BorgWarner (BWA) Investor presentation summary

Strategy and operating footprint

• 2026 priorities: improve long-term sales growth, margins, cash generation and EPS; invest in the portfolio, pursue accretive acquisitions and return capital to shareholders.

• Global footprint: 65 manufacturing locations, 16 technical centers, ~37,500 workers and ~7,680 engineers as of Jan. 2026.

• 2025 market leadership included global #1 positions in turbochargers, EGRs, timing systems and transfer cases/couplings.

Portfolio and commercial momentum

• Portfolio spans combustion, hybrid and electric applications, including turbochargers, AWD/4WD, inverters, motors, battery systems and electric drive products.

• Recent awards covered ICE, hybrid and EV programs, including a Stellantis award for the Hurricane 4 engine used in the 2026 Jeep Grand Cherokee.

• eProduct awards included high-voltage inverters, integrated drive modules, motors, battery management systems and dual inverters across global, Chinese, European and North American OEM programs.

• eProduct sales rose from $1.5B in 2022 to $2.6B in 2025, with a stated 20% CAGR; 2025 mix was ~52% BEV and ~48% advanced hybrid.

• Zebra plants are expected to exceed 25% of manufacturing sites by 2027, supporting eProduct growth and market flexibility.

Data center and industrial opportunities

• Signed a supply agreement with TurboCell, an Endeavour subsidiary, for modular turbine generator systems; expected 2027 sales exceed $300M.

• TurboCell system supports continuous or backup power and natural gas, propane, diesel or hydrogen, with lower emissions than traditional diesel solutions.

• Manufacturing floor and capital installation were expected in December, with production trials by year-end and 2027 SOP; subsystem UL certification was largely complete and system certification underway.

• Battery energy storage customer validation and UL compliance were advancing; inverter samples had shipped to seven customers, with quoting underway for the 800V power supply unit.