业绩总结 - 2024年第三季度净销售额为34.49亿美元，同比下降约5.1%[7] - 调整后每股收益（EPS）为1.09美元，较2023年第三季度的0.98美元增长约11.2%[13] - 自由现金流为2.01亿美元，较2023年第三季度的3600万美元增长了约458.3%[13] - 调整后营业收入为3.50亿美元，调整后营业利润率为10.1%，较2023年第三季度的9.6%有所提升[13] - 2024年第三季度的有机净销售变化为-1.6%[37] 未来展望 - 预计2024年有机增长率为-1.5%至0%[16] - 2024年调整后营业利润率预期为9.8%至10.0%[16] - 2024年自由现金流预期为4.75亿至5.75亿美元，计划用于股票回购和分红[16][17] - 2024年全年的净销售额指导范围为14,000百万至14,200百万美元[39] - 2024年每股稀释收益预计在4.17美元至4.28美元之间[42] 产品与市场动态 - 2024年电动产品销售预期约为24亿美元，较之前的25亿美元有所下调[16] - 2023年第三季度电池与充电系统的净销售额为146百万美元，2024年第三季度增长至197百万美元，增幅为34.2%[36] - 2023年第三季度动力驱动系统的净销售额为571百万美元，2024年第三季度下降至512百万美元，降幅为12.3%[36] 资本支出与现金流 - 2024年资本支出预计在8亿至8.5亿美元之间[18] - 2024年第三季度的自由现金流为201百万美元，较2023年同期的36百万美元显著增长[48] - 2024年预计自由现金流在475百万至575百万美元之间[49] - 2024年资本支出预计在800百万至850百万美元之间[49] 历史业绩数据 - 2023年第一季度净销售额为3,383百万美元，第二季度为3,671百万美元，第三季度为3,622百万美元，全年为14,198百万美元[24] - 2024年第一季度净销售额为3,595百万美元，第二季度为3,603百万美元，六个月累计为7,198百万美元[27] - 2023年第三季度至今，BorgWarner的净销售额为10,676百万美元，同比下降0.3%[37]

BorgWarner Inc. (BWA) reported adjusted earnings of $1.09 per share for third-quarter 2024, up from 98 cents recorded in the prior-year quarter. The bottom line also surpassed the Zacks Consensus Estimate of 92 cents. The automotive equipment supplier reported net sales of $3.45 billion, which missed the Zacks Consensus Estimate of $3.53 billion. The top line also declined 5% year over year.Stay up-to-date with the quarterly releases: See Zacks Earnings Calendar.Segmental PerformanceEffective July 1, 2024, ...

BorgWarner (BWA) came out with quarterly earnings of $1.09 per share, beating the Zacks Consensus Estimate of $0.92 per share. This compares to earnings of $0.98 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 18.48%. A quarter ago, it was expected that this auto parts supplier would post earnings of $0.98 per share when it actually produced earnings of $1.19, delivering a surprise of 21.43%.Over the last four quarters, the co ...

财务业绩 - 公司第三季度实现调整后营业利润率10.1%，GAAP营业利润率7.8%[2] - 公司全年调整后营业利润率和每股收益指引上调[2] - 公司完成4亿美元股票回购计划[2] - 公司第三季度实现净销售34.49亿美元，同比下降约5%[4] - 公司第三季度实现调整后每股收益1.09美元，同比增长[6] - 第三季度净销售额为34.49亿美元，同比下降4.8%[21] - 第三季度毛利率为18.4%，同比提升0.4个百分点[21] - 第三季度营业利润为2.70亿美元，同比下降0.7%[21] - 前三季度净销售额为106.47亿美元，同比下降0.3%[21] - 前三季度毛利率为18.5%，同比提升0.6个百分点[21] - 前三季度营业利润为8.62亿美元，同比下降2.0%[21] - 2024年第三季度收入为34.49亿美元，较2023年同期下降4.8%，主要受汇率和销量下降影响[42] - 2024年前三季度收入为106.47亿美元，较2023年同期基本持平，其中动力系统和电池及充电系统业务收入有所增长[43] - 2024年前三季度调整后营业利润为10.65亿美元，较2023年同期增加3.8%，调整后营业利润率为10.0%[39] - 2024年第三季度调整后营业利润为3.5亿美元，较2023年同期增加0.3%，调整后营业利润率为10.1%[39] 未来展望 - 公司预计2024年全年净销售在140亿美元至142亿美元之间，调整后营业利润率在9.8%至10.0%之间，调整后每股收益在4.15美元至4.30美元之间[12][13] - 公司预计2024年全年自由现金流在47.5亿美元至57.5亿美元之间[13] - 公司2024年电动产品销售预计达到24亿美元,较2023年增长[12] - 公司2024年加权轻型和商用车市场预计下降3.5%至3%[12] - 2024财年全年净销售额预计在14,000-14,200百万美元之间[44] - 2024财年调整后营业利润预计在1,375-1,415百万美元之间,调整后营业利润率为9.8%-10.0%[44] - 2024财年调整后每股摊薄收益预计在4.15-4.30美元之间[46] - 2024财年自由现金流预计在475-575百万美元之间[47] - 2024财年有机销售额预计下降0.1%-1.5%,优于加权平均市场下降3.0%-3.5%[48] - 2024财年北美、欧洲和中国的整车和商用车产量预计分别下降1%-2.5%、5%-7%和增长1%-1.5%[49] 新业务订单 - 公司获得多个新业务订单,包括两个北美OEM全尺寸皮卡车型转向箱订单、三个高压冷却加热器订单以及一个雪佛兰Corvette ZR1涡轮增压器订单[3] 电池和充电系统业务 - 第三季度电池和充电系统业务收入为1.97亿美元，同比增长34.9%[22] - 前三季度电池和充电系统业务收入为5.67亿美元，同比增长43.5%[22] - 第三季度电池和充电系统业务分部调整后营业亏损为0.08亿美元，同比亏损减少69.2%[23] - 前三季度电池和充电系统业务分部调整后营业亏损为0.33亿美元，同比亏损减少56.6%[23] 现金流和资本支出 - 2024年前三季度经营活动产生的净现金流为7亿美元，较2023年同期增加190百万美元[40] - 2024年前三季度资本支出和工具支出为5.1亿美元，较2023年同期减少1.14亿美元[40] - 2024年前三季度自由现金流为1.9亿美元，较2023年同期大幅改善[40] - 2024年第三季度自由现金流为2.01亿美元，较2023年同期大幅增加[40] 业务架构调整 - 公司自2024年7月1日起调整业务部门架构,现分为涡轮增压与热管理技术、传动系统、电力驱动系统和电池及充电系统四大报告分部[51] - 2024财年第一季度和第二季度各分部的收入、毛利率和调整后营业利润情况[52,54] 业务表现 - 2024年前三季度汽车发动机涡轮增压和热管理系统业务收入下降1.6%，动力传动系统业务收入增长3.2%[43] - 2024年第三季度汽车发动机涡轮增压和热管理系统业务收入下降5.9%，动力传动系统业务收入下降5.9%[42]

BorgWarner's HVCH selected by a Chinese OEM for a battery electric SUV, start of production set for Q2 2025 Korean electric vehicle manufacturer chose BorgWarner's heater for their new electric pick-up model, with production starting in Q1 2025 BorgWarner wins its first HVCH business award with a Japanese OEM, marking a key milestone in the company's expansion into Japan's growing electric vehicle market AUBURN HILLS, Mich., Oct. 31, 2024 /PRNewswire/ -- BorgWarner has secured three significant business wi ...

Company to supply two types of two-speed transfer cases: Electro-Mechanical On-Demand (EMOD) and Electric Shift-on-the-Fly (ESOF) Builds on over 40 years of BorgWarner transfer case supply for the OEM's passenger truck platform High-performance solutions deliver quick response, improved torque performance AUBURN HILLS, Mich., Oct. 31, 2024 /PRNewswire/ -- BorgWarner, a global product leader in delivering innovative and sustainable mobility solutions, is furthering its business with a major North American O ...

AUBURN HILLS, Mich., Oct. 31, 2024 /PRNewswire/ -- BorgWarner Inc. (NYSE: BWA) today reported third quarter results. Third Quarter and 2024 Guidance Update BorgWarner achieved an adjusted operating margin of 10.1% during the third quarter, which equated to a U.S. GAAP operating margin of 7.8%. The Company also generated net cash provided by operating activities of $356 million or $201 million in free cash flow, despite a 5.6% decline in the Company's weighted light and commercial vehicle markets. The Compan ...

AUBURN HILLS, Mich., Oct. 29, 2024 /PRNewswire/ -- BorgWarner has been awarded on the Forbes list of the World's Top Companies for Women 2024. This prestigious award is presented in collaboration with Statista, the world-leading statistics portal and industry ranking provider. The awards list was announced on October 29th, 2024, and can currently be viewed on the Forbes' website."BorgWarner is extremely proud to receive this recognition from Forbes and hold such high rank among top women-inclusive companies ...

Wall Street expects a year-over-year decline in earnings on lower revenues when BorgWarner (BWA) reports results for the quarter ended September 2024. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on October 31. O ...

AUBURN HILLS, Mich., Oct. 17, 2024 /PRNewswire/ -- BorgWarner Inc. (NYSE: BWA) ("BorgWarner" or the "Company") announced today that it will redeem in full the entire outstanding $343,443,000 aggregate principal amount of its 5.000% Senior Notes due 2025 (the "2025 Notes") on November 1, 2024 (the "Redemption Date"). The redemption is in accordance with the terms of the Indenture, dated as of September 23, 1999, between the Company and The Bank of New York Mellon Trust Company, N.A. (successor in interest to ...