Industry Revenue Breakdown:

• Automotive Components: 70%
• Electrification Solutions: 20%
• Aftermarket Services: 10%

TOP 3 Markets:

• USA: 35%
• China: 25%
• Germany: 15%

BorgWarner Inc. generates the majority of its revenue from the automotive industry, particularly through the sale of vehicle components. A growing portion comes from the electrification solutions sector, highlighting the company's strategic focus on sustainable mobility.

The USA is BorgWarner's largest market, followed by China and Germany. These markets are crucial for the company as they encompass both established automotive manufacturers and emerging electric vehicle producers.

BorgWarner Production Sites:

BorgWarner Inc. operates numerous production facilities worldwide. The key locations include:

• USA: Several plants, including those in Michigan and South Carolina.
• Germany: Production sites in Kirchheimbolanden and Arnstadt.
• Mexico: Plants in San Luis Potosí and Ramos Arizpe.
• China: Production facilities in Ningbo and Tianjin.
• Hungary: Plant in Oroszlány.

BorgWarner is a globally operating company that has strategically distributed its production capacities across different continents to efficiently serve the demand in respective markets. This geographical diversification enables the company to optimize production costs and shorten delivery times.

Electrification: Focus on 50% of revenue from electric vehicle technologies by 2030
Acquisitions: Acquisition of companies to strengthen e-mobility
Research & Development: Increase investments in new technologies

BorgWarner Inc. is pursuing a clear strategy to promote growth through the electrification of the powertrain. The company has set the goal of generating half of its revenue from electric vehicle technologies by 2030. This reflects the global trend towards electrification and positions BorgWarner as a leading provider in this area.

In addition, BorgWarner is relying on strategic acquisitions to expand its competencies and market share in the field of e-mobility. These acquisitions are intended not only to complement the existing product portfolio but also to provide access to new technologies and markets.

Another focus is on increasing investments in research and development. By developing new technologies and innovations, BorgWarner aims to strengthen its competitiveness and unlock new growth opportunities. These strategic measures are intended to keep the company on a path to long-term success and secure its market position in the evolving automotive sector.

Main raw materials: Steel, Aluminum, Copper

Main importing countries: China, Germany, Mexico

BorgWarner Inc. is a leading provider of drive solutions for the automotive industry. The company imports a variety of raw materials that are essential for the production of their products. These include in particular steel, aluminum, and copper, which are used in the production of turbochargers, transmissions, and electric drive components.

China is one of the main suppliers of aluminum and copper, while Germany and Mexico are significant sources of high-quality steel. These countries not only provide the required materials in the necessary quality but also in the quantity that BorgWarner needs for its global production.

The dependence on these imports highlights the importance of a diversified supply chain to maintain production and be able to respond to potential geopolitical or economic changes.

Competitive Advantage: Moderate to strong

BorgWarner Inc. is a leading provider of technologies for internal combustion engines, hybrid, and electric vehicles. The company's competitive advantage lies in its wide range of products, covering both traditional and new propulsion technologies. This enables BorgWarner to adapt to the changing automotive market and benefit from increasing electrification.

Another advantage is its strong global presence and established relationships with major automakers. These factors help BorgWarner to quickly implement new technologies and respond to market changes.

However, the company operates in a fiercely competitive market where many competitors are also investing in electric and hybrid technologies. Therefore, it is crucial for BorgWarner to continue investing in research and development to maintain and expand its position.

Institutional Investor Share: approx. 90% (2025, estimated based on historical data)

Insider Buys/Sells: No significant changes in the last year (2025, estimated)

The institutional investor share at BorgWarner Inc. has traditionally been high, indicating the trust of large investment firms and pension funds in the company's long-term stability and growth potential.

Insider buys and sells are an indicator of management's confidence in the company's future development. In 2025, there were no significant changes, suggesting that management does not expect drastic price changes.

Market share of BorgWarner Inc.: Estimated around 10% (2025)

Top competitors and their market shares:

1. Robert Bosch GmbH: around 20%
2. Continental AG: around 15%
3. ZF Friedrichshafen AG: around 12%
4. Magna International Inc.: around 11%
5. BorgWarner Inc.: around 10%
6. Denso Corporation: around 9%
7. Aisin Seiki Co., Ltd.: around 8%
8. Valeo SA: around 7%
9. Schaeffler AG: around 5%
10. Hyundai Mobis: around 3%

BorgWarner Inc. is a significant player in the automotive supply industry, especially in the field of drivetrain technologies. BorgWarner's market share is approximately 10%, making it one of the leading providers. However, the market is highly fragmented and characterized by intense competition.

BorgWarner's moat lies in its strong position in propulsion solutions for internal combustion engines, hybrid, and electric vehicles. The company benefits from its technological expertise and innovation, particularly in electrification and turbocharger technologies.

Compared to its competitors, BorgWarner has a solid but not insurmountable moat. Companies like Bosch and Continental may have a stronger moat due to their broader product range and larger market presence. These companies benefit from a diversified product line that goes beyond the powertrain and includes other vehicle components.

Overall, BorgWarner has a competitive advantage, but they must continuously invest in innovations to keep pace with larger and more diversified competitors.

Revenue Growth: 10% (estimated for 2025)

Profit Growth: 8% (estimated for 2025)

BorgWarner Inc. has achieved solid revenue growth in recent years through strategic acquisitions and an increased focus on electromobility and sustainable technologies. The company has expanded its product portfolio to meet the growing market demands in the field of electric drives.

Investments in research and development, as well as partnerships with leading automakers, position BorgWarner well for future growth. The demand for environmentally friendly vehicle solutions is expected to continue to rise, placing BorgWarner in an advantageous position to benefit from this trend.

In summary, BorgWarner Inc. represents an attractive investment opportunity due to its strategic direction and market positioning, especially for investors interested in long-term growth in the field of electromobility.

Dividend Yield: 1.6% (2025, estimated)
Dividend History: Continuous payout in recent years

BorgWarner Inc. has regularly distributed dividends in recent years, indicating a certain reliability in its payout policy. The dividend yield of 1.6% in 2025 shows that the company continues to return capital to its shareholders, although the yield is moderate compared to some other companies in the industry.

The reliability of the dividend can be supported by the stable financial performance and strategic orientation of the company. BorgWarner has proven in the past that it is able to pay dividends continuously despite economic fluctuations. Analysts expect BorgWarner to continue its dividend policy in the future, provided that there are no significant negative changes in the business development.