BorgWarner Inc. Files Q3 2024 10-Q Report

Ticker: BWA · Form: 10-Q · Filed: Oct 31, 2024 · CIK: 908255

Borgwarner INC 10-Q Filing Summary
FieldDetail
CompanyBorgwarner INC (BWA)
Form Type10-Q
Filed DateOct 31, 2024
Risk Levellow
Pages15
Reading Time18 min
Key Dollar Amounts$0.01
Sentimentneutral

Sentiment: neutral

Topics: 10-Q, financials, quarterly-report, automotive

TL;DR

BorgWarner's Q3 2024 10-Q is in. Check financials.

AI Summary

BorgWarner Inc. reported its third-quarter results for the period ending September 30, 2024. The company's financial performance for the quarter and year-to-date is detailed in this 10-Q filing. Specific financial figures and operational details are provided for the reporting period.

Why It Matters

This filing provides investors and analysts with the latest financial performance data for BorgWarner Inc., crucial for understanding the company's current health and future prospects in the automotive parts sector.

Risk Assessment

Risk Level: low — This is a routine quarterly financial filing (10-Q) and does not contain new or unusual risk-related information.

Key Numbers

Key Players & Entities

FAQ

What is the reporting period for this 10-Q filing?

The conformed period of report is 20240930, meaning the filing covers the period up to September 30, 2024.

When was this 10-Q filing submitted?

The filing was submitted on 20241031, as indicated by the 'FILED AS OF DATE'.

What is BorgWarner Inc.'s primary business classification?

BorgWarner Inc. is classified under 'MOTOR VEHICLE PARTS & ACCESSORIES' with SIC code 3714.

Does the filing mention any discontinued operations?

Yes, the filing references 'us-gaap:SegmentDiscontinuedOperationsMember' and specifically 'bwa:PhiniaMember' for the periods 2024-07-01 to 2024-09-30 and 2023-07-01 to 2023-09-30.

What is BorgWarner's state of incorporation?

BorgWarner Inc. is incorporated in Delaware (DE).

Filing Stats: 4,521 words · 18 min read · ~15 pages · Grade level 16 · Accepted 2024-10-31 12:50:35

Key Financial Figures

Filing Documents

Financial Information

PART I. Financial Information

Financial Statements

Item 1. Financial Statements Condensed Consolidated Balance Sheets as of September 30, 2024 and December 31, 2023 (Unaudited) 1 Condensed Consolidated Statements of Operations for the three and nine months ended September 30, 2024 and 2023 (Unaudited) 2 Condensed Consolidated Statements of Comprehensive Income (Loss) for the three and nine months ended September 30, 2024 and 2023 (Unaudited) 3 Condensed Consolidated Statements of Cash Flows for the nine months ended September 30, 2024 and 2023 (Unaudited) 4 Notes to Condensed Consolidated Financial Statements (Unaudited) 5

Management's Discussion and Analysis of Financial Condition and Results of Operations

Item 2. Management's Discussion and Analysis of Financial Condition and Results of Operations 39

Quantitative and Qualitative Disclosures About Market Risk

Item 3. Quantitative and Qualitative Disclosures About Market Risk 57

Controls and Procedures

Item 4. Controls and Procedures 58

Other Information

PART II. Other Information

Legal Proceedings

Item 1. Legal Proceedings 59

Risk Factors

Item 1A. Risk Factors 59

Unregistered Sales of Equity Securities, Use of Proceeds, and Issuer Purchases of Equity Securities

Item 2. Unregistered Sales of Equity Securities, Use of Proceeds, and Issuer Purchases of Equity Securities 59

Other Information

Item 5. Other Information 60

Exhibits

Item 6. Exhibits 60

SIGNATURES

SIGNATURES 61 Table of Contents CAUTIONARY STATEMENTS FOR FORWARD-LOOKING STATEMENTS

FINANCIAL INFORMATION

PART I. FINANCIAL INFORMATION

Financial Statements

Item 1. Financial Statements BORGWARNER INC. AND CONSOLIDATED SUBSIDIARIES CONDENSED CONSOLIDATED BALANCE SHEETS (UNAUDITED) (in millions) September 30, 2024 December 31, 2023 ASSETS Cash and cash equivalents $ 2,000 $ 1,534 Receivables, net 3,215 3,109 Inventories, net 1,366 1,313 Prepayments and other current assets 275 261 Total current assets 6,856 6,217 Property, plant and equipment, net 3,814 3,783 Investments and long-term receivables 350 364 Goodwill 3,027 3,013 Other intangible assets, net 514 564 Other non-current assets 576 512 Total assets $ 15,137 $ 14,453 LIABILITIES AND EQUITY Short-term debt $ 398 $ 73 Accounts payable 2,176 2,546 Other current liabilities 1,144 1,148 Total current liabilities 3,718 3,767 Long-term debt 4,195 3,707 Retirement-related liabilities 146 146 Other non-current liabilities 726 767 Total liabilities 8,785 8,387 Commitments and contingencies Common stock 3 3 Capital in excess of par value 2,657 2,689 Retained earnings 6,840 6,152 Accumulated other comprehensive loss ( 808 ) ( 828 ) Common stock held in treasury, at cost ( 2,536 ) ( 2,188 ) Total BorgWarner Inc. stockholders' equity 6,156 5,828 Noncontrolling interest 196 238 Total equity 6,352 6,066 Total liabilities and equity $ 15,137 $ 14,453 See accompanying Notes to Condensed Consolidated Financial Statements. 1 Table of Contents BORGWARNER INC. AND CONSOLIDATED SUBSIDIARIES CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS (UNAUDITED) Three Months Ended September 30, Nine Months Ended September 30, (in millions, except per share amounts) 2024 2023 2024 2023 Net sales $ 3,449 $ 3,622 $ 10,647 $ 10,676 Cost of sales 2,813 2,970 8,682 8,767 Gross profit 636 652 1,965 1,909 Selling, general and administrative expenses 340 330 1,010 963 Restructuring expense 21 56 65 68 Other operating expense (income), net 5 ( 6 ) 28 ( 1 ) Operating income 270 272 862 879 Equity in affiliates' earnings, net of tax ( 6 ) ( 10 )

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