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BorgWarner
BWA · NYSEAuto Components
The economic chain
Follow the chain left → right, from inputs to end demand. Tap any company to trace its links.
Raw inputs
Equipment
Foundry
Chip design
Software
AI demand
Raw inputsmetals, chips, cellsBorgWarnercomponents & systemsAutomakersvehicle OEMsVehicles &powerICE · hybrid · EV · data-…Buyersdrivers, fleets, hypersca…MTLSteel, aluminum & copperCHIPSemiconductor chipsWOLFWolfspeedCELLBattery cellsBWABorgWarnerT&TTurbos & ThermalD&MDrivetrain & MorsePSPowerDrive SystemsB&CBattery & ChargingFFordGMGeneral MotorsOEMOther automakersVWVolkswagenSTLAStellantisI&HVICE & hybrid vehiclesEVElectric vehiclesDCTurboCell / EndeavourD&ODrivers & ownersH&FHyperscalers & fleets
Company details
Market cap
$13B
P/E ratio
40×
Div yield
1.2%
EPS (TTM)
$1.28
Profit margin
~4%
Rev. growth
-1%
Revenue
$14B
Free cash flow
$1.2B
In plain English
BorgWarner is a global Tier-1 auto-parts supplier: it makes turbochargers, drivetrain and timing-chain systems, and — since its 'Charging Forward' pivot — EV eMotors, inverters, battery packs (AKASOL) and charging. It sells to nearly every major automaker, with Ford and Volkswagen its two biggest customers, and in 2026 began supplying turbine generators to power AI data centers.
In simple terms
What BorgWarner really sells
BorgWarner is a global Tier-1 auto-parts supplier: it makes turbochargers, drivetrain and timing-chain systems, and — since its 'Charging Forward' pivot — EV eMotors, inverters, battery packs (AKASOL) and charging. It sells to nearly every major automaker, with Ford and Volkswagen its two biggest customers, and in 2026 began supplying turbine generators to power AI data centers.
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Risk read
Moderate
SteadierMore speculative
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