Showing posts with label borgwarner. Show all posts
Showing posts with label borgwarner. Show all posts

Sunday, February 26, 2017

BorgWarner Earnings Review

Vehicle engine and drivetrain provider BorgWarner Inc's (NYSE:BWA) fourth-quarter results saw the company deliver earnings at the high end of expectations, and management maintained its full-year 2017 guidance. The results marked a solid year of execution for the company even as it faced mixed end markets. Let's take a look at the earnings and the outlook BorgWarner gave investors for 2017.

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Thursday, November 10, 2016

BorgWarner Inc. Earnings Review

It's been a strange year for powertrain engineering company BorgWarner Inc. (NYSE:BWA). Following the lowering of its 2016 through 2018 growth outlook at a conference in January, the company has pretty much executed according to plan, but its stock is still down significantly on the year. In truth, the stock price movements of automobile suppliers are always going to be subject to sentiment on future production growth. In this vein, let's take a look at BorgWarner's third-quarter results and guidance for the auto industry.

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Wednesday, August 17, 2016

BorgWarner Inc. Earnings Analysis


Following a disappointing 2015 and a difficult start to 2016 -- management lowered long-term growth forecasts in January -- powertrain engineer BorgWarner Inc. (NYSE:BWA) was under pressure to deliver. The first-quarter results saw the company get back on track, and the recent second-quarter earnings saw the company trump its own expectations while slightly raising full-year guidance. Let's take a closer look at the earnings.


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Friday, May 6, 2016

BorgWarner Management Sounds Cautious

Having disappointed the market by failing to meet guidance in 2015, the onus is on BorgWarner's management to restore confidence in their forecasting -- which goes a long way toward explaining the cautionary tone taken by CEO James Verrier during Thursday's earnings call. The first-quarter earnings themselves were good, and despite some operational disappointments, management of the auto parts supplier kept full-year earnings guidance intact. On the other hand, when any company's leadership says current risks outweigh opportunities, investors will want to take notice. Let's take a closer look at the quarter and what was said.

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Monday, February 22, 2016

BorgWarner Returns to Form

The market received BorgWarner's latest fourth-quarter results well, and after a very difficult 2015, investors will be hoping the company has turned the corner in 2016. Having disappointed the market by lowering its 2016-2018 growth expectations at a conference in January, BorgWarner saw earnings and revenue come in ahead of internal guidance in its most recent set of results. Let's take a look at what happened.

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Thursday, January 28, 2016

BorgWarner Earnings Analysis

While equity markets have been tough in 2016, BorgWarner's (NYSE:BWA) nearly 33% fall year to date, and its 42% decline in the past year, both deserve some inspection. Part of the reason for the fall was the company's recent disappointing guidance. So let's take a closer look at what's going on and whether the stock is now worth buying.
BWA Chart

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Friday, November 6, 2015

BorgWarner Reduces Guidance, Again

For the third quarter in a row, engine and powertrain company BorgWarner (NYSE:BWA) disappointed the market by reducing its full-year revenue and earnings guidance. Once again, currency effects played a part, but clearly weakness in China and commercial vehicle production in parts of the world is also hurting the company. It was an interesting report in terms of observing trends in auto production. In addition, management took the time to explain BorgWarner's exposure to the Volkswagen (NASDAQOTH:VLKAY) emissions debacle. Let's take a closer look.


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Monday, September 21, 2015

BorgWarner Faces Headwinds

Engine and powertrain company BorgWarner released its second-quarter earnings today, and disappointed the market by missing analyst estimates and reducing its full-year guidance. If there's one thing you can conclude from the recent spate of earnings in the industrial sector, it's that China's automotive sector is slowing.

In truth, after missing analyst estimates in its first quarter, the pressure was on BorgWarner to come up with a good set of results this time around. Unfortunately, a combination of factors conspired to disappoint such hopes. Let's take a closer look at what happened.


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Sunday, May 31, 2015

BorgWarner Equity Research and Analysis

The strengthening U.S. dollar claimed its latest victim when powertrain specialist BorgWarner  gave its earnings on Thursday. The company missed analyst estimates for revenue and earnings in the quarter, and management was forced to reduce its full-year guidance. The market immediately sold the stock off, but as ever, long-term investors need to focus on the underlying trends in the report. Let's take a more detailed look.


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Sunday, March 1, 2015

BorgWarner (BWA) Equity Research

After BorgWarner Inc.  (NYSE: BWA  ) lowered its full-year earnings expectations when it reported third-quarter results last fall, investors in the automotive turbocharger and drivetrain manufacturer must have been apprehensive heading into its fourth-quarter earnings. However, the latest quarterly numbers were in line with expectations. Let's look at its earnings and outlook for 2015.


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