BorgWarner Inc. (NYSE:BWA) Q3 2021 Earnings Conference Call November 3, 2021 9:30 AM ET Company Participants Frederic B. Lissalde – CEO Kevin Nowlan – CFO Patrick Nolan – Vice President, Investor Relations Conference Call Participants Colin Langan – Wells Fargo John Murphy – Bank of America Brian Johnson – Barclays Noah Kaye – Oppenheimer Dan Levy – Credit Suisse Emmanuel Rosner – Deutsche Bank Luke Junk – Baird Joseph Spak – RBC Adam Uhlman – Cleaveland Research David Kelley – Jefferies Operator Good morni ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington D.C. 20549 FORM 10-Q QUARTERLY REPORT (Mark One) ☑ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended September 30, 2021 OR ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission file number: 1-12162 BORGWARNER INC. ________________________________________________ | --- | --- | --- | --- | --- | --- | ...

BorgWarner Inc. (NYSE:BWA) Q2 2021 Earnings Conference Call August 4, 2021 9:00 AM ET Company Participants Patrick Nolan - VP, IR Frédéric B. Lissalde - President and CEO Director Kevin Nowlan - EVP and CFO Conference Call Participants Christopher McNally - Evercore ISI Luke Junk - Robert W. Baird Joseph Spak - RBC Capital Markets Colin Langan - Wells Fargo Dan Levy - Crédit Suisse Noah Kaye - Oppenheimer Gavin Kennedy - Jefferies Brian Johnson - Barclays Bank Emmanuel Rosner - Deutsche Bank Mark Delaney - ...

Earnings Call Presentation Q2 2021 © BorgWarner Inc. 1 August 4, 2021 1 Forward-Looking Statements This presentation may contain forward-looking statements as contemplated by the 1995 Private Securities Litigation Reform Act that are based on management's current outlook, expectations, estimates and projections. Words such as "anticipates," "believes," "continues," "could," "designed," "effect," "estimates," "evaluates," "expects," "forecasts," "goal," "guidance," "initiative," "intends," "may," "outlook," ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington D.C. 20549 FORM 10-Q QUARTERLY REPORT (Mark One) ☑ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended June 30, 2021 OR ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission file number: 1-12162 BORGWARNER INC. ________________________________________________ | --- | --- | --- | --- | --- | --- | |---- ...

BorgWarner Inc. (NYSE:BWA) Q1 2021 Earnings Conference Call May 5, 2021 9:00 AM ET Company Participants Patrick Nolan - VP, IR Frédéric B. Lissalde - President, CEO & Director Kevin Nowlan - EVP & CFO Conference Call Participants Christopher McNally - Evercore ISI James Picariello - KeyBanc Capital Markets Noah Kaye - Oppenheimer Dan Levy - Crédit Suisse Rod Lache - Wolfe Research Joseph Spak - RBC Capital Markets John Murphy - Bank of America Merrill Lynch Emmanuel Rosner - Deutsche Bank David Kelley - Jef ...

业绩总结 - 2021年第一季度净销售额为32.24亿美元，同比增长约18%[8] - 调整后的营业利润为4.44亿美元，调整后的营业利润率为11.1%[16] - 调整后的每股收益为1.21美元，较2020年第一季度的0.77美元增长[16] - 2021年第一季度的净销售额为4,009百万美元，同比增长18.3%[35] - 2021年第一季度的调整后营业收入为444百万美元，调整后营业利润率为11.1%[30] - 2021年第一季度的自由现金流为147百万美元，2020年同期为146百万美元[39] 未来展望 - 预计2021年全年净销售额在148亿至154亿美元之间，年增长率约为12%至17%[19] - 预计2021年调整后的每股收益在4.00至4.35美元之间[19] - 预计2021年调整后的营业利润率为10.1%至10.5%[19] - 2021年全年自由现金流预期为800百万美元至900百万美元[40] - 2021年每股稀释收益指导范围为3.42美元至3.92美元[38] 用户数据与市场表现 - 2021年第一季度全球轻型车辆市场同比增长约13%[14] - AKASOL的强大订单积压约为24亿美元，主要来自领先的原始设备制造商[10] 资本支出与财务状况 - 2021年资本支出预计在7.25亿至7.75亿美元之间[22] - 2020年全年净销售额为12,792百万美元，调整后营业收入为1,066百万美元，调整后营业利润率为8.3%[25] - BorgWarner 2020年第三季度的调整后营业收入为448百万美元，调整后营业利润率为11.4%[25]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington D.C. 20549 FORM 10-Q (Mark One) QUARTERLY REPORT ☑ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended March 31, 2021 OR ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to | --- | --- | --- | --- | --- | --- | |-------------------------------------------------------------|-------------------------------------- ...

Charging Forward Investor Day 2021 1 Charging Forward Welcome and Agenda Investor Day Patrick Nolan – Vice President, Investor Relations March 23, 2021 2 Forward-Looking Statements 3 This presentation may contain forward-looking statements as contemplated by the 1995 Private Securities Litigation Reform Act that are based on management's current outlook, expectations, estimates and projections. Words such as "anticipates," "believes," "continues," "could," "designed," "effect," "estimates," "evaluates," "ex ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington D.C. 20549 Form 10-K (Mark One) ☑ Annual Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the fiscal year ended December 31, 2020 OR ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to | --- | --- | --- | |-----------------------------------------------------|---------------------|-------------------------------------------------------| | Title ...