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BorgWarner logo

BorgWarner

BWA
$63.31
+93%since Benson's first pick

Market price data through August 3, 2026.

Performance

Aug 2021Aug 2026

Benson's first pick
$21$41$61$81Aug 2021Oct 2022Feb 2024May 2025Aug 2026Benson picked · $31.56
Model signal
Buy
What Benson's model currently says about this stock.
Benson rating
3.7 / 5
Benson's overall conviction in this stock right now.
Risk
Low risk
How bumpy the ride tends to be with this stock.

Track record

How this pick has done since Benson first called it.

Benson Return
+93%
How much this stock is up since Benson first picked it — measured from the price at the time of that first pick, not from today.
First pick price
~$33
Roughly what one share cost when Benson first picked this stock. This is the starting line for the Benson Return.
Tracking since
September 2024
The month this stock first became a Benson pick.
Tracking duration
22 months
How long Benson has been tracking this pick.

About BorgWarner

BorgWarner makes the guts of cars and trucks. Think turbochargers, electric motors, and battery parts that go into gas engines, hybrids, and electric vehicles. They sell to almost every major automaker on the planet.

The case for and against

Both sides of the story, in plain English.

Bull case
  • Profit Power

    Even with car production slowing globally, BorgWarner just grew adjusted earnings 12 percent to 1 dollar 24 cents per share. Their adjusted operating margin ticked up to 10.5 percent, proving they can squeeze more profit out of every dollar of sales.

  • Backlog Boom

    The company just locked in 12 new business wins this quarter alone, including seven year contracts and electric motor deals across China, South Korea, and Europe. They are also pushing into AI data center power systems, with a turbine generator launch on track for 2027.

Bear case
  • Sales Slip

    Organic sales actually dropped 4.2 percent year over year as global car production weakened. Battery energy systems alone is expected to shed 210 million dollars in sales this year, dragging on overall growth.

  • Cyclical Crunch

    BorgWarner lives and dies with car factory output, and management expects light vehicle markets to be down 3 percent to flat in 2026. Net margins sit at just 2.53 percent, so any slowdown in production hits the bottom line fast.

How to read this page

This automated research summary uses Financial Modeling Prep market data through 2026-08-03. Model signals, scores, and risk labels can change and may be incomplete or wrong.

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