Last 7 days
12.4%
Last 30 days
6.4%
Last 90 days
8.8%
Trailing 12 Months
-18.2%
Historical Charts for Stock Metrics
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 14.4B | 0 | 0 | 0 |
2023 | 13.7B | 14.5B | 14.9B | 15.0B |
2022 | 11.7B | 11.7B | 11.5B | 13.4B |
2021 | 11.9B | 14.2B | 15.1B | 11.8B |
2020 | 9.9B | 8.8B | 8.8B | 10.2B |
2019 | 10.3B | 10.2B | 10.2B | 10.2B |
2018 | 10.2B | 10.5B | 10.5B | 10.5B |
2017 | 9.2B | 9.3B | 9.5B | 9.8B |
2016 | 8.3B | 8.6B | 8.9B | 9.1B |
2015 | 8.2B | 8.0B | 7.9B | 8.0B |
2014 | 7.7B | 8.0B | 8.2B | 8.3B |
2013 | 7.1B | 7.2B | 7.3B | 7.4B |
2012 | 7.3B | 7.3B | 7.2B | 7.2B |
2011 | 6.1B | 6.5B | 6.9B | 7.1B |
2010 | 4.4B | 4.9B | 5.3B | 5.7B |
2009 | 4.6B | 4.0B | 3.7B | 4.0B |
2008 | 0 | 5.3B | 5.3B | 5.3B |
2007 | 0 | 0 | 0 | 5.3B |
Stocks Marked 'Very Cheap' by Grufity's Fair Value Model Have Outperformed S&P 500 Index
Grufity's Fair Value model takes all the S&P 500 stocks and divides them into separate buckets based on their attractiveness. The 'Very Cheap' bucket of S&P 500 has greatly outperformed S&P 500 Index. Conversely, S&P500 stocks considered 'Very Expensive' by the model underperformed the S&P500 index in the past three years. Grufity Fair Value is available for 2300+ stocks, including 90% of S&P 500 stocks. Grufity's Fair Value Model separates high-return stocks from low-return stocks.
Returns of $10,000 invested in:
Very Cheap Stocks: $17,289
S&P 500 Index: $12,922
Very Expensive Stocks: $11,022
Grufity's Fair Value model does a great job in separating High Performing Stocks from Low Performing ones in the S&P 500 list.
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
Apr 24, 2024 | mcalmont shaun | acquired | 164,986 | 33.65 | 4,903 | - |
Apr 24, 2024 | michas alexis p | acquired | 164,986 | 33.65 | 4,903 | - |
Apr 24, 2024 | greenstein sara a. | acquired | 164,986 | 33.65 | 4,903 | - |
Apr 24, 2024 | mcwhinney deborah d | acquired | 164,986 | 33.65 | 4,903 | - |
Apr 24, 2024 | shankar sailaja | acquired | 164,986 | 33.65 | 4,903 | - |
Apr 24, 2024 | thai-tang hau n | acquired | 164,986 | 33.65 | 4,903 | - |
Apr 24, 2024 | hanley michael s | acquired | 164,986 | 33.65 | 4,903 | - |
Mar 13, 2024 | demmerle stefan | sold | -99,000 | 33.00 | -3,000 | vice president |
Mar 07, 2024 | weng volker | sold | -657,000 | 32.85 | -20,000 | vice president |
Mar 05, 2024 | demmerle stefan | sold | -93,877 | 31.2924 | -3,000 | vice president |
Which funds bought or sold BWA recently?
View All DetailsDatesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
May 06, 2024 | SG Americas Securities, LLC | added | 335 | 712,000 | 933,000 | -% |
May 06, 2024 | HighTower Advisors, LLC | reduced | -14.09 | -178,000 | 890,000 | -% |
May 06, 2024 | Biechele Royce Advisors | added | 8.12 | 673,000 | 14,764,000 | 4.90% |
May 06, 2024 | Schechter Investment Advisors, LLC | reduced | -11.71 | -145,316 | 861,030 | 0.06% |
May 06, 2024 | Merit Financial Group, LLC | new | - | 771,362 | 771,362 | 0.02% |
May 06, 2024 | Envestnet Portfolio Solutions, Inc. | reduced | -30.1 | -117,547 | 246,803 | -% |
May 06, 2024 | Mawer Investment Management Ltd. | added | 22.19 | 6,379,670 | 41,032,400 | 0.19% |
May 06, 2024 | Parallel Advisors, LLC | added | 0.61 | -2,226 | 86,543 | -% |
May 06, 2024 | Hilltop National Bank | new | - | 35,226 | 35,226 | 0.01% |
May 06, 2024 | TEXAS PERMANENT SCHOOL FUND CORP | reduced | -2.13 | -89,811 | 1,650,670 | 0.01% |
Unveiling BorgWarner Inc's Major ShareHolders
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Peers (Alternatives to BorgWarner Inc)
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
TSLA | 567.1B | 94.7B | 41.66 | 5.99 | ||||
GM | 52.3B | 174.9B | 4.9 | 0.3 | ||||
F | 48.4B | 177.5B | 12.3 | 0.27 | ||||
APTV | 22.6B | 20.1B | 7.54 | 1.12 | ||||
KMX | 10.9B | 26.5B | 22.74 | 0.41 | ||||
MID-CAP | ||||||||
BWA | 8.4B | 14.4B | 13.66 | 0.58 | ||||
ALSN | 6.6B | 3.1B | 9.84 | 2.15 | ||||
ABG | 4.4B | 15.4B | 7.79 | 0.29 | ||||
GT | 3.5B | 19.7B | -5.47 | 0.18 | ||||
ADNT | 2.5B | 15.2B | 15.77 | 0.16 | ||||
SMALL-CAP | ||||||||
BLBD | 1.2B | 1.2B | 19.51 | 0.98 | ||||
AXL | 891.1M | 6.2B | -111.38 | 0.14 | ||||
CAAS | 105.0M | 576.4M | 2.79 | 0.18 | ||||
WKHS | 63.0M | 13.1M | -0.51 | 4.81 | ||||
AYRO | 5.8M | 498.9K | -0.17 | 11.61 |
BorgWarner Inc News
Income Statement (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 |
Revenue | 33.2% | 3,595 | 2,699 | 3,622 | 4,520 | 4,180 | 2,547 | 3,226 | 3,759 | 3,874 | 620 | 3,416 | 3,758 | 4,009 | 3,926 | 2,534 | 1,426 | 2,279 | 2,559 | 2,492 | 2,551 | 2,566 |
Gross Profit | 34.6% | 644 | 479 | 652 | 868 | 750 | 470 | 607 | 712 | 750 | -57.00 | 650 | 762 | 818 | 772 | 517 | 174 | 447 | 545 | 524 | 513 | 519 |
S&GA Expenses | 23.5% | 329 | 267 | 330 | 422 | 384 | 261 | 325 | 394 | 388 | 1.00 | 343 | 364 | 377 | 350 | 204 | 184 | 213 | 205 | 230 | 212 | 226 |
EBITDA Margin | 2.5% | 0.07* | 0.07* | 0.10* | 0.10* | 0.10* | 0.11* | 0.09* | 0.09* | 0.09* | 0.07* | 0.11* | 0.12* | - | - | - | - | - | - | - | - | - |
Interest Expenses | 180.5% | 31.00 | -38.50 | 19.00 | 21.00 | 20.00 | -44.50 | -12.00 | 21.00 | 19.00 | -175 | 21.00 | 42.00 | 21.00 | -114 | 24.00 | - | 29.00 | -101 | 25.00 | 7.00 | 26.00 |
Income Taxes | 463.6% | 62.00 | 11.00 | 133 | 106 | 87.00 | -1.50 | 68.00 | 57.00 | 91.00 | -84.00 | 79.00 | 28.00 | 42.00 | 211 | 143 | -6.00 | 49.00 | 238 | 66.00 | 73.00 | 91.00 |
Earnings Before Taxes | 72.1% | 290 | 169 | 238 | 328 | 317 | 132 | 260 | 288 | 315 | -124 | 196 | 302 | 136 | 596 | 272 | -90.00 | 186 | 475 | 273 | 255 | 262 |
EBT Margin | 1.4% | 0.07* | 0.07* | 0.07* | 0.07* | 0.07* | 0.07* | 0.06* | 0.06* | 0.06* | 0.04* | 0.08* | 0.09* | - | - | - | - | - | - | - | - | - |
Net Income | 33.8% | 206 | 154 | 50.00 | 204 | 217 | 254 | 275 | 215 | 200 | 129 | 96.00 | 247 | 65.00 | 358 | 111 | -98.00 | 129 | 220 | 194 | 172 | 160 |
Net Income Margin | 2.2% | 0.04* | 0.04* | 0.05* | 0.07* | 0.07* | 0.07* | 0.07* | 0.05* | 0.06* | 0.05* | 0.05* | 0.05* | - | - | - | - | - | - | - | - | - |
Free Cashflow | -113.3% | -118 | 887 | 242 | 280 | -12.00 | 628 | 220 | 216 | 116 | 446 | 142 | 280 | - | - | - | - | - | - | - | - | - |
Balance Sheet | ||||||||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 |
Assets | -2.3% | 14,122 | 14,453 | 14,104 | 17,317 | 17,117 | 16,994 | 16,077 | 16,144 | 16,678 | 16,575 | 16,491 | 16,863 | 15,971 | 16,029 | 10,892 | 10,337 | 9,502 | 9,702 | 10,199 | 10,231 | 10,104 |
Current Assets | -4.2% | 5,957 | 6,217 | 5,900 | 6,876 | 6,607 | 6,617 | 6,547 | 6,480 | 6,640 | 6,597 | 6,462 | 6,537 | 6,582 | 6,167 | 5,165 | 4,641 | 3,741 | 3,836 | 3,987 | 3,849 | 3,719 |
Cash Equivalents | -32.4% | 1,037 | 1,534 | 949 | 848 | 950 | 1,338 | 1,241 | 1,390 | 1,504 | 1,844 | 1,510 | 1,568 | 1,755 | 1,650 | 2,121 | 2,003 | 901 | 832 | 916 | 710 | 517 |
Inventory | 1.5% | 1,333 | 1,313 | 1,328 | 1,860 | 1,800 | 1,217 | 1,658 | 1,653 | 1,644 | 1,534 | 1,649 | 1,567 | 1,361 | 1,286 | 815 | 836 | 847 | 807 | 810 | 817 | 807 |
Net PPE | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 2,839 | 2,925 | 2,812 | 2,891 | 2,895 |
Goodwill | -1.2% | 2,977 | 3,013 | 2,936 | 3,404 | 3,420 | 2,978 | 3,271 | 704 | 132 | 2,854 | 754 | 3,325 | 2,596 | 2,627 | 710 | 1,830 | 1,818 | 1,842 | 1,818 | - | - |
Liabilities | -3.7% | 8,080 | 8,387 | 8,097 | 9,536 | 9,438 | 9,486 | 9,040 | 8,973 | 9,340 | 9,313 | 9,471 | 9,841 | - | 9,305 | - | - | - | - | - | - | - |
Current Liabilities | 2.7% | 3,869 | 3,767 | 3,573 | 4,235 | 4,148 | 4,236 | 3,816 | 3,651 | 3,859 | 3,798 | 3,637 | 3,862 | 3,921 | 3,810 | 2,199 | 1,970 | 2,124 | 2,329 | 2,525 | 2,313 | 2,299 |
Long Term Debt | -11.1% | 3,295 | 3,707 | 3,665 | 4,191 | 4,175 | 4,140 | 4,080 | 4,156 | 4,223 | 4,261 | 4,288 | 4,348 | 3,708 | 3,738 | 2,787 | 2,762 | 1,664 | 1,674 | 1,656 | 1,929 | 1,923 |
LT Debt, Current | 12800.0% | 387 | 3.00 | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
LT Debt, Non Current | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 2,787 | 2,762 | 1,664 | 1,674 | 1,656 | 1,929 | 1,923 |
Shareholder's Equity | 3.7% | 6,042 | 5,828 | 5,768 | 230 | 18.00 | 7,224 | 6,775 | 6,889 | 7,050 | 3.00 | 6,646 | 3.00 | 6,367 | 6,724 | 4,757 | 4,611 | 6,036 | 4,706 | 4,457 | 2.00 | 2.00 |
Retained Earnings | 2.8% | 6,325 | 6,152 | 6,010 | 7,796 | 7,632 | 7,454 | 7,239 | 7,005 | 6,830 | 6,671 | 6,582 | 6,527 | 6,321 | 6,296 | 5,979 | 5,903 | 6,036 | 5,942 | 5,757 | 5,598 | 5,461 |
Additional Paid-In Capital | -2.1% | 2,632 | 2,689 | 2,680 | 2,657 | 2,661 | 2,675 | 2,650 | 2,633 | 2,617 | 2,637 | 2,617 | 2,602 | 2,589 | 2,614 | 1,128 | 1,115 | 1,109 | 1,145 | 1,129 | 1,116 | 1,111 |
Shares Outstanding | -0.9% | 228 | 230 | 233 | 233 | 264 | 234 | 234 | 237 | 271 | 238 | 270 | 270 | - | - | - | - | - | - | - | - | - |
Minority Interest | -15.5% | 201 | 238 | 239 | 230 | 238 | 284 | 262 | 282 | 288 | 314 | 374 | 373 | 287 | 296 | 161 | 152 | 140 | 138 | 121 | 108 | 111 |
Float | - | - | - | - | 10,000 | - | - | - | 7,800 | - | - | - | 11,600 | - | - | - | 7,200 | - | - | - | 8,600 | - |
Cashflow (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 |
Cashflow From Operations | -113.3% | -118 | 887 | 242 | 280 | -12.00 | 628 | 220 | 216 | 116 | 446 | 142 | 280 | 342 | 376 | 481 | 64.00 | 263 | 184 | 357 | 427 | 40.00 |
Share Based Compensation | - | 18.00 | - | - | - | 11.00 | - | - | - | - | - | - | - | - | - | 13.00 | 6.00 | 10.00 | 12.00 | 13.00 | 9.00 | 8.00 |
Cashflow From Investing | -218.2% | -175 | -55.00 | -16.00 | -240 | -282 | -713 | -219 | -134 | -254 | -11.00 | -139 | -914 | -185 | -617 | -102 | -27.00 | -120 | -109 | -103 | -173 | -104 |
Cashflow From Financing | 24.7% | -183 | -243 | -71.00 | -117 | -90.00 | -74.00 | -142 | -153 | -195 | -56.00 | -59.00 | 460 | -51.00 | -274 | -288 | 1,061 | -62.00 | -172 | -30.00 | -65.00 | -153 |
Dividend Payments | -100.0% | - | 25.00 | 26.00 | 40.00 | 39.00 | 40.00 | 39.00 | 41.00 | 41.00 | 40.00 | 41.00 | 41.00 | 40.00 | 41.00 | 35.00 | 35.00 | 35.00 | 35.00 | 35.00 | 35.00 | 35.00 |
Buy Backs | -43.5% | 100 | 177 | - | - | - | - | 100 | 100 | 40.00 | - | - | - | - | 216 | - | - | - | - | - | 33.00 | 67.00 |
CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS (UNAUDITED) - USD ($) shares in Millions, $ in Millions | 3 Months Ended | |
---|---|---|
Mar. 31, 2024 | Mar. 31, 2023 | |
Net sales | $ 3,595 | $ 3,383 |
Cost of sales | 2,951 | 2,806 |
Gross profit | 644 | 577 |
Selling, general and administrative expenses | 329 | 299 |
Restructuring expense | 19 | 3 |
Other operating expense, net | 1 | 1 |
Operating income | 295 | 274 |
Equity in affiliates’ earnings, net of tax | (5) | (1) |
Unrealized loss on debt and equity securities | 2 | 15 |
Interest expense, net | 5 | 10 |
Other postretirement expense | 3 | 2 |
Earnings from continuing operations before income taxes and noncontrolling interest | 290 | 248 |
Provision for income taxes | 62 | 67 |
Net earnings from continuing operations | 228 | 181 |
Net (loss) earnings from discontinued operations | (7) | 49 |
Net earnings | 221 | 230 |
Net earnings from continuing operations attributable to noncontrolling interest | 15 | 13 |
Net earnings attributable to BorgWarner Inc. | 206 | 217 |
Amounts attributable to BorgWarner Inc.: | ||
Net earnings from continuing operations | $ 213 | $ 168 |
Basic earnings per share: | ||
Earnings per share from continuing operations — basic (in dollar per share) | $ 0.94 | $ 0.72 |
Earnings per share from discontinued operations — basic (in dollar per share) | (0.03) | 0.21 |
Earnings per share attributable to BorgWarner Inc. — basic (in dollar per share) | 0.91 | 0.93 |
Diluted earnings per share: | ||
Earnings per share from continuing operations — diluted (in dollar per share) | 0.93 | 0.72 |
Earnings per share from discontinued operations — diluted (in dollar per share) | (0.03) | 0.21 |
Earnings per share attributable to BorgWarner Inc. — diluted (in dollar per share) | $ 0.90 | $ 0.93 |
Weighted average shares outstanding: | ||
Basic (in shares) | 227.7 | 232.8 |
Diluted (in shares) | 228.3 | 234.4 |
Discontinued operations | Phinia | ||
Amounts attributable to BorgWarner Inc.: | ||
Net (loss) earnings from discontinued operations | $ (7) | $ 49 |
CONDENSED CONSOLIDATED BALANCE SHEETS (UNAUDITED) - USD ($) $ in Millions | Mar. 31, 2024 | Dec. 31, 2023 |
---|---|---|
ASSETS | ||
Cash, cash equivalents and restricted cash | $ 1,037 | $ 1,534 |
Receivables, net | 3,289 | 3,109 |
Inventories, net | 1,333 | 1,313 |
Prepayments and other current assets | 298 | 261 |
Total current assets | 5,957 | 6,217 |
Property, plant and equipment, net | 3,766 | 3,783 |
Investments and long-term receivables | 365 | 364 |
Goodwill | 2,977 | 3,013 |
Other intangible assets, net | 540 | 564 |
Other non-current assets | 517 | 512 |
Total assets | 14,122 | 14,453 |
LIABILITIES AND EQUITY | ||
Short-term debt | 445 | 73 |
Accounts payable | 2,378 | 2,546 |
Other current liabilities | 1,046 | 1,148 |
Total current liabilities | 3,869 | 3,767 |
Long-term debt | 3,295 | 3,707 |
Retirement-related liabilities | 142 | 146 |
Other non-current liabilities | 774 | 767 |
Total liabilities | 8,080 | 8,387 |
Commitments and contingencies | ||
Common stock | 3 | 3 |
Capital in excess of par value | 2,632 | 2,689 |
Retained earnings | 6,325 | 6,152 |
Accumulated other comprehensive loss | (883) | (828) |
Common stock held in treasury, at cost | (2,236) | (2,188) |
Total BorgWarner Inc. stockholders’ equity | 5,841 | 5,828 |
Noncontrolling interest | 201 | 238 |
Total equity | 6,042 | 6,066 |
Total liabilities and equity | $ 14,122 | $ 14,453 |
Mr. Frederic B. Lissalde | |
borgwarner.com | |
Autos | |
52700 |