Event-Driven Stocks

BorgWarner

BWANYSE

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Signs5 gooddetails ↓

Financials

SEC XBRL · annual
 FY25FY24FY23FY22FY21FY20
Revenue$14.32B$14.09B$14.20B$12.63B$11.80B$10.16B
Operating income$536.0M$546.0M$1.16B$1.01B$914.0M$618.0M
Net income$277.0M$338.0M$625.0M$944.0M$537.0M$500.0M
Total assets$13.77B$13.99B$14.45B$16.99B$16.57B$16.03B
Total liabilities$8.15B$8.29B$8.39B$9.49B$9.31B$9.30B
Equity$5.44B$5.53B$5.83B$7.22B$6.95B$6.43B
EPS (diluted)$1.28$1.50$2.67$3.99$2.24$2.34
Shares out.218.7M229.8M234.1M240.0M239.0M206.4M

Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.

Key ratios

from filings · FY2025
Operating margin
3.7%
Net margin
1.9%
Return on equity
5.1%
Return on assets
2.0%
Return on capital (ROCE)
5.1%
Liabilities / assets
59.2%
Debt / equity
1.50×
Book value / share
$24.89
Revenue growth (YoY)
1.6%
Net income growth (YoY)
−18.0%

Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.

Financial health

forensic scores · FY2025
Altman Z″ (distress)
4.19safe
Accruals / assets
10.0%clean
Piotroski F-Score
6/9mixed

Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.

Quality score

EDS Score
77
/ 100
Profitability 100Growth 50Catalyst 33Earnings quality 100Financial strength 100

Our own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast.

Signs

5 good
  • Operating margin is positive
  • Revenue is growing year-over-year
  • Positive operating cash flow
  • Clean earnings (low accruals)
  • Altman Z″ in the safe zone

Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.

5%+ owners

SEC Schedule 13D / 13G · last 3 yrs

Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.

Insider transactions

SEC Form 4 · most recent
4 acquisitions8 disposalsnet 65,194 shares · last 12
InsiderDateTypeSharesPrice
Weng VolkerOfficer — Vice PresidentMay 28, 2026Sell5,000$72.35
Weng VolkerOfficer — Vice PresidentMay 14, 2026Sell5,000$67.71
Demmerle StefanOfficer — Vice PresidentMay 13, 2026Sell5,000$65.00
Fadool Joseph F.Officer — President and CEOMay 13, 2026Sell29,000$67.31
Mckenzie IsabelleOfficer — Vice PresidentMay 12, 2026Sell3,500$63.35
Wingfield TaniaOfficer — EVP &amp; CHROMay 11, 2026Sell5,000$63.24
Weng VolkerOfficer — Vice PresidentMay 11, 2026Sell5,606$61.65
Demmerle StefanOfficer — Vice PresidentMay 8, 2026Sell20,000$59.26
Greenstein Sara A.DirectorApr 29, 2026Grant3,228$0.00
Thai-Tang Hau NDirectorApr 29, 2026Grant3,228$0.00
Mcalmont ShaunDirectorApr 29, 2026Grant3,228$0.00
Hanley Michael SDirectorApr 29, 2026Grant3,228$0.00

Headline trade per Form 4 (officers, directors, 10%+ owners). Buy/sell read from the filing's structured data — blank where a field isn't cleanly tagged.

Short interest

FINRA · bi-monthly
SettlementShares shortDays to coverΔ vs prior
May 15, 20268.4M2.1+30.0%
Apr 30, 20266.5M3.8+1.0%
Apr 15, 20266.4M3.9-5.8%
Mar 31, 20266.8M2.6+11.0%
Mar 13, 20266.1M2.1-10.8%

Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.

Material events

SEC Form 8-K · most recent

Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.

Recent SEC filings

All filings ↗
  • 4May 29, 2026
  • SDMay 29, 2026
  • 8-KMay 28, 2026
  • 144May 28, 2026
  • 4May 15, 2026
  • 4May 14, 2026
  • 4May 14, 2026
  • 144May 14, 2026
  • 144May 13, 2026
  • 144May 13, 2026
  • 4May 13, 2026
  • 144May 12, 2026
  • 4May 12, 2026
  • 4May 12, 2026
  • 4May 12, 2026

Corporate family

Spin-offs from BorgWarner (1)

From the spin-off filings we track. Follow a company to walk its own history.

Event-driven situations (1)