)

BorgWarner (BWA) investor relations material
BorgWarner J.P. Morgan Auto Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Tariffs and regulatory environment
Tariff exposure reduced from 1.6% to 1% of sales due to favorable regulations and mitigation efforts.
Agreements now cover 70% of tariff exposure, with the remainder expected to be addressed soon.
Tariffs are seen as manageable, but North American production volumes are being closely monitored.
Improved industry cooperation has helped mitigate tariff impacts, supporting volume stability.
Teams are actively working on long-term solutions to further reduce tariff impact.
Electrification and product growth
Electrification outlook varies by region: China leads, Europe follows, while North America remains focused on combustion and hybrid.
E product revenue outpaced market growth, driven by over 30 new launches and competitive technology.
Customer intimacy and speed to market, especially in China, are key growth drivers.
Market share gains are expected as smaller competitors struggle to keep up with scale and investment.
Outgrowth targets have been set across the portfolio, not just for e products.
Margin performance and cost management
Q2 EBIT margin reached 10.3%, exceeding expectations despite tariff headwinds.
Margin strength attributed to productivity, restructuring, supply chain savings, and lower warranty costs.
Cost of poor quality reduced by 20%, supporting sustained margin profile above 10% for five quarters.
Consistency and discipline in financial performance are emphasized as ongoing priorities.
10% margin is targeted as a sustainable floor, with mid-teen conversion rates as a goal.
Next BorgWarner earnings date

Next BorgWarner earnings date

The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
)
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
)
I can't remember the last time an app had such a positive impact on my investment process.
)
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
)
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
I can't remember the last time an app had such a positive impact on my investment process.
)
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
)
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
)
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage