BorgWarner Non-GAAP EPS of $1.24 beats by $0.07, revenue of $3.59B misses by $30M

Published 1 week ago Positive
BorgWarner Non-GAAP EPS of $1.24 beats by $0.07, revenue of $3.59B misses by $30M
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* BorgWarner press release [https://seekingalpha.com/pr/20285785-borgwarner-reports-strong-third-quarter-2025-results] (BWA [https://seekingalpha.com/symbol/BWA]): Q3 Non-GAAP EPS of $1.24 beats by $0.07.
* Revenue of $3.59B (+4.1% Y/Y) misses by $30M.
* The Company expects net sales to be in the range of $14.1 billion to $14.3 billion in 2025 vs $14.31B consensus, compared with 2024 sales of approximately $14.1 billion. The change from the Company's previous forecast range of $14.0 billion to $14.4 billion is a result of higher industry production expectations and the favorable impacts of foreign exchange, partially offset by customer production disruptions in North America and Europe.
* The Company expects its U.S. GAAP operating margin to be in the range of 7.8% to 7.9% in 2025.
* Adjusted net earnings are expected to increase and be in the range of $4.60 to $4.75 per diluted share vs $4.59 consensus, compared to the Company's previous adjusted net earnings range of $4.45 to $4.65 per diluted share. Full-year operating cash flow is expected to be in the range of $1,434 million to $1,484 million, and free cash flow is expected to be in the range of $850 million to $950 million, which is a $150 million increase from prior guidance.

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