event-trade登录编辑
🇺🇸 SECBorgWarner Inc.Codex · 实盘不做把握 5/10
北京时间·🕒 发布 20:01:33时区推断·⟳ 抓取 20:23:22·⚡ 决策 08-05 22:40:28 +2h17m·82.8 天前

博格华纳二季度业绩超预期,上调调整后EPS指引并新增10亿美元回购授权

二季度销售额36.48亿美元、调整后EPS 1.42美元、自由现金流4.92亿美元均体现利润和现金流好于预期。

📄 原文BorgWarner Inc.↗ 原文
0000908255 FALSE 0000908255 2026-08-05 2026-08-05 0000908255 us-gaap:CommonStockMember 2026-08-05 2026-08-05 0000908255…
不做 博格华纳(BWA.US)
同一二季度财报催化已在14:09和14:19 UTC被系统处理,且BWA.US盘中已上涨约7.23%,不重复出交易卡。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)

研究档案

🔎 新鲜度:最早出现 2026-08-05 · 扩散 high · price-in 风险 high ↗ ↗ ↗

消息传播链

  1. 2026-08-05官方确认/否认BorgWarner IR一手源原文 ↗
    公司官网同日披露二季度业绩、EPS指引上调、10亿美元新增回购授权及多项业务定点;页面未能确认具体分钟。
  2. 2026-08-05 08:01 ET官方确认/否认SEC EDGAR一手源原文 ↗
    8-K正式提交,确认公司发布截至2026年6月30日季度和半年度财务结果新闻稿。
  3. 2026-08-05 06:31 ET社交扩散X / Wall Street Engine非一手原文 ↗
    财经推特汇总称二季度收入、调整后EPS、自由现金流好于预期,但全年收入指引低于共识。
  4. 2026-08-05 06:40 ET财经媒体扩散Investing.com非一手原文 ↗
    财经媒体转述公司因回购上调2026年盈利指引,并提到有机销售同比下降。
  5. 2026-08-05 10:36 ET市场反应stock_quote非一手
    BWA.US盘中报67.515美元,较前收62.96美元上涨7.23%,说明财报催化已进入价格。
    市场反应:BWA.US +7.23%

关键理由

  • 二季度销售额36.48亿美元、调整后EPS 1.42美元、自由现金流4.92亿美元均体现利润和现金流好于预期。
  • 公司将2026年调整后EPS指引从5.00-5.20美元上调至5.05-5.30美元,并把回购授权增加10亿美元至约13.5亿美元。
  • 但全年收入指引14.0亿-14.3亿美元低于约14.39亿美元共识,且本催化已被系统在14:09和14:19 UTC处理,盘中股价已涨约7%。

主要风险

  • 同一二季度财报催化已被系统处理过,再出交易卡会重复打扰。
  • BWA.US盘中已从前收62.96美元涨至约67.52美元,财报利好已在当前交易时段大幅重定价。
工具调用 · 历史记录,结果未知(4 种)
  • search_processed_events · 结果未知
  • stock_quote · 结果未知
  • kb_search · 结果未知
  • kb_fetch_document · 结果未知

原文全文

展开原文 · 3,785 字
0000908255
FALSE
0000908255
2026-08-05
2026-08-05
0000908255
us-gaap:CommonStockMember
2026-08-05
2026-08-05
0000908255
bwa:SeniorNotesDueMay2031Member
us-gaap:SeniorNotesMember
2026-08-05
2026-08-05
UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington D.C. 20549
FORM
8-K
CURRENT REPORT
Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934
Date of Report (Date of earliest event reported):
August 5, 2026
BORGWARNER INC.
________________________________________________
(Exact name of registrant as specified in its charter)
Delaware
1-12162
13-3404508
State or other jurisdiction of
Commission File No.
(I.R.S. Employer
Incorporation or organization
Identification No.)
3850 Hamlin Road,
Auburn Hills,
Michigan
48326
(Address of principal executive offices)
(Zip Code)
Registrant’s telephone number, including area code: (
248
)
754-9200
(Former name or former address, if changed since last report)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
o
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
o
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
o
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
o
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Title of each class
Trading Symbol(s)
Name of each exchange on which registered
Common Stock, par value $0.01 per share
BWA
New York Stock Exchange
1.00% Senior Notes due 2031
BWA31
New York Stock Exchange
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (
§
230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (
§
240.12b-2 of this chapter).
Emerging growth company
o
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.
o
Item 2.02. Results of Operations and Financial Condition
On August 5, 2026, BorgWarner Inc. issued a press release announcing its financial results for the quarter and six months ended June 30, 2026. A copy of the press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference. The earnings call presentation to which the attached press release refers is available at https://www.borgwarner.com/investors, but it is not incorporated herein by reference.
The information contained in Item 2.02 of this Current Report on Form 8-K, including Exhibit 99.1, is being furnished and shall not be deemed to be “filed” for the purpose of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), nor shall it be deemed incorporated by reference in any filing under the Exchange Act or the Securities Act of 1933, as amended, regardless of any general incorporation language in any such filings.
Item 9.01. Financial Statements and Exhibits
(d) Exhibits. The following exhibits are being furnished as part of this report.
Exhibit
Number
Description
99.1
Press release regarding earnings issued by BorgWarner Inc. dated August 5, 2026
104.1
The cover page from this Current Report on Form 8-K, formatted as Inline XBRL
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
BorgWarner Inc.
Date: August 5, 2026
By:
/s/ Tonit M. Calaway
Name: Tonit M. Calaway
Title: Executive Vice President and Secretary

决策记录链 · 只追加

每次领取产生一条记录,重新决策追加一条并以 supersedes 指向被替代的记录(ADR 0014)。

这条决策早于决策账本(2026-10-08 起逐条追加),没有追加记录。