BorgWarner Inc. (BWA) delivered mixed results in Q2 FY2026 on revenue of $3.6B versus the $3.6B estimate (+0.3% YoY) and EPS of $1.42. The next BorgWarner Inc. (BWA) earnings date is Oct 29, 2026. Below is the full BorgWarner Inc. earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.
BorgWarner Inc. (BWA) Earnings Analysis — key stats
Next earnings date
Oct 29, 2026
Latest reported quarter
Q2 FY2026
Earnings verdict
Mixed
EPS beat rate
8 of last 8 (quarters above estimate)
Avg next-day move
±6.2% (over the last 8 reports)
Post-earnings direction
Up 6 / Down 2 (of the last 8 reports)
Implied move (next report)
±15.9% (options-derived · into Oct 29, 2026)
Institutional ownership
74.4% (13F as of 2026-06-30)
Top 10 holders
44.6% (of shares outstanding)
Insider activity
2 buys / 9 sells (recent Form 4 filings)
Revenue
$3.6B (vs $3.6B est · +1.8% surprise · +0.3% YoY)
EPS
$1.42 (vs $1.28 est · +10.9% surprise · +26.9% YoY)
Share price
$68.66 (+1.2%)
Market cap
$14.1B
BorgWarner Inc. (BWA) Earnings Analysis — beat / miss history
Quarter
Revenue
EPS
EPS surprise
Next-day move
Verdict
Q3 FY2026
$3.6B vs $3.6B est
$1.42 vs $1.28 est
+10.9%
+4.4%
Mixed
Q2 FY2026
$3.5B vs $3.5B est
$1.24 vs $1.17 est
+6.0%
+1.6%
Mixed
Q1 FY2026
$3.6B vs $3.5B est
$1.35 vs $1.16 est
+16.4%
+23.3%
Mixed
Q4 FY2025
$3.6B vs $3.5B est
$1.24 vs $1.16 est
+6.9%
+0.3%
Beat
Q3 FY2025
$3.6B vs $3.5B est
$1.21 vs $1.06 est
+14.2%
+8.7%
Beat
Q2 FY2025
$3.5B vs $3.5B est
$1.11 vs $0.98 est
+13.3%
+7.4%
Mixed
Q1 FY2025
$3.4B vs $3.5B est
$1.01 vs $0.93 est
+8.6%
-3.7%
Mixed
Q4 FY2024
$3.4B vs $3.5B est
$1.09 vs $0.92 est
+18.5%
-0.3%
Mixed
Top institutional holders
Holder
% outstanding
Shares
Value
QoQ change
Blackrock, INC.
12.3%
25.3M
$1.7B
-6.5%
Undisclosed filer
6.2%
12.6M
$838.7M
-6.6%
Dimensional Fund Advisors LP
5.7%
11.8M
$783.3M
-1.1%
Vanguard Capital Management LLC
4.5%
9.3M
$616.0M
-0.1%
State Street Corp
3.3%
6.8M
$453.8M
-2.0%
Lsv Asset Management
3.2%
6.6M
$436.7M
+1.9%
Aqr Capital Management LLC
2.8%
5.7M
$380.0M
-20.4%
Victory Capital Management INC
2.4%
4.9M
$324.0M
+4.9%
Geode Capital Management, LLC
2.3%
4.8M
$315.9M
-1.0%
William Blair Investment Management, LLC
1.8%
3.8M
$251.3M
+31.2%
Recent insider transactions
Insider
Role
Date
Type
Shares
Value
Kalathur Rajesh
director:
2026-07-30
Other
0
—
CALAWAY TONIT M
officer: EVP, CAO, Gen Counsel & Sec
2026-07-01
Buy
4K
—
CALAWAY TONIT M
officer: EVP, CAO, Gen Counsel & Sec
2026-07-01
Sell
69K
$4.6M
CALAWAY TONIT M
officer: EVP, CAO, Gen Counsel & Sec
2026-07-01
Buy
4K
—
CALAWAY TONIT M
officer: EVP, CAO, Gen Counsel & Sec
2026-07-01
Sell
69K
$4.6M
Shankar Sailaja
director
2026-06-05
Sell
5K
$365389
Weng Volker
officer: Vice President
2026-05-28
Sell
5K
$361751
Weng Volker
officer: Vice President
2026-05-14
Sell
5K
$338550
What you'll find
Next BorgWarner Inc. (BWA) earnings date, the expected move and the estimates priced in
A clear Beat / Miss / In-line / Mixed verdict the moment BorgWarner Inc. reports
Revenue & EPS versus estimates, guidance and segment trends
Multi-lens price forecast — analyst, quant, technical and options views
Deep research: red flags, risk decoder and earnings-call sentiment
Technicals, options / implied volatility and unusual-activity signals
Hedge-fund and legendary-investor 13F holdings in BorgWarner Inc. (BWA)
Side-by-side peer and historical earnings comparison
Frequently asked questions
When is BorgWarner Inc.'s next earnings date?
BorgWarner Inc.'s (BWA) next scheduled earnings date is Oct 29, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did BorgWarner Inc. (BWA) beat or miss earnings?
In Q2 FY2026, BorgWarner Inc. (BWA) posted mixed results — revenue of $3.6B versus the $3.6B estimate (+1.8% surprise) and EPS of $1.42 versus $1.28 expected (+10.9% surprise). Magnisto decodes every BorgWarner Inc. (BWA) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does BorgWarner Inc. beat earnings estimates?
Over its last 8 reported quarters, BorgWarner Inc. (BWA) beat Wall Street EPS estimates 8 times, most recently a mixed result in Q3 FY2026. Magnisto tracks every BorgWarner Inc. (BWA) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does BorgWarner Inc. stock move after earnings?
Over its last 8 quarterly reports, BorgWarner Inc. (BWA) moved an average of ±6.2% the day after earnings — ranging from -3.7% (Q1 FY2025) to +23.3% (Q1 FY2026). The stock rose after 6 of those 8 reports and fell after 2. Heading into its next report on Oct 29, 2026, options-implied volatility is pricing in a move of roughly ±15.9% (derived). Magnisto tracks the realized post-earnings move for every BorgWarner Inc. (BWA) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of BorgWarner Inc.?
Institutions hold about 74.4% of BorgWarner Inc.'s (BWA) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (12.3%), Undisclosed filer (6.2%), Dimensional Fund Advisors LP (5.7%). Magnisto lists BorgWarner Inc.'s (BWA) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling BorgWarner Inc. (BWA)?
In the most recent Form 4 filings Magnisto tracks, BorgWarner Inc. (BWA) insiders recorded 2 purchases and 9 sales — net selling. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for BorgWarner Inc. (BWA) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for BorgWarner Inc. (BWA), anchored to the current $68.66 share price, so you can weigh the bull, base and bear cases for BorgWarner Inc. side by side.
Is BorgWarner Inc. (BWA) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether BorgWarner Inc. fits your own thesis and risk profile. This is research, not investment advice.