BorgWarner (BWA) reported $3.49 billion in revenue for the quarter ended September 2026, representing a year-over-year decline of 2.9%. EPS of $1.39 for the same period compares to $1.24 a year ago.
The reported revenue represents a surprise of -0.64% over the Zacks Consensus Estimate of $3.51 billion. With the consensus EPS estimate being $1.24, the EPS surprise was +12.1%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how BorgWarner performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Net Sales- Turbos & Thermal Technologies: $1.37 billion compared to the $1.4 billion average estimate based on two analysts. The reported number represents a change of -4.5% year over year. Net Sales- Drivetrain & Morse Systems: $1.35 billion versus $1.44 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -7.3% change. Net Sales- Inter-segment eliminations: $-14 million compared to the $-13.65 million average estimate based on two analysts. The reported number represents a change of +16.7% year over year. Net Sales- Battery Energy Systems: $78 million versus the two-analyst average estimate of $75.4 million. The reported number represents a year-over-year change of -40.9%. Net Sales- PowerDrive Systems: $705 million versus the two-analyst average estimate of $595.52 million. The reported number represents a year-over-year change of +21.1%. Adjusted Operating Income (Loss)- Turbos & Thermal Technologies: $201 million versus $215.44 million estimated by two analysts on average. Adjusted Operating Income (Loss)- Battery Energy Systems: $-3 million compared to the $-8.75 million average estimate based on two analysts. Adjusted Operating Income (Loss)- PowerDrive Systems: $-5 million versus the two-analyst average estimate of $-20.05 million. Adjusted Operating Income (Loss)- Drivetrain & Morse Systems: $250 million versus the two-analyst average estimate of $287.64 million.View all Key Company Metrics for BorgWarner here>>>
Shares of BorgWarner have returned -7% over the past month versus the Zacks S&P 500 composite's +0.9% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.Zacks' Research Chief Names "Stock Most Likely to Double"
Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.
Of course, all our elite picks aren't winners, but this one could far surpass earlier Zacks' Stocks Set to Double like D-Wave Quantum, which shot up +680.1%.
Free: See Our Top Stock And 4 Runners UpWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
BorgWarner Inc. (BWA): Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).