BWA BorgWarner Inc

$BWA Musk says power is the main AI computing constraint not chips! MS PT $95, JPM top pick…must not be good enough…lol! $QQQ $SPY $DJIA , I’m adding!

$BWA looks like they are ahead of schedule for power growth. Power is what its mostly about going forward. Impressive IMO!

$BWA Morgan Stanley upgraded BorgWarner to Overweight from Equal Weight with a 95 target. The call rests on two legs: what MS calls a "durable" automotive earnings base, and an emerging distributed power business. The distributed power leg has hardware now. BorgWarner signed a master supply agreement with TurboCell (an Endeavour subsidiary) for modular turbine generator systems for AI data centers and microgrids. Production starts early 2027, with the company guiding to more than 300 million in first-year sales. Management says the program converts at mid-teens margins and is EPS accretive from day one. MS calls the turbine generator the "clearest near-term path to commercialization." Tracking whether the distributed power business scales beyond the TurboCell award.

$BWA 📝 BorgWarner won three conquest turbocharger business awards with an unnamed global powertrain technology leader, covering one VTG and two wastegate turbocharger contracts for light-vehicle gasoline platforms in South America and Europe. Prioritized by relevance

$BWA Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $1.39 up 12.10% YoY • Reported revenue of $3.49B down -2.90% YoY • BorgWarner increased Full Year 2026 adjusted EPS guidance to $5.2, from previous guidance of $5.05; net sales are expected at $14B to $14.2B.

$BWA Is BorgWarner's EPS guide raise to $5.20–$5.35 a real beat when buybacks and a lower tax rate drive it? 🏢 BorgWarner, the Michigan maker of turbochargers, drivetrain parts and eMotors worth about $11.39B at $55.93 (16:00 ET, October 28, 2026), lifted 2026 adjusted EPS guidance to $5.20–$5.35 from $5.05–$5.30, citing buybacks and a lower tax rate, after Q3 adjusted EPS of $1.39, up 12.1%, on net sales down 2.9% 📈 On the other side, Q3 GAAP operating margin rose 180 basis points to 8.7%, PowerDrive Systems sales grew 19.6% organically, gross debt shrank by $864M and the company announced 9 new business awards 📅 Next: Q3 call at 9:30 a.m. ET today, where the Q4 production outlook behind the narrowed sales range is the thing to watch Source: PR Newswire release, Oct 29, 2026

$BWA reports earnings tomorrow before the open. I’m bullish heading into the report: BWA has beaten EPS estimates in 8 of its last 8 reports, according to Stock Meadow.