harbor ETF Trust 2.14% 1,610 NS July 31, 2026 N-PORT
LYLD · Cambria ETF Trust 1.72% 1,950 NS July 31, 2026 N-PORT
EPMV · Harbor ETF Trust 1.53% 1,125 NS July 31, 2026 N-PORT
CVSM · Elevation Series Trust 1.42% 21,079 NS July 31, 2026 N-PORT
SRHQ · Elevation Series Trust 1.29% 43,099 NS July 31, 2026 N-PORT
EPSV · Harbor ETF Trust 1.25% 1,198 NS July 31, 2026 N-PORT
AMOM · Exchange Listed Funds Trust 1.23% 4,614 NS July 31, 2026 N-PORT
XMMO · Invesco Exchange-Traded Fund Trust 1.16% 1,388,158 SH Oct. 5, 2026 Daily
RFV · Invesco Exchange-Traded Fund Trust 1.02% 55,284 SH Oct. 5, 2026 Daily
SYLD · Cambria ETF Trust 0.87% 136,298 NS July 31, 2026 N-PORT
VAMO · Cambria ETF Trust 0.79% 13,387 NS July 31, 2026 N-PORT
IVOV · VANGUARD ADMIRAL FUNDS 0.78% 176,111 SH Aug. 19, 2026 Daily
DFSV · Dimensional ETF Trust 0.75% 964,370 NS July 31, 2026 N-PORT
PAMC · Pacer Funds Trust 0.71% 5,961 NS July 31, 2026 N-PORT
DFAT · Dimensional ETF Trust 0.62% 1,409,081 NS July 31, 2026 N-PORT
FXD · First Trust Exchange-Traded AlphaDE… 0.57% 24,240 NS July 31, 2026 N-PORT
RWK · Invesco Exchange-Traded Fund Trust … 0.54% 115,015 SH Oct. 5, 2026 Daily
IQSM · New York Life Investments ETF Trust 0.50% 25,887 NS July 31, 2026 N-PORT
INFO · Harbor ETF Trust 0.44% 57,544 NS July 31, 2026 N-PORT
PKW · Invesco Exchange-Traded Fund Trust 0.40% 109,706 SH Oct. 5, 2026 Daily
QVMM · Invesco Exchange-Traded Fund Trust … 0.39% 26,896 SH Oct. 5, 2026 Daily
VFVA · VANGUARD WELLINGTON FUND 0.38% 47,906 SH Aug. 19, 2026 Daily
IVOO · VANGUARD ADMIRAL FUNDS 0.37% 331,348 SH Aug. 19, 2026 Daily
PTMC · Pacer Funds Trust 0.37% 22,574 NS July 31, 2026 N-PORT
JPME · J.P. Morgan Exchange-Traded Fund Tr… 0.34% 24,719 NS July 31, 2026 N-PORT
JPUS · J.P. Morgan Exchange-Traded Fund Tr… 0.34% 24,195 NS July 31, 2026 N-PORT
BKMC · BNY Mellon ETF Trust 0.34% 34,121 NS July 31, 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0.29% 2,986,190 SH Aug. 19, 2026 Daily
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0.28% 90,124 NS July 31, 2026 N-PORT
VFMF · VANGUARD WELLINGTON FUND 0.28% 30,161 SH Aug. 19, 2026 Daily
MIDU · Direxion Shares ETF Trust 0.28% 3,012 NS July 31, 2026 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0.27% 107,444 NS July 31, 2026 N-PORT
VCR · VANGUARD WORLD FUND 0.27% 276,046 SH Aug. 19, 2026 Daily
FDIS · FIDELITY COVINGTON TRUST 0.26% 69,785 NS July 31, 2026 N-PORT
ESML · iShares Trust 0.26% 110,556 SH Sept. 11, 2026 Daily
DFAS · Dimensional ETF Trust 0.25% 606,084 NS July 31, 2026 N-PORT
BSCR · Invesco Exchange-Traded Self-Indexe… 0.25% 11,427,000 Oct. 5, 2026 Daily
REVS · Columbia ETF Trust I 0.24% 12,775 NS July 31, 2026 N-PORT
IYC · iShares Trust 0.23% 41,028 SH Sept. 11, 2026 Daily
JMOM · J.P. Morgan Exchange-Traded Fund Tr… 0.21% 82,895 NS July 31, 2026 N-PORT
JVAL · J.P. Morgan Exchange-Traded Fund Tr… 0.21% 27,072 NS July 31, 2026 N-PORT
VFMO · VANGUARD WELLINGTON FUND 0.20% 60,768 SH Aug. 19, 2026 Daily
SMMD · iShares Trust 0.19% 109,207 SH Sept. 11, 2026 Daily
FDMO · FIDELITY COVINGTON TRUST 0.18% 25,207 NS July 31, 2026 N-PORT
VB · VANGUARD INDEX FUNDS 0.16% 4,704,433 SH Aug. 19, 2026 Daily
VXF · VANGUARD INDEX FUNDS 0.15% 2,353,773 SH Aug. 19, 2026 Daily
FNX · First Trust Exchange-Traded AlphaDE… 0.14% 31,024 NS July 31, 2026 N-PORT
FNK · First Trust Exchange-Traded AlphaDE… 0.14% 4,880 NS July 31, 2026 N-PORT
SMDX · Tidal Trust III 0.14% 2,776 NS July 31, 2026 N-PORT
IWS · iShares Trust 0.13% 306,601 SH Sept. 11, 2026 Daily
WSML · iShares Trust 0.13% 12,724 SH Sept. 11, 2026 Daily
RECS · Columbia ETF Trust I 0.12% 112,530 NS July 31, 2026 N-PORT
TILT · FlexShares Trust 0.12% 41,712 NS July 31, 2026 N-PORT
PFIG · Invesco Exchange-Traded Fund Trust … 0.12% 155,000 Oct. 5, 2026 Daily
VFQY · VANGUARD WELLINGTON FUND 0.11% 7,710 SH Aug. 19, 2026 Daily
IWR · iShares Trust 0.10% 839,850 SH Sept. 11, 2026 Daily
DFUV · Dimensional ETF Trust 0.08% 185,398 NS July 31, 2026 N-PORT
DXUV · Dimensional ETF Trust 0.08% 6,593 NS July 31, 2026 N-PORT
DFAC · Dimensional ETF Trust 0.06% 458,410 NS July 31, 2026 N-PORT
VYM · VANGUARD WHITEHALL FUNDS 0.06% 816,309 SH Aug. 19, 2026 Daily
DCOR · Dimensional ETF Trust 0.06% 31,309 NS July 31, 2026 N-PORT
PRF · Invesco Exchange-Traded Fund Trust 0.06% 93,511 SH Oct. 5, 2026 Daily
EQAL · Invesco Exchange-Traded Fund Trust … 0.06% 7,595 SH Oct. 5, 2026 Daily
IUS · Invesco Exchange-Traded Self-Indexe… 0.06% 9,027 SH Oct. 5, 2026 Daily
DFSU · Dimensional ETF Trust 0.06% 20,059 NS July 31, 2026 N-PORT
VEGN · ETF Series Solutions 0.04% 1,214 NS July 31, 2026 N-PORT
IUSV · iShares Trust 0.04% 180,566 SH Sept. 11, 2026 Daily
ACVF · ETF Opportunities Trust 0.04% 1,016 NS July 31, 2026 N-PORT
FAB · First Trust Exchange-Traded AlphaDE… 0.04% 1,080 NS July 31, 2026 N-PORT
VONV · VANGUARD SCOTTSDALE FUNDS 0.04% 123,695 SH Aug. 19, 2026 Daily
DSI · iShares Trust 0.04% 31,350 SH Sept. 11, 2026 Daily
IWD · iShares Trust 0.04% 454,946 SH Sept. 11, 2026 Daily
DFAU · Dimensional ETF Trust 0.03% 50,316 NS July 31, 2026 N-PORT
OMFL · Invesco Exchange-Traded Self-Indexe… 0.02% 16,257 SH Oct. 2, 2026 Daily
VTI · VANGUARD INDEX FUNDS 0.02% 6,512,117 SH Aug. 19, 2026 Daily
VONE · VANGUARD SCOTTSDALE FUNDS 0.02% 33,872 SH Aug. 19, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.02% 17,229 SH Aug. 19, 2026 Daily
ESGV · VANGUARD WORLD FUND 0.02% 46,308 SH Aug. 19, 2026 Daily
DFUS · Dimensional ETF Trust 0.02% 64,842 NS July 31, 2026 N-PORT
IWV · iShares Trust 0.02% 58,929 SH Sept. 11, 2026 Daily
IWB · iShares Trust 0.02% 141,405 SH Sept. 11, 2026 Daily
IYY · iShares Trust 0.02% 8,760 SH Sept. 11, 2026 Daily
ITOT · iShares Trust 0.02% 266,637 SH Sept. 11, 2026 Daily
DFLV · Dimensional ETF Trust 0.01% 15,118 NS July 31, 2026 N-PORT
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0.01% 177,470 SH Aug. 19, 2026 Daily
BSCT · Invesco Exchange-Traded Self-Indexe… 0.01% 233,000 Oct. 5, 2026 Daily
BLV · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
BND · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
VCIT · VANGUARD SCOTTSDALE FUNDS · · July 13, 2026 Daily
VCLT · VANGUARD SCOTTSDALE FUNDS · · July 15, 2026 Daily
BNDW · VANGUARD SCOTTSDALE FUNDS · · July 30, 2026 Daily
IJH · iShares Trust · 7,197,763 SH Sept. 11, 2026 Daily
IJJ · iShares Trust · 1,045,883 SH Aug. 21, 2026 Daily
XJH · iShares Trust · 28,020 SH Sept. 8, 2026 Daily
BNDX · VANGUARD CHARLOTTE FUNDS · · July 15, 2026 Daily
VCEB · VANGUARD WORLD FUND · · July 30, 2026 Daily
ISCB · iShares Trust · 9,242 SH Sept. 11, 2026 Daily
ISCV · iShares Trust · 45,813 SH Sept. 11, 2026 Daily
SMLF · iShares Trust · 136,571 SH Sept. 11, 2026 Daily

BWA Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

21
rating · 21 analysts BUY
Median target $80.00 +26.3%
4 19.0% Strong Buy
11 52.4% Buy
6 28.6% Hold
0 0.0% Sell
0 0.0% Strong Sell

12-Month Price Target

15 analysts · 2026-10-06

Mean target $79.93 +26.2%

Now Current price $63.36
Low$62.00 Mean$79.93 High$95.00

Peer comparison (GICS sub-industry) Key metrics vs sector peers

22

FY basis, prices as of each company's last fiscal year-end close.

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
BWA $9.33B 35.2 1.6% 1.9% 5.1% 18.7%
LEA · 14.1 -0.20% 1.9% 9.2% 6.5%
GNTX $5.01B 13.4 9.6% 15.2% 15.5% 34.2%
DORM $3.74B 18.6 6.0% 9.6% 14.2% 42.1%
DAN $2.67B 37.1 -3.0% 1.1% 7.8% ·
QS · -13.7 · · -39.7% ·
VC $2.55B 13.1 -2.5% 5.3% 13.0% 14.1%
PHIN $2.38B 19.3 2.4% 3.7% 8.1% 21.9%
PATK $3.60B 27.8 6.3% 3.4% 11.6% 23.1%
LCII $2.94B 16.0 10.2% 4.6% 13.7% 23.8%

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Source: SEC 10-Q filed Aug 5, 2026