BorgWarner Inc. provides solutions for combustion, hybrid, and electric vehicles worldwide.
$48.81+2.69%
报价 2026-11-06
市值
$9.8B
EV
$15.74B
PE (TTM)
34.4x
预期 PE (FY2026)
9.3x
52 周区间距高点 -36.6%
$40.96$77.03
筛选结果
pipeline · 2026-11-06Filter✗ 高增长✗ Cheap✗ GARP
does not hit growth, cheap, or GARP pool
爆发潜力
2026-11-07未命中✗ 收入线✗ EPS 线
| 财年 | 收入倍数 | EPS | PE |
|---|---|---|---|
| FY+22027-12 | 1.0x | 5.40 → 5.89（1.1x） | 8.3 |
| FY+32028-12 | 1.1x | 5.40 → 6.79（1.3x） | 7.2 |
毛利率 19% · TTM 收入 $14240M · 基数 EPS 5.40（调整后）
电话会信号
辅助标签Q3 20262026-10-29
扩产需求加速AI 词频高积压订单词频高
指引 有升有降
信心 4
分析师 4
“We expect to see $300 million of turbine generator revenue in 2027 and modest growth over market in automotive.”
原文引用（2）
- 扩产：The construction of the final assembly plant in North Carolina has now been completed, and manufacturing floor and capital installation are expected in December.
- 需求加速：we continue to see an increase in a lot of the quoting activity
蓝色标签在暴涨研究中略有区分度；悬停查看口径。
研究结论
还没有研究记录。先生成 L2 基本面报告（约 1–3 分钟），结论会显示在这里。
去生成基本面报告 →历史股价
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事件
0 条 · 随区间与图例筛选该区间内无事件。
同行对比
FMP 同行列表 · 2026-05-16| 公司 | 市值 | 今日 | 预期营收增速 | 毛利率 | PE | EV/EBITDA | P/FCF | 池 |
|---|---|---|---|---|---|---|---|---|
| BWABorgWarner Inc. | $9.8B | +2.7% | -1.0% | 19.8% | 34.4x | 11.9x | 11.6x | |
| PAGPenske Automotive Group, Inc. | $13.94B | +0.1% | +6.8% | 15.9% | 15.6x | 13.5x | 23.5x | |
| CARTInstacart (Maplebear Inc.) | $13.75B | +0.6% | +15.0% | 71.8% | 29.9x | 17.6x | 11.6x | GARP |
| GMEGameStop Corp. | $12.67B | +3.9% | -12.4% | 43.7% | 13.3x | 11.9x | 19.4x | |
| ALSNAllison Transmission Holdings, Inc. | $9.65B | +0.4% | +100.2% | 32.9% | 16.7x | 10.7x | 11.7x | 高增长 |
| ALVAutoliv, Inc. | $8.89B | -0.5% | – | 19.2% | 10.7x | 6.5x | – | Cheap |
| MODModine Manufacturing Company | $5.14B | +5.7% | +4.9% | 20.7% | 41.2x | 17.7x | – | |
| LKQLKQ Corporation | $5.06B | -2.4% | -2.5% | 37.2% | 20.1x | 9.2x | 8.3x | |
| MBLYMobileye Global Inc. | $4.87B | +11.7% | +7.0% | 46.3% | – | – | 15.1x | |
| 同行中位数 | – | – | +6.8% | 35.1% | 16.7x | 11.9x | 13.4x |
研究全文
L2 基本面 memo
尚无基本面 memo
点击「生成基本面报告」——基于最新 filings、电话会纪要与分析师共识生成 L2 memo。
财务报表
| Metric | 2026-06-30 Q2 2026 | 2026-03-31 Q1 2026 | 2025-12-31 Q4 2025 | 2025-09-30 Q3 2025 | 2025-06-30 Q2 2025 | 2025-03-31 Q1 2025 | 2024-12-31 Q4 2024 | 2024-09-30 Q3 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $3.65B | $3.53B | $3.57B | $3.59B | $3.64B | $3.52B | $3.44B | $3.45B |
| Gross Margin | 19.8% | 19.2% | 20.4% | 18.5% | 17.6% | 18.2% | 19.6% | 18.3% |
| Operating Margin | 10.1% | 9.9% | 11.1% | 9% | 8.8% | 9.3% | 9.7% | 8.4% |
| Net Income | $277M | $242M | $-262M | $158M | $224M | $157M | $-405M | $234M |
| Diluted EPS | 1.34 | 1.16 | -1.23 | 0.73 | 1.03 | 0.72 | -1.85 | 1.04 |
| Operating Cash Flow | $586M | $152M | $619M | $368M | $579M | $82M | $679M | $347M |