| Metric | Value ($ M) | Q2 FY25 | Q3 FY24 |
|---|---|---|---|
| Revenue | 3.6K | 1.3% | 4.1% |
| Total Income | 3.6K | 1.3% | 4.1% |
| Expenditure | 3.3K | 0.2% | 5.2% |
| PBT | 248.00 | 12.7% | 8.2% |
| Net Profit | 158.00 | 29.5% | 32.5% |
| OPM | 6.91% | 1.04pp | 0.92pp |
| NPM | 4.40% | 1.76pp | 2.38pp |
| EPS | 0.74 | 28.9% | 28.9% |
BorgWarner Reports Strong Q3 2025 Results, Increases 2025 Guidance
04 May 2026 · 4 May, 8:26 am
Summary
BorgWarner reported a 4.1% increase in U.S. GAAP net sales for the third quarter of 2025, reaching $3,591 million. Organic sales grew by 2.1% compared to the same period in 2024. The company's U.S. GAAP operating margin was 6.9%, with an adjusted operating margin of 10.7%, up 60 basis points year-over-year. BorgWarner has increased its full-year 2025 guidance for margin, EPS, and free cash flow, while narrowing its net sales outlook to a range of $14.1 billion to $14.3 billion.
Key Highlights
- 1
BorgWarner's U.S. GAAP net sales increased approximately 4.1% year-over-year to $3,591 million in the third quarter of 2025.
- 2
Organic sales increased approximately 2.1% compared with the third quarter of 2024.
- 3
The company achieved a U.S. GAAP operating margin of 6.9% during the third quarter of 2025, equating to an adjusted operating margin of 10.7%, an increase of 60 basis points compared with the third quarter of 2024.
- 4
Adjusted net earnings were $1.24 per diluted share, an increase of 14% compared with the third quarter of 2024.
- 5
The company returned $136 million to its stockholders during the third quarter, including $100 million in share repurchases and a $36 million cash dividend payment.
- 6
The company increased its 2025 full year margin, EPS and free cash flow guidance, and narrowed its net sales outlook.
- 7
Free cash flow for the full year 2025 is expected to be in the range of $850 million to $950 million, a $150 million increase from prior guidance.
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