BorgWarner Inc.


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SKU: BWA Category:


BorgWarner delivered an all-around beat in the most recent quarter, with double digits organic revenue growth, driven by stronger industry output and expansion in China and Europe. Despite higher input prices from the company’s suppliers, its margin performance was robust due to great conversion on higher revenue and customer recovery of inflationary material costs. The resilience and adaptability of their supply chain remained crucial as their array of eProducts expanded quickly. By 2027, their team anticipates purchasing over 200 million semiconductor dyes annually, based on the expansion of their power electronics goods. BorgWarner’s inverter industry is anticipated to be 70% silicon carbide based by the same year, with nearly 50% of its inverters being 800 volts. This demonstrates the need to work with reliable semiconductor suppliers. The Santroll, Rhombus, and SSE acquisitions increased revenue over the previous year. In Q2, BorgWarner signed an agreement to acquire Eldor’s EHS business division. The acquisition is anticipated to bolster BorgWarner’s engineering capabilities in developing compact and efficient on-board chargers operating at 400V and 800V, compatible with diverse regional grid configurations across the world. In 2023, they anticipate significant top-line growth to continue. We give BorgWarner, Inc. a ‘Hold’ rating with a revised target price.

Our Report Structure:

⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

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