BorgWarner Inc.
BWA
Jodie read · what matters now
Revenue increased 0.5% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to BWA, and whether its market group begins moving.
Latest filing assessment · baseline
Fundamentals strengthened in the latest filing
10-Q filed 2026-05-06 against the comparable filing from 2025-05-07.
What improved
- Revenue increased 0.5% versus the comparable filing period.
- Operating margin improved 2.8 percentage points.
- Net income increased 54.1% versus the comparable filing period.
What weakened
No thresholded deterioration was identified.
Filing receipts
“Unfavorable volume, mix and net new business decreased net sales by approximately $54 million primarily due to lower battery pack volumes.This decrease was partially offset by the impact of foreign currencies, which resulted in a year-over-year increase in net sales of approximately $6 million due to the strengthening in the Euro, relative to the U.S.”
“The change in cost of sales for the three months ended March 31, 2026 was primarily driven by the following: • Purchasing savings and unfavorable volume, mix and net new business, decreased cost of sales by approximately $148 million.”
“Fluctuations in foreign currencies resulted in a year-over-year increase in cost of sales of approximately $138 million, primarily due to the strengthening of the Euro and Chinese Renminbi, in each case relative to the U.S.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind BWA
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
Filing peers
Companies whose filings use similar operating language.
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What is moving around it
Live connections
BWA is currently a Follower in the organic co-movement group Semiconductor Technology. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Theme membership history
No durable theme membership has been observed for this name yet.