Margin expansion and upward EPS guidance despite flat production and battery headwinds.

Aptiv cut its 2026 outlook after a Q2 earnings beat as China schedule cuts, launch delays and software timing pressure the second half.

Aptiv's low valuation and margin gains stand against weaker estimates, reduced guidance and pressured cash flow, keeping the near-term setup uncertain.

In recent days, BorgWarner Inc. reported second-quarter 2026 results showing sales of US$3,648 million and net income of US$277 million, completed a US$1,061.45 million share repurchase program, increased its remaining buyback authorization to US$1,350 million through 2029, and announced multiple new propulsion and VCT program awards across Europe and China. These updates highlight how BorgWarner is pairing ongoing combustion and hybrid content wins with growing electrified propulsion...

For the European customer, BorgWarner is supplying the CTA VCT system for a V6 engine range used in premium and sports cars.

BorgWarner's (BWA) stronger-than-expected Q2 results and growing data center power portfolio improve

BorgWarner beats Q2 earnings estimates as cost controls lift margins. It raises 2026 EPS guidance and expands buyback capacity.

BorgWarner pairs stronger margins and higher 2026 earnings guidance with faster data-center investment targeting production in 2027.

Moby summary of BorgWarner Inc.'s Q2 2026 earnings call

The headline numbers for BorgWarner (BWA) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

BorgWarner (BWA) delivered earnings and revenue surprises of +12.70% and +1.77%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Cummins (CMI) delivered earnings and revenue surprises of -5.32% and +1.38%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

BWA heads into Q2 earnings with margin resilience and electrification gains facing battery weakness and soft vehicle production.

BorgWarner stock has delivered a 72.2% return over the past year, yet the valuation picture is split as the Discounted Cash Flow (DCF) intrinsic value suggests the shares trade at a discount while earnings-based multiples point to a richer price and the broader checks lean expensive. BorgWarner's 72.2% one-year return puts recent gains front and center for investors assessing whether the current price already reflects much of the good news. Recent contract wins in electrified boosting and...

BorgWarner (BWA) stock is in focus after the company won new eTurbo and torque on demand transfer case programs with major European and Chinese automakers, expanding its reach in electrified and SUV drivetrains. See our latest analysis for BorgWarner. Against this backdrop of new program wins, BorgWarner’s share price sits at US$63.74 after a modest pullback over the past week. The 90-day share price return of 12.28% and 36.66% year-to-date rise, alongside a 72.15% one-year total shareholder...

Dauch (DCH) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

BorgWarner (BWA) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

The system, known as Mlock TOD, will feature on a newly developed full-size SUV programme in China.

(Bloomberg) -- Two months after Ford Motor Co. became the latest old-economy manufacturer to be swept up in the artificial-intelligence rally, investors are looking for proof the enthusiasm was justified. Most Read from BloombergNvidia’s $750 Billion in Deals Reignite Circular AI FearsChip Rout Deepens on Circular Funding, China Competition FearsCitadel Securities Sees Warsh Delivering Surprise Fed HikeDeepSeek Suspends Fundraising After Viral US-China PostsS&P 500 Wobbles as AI Angst Offsets Oi

RIVN's Q2 earnings hinge on rising deliveries and lower costs, while R2 launch spending and expansion efforts pressure operating margins.

MOD's Q1 fiscal 2027 results face a tug-of-war between data center growth and supply disruptions, with estimates calling for 30% EPS growth.

F faces a Q2 earnings test as weaker U.S. sales and Model e losses weigh against Ford Pro growth and rising software subscriptions.

Autoliv looks cheap and cash flow is strong, but a fourth-quarter margin push and Turkiye restructuring leave investors facing a hold-or-wait call.

Let's take a closer look at how General Motors, Tesla, BorgWarner and Cummins are expected to fare this earnings season.

QS heads into Q2 earnings with wider loss estimates, limited revenue visibility and ongoing pilot-line spending.

GM heads into Q2 earnings with rising EPS estimates, as China restructuring and digital revenue growth may help offset weaker brand sales.