BorgWarner : Q1 2026 Infographic (borg 00531 earnings infographic 2026 q1 final web)

Published: 2026-05-06 06:42:12 ET BWA

Published on 05/06/2026 at 06:42 am EDT

$ in millions, except EPS

Net Sales

Adj. EPS* Free Cash Flow*

Q1 2026 Highlights

Organic Net Sales* Decrease of ~4.2%

Adj. EPS* Increase of ~12%

FCF*

$48M Improvement

Net Sales $3,533

10.0%

Adj. Op Margin*

10.5%

$13

Adj. Op Margin*

Adj. Operating Margin*

10.5%

Adj. Diluted EPS*

Awards Across

Technology-Focused Portfolio

Operating Margin

9.5%

Diluted EPS

$3,515

$3,533

Q1 2025 Q1 2026

$1.24

$1.11

Q1 2025 Q1 2026

($35)

Q1 2025 Q1 2026

2026 Full Year Guidance Net Sales^

Turbochargers and Exhaust Gas Recirculation

Adj. Operating Margin*^

~10.7% to 10.9%

Adj. Diluted EPS*^

Operating Margin^

~9.7% to 9.9%

Diluted EPS^

(EGR) Coolers

▪

Conquest awards with a major European commercial vehicle OEM for on-highway use

DCT award with a Chinese OEM for an SUV platform and a VCT conquest award with a Japanese OEM for a hybrid program

Engine, Machine, Power Module & BMS Controllers

Dual Clutches (DCT) & Variable Cam Timing Systems (VCT)

▪

A seven-year program extension award with a world-leading

off-highway manufacturer

($ in millions excl. diluted EPS)

▪

eMotors

*Adj. operating margin, adj. diluted EPS and Free Cash Flow on this slide are non-US-GAAP measures.

^Denotes a forward-looking statement that is based on current expectations. Actual results may differ materially due to risks and uncertainties that include, among others: supply disruptions impacting us or our customers; the challenges associated with rapidly changing technologies, particularly as they relate to electric vehicles, and our ability to innovate in response; and the difficulty in forecasting demand for electric vehicles and our electric vehicles revenue growth.

A reconciliation to US GAAP and a more fulsome list of risks & uncertainties appear in the latest BorgWarner earnings release:

https://www.borgwarner.com/q1-2026-earnings.pdf

▪

Three awards with Asian OEMs including two hybrid vehicle awards in China and one electric vehicle award in South Korea

Turbochargers

▪

Three program extension awards and one conquest award with a major European OEM

Disclaimer

BorgWarner Inc. published this content on May 06, 2026, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on May 06, 2026 at 10:41 UTC.