BorgWarner Files 8-K: Senior Notes Due 2031 Mentioned
Ticker: BWA · Form: 8-K · Filed: Oct 21, 2025 · CIK: 908255
| Field | Detail |
|---|---|
| Company | Borgwarner INC (BWA) |
| Form Type | 8-K |
| Filed Date | Oct 21, 2025 |
| Risk Level | low |
| Pages | 2 |
| Reading Time | 2 min |
| Key Dollar Amounts | $0.01, $120 m, $78 million, $31 million, $21 million |
| Sentiment | neutral |
Sentiment: neutral
Topics: debt, filing, corporate-events
Related Tickers: BWA
TL;DR
BW filed an 8-K, noting senior notes due 2031. Nothing major, just housekeeping.
AI Summary
On October 21, 2025, BorgWarner Inc. filed an 8-K report detailing other events and financial statements. The filing includes information related to their common stock and senior notes due May 2031. No specific new transactions or financial figures beyond the note maturity were disclosed in the provided excerpt.
Why It Matters
This filing provides an update on BorgWarner's corporate events and financial instruments, which is important for investors tracking the company's debt obligations and overall financial health.
Risk Assessment
Risk Level: low — The filing appears to be routine and does not disclose any significant negative events or new risks.
Key Numbers
- 2031 — Senior Notes Maturity Year (Indicates a long-term debt maturity for the company.)
Key Players & Entities
- BORGWARNER INC. (company) — Registrant
- October 21, 2025 (date) — Date of Report
- Delaware (jurisdiction) — State of Incorporation
- 133404508 (identifier) — EIN
- 3850 Hamlin Road, Auburn Hills, Michigan 48326 (address) — Principal Executive Offices
- Senior Notes Due May 2031 (financial_instrument) — Debt Obligation
FAQ
What specific 'Other Events' are detailed in this 8-K filing?
The provided excerpt does not specify the 'Other Events' beyond mentioning it as an item information category.
Are there any new financial transactions or agreements disclosed in this filing?
The excerpt does not detail any new financial transactions or agreements, only referencing existing financial instruments like Senior Notes Due May 2031.
What is the significance of the 'Senior Notes Due May 2031' mentioned?
This refers to a debt obligation of BorgWarner Inc. that is scheduled to mature in May 2031.
Does this filing indicate any changes in BorgWarner's executive management or board of directors?
The provided text does not mention any changes in executive management or the board of directors.
What is the filing date and the period of report for this 8-K?
The filing date and the conformed period of report are both October 21, 2025.
Filing Stats: 623 words · 2 min read · ~2 pages · Grade level 11.4 · Accepted 2025-10-21 16:23:05
Key Financial Figures
- $0.01 — ich registered Common Stock, par value $0.01 per share BWA New York Stock Exchange
- $120 m — d to these VAT refunds of approximately $120 million, which was included in Receivable
- $78 million — ement, PHINIA agreed to pay the Company $78 million. PHINIA paid $31 million immediately up
- $31 million — ay the Company $78 million. PHINIA paid $31 million immediately upon the Settlement. PHINIA
- $21 million — Settlement. PHINIA is obligated to pay $21 million in January 2026, and it is obligated to
- $38 million — ter of 2025, the Company incurred a net $38 million charge for the reduction of VAT-related
Filing Documents
- bwa-20251021.htm (8-K) — 29KB
- 0001628280-25-045710.txt ( ) — 196KB
- bwa-20251021.xsd (EX-101.SCH) — 3KB
- bwa-20251021_def.xml (EX-101.DEF) — 16KB
- bwa-20251021_lab.xml (EX-101.LAB) — 31KB
- bwa-20251021_pre.xml (EX-101.PRE) — 19KB
- bwa-20251021_htm.xml (XML) — 4KB
01 Other Events
Item 8.01 Other Events As BorgWarner Inc. (the "Company") previously disclosed, most recently in its Quarterly Report on Form 10-Q filed on July 31, 2025 , the Company commenced a lawsuit against PHINIA Inc. ("PHINIA") seeking to recover value added tax ("VAT") refunds that PHINIA has received or expects to receive from governmental agencies. As of June 30, 2025, the Company had an asset related to these VAT refunds of approximately $120 million, which was included in Receivables, net on the Company's Condensed Consolidated Balance Sheet. On October 15, 2025, the Company entered into a settlement with PHINIA (the "Settlement") resolving the dispute and certain other matters relating to the spin-off that established PHINIA as an independent company. Pursuant to the Settlement, PHINIA agreed to pay the Company $78 million. PHINIA paid $31 million immediately upon the Settlement. PHINIA is obligated to pay $21 million in January 2026, and it is obligated to pay the remainder immediately upon collection from governments but no later than December 1, 2026. As a result of the Settlement, in the third quarter of 2025, the Company incurred a net $38 million charge for the reduction of VAT-related receivables, the elimination of certain Company liabilities and related legal fees, which the Company will treat as a noncomparable item not reflective of the Company's ongoing operations when it presents its earnings results.
01 Financial Statements and Exhibits
Item 9.01 Financial Statements and Exhibits (d) Exhibits. The following exhibits are being furnished as part of this Report. Exhibit Number Description 104 The cover page from this Current Report on Form 8-K, formatted as Inline XBRL
SIGNATURES
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: October 21, 2025 By: /s/ Tonit M. Calaway Name: Tonit M. Calaway Title: Executive Vice President and Secretary