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 2 quarters

Net buyers 2 Last 2 13F filing periods
Net reducers 2 Last 2 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $24.1M Estimated from net added shares
Reduction amount $75.3M Estimated from net reduced shares
Net share change / base shares -26.8% -1,155,297 / 4,310,503
Bridgewater Associates Ray Dalio 2 filing periods
13F 2025-12-31 Filed 2026-02-13
Minor increase Shares 3.0% 13F value change +$2.1M
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 875,404 Last 2 periods -225,635 (-25.8%) Total shares 649,769 Value $35.3M
Gotham Asset Management Joel Greenblatt 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 32.5% 13F value change +$10.4M
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 662,243 Last 2 periods +404,283 (+61.0%) Total shares 1,066,526 Value $57.9M
Oakmark / Harris Associates Bill Nygren 2 filing periods
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -25.5% 13F value change -$2.1M
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 2,772,856 Last 2 periods -1,398,932 (-50.5%) Total shares 1,373,924 Value $61.9M
Ariel Investments John Rogers 2 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$19.7M
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 0 Last 2 periods +64,987 (New) Total shares 64,987 Value $2.2M

Recent mentions

No public mentions.