NYSE · Consumer Discretionary

BORGWARNER INC BWA

BorgWarner Inc., together with its subsidiaries, provides technology solutions for combustion, hybrid, and electric vehicles worldwide. The company operates through the Turbos & Thermal Technologies; Drivetrain & Morse Systems; PowerDrive Systems; and Battery & Charging Systems segments.

Auto Parts: O.E.M.

Company profile

Business mix

  • The company operates through the Turbos & Thermal Technologies; Drivetrain & Morse Systems; PowerDrive Systems; and Battery & Charging Systems segments.
  • It offers turbochargers, eBoosters, eTurbos, emissions systems, thermal systems, gasoline ignition technology, smart remote actuators, powertrain sensors, cabin heaters, battery heaters, and battery cooling systems.
  • The company also provides chain systems and variable camshaft phasing products; friction and mechanical products for automatic transmissions.
  • In addition, it offers power electronics, including inverters, onboard chargers, DC/DC converters, and combination boxes.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in auto parts?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 42.98 FCF 8.22% Buyback 3.74%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Gotham Asset Management Joel Greenblatt 0.2% $57.9M 2026-03-31
Bridgewater Associates Ray Dalio 0.2% $35.3M 2026-03-31

Recent trading changes over the last 1 quarters

Net buyers 1 Last 1 13F filing periods
Net reducers 3 Last 1 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $10.2M Estimated from net added shares
Reduction amount $65.6M Estimated from net reduced shares
Net share change / base shares -30.4% -1,374,962 / 4,530,168
Bridgewater Associates Ray Dalio 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -27.9% 13F value change -$5.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 901,684 Last 1 periods -251,915 (-27.9%) Total shares 649,769 Value $35.3M
Gotham Asset Management Joel Greenblatt 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 21.5% 13F value change +$18.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 877,736 Last 1 periods +188,790 (+21.5%) Total shares 1,066,526 Value $57.9M
Oakmark / Harris Associates Bill Nygren 1 filing periods
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -33.5% 13F value change -$28.9M
Settlement As of 13F 2025-12-31 · Filed 2026-02-17
Base shares 2,064,746 Last 1 periods -690,822 (-33.5%) Total shares 1,373,924 Value $61.9M
Ariel Investments John Rogers 1 filing periods
13F 2025-06-30 Filed 2025-08-14
Major reduction Shares -90.5% 13F value change -$17.5M
Settlement As of 13F 2025-06-30 · Filed 2025-08-14
Base shares 686,002 Last 1 periods -621,015 (-90.5%) Total shares 64,987 Value $2.2M

Recent mentions

No public mentions.