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BorgWarner BWA Drivetrain & Morse Systems — Cost of Sales

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Other financials

Income statement

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Revenue$3.6B+0.3%
Gross profit$721.0M+12.7%
Operating income$370.0M+28.0%
Net income$277.0M+23.7%
EPS (diluted)$1.34+30.1%

Balance sheet

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Cash & equivalents$2.3B+10.5%
Total debt$4.1B-0.3%
Total equity$5.6B-5.1%
Total assets$13.9B-3.2%

Cash flow

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Operating cash flow$586.0M+1.2%
CapEx$96.0M+24.7%
Free cash flow$490.0M-2.4%

Valuation

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Market cap$12.93B+66.4%
P/E14.4×-6.0×
P/S0.9×+0.3×

Profitability

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Gross margin19.5%+1.0pp
Operating margin8.1%-0.1pp
Net margin6.3%+1.1pp
FCF margin8.5%0.0pp

Returns & leverage

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Return on equity15%+3.5pp
Debt / equity0.7×0.0×
Current ratio2.1×+0.1×

Where this comes from

Reported directly by BorgWarner in its filing.

Tagged under the XBRL concept us-gaap:CostOfGoodsAndServicesSold.

The source filing: BorgWarner’s 10-Q, filed August 5, 2026.

Filed
Aug 5, 2026, 12:20 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0000908255-26-000051
(in millions)Turbos & Thermal TechnologiesDrivetrain & Morse SystemsPower Drive SystemsBattery Energy SystemsInter-segment eliminationsTotal
Net sales - customers$1,440$1,450$658$100$3,648
Net sales - inter-segment257(14)
Net sales$1,442$1,455$665$100$(14)$3,648
Cost of sales1,1371,13458684
Selling, general and administrative expenses - R&D, net4832829
Selling, general and administrative expenses - Other3211259
Other segment items111
Segment Adjusted Operating Income (Loss)$225$277$(29)$(2)

Item 1. Financial Statements

FAQ

What is BorgWarner's drivetrain & morse systems — cost of sales?
BorgWarner (BWA) reported drivetrain & morse systems — cost of sales of $1.13B in Q2 2026.
How has BorgWarner's drivetrain & morse systems — cost of sales changed year-over-year?
BorgWarner's drivetrain & morse systems — cost of sales increased by 0.4% year-over-year, from $1.13B to $1.13B.
What is the long-term trend for BorgWarner's drivetrain & morse systems — cost of sales?
Over 3 years (2022 to 2025), BorgWarner's drivetrain & morse systems — cost of sales has grown at a 3.1% compound annual growth rate (CAGR), from $4.05B to $4.43B.
What does drivetrain & morse systems — cost of sales mean?
Includes all direct costs associated with producing the drivetrain and transmission components, such as raw materials, direct labor, and manufacturing overhead. This is a primary indicator of the segment's production efficiency and input cost management.

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