New York, February 11, 2026, 18:25 (EST) — After-hours
- BorgWarner shares jumped following the auto supplier’s stronger-than-expected quarterly profits and its release of 2026 guidance.
- BorgWarner has landed a TurboCell supply deal, moving into on-site power gear for AI-focused data centers.
- Traders have turned their attention to demand signals for 2026, margin discipline, and when production will ramp up in 2027.
BorgWarner Inc (BWA) shares jumped roughly 22.5% to $66.10 in U.S. after-hours trading Wednesday, following a session range of $54.00 to $68.57. Meanwhile, peer Aptiv dipped about 1.6%, and Lear showed little movement.
The surge hits the auto supply chain at a tricky time, with electric-vehicle demand cooling off and carmakers revising product strategies amid rising pressure from Chinese rivals and uncertainty over U.S. policies. BorgWarner’s 2026 sales forecast of $14.0 billion to $14.3 billion fell short of analysts’ $14.7 billion estimate, even though its quarterly adjusted profit beat expectations, according to LSEG data.
BorgWarner reported fourth-quarter net sales climbed 3.9% to $3.57 billion, with “organic” sales—excluding currency impacts—increasing just 0.8%. On an adjusted basis, which excludes items like impairment charges and restructuring costs, it earned $1.35 per share and posted a 12% adjusted operating margin. However, the company also recorded a GAAP loss of $1.23 per share. Free cash flow hit $1.21 billion in 2025, and BorgWarner returned roughly $630 million to shareholders. Prnewswire
BorgWarner is pushing beyond its traditional automotive roots. The company inked a master supply deal with TurboCell, a unit of Endeavour, to deliver a modular turbine generator system targeting AI-driven data centers and microgrids. Production is slated for 2027 in Hendersonville, North Carolina, with an initial capacity of 2 gigawatts. CEO Joseph Fadool described the move as “a powerful representation of the BorgWarner team proactively identifying and seizing growth opportunities.” Jakob Carnemark, founder of Endeavour, added the partnership will “combine Endeavour’s cutting-edge innovation with BorgWarner’s automotive scale engineering and manufacturing execution.” Prnewswire
The company also added new auto awards to its portfolio, landing a contract to supply a variable turbine geometry turbocharger for a major European OEM’s hybrid-electric platform in North America, with production slated to begin in 2028. “BorgWarner is proud to extend our long-lasting, trusted partnership with this OEM,” said Volker Weng, vice president and general manager for turbos and thermal technologies. Stock Titan
Traders now face a key question: will Wednesday’s rerating hold up after the news buzz dies down? This jump shines a light on capital spending tied to the turbine generator rollout, the pace at which “bridging” hybrid programs can make up for shaky EV demand, and if margins will hold steady should light-vehicle production slow down.
BorgWarner’s 2026 sales forecast falls short of Street expectations, posing a clear risk. Plus, some growth hinges on later developments—the data-center product won’t hit production until 2027. Meanwhile, the core business remains tied to vehicle production volumes, customer launch schedules, and pricing pressures.
On Wednesday, a regulatory filing revealed BorgWarner submitted its quarterly and full-year results in an 8-K, directing investors to its website for the earnings call presentation.
Investors will next focus on details about 2026 margins, capital expenditure, and the 2027 turbine generator ramp during the company’s appearance at the Barclays 43rd Annual Industrial Select Conference on Feb. 19.
