For the quarter ended September 2025, BorgWarner (BWA) reported revenue of $3.59 billion, up 4.1% over the same period last year. EPS came in at $1.24, compared to $1.09 in the year-ago quarter.
The reported revenue represents a surprise of -1.07% over the Zacks Consensus Estimate of $3.63 billion. With the consensus EPS estimate being $1.16, the EPS surprise was +6.9%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how BorgWarner performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Organic Net Sales Change: 2.1% versus 3.3% estimated by two analysts on average.
- Net Sales- Turbos & Thermal Technologies: $1.44 billion compared to the $1.41 billion average estimate based on three analysts.
- Net Sales- Drivetrain & Morse Systems: $1.45 billion versus the three-analyst average estimate of $1.39 billion.
- Net Sales- Inter-segment eliminations: $-12 million versus $-11.92 million estimated by three analysts on average.
- Net Sales- Battery & Charging Systems: $132 million compared to the $182.31 million average estimate based on three analysts.
- Net Sales- PowerDrive Systems: $582 million compared to the $644.41 million average estimate based on three analysts.
- Adjusted Operating Income (Loss)- Turbos & Thermal Technologies: $219 million compared to the $211.44 million average estimate based on three analysts.
- Adjusted Operating Income (Loss)- Battery & Charging Systems: $-7 million versus the three-analyst average estimate of $-0.71 million.
- Adjusted Operating Income (Loss)- PowerDrive Systems: $-35 million compared to the $-21.94 million average estimate based on three analysts.
- Adjusted Operating Income (Loss)- Drivetrain & Morse Systems: $267 million compared to the $261.55 million average estimate based on three analysts.
View all Key Company Metrics for BorgWarner here>>>
Shares of BorgWarner have returned -3.2% over the past month versus the Zacks S&P 500 composite's +3.6% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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BorgWarner Inc. (BWA): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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