Morgan Stanley has downgraded Borgwarner Inc (BWA) to Equal-Weight from Overweight, a move that suggests increased caution regarding the company's outlook. This revision may reflect concerns about competitive pressures, market conditions, or execution risks that could impact Borgwarner's performance.
Borgwarner, headquartered in Auburn Hills, Michigan, provides technology solutions for combustion, hybrid, and electric vehicles. The company operates across four segments: Turbos & Thermal Technologies, Drivetrain & Morse Systems, PowerDrive Systems, and Battery & Charging Systems. As of December 4, 2025, Borgwarner holds a market capitalization of $9.3 billion, with a price-to-earnings ratio of 69.26 and an earnings per share figure of 0.61. The company also boasts a dividend yield of 157.4%.
Upcoming earnings announcements include a report on July 29, 2026, with an estimated EPS of $1.34 and revenue of $3.8 billion, and another on May 5, 2026, with an estimated EPS of $1.23 and revenue of $3.7 billion.
Analyst ratings and price targets represent professional opinions based on research and financial models. While these assessments can provide useful perspective, they reflect assumptions that may not materialize as expected. Investment decisions should consider multiple factors, including company fundamentals, competitive positioning, and industry trends. Analyst views should serve as one of many inputs rather than the sole basis for investment choices. It is also important to note that analyst ratings can change over time as new information becomes available, with different analysts offering varying opinions on the same company.
Recent analyst actions include a downgrade by Morgan Stanley on December 8, 2025, and a maintenance of the Outperform rating by Evercore ISI Group on November 24, 2025. As of December 1, 2025, the consensus among analysts is 2 Strong Buy, 10 Buy, and 9 Hold ratings, with no Sell or Strong Sell ratings.