BORGWARNER INC
BWA · Motor Vehicle Parts & Accessories · 205.1M shares · +3%/yr ↑ dilution · EDGAR filings ↗
Net buyback after stock comp: $119M (gross $177M, SBC $58M)
Reference price $73.08 · est. market cap ~$15.0B — last insider sale, 2026-06-05 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
C64Large diversified auto supplier navigating the EV transition with strong liquidity but thin, mid-pack returns.
Strengths
- Excellent liquidity — $4.3B, undrawn $2B revolver, quick ratio 86th pct
- Improving PowerDrive (eProducts) margins and balanced ICE/EV portfolio
Risks
- Low returns: ROE 5.1% (48th pct), ROA 2% (53rd pct), net margin 1.9%
- Battery & Charging and PowerDrive segments still loss-making at operating level
- Cyclical OEM demand and EV-adoption volatility
Notable findings
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
18.7%
Operating margin
3.7%
Net margin
1.9%
Return on equity
5.1%
Return on assets
2.0%
ROIC
4.5%
Revenue growth (QoQ)
-1.1%
Net-income growth
-18.0%
Debt / equity
0.7×
Current ratio
2.1×
EBITDA
$1.3B
Tangible book value
$3.0B
Stock comp / revenue
0.5%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-05 | Shankar Sailaja | Sell | 5.0K | $73.08 |
| 2026-05-28 | Weng Volker | Sell | 5.0K | $72.35 |
| 2026-05-14 | Weng Volker | Sell | 5.0K | $67.71 |
| 2026-05-13 | Fadool Joseph F. | Sell | 29K | $67.31 |
| 2026-05-13 | Demmerle Stefan | Sell | 5.0K | $65.00 |
| 2026-05-12 | McKenzie Isabelle | Sell | 3.5K | $63.35 |
| 2026-05-11 | Weng Volker | Sell | 5.6K | $61.65 |
| 2026-05-11 | Demmerle Stefan | Sell | 5.0K | $62.00 |
| 2026-05-11 | Wingfield Tania | Sell | 5.0K | $63.24 |
| 2026-05-08 | Demmerle Stefan | Sell | 20K | $59.26 |
| 2026-04-29 | Hanley Michael S | Grant | 83 | — |
| 2026-04-29 | Greenstein Sara A. | Grant | 3.2K | — |
| 2026-04-29 | Greenstein Sara A. | Grant | 83 | — |
| 2026-04-29 | Thai-Tang Hau N | Grant | 3.2K | — |
| 2026-04-29 | Thai-Tang Hau N | Grant | 83 | — |
| 2026-04-29 | McAlmont Shaun | Grant | 3.2K | — |
| 2026-04-29 | MCWHINNEY DEBORAH D | Grant | 3.2K | — |
| 2026-04-29 | McAlmont Shaun | Grant | 83 | — |
| 2026-04-29 | Hanley Michael S | Grant | 3.2K | — |
| 2026-04-29 | MCWHINNEY DEBORAH D | Grant | 83 | — |
| 2026-04-29 | Shankar Sailaja | Grant | 3.2K | — |
| 2026-04-29 | Shankar Sailaja | Grant | 83 | — |
| 2026-04-29 | MICHAS ALEXIS P | Grant | 3.2K | — |
| 2026-04-29 | MICHAS ALEXIS P | Grant | 83 | — |
| 2026-03-12 | Farrell Paul Arthur | Sell | 12K | $52.31 |
| 2026-03-10 | Demmerle Stefan | Sell | 2.5K | $53.03 |
| 2026-03-09 | CALAWAY TONIT M | Sell | 14K | $51.46 |
| 2026-03-01 | Kulikowski Amy B. | Grant | 121 | — |
| 2026-03-01 | Kulikowski Amy B. | Tax withheld | 2.2K | $57.57 |
| 2026-02-28 | CALAWAY TONIT M | Grant | 846 | — |
| 2026-02-28 | Wingfield Tania | Grant | 414 | — |
| 2026-02-28 | Wingfield Tania | Tax withheld | 5.5K | $57.57 |
| 2026-02-28 | Weng Volker | Grant | 710 | — |
| 2026-02-28 | Weng Volker | Tax withheld | 9.7K | $57.57 |
| 2026-02-28 | Vanthournout Henk | Grant | 194 | — |
| 2026-02-28 | Vanthournout Henk | Tax withheld | 3.0K | $57.57 |
| 2026-02-28 | McKenzie Isabelle | Grant | 394 | — |
| 2026-02-28 | McKenzie Isabelle | Tax withheld | 5.4K | $57.57 |
| 2026-02-28 | Kulikowski Amy B. | Grant | 26 | — |
| 2026-02-28 | Kulikowski Amy B. | Tax withheld | 468 | $57.57 |
| 2026-02-28 | Farrell Paul Arthur | Grant | 286 | — |
| 2026-02-28 | Farrell Paul Arthur | Tax withheld | 3.9K | $57.57 |
| 2026-02-28 | Fadool Joseph F. | Grant | 1.0K | — |
| 2026-02-28 | Fadool Joseph F. | Tax withheld | 14K | $57.57 |
| 2026-02-28 | Demmerle Stefan | Grant | 953 | — |
| 2026-02-28 | Demmerle Stefan | Tax withheld | 13K | $57.57 |
| 2026-02-28 | CALAWAY TONIT M | Tax withheld | 12K | $57.57 |
| 2026-02-28 | Aaron Craig | Grant | 351 | — |
| 2026-02-28 | Aaron Craig | Tax withheld | 5.2K | $57.57 |
| 2026-02-18 | CALAWAY TONIT M | Sell | 9.7K | $62.61 |
| 2026-02-18 | McKenzie Isabelle | Sell | 2.5K | $61.54 |
| 2026-02-17 | Weng Volker | Sell | 5.0K | $62.36 |
| 2026-02-13 | CALAWAY TONIT M | Sell | 16K | $65.08 |
| 2026-02-13 | Wingfield Tania | Sell | 18K | $63.43 |
| 2026-02-13 | McKenzie Isabelle | Sell | 3.5K | $63.26 |
| 2026-02-04 | Wingfield Tania | Grant | 24K | — |
| 2026-02-04 | Wingfield Tania | Tax withheld | 10K | $48.57 |
| 2026-02-04 | Aaron Craig | Grant | 25K | — |
| 2026-02-04 | Aaron Craig | Tax withheld | 11K | $48.57 |
| 2026-02-04 | Weng Volker | Grant | 41K | — |
| 2026-02-04 | Weng Volker | Tax withheld | 18K | $48.57 |
| 2026-02-04 | Vanthournout Henk | Grant | 7.8K | — |
| 2026-02-04 | Vanthournout Henk | Tax withheld | 3.8K | $48.57 |
| 2026-02-04 | McKenzie Isabelle | Grant | 21K | — |
| 2026-02-04 | McKenzie Isabelle | Tax withheld | 9.3K | $48.57 |
| 2026-02-04 | Fadool Joseph F. | Grant | 59K | — |
| 2026-02-04 | Fadool Joseph F. | Tax withheld | 26K | $48.57 |
| 2026-02-04 | Farrell Paul Arthur | Grant | 17K | — |
| 2026-02-04 | Farrell Paul Arthur | Tax withheld | 7.4K | $48.57 |
| 2026-02-04 | Demmerle Stefan | Grant | 56K | — |
| 2026-02-04 | Demmerle Stefan | Tax withheld | 24K | $48.57 |
| 2026-02-04 | CALAWAY TONIT M | Grant | 49K | — |
| 2026-02-04 | CALAWAY TONIT M | Tax withheld | 23K | $48.57 |
| 2026-02-03 | CALAWAY TONIT M | Grant | 20K | — |
| 2026-02-03 | Vanthournout Henk | Grant | 7.1K | — |
| 2026-02-03 | Fadool Joseph F. | Grant | 66K | — |
| 2026-02-03 | Kulikowski Amy B. | Grant | 2.4K | — |
| 2026-02-03 | Wingfield Tania | Grant | 12K | — |
| 2026-02-03 | Weng Volker | Grant | 21K | — |
| 2026-02-03 | McKenzie Isabelle | Grant | 18K | — |
| 2026-02-03 | Farrell Paul Arthur | Grant | 7.1K | — |
| 2026-02-03 | Demmerle Stefan | Grant | 23K | — |
| 2026-02-03 | Aaron Craig | Grant | 21K | — |
| 2025-11-12 | Demmerle Stefan | Sell | 5.0K | $46.00 |
| 2025-11-11 | Demmerle Stefan | Sell | 15K | $45.52 |
| 2025-11-04 | McKenzie Isabelle | Sell | 3.2K | $44.23 |
| 2025-09-11 | McKenzie Isabelle | Sell | 3.5K | $44.18 |
| 2025-09-05 | Demmerle Stefan | Sell | 5.0K | $44.00 |
| 2025-09-05 | Weng Volker | Sell | 10K | $43.97 |
| 2025-09-04 | McKenzie Isabelle | Sell | 3.0K | $43.45 |
| 2025-09-02 | MICHAS ALEXIS P | Sell | 8.8K | $42.31 |
| 2025-08-28 | McKenzie Isabelle | Sell | 2.7K | $42.93 |
| 2025-08-13 | Demmerle Stefan | Sell | 5.0K | $40.50 |
| 2025-08-12 | McKenzie Isabelle | Sell | 2.5K | $40.01 |
| 2025-08-12 | Demmerle Stefan | Sell | 5.0K | $40.04 |
| 2025-08-12 | Demmerle Stefan | Sell | 10K | $38.95 |
| 2025-08-04 | Aaron Craig | Sell | 21K | $37.66 |
| 2025-08-04 | Farrell Paul Arthur | Sell | 11K | $37.63 |
| 2025-08-04 | Demmerle Stefan | Sell | 20K | $38.17 |
| 2025-08-04 | McKenzie Isabelle | Sell | 5.0K | $37.71 |
| 2025-05-16 | McKenzie Isabelle | Sell | 5.0K | $33.25 |
| 2025-05-12 | Weng Volker | Sell | 10K | $32.98 |
| 2025-05-12 | CALAWAY TONIT M | Sell | 28K | $32.83 |
| 2025-05-09 | Weng Volker | Sell | 16K | $31.54 |
| 2025-04-30 | Shankar Sailaja | Grant | 5.8K | $28.38 |
| 2025-04-30 | Greenstein Sara A. | Grant | 5.8K | $28.38 |
| 2025-04-30 | Thai-Tang Hau N | Grant | 5.8K | $28.38 |
| 2025-04-30 | MICHAS ALEXIS P | Grant | 5.8K | $28.38 |
| 2025-04-30 | MCWHINNEY DEBORAH D | Grant | 5.8K | $28.38 |
| 2025-04-30 | McAlmont Shaun | Grant | 5.8K | $28.38 |
| 2025-04-30 | Hanley Michael S | Grant | 5.8K | $28.38 |
| 2025-03-10 | Weng Volker | Sell | 9.8K | $30.29 |
| 2025-03-10 | CALAWAY TONIT M | Sell | 8.3K | $30.07 |
| 2025-03-05 | Wingfield Tania | Sell | 24K | $28.79 |
| 2025-03-01 | Kulikowski Amy B. | Tax withheld | 2.1K | $29.77 |
| 2025-02-28 | Fadool Joseph F. | Tax withheld | 5.7K | $29.61 |
| 2025-02-28 | Wingfield Tania | Tax withheld | 1.2K | $29.61 |
| 2025-02-28 | Wingfield Tania | Tax withheld | 2.4K | $29.61 |
| 2025-02-28 | Weng Volker | Tax withheld | 3.8K | $29.61 |
| 2025-02-28 | Weng Volker | Tax withheld | 4.3K | $29.61 |
| 2025-02-28 | Vanthournout Henk | Tax withheld | 1.1K | $29.61 |
| 2025-02-28 | Vanthournout Henk | Tax withheld | 1.1K | $29.61 |
| 2025-02-28 | McKenzie Isabelle | Tax withheld | 1.2K | $29.61 |
| 2025-02-28 | McKenzie Isabelle | Tax withheld | 2.2K | $29.61 |
| 2025-02-28 | Farrell Paul Arthur | Tax withheld | 1.5K | $29.61 |
| 2025-02-28 | Farrell Paul Arthur | Tax withheld | 1.7K | $29.61 |
| 2025-02-28 | Fadool Joseph F. | Tax withheld | 6.1K | $29.61 |
| 2025-02-28 | Demmerle Stefan | Tax withheld | 5.3K | $29.61 |
| 2025-02-28 | Demmerle Stefan | Tax withheld | 5.8K | $29.61 |
| 2025-02-28 | CALAWAY TONIT M | Tax withheld | 5.2K | $29.61 |
| 2025-02-28 | CALAWAY TONIT M | Tax withheld | 5.4K | $29.61 |
| 2025-02-28 | Aaron Craig | Tax withheld | 715 | $29.61 |
| 2025-02-28 | Aaron Craig | Tax withheld | 750 | $29.61 |
| 2025-02-26 | Weng Volker | Sell | 7.1K | $30.49 |
| 2025-02-10 | CALAWAY TONIT M | Sell | 14K | $30.16 |
| 2025-02-05 | Demmerle Stefan | Grant | 38K | $31.33 |
| 2025-02-05 | CALAWAY TONIT M | Grant | 37K | $31.33 |
| 2025-02-05 | Aaron Craig | Grant | 4.9K | $31.33 |
| 2025-02-05 | Wingfield Tania | Grant | 13K | $31.33 |
| 2025-02-05 | Weng Volker | Grant | 27K | $31.33 |
| 2025-02-05 | McKenzie Isabelle | Grant | 10K | $31.33 |
| 2025-02-05 | Farrell Paul Arthur | Grant | 11K | $31.33 |
| 2025-02-05 | Lissalde Frederic | Grant | 150K | $31.33 |
| 2025-02-05 | Fadool Joseph F. | Grant | 41K | $31.33 |
| 2025-02-04 | Demmerle Stefan | Grant | 30K | — |
| 2025-02-04 | CALAWAY TONIT M | Grant | 30K | — |
| 2025-02-04 | Weng Volker | Grant | 29K | — |
| 2025-02-04 | McKenzie Isabelle | Grant | 24K | — |
| 2025-02-04 | Demmerle Stefan | Grant | 33K | — |
| 2025-02-04 | Aaron Craig | Grant | 27K | — |
| 2025-02-04 | Wingfield Tania | Grant | 15K | — |
| 2025-02-04 | Farrell Paul Arthur | Grant | 10K | — |
| 2025-02-04 | Fadool Joseph F. | Grant | 84K | — |
| 2025-02-04 | Lissalde Frederic | Grant | 78K | — |
| 2025-02-04 | Aaron Craig | Grant | 27K | — |
| 2025-02-04 | Kulikowski Amy B. | Grant | 3.0K | — |
| 2025-02-04 | Vanthournout Henk | Grant | 9.4K | — |
| 2025-02-04 | CALAWAY TONIT M | Grant | 28K | — |
| 2025-02-04 | Wingfield Tania | Grant | 15K | — |
| 2025-02-04 | Weng Volker | Grant | 27K | — |
| 2025-02-04 | Farrell Paul Arthur | Grant | 9.4K | — |
| 2025-02-04 | Fadool Joseph F. | Grant | 81K | — |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-05-28 | Exec/director change | filing ↗ |
| 2026-05-06 | ResultsExhibits | filing ↗ |
| 2026-04-30 | Exec/director changeShareholder voteReg FDExhibits | filing ↗ |
| 2026-02-11 | ResultsExhibits | filing ↗ |
| 2026-02-05 | Reg FDExhibits | filing ↗ |
| 2025-11-13 | Reg FDExhibits | filing ↗ |
| 2025-10-30 | ResultsExhibits | filing ↗ |
| 2025-10-21 | OtherExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-05-28 | 2026-05-26 | 0000908255-26-000037 ↗ |
| 8-K | 2026-05-06 | 2026-05-06 | 0000908255-26-000023 ↗ |
| 10-Q | 2026-05-06 | 2026-03-31 | 0000908255-26-000027 ↗ |
| 8-K | 2026-04-30 | 2026-04-29 | 0000908255-26-000018 ↗ |
| 10-K | 2026-02-11 | 2025-12-31 | 0000908255-26-000011 ↗ |
| 8-K | 2026-02-11 | 2026-02-11 | 0000908255-26-000009 ↗ |
| 8-K | 2026-02-05 | 2026-02-05 | 0000908255-26-000003 ↗ |
| 8-K | 2025-11-13 | 2025-11-12 | 0001628280-25-051853 ↗ |
| 8-K | 2025-10-30 | 2025-10-30 | 0000908255-25-000040 ↗ |
| 10-Q | 2025-10-30 | 2025-09-30 | 0000908255-25-000042 ↗ |
| 8-K | 2025-10-21 | 2025-10-21 | 0001628280-25-045710 ↗ |
| 10-Q | 2025-07-31 | 2025-06-30 | 0000908255-25-000032 ↗ |