BorgWarner
About: BorgWarner is a tier one supplier of turbo and thermal management technologies, drivetrain systems, powerdrive systems, and battery and charging systems mostly to automotive original equipment manufacturers. Its products aim to move a vehicle with as few electrons as possible, resulting in cleaner, cost-optimized, and more-efficient vehicles. Foundational products, the combustion vehicle business, contributes more than 80% to group revenue while BorgWarner transitions to becoming an electric vehicle-centric parts supplier (e-business). In 2023, 25% of the company's revenue was sourced from Volkswagen and Ford. Revenue is well diversified geographically, with approximately a third each generated in North America, Europe, and Asia.
Employees: 38,300
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
133% more funds holding in top 10
Funds holding in top 10: 3 [Q4 2024] → 7 (+4) [Q1 2025]
0.17% less ownership
Funds ownership: 100.06% [Q4 2024] → 99.88% (-0.17%) [Q1 2025]
10% less repeat investments, than reductions
Existing positions increased: 200 | Existing positions reduced: 221
9% less capital invested
Capital invested by funds: $6.96B [Q4 2024] → $6.31B (-$649M) [Q1 2025]
9% less funds holding
Funds holding: 623 [Q4 2024] → 564 (-59) [Q1 2025]
33% less call options, than puts
Call options by funds: $24.6M | Put options by funds: $36.8M
37% less first-time investments, than exits
New positions opened: 83 | Existing positions closed: 132
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
6 analyst ratings
Barclays Dan Levy | 29%upside $45 | Overweight Maintained | 16 Jul 2025 |
UBS Joseph Spak | 9%upside $38 | Neutral Maintained | 14 Jul 2025 |
Baird David Leiker | 12%upside $39 | Neutral Maintained | 11 Jul 2025 |
Wells Fargo Colin Langan | 29%upside $45 | Overweight Maintained | 1 Jul 2025 |
B of A Securities John Murphy | 18%upside $41 | Buy Maintained | 16 Jun 2025 |
Financial journalist opinion
Based on 5 articles about BWA published over the past 30 days
