BorgWarner Inc
BWA: XNYS (USA)
| Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
|---|---|---|---|
| Dy | LOCK|LxT!S | LOCK|S^$^YK |
BorgWarner Earnings: Cost Actions Pay Off; Data Centers Entry Should Support Midterm Profitability
BorgWarner shares jumped 25% after reporting a full-year adjusted operating margin of 10.7%, exceeding guidance and our expectations. A new supply agreement for data center applications further supported sentiment. For 2026, management expects organic sales decline and modest margin improvement.
