For the quarter ended December 2025, BorgWarner (BWA) reported revenue of $3.57 billion, up 3.9% over the same period last year. EPS came in at $1.35, compared to $1.01 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $3.51 billion, representing a surprise of +1.72%. The company delivered an EPS surprise of +16.7%, with the consensus EPS estimate being $1.16.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
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: 0.8% versus -1.7% estimated by two analysts on average.
- Net Sales- Turbos & Thermal Technologies: $1.4 billion compared to the $1.4 billion average estimate based on four analysts. The reported number represents a change of -0.9% year over year.
- Net Sales- Drivetrain & Morse Systems: $1.41 billion versus $1.37 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +4.5% change.
- Net Sales- PowerDrive Systems: $623 million compared to the $569.68 million average estimate based on four analysts. The reported number represents a change of +18.7% year over year.
- Net Sales- Battery & Charging Systems: $149 million versus the four-analyst average estimate of $162.86 million. The reported number represents a year-over-year change of -8%.
- Net Sales- Inter-segment eliminations: $-12 million versus $-11.78 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +9.1% change.
- Adjusted Operating Income (Loss)- Turbos & Thermal Technologies: $198 million compared to the $213.57 million average estimate based on four analysts.
- Adjusted Operating Income (Loss)- Battery & Charging Systems: $2 million versus $4.24 million estimated by four analysts on average.
- Adjusted Operating Income (Loss)- PowerDrive Systems: $28 million compared to the $-24.3 million average estimate based on four analysts.
- Adjusted Operating Income (Loss)- Drivetrain & Morse Systems: $271 million compared to the $244.73 million average estimate based on four analysts.
View all Key Company Metrics for BorgWarner here>>>
Shares of BorgWarner have returned +12.1% over the past month versus the Zacks S&P 500 composite's -0.3% 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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