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Thu, Feb. 11, 8:05 AM
Thu, Feb. 11, 5:36 AM
Wed, Feb. 10, 5:30 PM
- AAP, AB, ACOR, ALLE, ALU, AVP, AYR, BG, BTU, BWA, CCE, COR, CPLA, CVE, DBD, FAF, FLIR, GNC, GPI, GRA, HUN, INCY, INT, IVC, K, KKR, LC, LIOX, LPX, MANU, MFC, MGI, MOS, MWW, NCI, NICE, NILE, NLSN, NNN, NOK, NTWK, NWE, OZM, PAG, PDS, PEP, PNK, Q, RAI, SHPG, SON, STC, TAP, TCK, TEVA, TGH, THS, TIME, TRI, TRIP, TZOO, VG, WBC, WOOF, WSO, WWAV, WWE
Wed, Jan. 13, 9:37 AM
- BorgWarner (BWA -3.8%) expects Q4 sales growth of 8.3% to 13.3% off the midpoint of 2015 guidance of $7.848B. The Remy acquisition is providing a good portion of the sales boost.
- The company sees Q4 EPS of $0.75-$0.79 vs. $0.72 consensus and FY16 EPS of $3.11-$3.32 vs. $3.25 consensus.
Tue, Jan. 5, 11:31 AM
- Many auto parts stocks are trailing off after key manufacturers (Ford, GM, Toyota, Fit Chrysler) miss forecasts with their December U.S. sales reports. The sector bounced last month when the rosy predictions first started piling in.
- Weakness in China this week may be impacting sentiment on certain auto parts names as well.
- Decliners include Modine Manufacturing (MOD -4.9%), Federal-Mogul (FDML -5.1%), Stoneridge (SRI -3.8%), American Axle & Manufacturing (AXL -3.1%), Delphi Automotive (DLPH -2.3%), Autoliv (ALV -2.3%), Meritor (MTOR -3.4%), Gentherm (THRM -2.3%), BorgWarner (BWA -1.8%), and Lear (LEA -2%).
Dec. 23, 2015, 1:35 PM
- Auto parts stocks are solid outperformers on the day. The rally could be a reaction to estimates from TrueCar and Kelley Blue Book that showed U.S. auto sales popped in December. Both research firms predict a 13% Y/Y increase in sales for the month.
- Notable advancers include Meritor (MTOR +4.5%), Dana Holding (DAN +3.9%), BorgWarner (BWA +3.2%), Stoneridge (SRI +2.7%), Tenneco (TEN +2.3%), Federal-Mogul (FDML +2.8%), Delphi Automotive (DLPH +1.9%), Allison Transmission (ALSN +2.1%), and Johnson Controls (JCI +2.1%).
Dec. 9, 2015, 9:53 AM
- The NHTSA proposes adding new safety categories to its ratings systems with an aim to accelerate technology innovation and integration.
- Safety features such as forward collision warnings, blind-spot alerts, lane departure information, and rear cameras would be part of the ratings system under the changes.
- The push from the regulator could help some auto suppliers such as Delphi Automotive (DLPH +1.4%) and Mobileye (MBLY +2.5%), notes the WSJ.
- Autoliv (ALV +2.1%), WABCO Holdings (WBC +1.5%), Borg Warner (BWA +1.3%), and Meritor (MTOR +1.3%) are all ahead of market averages in early action today, perhaps due to the NHTSA strategy reveal.
- Related auto stocks GM, F, TM, HMC, OTCPK:NSANY, OTCQX:VLKAY, OTCPK:DDAIF, OTCPK:BAMXY, TSLA, TTM, OTC:HYMLF.
- NHTSA press release
Nov. 11, 2015, 4:34 PM
- BorgWarner (NYSE:BWA) declares $0.13/share quarterly dividend, in line with previous.
- Forward yield 1.25%
- Payable Dec. 15; for shareholders of record Dec. 1; ex-div Nov. 27.
Oct. 31, 2015, 12:51 PM
- The European Automobile Manufacturers Association issued a statement this week in which it forecasts that a "substantial number" of diesel models will have to be phased out earlier than anticipated.
- The harsh assessment was mirrored by several heavyweight CEOs at the Tokyo Motor Show. The major focus of the event has been next-gen concepts like hydrogen-powered cars and self-driving features, while execs such as Nissan's Carlos Ghosn have marginalized the future of diesel.
- Many automobile industry insiders have noted that diesel was in decline due to the focus on emissions even before Volkswagen (OTCQX:VLKAY) rocked the industry with a cheating scandal.
- The mix of technology, EV, hydrogen, and powertrain changes have kept analysts buzzing over the proper valuations to assign to major players. A reset of demand expectations in China also factors in significantly.
- Automobile industry stocks: DAN, BWA, MTOR, TRW, FDML, DLPH,GNTX, SMP, AXL, MPAA, ALV, MOD, DLPH, VC, THRM, WPRT, GM, F, TM, FCAU, HMC, OTCPK:NSANY, TSLA, OTCQX:VLKAY, OTCPK:DDAIF, OTC:HYMLF, OTCPK:BAMXY, TTM, TSLA, THRM, BWA, JCI, TEN, CPS, LDL, TOWR, OTCPK:PEUGF, OTC:RNSDF, OTCPK:RNLSY.
- Previously: Hydrogen and self-driving cars the talk at the Toyota Motor Show (Oct. 29)
Oct. 29, 2015, 8:08 AM
- BorgWarner (NYSE:BWA): Q3 EPS of $0.73 beats by $0.03.
- Revenue of $1.88B (-7.4% Y/Y) misses by $60M.
Oct. 28, 2015, 5:30 PM
- ABC, ABMD, AET, ALKS, ALLE, ALLT, ALLY, ALU, ALXN, AMT, APD, AVT, AVY, AWI, BANC, BBW, BC, BG, BLL, BWA, BWEN, BXLT, CCE, CHTR, CLF, CME, CMS, COP, CRI, CRR, CSH, CVE, CVI, CVRR, DBD, DFT, DIN, DLPH, EME, EPD, EXAS, EXLS, FCN, FIG, FMS, GCI, GG, GLOP, GLPI, GNC, GOV, GT, GTLS, GTXI, HAR, HEES, HST, HTWR, I, IDA, IMS, INGR, IQNT, IRDM, IVZ, JAH, JCI, KEM, KERX, LDOS, LKQ, LLL, LPLA, MA, MCK, MD, MDP, MDXG, MGM, MMYT, MO, MPC, MPLX, MSCI, MTH, MTRN, MWW, NEO, NICE, NOK, NTCT, NVO, NYT, OAK, ODFL, OFC, OSK, PAG, PBI, PES, PF, PNK, POT, PPL, PX, RDS.A, RFP, RGS, RTIX, RYAM, SABR, SAN, SC, SCG, SHOO, SHW, SMP, SNE, SNMX, STM, TDY, TEVA, TFX, THRM, TPX, TWC, UAN, UBSI, UPL, VA, VICL, WRLD, WST, WWE, XEL, XYL, ZBH
Oct. 21, 2015, 9:13 AM
- BorgWarner (NYSE:BWA) announces it opened a new facility in South Korea to help it boost transmission production.
- The company has some heavyweight customers in the region, including Hyundai and Kia.
- The new building is large enough for BorgWarner to expand operations in the future.
Sep. 21, 2015, 10:05 AM
- Major auto parts suppliers are trading lower after the world's largest automaker (by 1H sales) is accused of purposefully manufacturing cars with a defeat device to beat emissions testing.
- The long-term impact of the Volkswagen scandal is still being debated, but anxiety is higher after the development.
- Decliners include BorgWarner (BWA -2.4%), Tenneco (TEN -0.8%), Delphi Automotive (DLPH -1.1%), Autoliv (ALV -0.9%), Standard Motor Products (SMP -0.3%), Meritor (MTOR -0.3%), and Federal-Mogul Holdings (FDML -0.5%).
- Navistar (NAV -0.9%) and Fiat Chrysler Automobiles (FCAU -1.4%) are also noticeably lower than broad market averages.
- Previously: Volkswagen orders probe into EPA emissions violations (Sep. 20 2015)
- Previously: Volkswagen down 20% as diesel scandal reverberates (Sep. 21 2015)
Aug. 28, 2015, 6:53 AM
Jul. 30, 2015, 9:07 AM
- BorgWarner (NYSE:BWA) says slower light vehicle demand in China and a softer-than-expected global commercial market impacted sales in Q2.
- The company resets 2015 sales guidance to a range of -5.5% to -2.5% vs. -4% to 0% prior. 2015 EPS guidance is dropped to $2.95-$3.10 vs. $3.10-$3.20 prior and $3.21 consensus.
- Previously: BorgWarner misses by $0.08, misses on revenue (Jul. 30 2015)
Jul. 30, 2015, 8:10 AM
- BorgWarner (NYSE:BWA): Q2 EPS of $0.75 misses by $0.08.
- Revenue of $2.03B (-7.7% Y/Y) misses by $50M.
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