
BorgWarner Inc.
NYSE•BWA
CEO: Mr. Frederic B. Lissalde
セクター: Consumer Cyclical
業種: Auto - Parts
上場日: 1993-08-13
BorgWarner Inc., together with its subsidiaries, provides solutions for combustion, hybrid, and electric vehicles worldwide. It offers turbochargers, eBoosters, eTurbos, timing systems, emissions systems, thermal systems, gasoline ignition technology, smart remote actuators, powertrain sensors, cabin heaters, battery modules and systems, battery heaters, and battery charging. The company provides power electronics, control modules, software, friction, and mechanical products for automatic transmissions and torque-management products. It sells its products to original equipment manufacturers of light vehicles, which comprise passenger cars, sport-utility vehicles, vans, and light trucks; commercial vehicles, including medium-duty and heavy-duty trucks, and buses; and off-highway vehicles, such as agricultural and construction machinery, and marine applications, as well as to tier one vehicle systems suppliers and the aftermarket for light, commercial, and off-highway vehicles. The company was formerly known as Borg-Warner Automotive, Inc. BorgWarner Inc. was incorporated in 1987 and is headquartered in Auburn Hills, Michigan.
連絡先情報
時価総額
$13.43B
PER (TTM)
48.3
43.4
配当利回り
0.9%
52週高値
$70.08
52週安値
$24.40
52週レンジ
順位39Top 39.1%
4.2
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 4.2 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025
財務ダッシュボード
Q4 2025 データ
売上高
$3.57B+0.00%
直近4四半期の推移
EPS
-$1.23+0.00%
直近4四半期の推移
フリーCF
$0.00+0.00%
直近4四半期の推移
2025 Annual 決算ハイライト
主なハイライト
Total Net Sales Increased Total net sales reached $14.32B USD in 2025, marking a $230M increase, or 2%, compared to the prior year.
Operating Cash Flow Strong Net cash provided by operating activities totaled $1.65B USD for 2025, significantly higher than $1.38B provided in 2024.
eProducts Revenue Growth Revenue from eProducts grew to $2.6B USD, representing 18% of total sales, showing continued electrification focus.
Segment Margin Performance Drivetrain & Morse Systems achieved 18.4% Segment Adjusted Operating margin, increasing from 18.1% in 2024.
リスク要因
Profitability Declined Significantly Net earnings attributable to BorgWarner Inc. decreased to $277M USD from $338M USD in 2024, impacting diluted EPS.
Major Goodwill Impairment Recorded $423M goodwill impairment charge in Battery & Charging Systems due to forecast deterioration in Q4 2025.
OEM Cost Reduction Pressure Substantial and continuing pressure from OEMs requires annual price reductions, limiting ability to fully recover inflationary costs.
EV Adoption Volatility Risk Slower than expected electric vehicle adoption across regions may prevent realizing expected rates of return on eProduct investments.
見通し
Charging Business Exit Exiting the charging business is expected to eliminate approximately $30M in annualized adjusted operating losses by 2026.
Battery Systems Cost Savings Consolidating North American battery systems business is expected to yield annual cost savings of approximately $20M by 2026.
2026 Sales Outlook Management forecasts total sales in 2026 to decline year-over-year, excluding the impact of foreign currencies.
Long-Term Electrification Focus Maintaining positive long-term outlook driven by adoption of electrified vehicle offerings and increasingly stringent global emissions standards.
同業比較
売上高 (TTM)
PAG$30.73B
$27.63B
MGM$17.54B
粗利益率 (最新四半期)
ALSN47.5%
MGM44.0%
41.2%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| BWA | $13.43B | 48.3 | 4.8% | 28.3% |
| MOD | $11.42B | 116.9 | 9.5% | 34.9% |
| FIVE | $11.36B | 36.9 | 16.4% | 42.1% |
長期トレンド
直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
0.5%
緩やかな成長
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
75%
キャッシュフローの変動が大きい
深度リサーチ
次回決算:2026年5月5日
EPS:-
|売上高:-
財務レポート
財務データ
全年度
Form 10-K - FY 2025
会計期末: 2025年12月31日|提出日: 2026年2月11日|売上高: $14.32B+1.7%|EPS: $1.28-15.2%予想を上回るForm 10-Q - Q3 2025
会計期末: 2025年9月30日|提出日: 2025年10月30日|売上高: $3.59B+4.1%|EPS: $0.73-30.5%予想を下回るForm 10-Q - Q2 2025
会計期末: 2025年6月30日|提出日: 2025年7月31日|売上高: $3.64B+1.0%|EPS: $1.04-22.4%予想を下回るForm 10-Q - Q1 2025
会計期末: 2025年3月31日|提出日: 2025年5月7日|売上高: $3.52B-2.2%|EPS: $0.72-20.0%予想を下回るForm 10-K - FY 2024
会計期末: 2024年12月31日|提出日: 2025年2月6日|売上高: $14.08B-0.8%|EPS: $1.51-44.5%予想を上回るForm 10-Q - Q3 2024
会計期末: 2024年9月30日|提出日: 2024年10月31日|売上高: $3.45B-4.8%|EPS: $1.05+400.0%予想を上回るForm 10-Q - Q2 2024
会計期末: 2024年6月30日|提出日: 2024年7月31日|売上高: $3.60B-1.9%|EPS: $1.34+54.0%予想を上回るForm 10-Q - Q1 2024
会計期末: 2024年3月31日|提出日: 2024年5月2日|売上高: $3.60B+6.3%|EPS: $0.90-3.2%予想を上回る