BorgWarner Inc. (BWA): Business Model Canvas

In der sich schnell entwickelnden Automobillandschaft entwickelt sich BorgWarner Inc. zu einem technologischen Kraftpaket, das das Antriebsparadigma der Branche durch innovative Elektrifizierungslösungen und fortschrittliche Antriebstechnologien verändert. Mit strategischen Partnerschaften zwischen globalen Automobilgiganten und einem unermüdlichen Engagement für modernste Technik enthüllt BorgWarners Business Model Canvas einen ausgeklügelten Entwurf für die Bewältigung der komplexen Schnittstelle zwischen traditioneller Automobilherstellung und Mobilitätstechnologien der nächsten Generation. Tauchen Sie ein in die komplexen Rahmenbedingungen, die diesen führenden Anbieter von Automobiltechnologie an der Spitze nachhaltiger Transportinnovationen positionieren.

BorgWarner Inc. (BWA) – Geschäftsmodell: Wichtige Partnerschaften

Strategische Allianzen mit großen Automobilherstellern

BorgWarner hat strategische Partnerschaften mit folgenden Automobilherstellern aufgebaut:

Hersteller	Einzelheiten zur Partnerschaft	Gründungsjahr
Ford Motor Company	Antriebslösungen für Elektrifizierung und E-Mobilität	2020
General Motors	Entwicklung elektrischer Antriebsmodule	2019
Stellantis	Antriebssysteme für Hybrid- und Elektrofahrzeuge	2021

Technologiepartnerschaften mit Lieferanten von Elektrofahrzeugen

Zu den wichtigsten Technologiepartnerschaften von BorgWarner gehören:

• Zusammenarbeit mit Proterra für Antriebssysteme für Elektrofahrzeuge
• Partnerschaft mit Lucid Motors für fortschrittliche elektrische Antriebstechnologien
• Technologie-Sharing-Vereinbarung mit dem Volkswagen-Konzern für EV-Komponenten

Zusammenarbeit mit Forschungseinrichtungen

Forschungseinrichtung	Fokusbereich	Art der Zusammenarbeit
Michigan Technological University	Fortschrittliche Materialforschung	Gemeinsames Forschungsprogramm
Oak Ridge National Laboratory	Elektrifizierungstechnologien	Technologieentwicklung

Globale Joint Ventures im Bereich Automobiltechnologie

Zu den globalen Joint Ventures von BorgWarner gehören:

• 50/50-Joint Venture mit MAHLE in China für Thermomanagementsysteme
• Technologieentwicklungszentrum in Deutschland mit Bosch
• Innovationszentrum im Silicon Valley für autonome Fahrzeugtechnologien

Gesamtzahl der strategischen Partnerschaften ab 2024: 12 große Kooperationen in den Bereichen Automobil, Technologie und Forschung

Jährliche Investition in Partnerschaftsforschung und -entwicklung: 287 Millionen US-Dollar

BorgWarner Inc. (BWA) – Geschäftsmodell: Hauptaktivitäten

Entwicklung und Herstellung von Antriebssystemen für Kraftfahrzeuge

BorgWarner investierte im Jahr 2022 389,3 Millionen US-Dollar in Forschungs- und Entwicklungskosten. Das Unternehmen produziert jährlich etwa 28 Millionen Turbolader.

Kategorie „Antriebssystem“.	Jährliches Produktionsvolumen
Turbolader	28 Millionen Einheiten
Elektrische Antriebssysteme	1,2 Millionen Einheiten
Getriebekomponenten	45 Millionen Einheiten

Entwicklung von Elektrifizierungstechnologien

Das Elektrifizierungsportfolio von BorgWarner deckt ab 2023 45 % der weltweiten Elektrofahrzeugplattformen ab.

• Elektrische Antriebsstrangtechnologien
• Antriebssysteme für Hybridfahrzeuge
• Komponenten für batterieelektrische Fahrzeuge

Entwicklung fortschrittlicher Antriebsstrangkomponenten

Das Unternehmen betreibt weltweit 96 Produktionsstandorte mit 22.000 Mitarbeitern, die sich auf die Antriebstechnik konzentrieren.

Komponentenkategorie	Jährliche Produktion
Übertragungssysteme	55 Millionen Einheiten
Elektrische Antriebssysteme	2,5 Millionen Einheiten

Forschung und Entwicklung

BorgWarner stellte im Jahr 2022 449,1 Millionen US-Dollar für Forschung und Entwicklung bereit, was 5,4 % des Gesamtumsatzes entspricht.

Herstellung von Präzisionskomponenten für die Automobilindustrie

Das Unternehmen produziert jährlich über 100 Millionen Automobilkomponenten in verschiedenen Technologiesegmenten.

• Präzisionsmotorkomponenten
• Fortschrittliche elektronische Systeme
• Wärmemanagementlösungen

BorgWarner Inc. (BWA) – Geschäftsmodell: Schlüsselressourcen

Fortschrittliche Engineering- und F&E-Fähigkeiten

BorgWarner investierte im Jahr 2022 638,1 Millionen US-Dollar in Forschungs- und Entwicklungskosten. Das Unternehmen unterhält weltweit 24 technische Zentren in 8 Ländern.

F&E-Investitionen	Technische Zentren	Länder mit F&E-Präsenz
638,1 Millionen US-Dollar (2022)	24	8

Umfangreiche globale Produktionsanlagen

BorgWarner betreibt ab 2022 96 Produktionsstandorte in 24 Ländern.

Produktionsstandorte	Länder mit Produktion
96	24

Geistiges Eigentum und technologische Patente

• Gesamtpatentportfolio: Rund 3.800 Patente
• Jährlich werden neue Patentanmeldungen eingereicht: Etwa 300–400

Spezialisiertes Talent im Bereich Fahrzeugtechnik

Gesamtbelegschaft weltweit: 66.200 Mitarbeiter (Stand 2022)

Gesamtzahl der Mitarbeiter	Ingenieure
66,200	Ungefähr 25-30 % der Belegschaft

Robuste Lieferketten- und Vertriebsnetzwerke

BorgWarner unterhält strategische Partnerschaften mit über 1.200 globalen Zulieferern in zahlreichen Automobiltechnologiesegmenten.

Globale Lieferanten	Lieferkettenregionen
1,200+	Nordamerika, Europa, Asien

BorgWarner Inc. (BWA) – Geschäftsmodell: Wertversprechen

Modernste Elektrifizierungs- und E-Mobilitätslösungen

BorgWarner meldete für 2022 einen Gesamtumsatz von 14,4 Milliarden US-Dollar, wobei Elektrifizierungslösungen 44 % des Gesamtumsatzes ausmachten. Das Unternehmen hat zwischen 2020 und 2022 1,3 Milliarden US-Dollar in die Forschung und Entwicklung im Bereich Elektromobilität investiert.

Produktkategorie E-Mobilität	Umsatzbeitrag	Marktdurchdringung
Antriebsstränge für Elektrofahrzeuge	6,35 Milliarden US-Dollar	38 % des gesamten E-Mobilitätssegments
Elektrische Antriebssysteme	4,92 Milliarden US-Dollar	29 % des gesamten E-Mobilitätssegments

Hochleistungsfähige Antriebstechnologien für die Automobilindustrie

BorgWarner liefert Antriebstechnologien an über 250 globale Automobilhersteller, wobei sein Produktportfolio 86 % der weltweiten Automobilplattformen abdeckt.

• Turboladerproduktion: 22 Millionen Einheiten jährlich
• Übertragungstechnologien: Wir beliefern 75 % der führenden Automobilhersteller
• Globale Produktionspräsenz: 96 Werke in 24 Ländern

Innovative Verbesserungen der Antriebsstrangeffizienz

Die Antriebseffizienztechnologien des Unternehmens trugen im Jahr 2022 5,6 Milliarden US-Dollar zum Umsatz bei, mit einer durchschnittlichen Verbesserung der Kraftstoffeffizienz um 12 % über alle Produktlinien hinweg.

Effizienztechnologie	Verbesserung der Kraftstoffeffizienz	Marktakzeptanzrate
Fortschrittliche Turboaufladung	15 % Verbesserung	62 % Akzeptanzrate
Hybridantriebssysteme	10 % Verbesserung	48 % Akzeptanzrate

Nachhaltige und umweltfreundliche Automobiltechnologien

BorgWarner hat zwischen 2020 und 2023 2,1 Milliarden US-Dollar für die nachhaltige Technologieentwicklung bereitgestellt und strebt einen klimaneutralen Betrieb bis 2035 an.

• Technologien zur CO2-Emissionsreduzierung: 18 % Marktanteil
• Nachhaltiges Produktportfolio: 65 % des gesamten Produktangebots
• Investitionen in umweltfreundliche Fertigung: 450 Millionen US-Dollar bereitgestellt

Fortschrittliche elektronische und mechanische Systemintegration

Die Integration elektronischer Systeme stellte im Jahr 2022 einen Umsatz von 4,8 Milliarden US-Dollar dar, mit einem Wachstum von 52 % bei den Technologien für fortschrittliche Fahrerassistenzsysteme (ADAS).

Kategorie „Systemintegration“.	Einnahmen	Wachstumsrate
Elektrische Steuerungssysteme	2,3 Milliarden US-Dollar	38 % im Jahresvergleich
Mechanische Integrationslösungen	2,5 Milliarden US-Dollar	45 % im Jahresvergleich

BorgWarner Inc. (BWA) – Geschäftsmodell: Kundenbeziehungen

Technischer Support und technische Beratung

BorgWarner bietet dedizierte technische Supportdienste mit mehr als 1.200 globalen Ingenieurexperten in 24 technischen Zentren weltweit.

Support-Kategorie	Jährliche Servicezeiten	Globale Abdeckung
Direkte technische Beratung	78.500 Stunden	Nordamerika, Europa, Asien
Technischer Remote-Support	45.200 Stunden	Globale digitale Plattformen

Langfristige strategische Partnerschaften

BorgWarner pflegt strategische Partnerschaften mit großen Automobilherstellern.

• General Motors: 12-jähriger Technologiekooperationsvertrag
• Ford Motor Company: 15 aktive gemeinsame Entwicklungsprojekte
• Volkswagen Konzern: 1,2 Milliarden Euro Partnerschaftsinvestition

Entwicklung maßgeschneiderter Lösungen

Lösungstyp	Jährliche Investition	Preis für individuelles Design
Antriebsstranglösungen	287 Millionen Dollar	92 % kundenspezifische Designs
Komponenten für Elektrofahrzeuge	412 Millionen Dollar	88 % maßgeschneiderte Lösungen

Laufender Support für die Produktleistung

BorgWarner bietet eine umfassende Überwachung der Produktzuverlässigkeit mit einer Kundenzufriedenheitsbewertung von 99,7 %.

• 24/7-Leistungsverfolgungssysteme
• Diagnoseüberwachung in Echtzeit
• Vorausschauende Wartungsprotokolle

Digitale Kundenbindungsplattformen

Digitale Plattform	Jährliches Benutzerengagement	Service-Reaktionszeit
Online-Kundenportal	287.500 registrierte Benutzer	Unter 4 Stunden
Mobile technische Support-App	126.300 aktive monatliche Benutzer	Unter 2 Stunden

BorgWarner Inc. (BWA) – Geschäftsmodell: Kanäle

Direktvertriebsteams

Das Direktvertriebsteam von BorgWarner ist ab 2023 in 96 Einrichtungen weltweit tätig. Das Unternehmen meldete im Jahr 2022 einen Gesamtumsatz von 14,4 Milliarden US-Dollar, wobei Direktvertriebskanäle einen erheblichen Teil seiner Kundenbindungsstrategie ausmachen.

Vertriebsregion	Anzahl der Vertriebsmitarbeiter	Abdeckungsbereich
Nordamerika	387	Vereinigte Staaten und Kanada
Europa	276	Europäische Union und Großbritannien
Asien-Pazifik	412	China, Japan, Korea, Indien

Messen und Konferenzen der Automobilindustrie

BorgWarner nimmt jährlich an etwa 18 bis 22 großen Veranstaltungen der Automobilindustrie teil und investiert schätzungsweise 3,2 Millionen US-Dollar in Messen und Konferenzkanäle.

• Messe für Unterhaltungselektronik (CES)
• IAA-Mobilitätskonferenz
• Nordamerikanische Internationale Automobilausstellung
• Internationale Automobilausstellung in Peking

Technische Online-Dokumentation und Produktkataloge

Die Plattform für digitale Produktkataloge erreicht weltweit über 12.500 Fachleute aus der Automobiltechnik. Der Website-Traffic stieg im Jahr 2022 um 37 % mit 2,4 Millionen einzelnen Besuchern.

Kennzahlen für digitale Plattformen	Daten für 2022
Einzigartige Website-Besucher	2,400,000
Technische Dokument-Downloads	486,000
Online-Produktkatalogseiten	1,247

Digitale Marketing- und Kommunikationsplattformen

BorgWarner unterhält eine aktive digitale Marketingpräsenz auf mehreren Plattformen mit den folgenden Engagement-Kennzahlen:

• LinkedIn-Follower: 187.000
• Twitter-Follower: 43.500
• Abonnenten des YouTube-Kanals: 22.000
• Jährliches Budget für digitales Marketing: 4,7 Millionen US-Dollar

Strategische Netzwerkveranstaltungen für die Automobilindustrie

Führungskräfte von BorgWarner nehmen jährlich an etwa 47 strategischen Networking-Veranstaltungen teil, die sich an wichtige Entscheidungsträger der Automobilindustrie auf den globalen Märkten richten.

Art des Netzwerkereignisses	Jährliche Teilnahme
Executive Roundtables	12
Branchenführende Konferenzen	18
Technologieinnovationsforen	17

BorgWarner Inc. (BWA) – Geschäftsmodell: Kundensegmente

Originalgerätehersteller (OEMs)

BorgWarner beliefert weltweit große Automobil-OEMs mit einem Kundenstamm, darunter:

OEM	Marktanteil	Details zur Zusammenarbeit
General Motors	18.5%	Elektrifizierung und Antriebssysteme
Ford Motor Company	15.3%	Übertragungstechnologien
Volkswagen-Konzern	22.7%	Komponenten für Hybrid- und Elektrofahrzeuge

Automobil-Tier-1-Zulieferer

Zu den wichtigsten Partnerschaften mit erstklassigen Automobilzulieferern gehören:

• Magna International
• Bosch
• Denso Corporation
• Continental AG

Hersteller von Elektro- und Hybridfahrzeugen

Die Kundensegmente von BorgWarner für Elektrofahrzeuge:

Hersteller	Lieferung von EV-Komponenten	Technologiefokus
Tesla	12.6%	Elektrische Antriebssysteme
NIO	7.3%	Batteriekühlsysteme
Rivian	5.9%	Elektrische Antriebsmodule

Hersteller von Hochleistungs- und Spezialfahrzeugen

Kundensegmente für Spezialfahrzeuge:

• Porsche
• Ferrari
• Lamborghini
• Aston Martin

Globale Automobilmärkte

Regionale Marktverteilung:

Region	Umsatzprozentsatz	Schlüsselmärkte
Nordamerika	42.5%	Vereinigte Staaten, Kanada, Mexiko
Europa	30.2%	Deutschland, Frankreich, Vereinigtes Königreich
Asien-Pazifik	22.7%	China, Japan, Südkorea
Rest der Welt	4.6%	Brasilien, Indien, Naher Osten

BorgWarner Inc. (BWA) – Geschäftsmodell: Kostenstruktur

Hohe F&E-Investitionen

BorgWarner investierte im Jahr 2022 847 Millionen US-Dollar in Forschungs- und Entwicklungskosten, was 5,5 % des gesamten Nettoumsatzes entspricht. Zu den Forschungs- und Entwicklungsschwerpunkten des Unternehmens gehören Elektrifizierung, fortschrittliche Antriebstechnologien und E-Mobilitätslösungen.

Jahr	F&E-Ausgaben	Prozentsatz des Nettoumsatzes
2022	847 Millionen US-Dollar	5.5%
2021	763 Millionen Dollar	5.2%

Globale Herstellungs- und Produktionskosten

BorgWarner betreibt 96 Produktionsstandorte in 23 Ländern, wobei die gesamten Herstellungskosten im Jahr 2022 auf 3,8 Milliarden US-Dollar geschätzt werden.

• Nordamerika: 32 Produktionsstätten
• Europa: 31 Produktionsstätten
• Asien: 33 Produktionsstätten

Technologieentwicklungs- und Innovationskosten

Das Unternehmen stellte im Jahr 2022 rund 612 Millionen US-Dollar speziell für die Entwicklung fortschrittlicher Technologien bereit und konzentrierte sich dabei auf elektrische Antriebstechnologien und Hybridantriebssysteme.

Supply-Chain-Management

BorgWarners Gesamtausgaben für das Lieferkettenmanagement beliefen sich im Jahr 2022 auf etwa 1,2 Milliarden US-Dollar, mit strategischen Investitionen in die globale Beschaffung und Logistikoptimierung.

Kategorie „Lieferkettenkosten“.	Kosten
Logistik	328 Millionen Dollar
Beschaffung	472 Millionen US-Dollar
Bestandsverwaltung	400 Millionen Dollar

Investitionen in Talentakquise und -bindung

BorgWarner gab im Jahr 2022 187 Millionen US-Dollar für Personal, Talententwicklung und Mitarbeiterschulung aus.

• Mitarbeiterschulungsprogramme: 42 Millionen US-Dollar
• Rekrutierung und Talentakquise: 65 Millionen US-Dollar
• Leistungen und Vergütung an Arbeitnehmer: 80 Millionen US-Dollar

BorgWarner Inc. (BWA) – Geschäftsmodell: Einnahmequellen

Verkauf von Automobilkomponenten

Im Jahr 2023 meldete BorgWarner einen Umsatz mit Automobilkomponenten von 11,58 Milliarden US-Dollar. Zu den wichtigsten Automobilkomponentensegmenten des Unternehmens gehören:

Komponentenkategorie	Umsatzbeitrag
Antriebstechnologien	6,2 Milliarden US-Dollar
Komponenten für Elektrofahrzeuge	3,4 Milliarden US-Dollar
Aftermarket-Komponenten	1,98 Milliarden US-Dollar

Lizenzierung von Antriebsstrangsystemen

BorgWarner erwirtschaftete im Jahr 2023 rund 425 Millionen US-Dollar durch die Lizenzierung von Antriebsstrangsystemen. Zu den wichtigsten Lizenzvereinbarungen gehören:

• Antriebstechnologien für Elektrofahrzeuge
• Hybrid-Antriebsstrang-Systemdesigns
• Fortschrittliche Übertragungstechnologien

Elektrifizierungstechnologielösungen

Der Umsatz mit Elektrifizierungstechnologie erreichte im Jahr 2023 2,76 Milliarden US-Dollar, mit folgenden Segmenten:

Segment Elektrifizierung	Einnahmen
Elektromotorsysteme	1,35 Milliarden US-Dollar
Leistungselektronik	890 Millionen Dollar
Batteriemanagementsysteme	515 Millionen Dollar

Leistungsteile und Aftermarket-Produkte

Der Umsatz mit Aftermarket- und Performance-Teilen belief sich im Jahr 2023 auf insgesamt 672 Millionen US-Dollar und verteilte sich auf:

• Kfz-Ersatzteile
• Renn- und Performance-Komponenten
• Aftermarket-Lösungen für Industrieausrüstung

Ingenieur- und Beratungsdienstleistungen

Ingenieurdienstleistungen erwirtschafteten im Jahr 2023 einen Umsatz von 215 Millionen US-Dollar und konzentrierten sich auf:

• Beratung im Bereich Fahrzeugtechnik
• Entwicklung der Elektrifizierungstechnologie
• Fortschrittliche Dienstleistungen im Bereich Antriebsstrangdesign

BorgWarner Inc. (BWA) - Canvas Business Model: Value Propositions

You're looking at how BorgWarner Inc. delivers value by straddling both the established and emerging automotive propulsion systems. The core value is in their dual-track strategy, which means they are not betting on one technology but are providing high-efficiency components for both traditional combustion platforms and the rapidly growing electric vehicle (EV) architectures. This balance is key to navigating the current industry transition.

The financial performance in 2025 reflects this strategy. For instance, in the third quarter of 2025, BorgWarner reported net sales of US$3.59 billion, marking a 4.1% increase year-over-year, driven by robust demand in their foundational products like turbochargers and efficient powertrains. The full-year 2025 revenue guidance, as revised after Q3, sits in the range of US$14.1-14.3 billion.

The electrification side is showing significant momentum. Light vehicle eProduct sales increased by 47% year-over-year in the first quarter of 2025, and were still up 31% year-over-year in the second quarter of 2025. This is supported by specific EV component wins.

The value proposition around electrification is clearly quantified by the potential increase in content per vehicle (CPV). BorgWarner Inc. positions itself to capture substantially more revenue from an EV than from a traditional vehicle.

Vehicle Platform Type	Estimated Content Per Vehicle (CPV)	Comparison Multiple to Combustion
Combustion Vehicles	$548	1x
Battery Electric Vehicles (BEVs)	$2,569	Nearly 5x

This nearly 5x potential increase in CPV is a major draw for OEMs looking to maximize value from their EV platforms, and it shows where BorgWarner Inc. is focusing its future growth efforts. For context, their eProduct sales reached $2.3 billion in 2024, up from $1.5 billion in 2022.

For Battery Electric Vehicles, BorgWarner Inc. offers integrated solutions, which simplifies the supply chain for customers. A prime example of this is the recent announcement in late October 2025 that BorgWarner will supply a Chinese Original Equipment Manufacturer (OEM) with a 7-in-1 Integrated Drive Module (iDM). This module combines multiple functions into one unit, which is a high-value proposition for EV architecture.

The company maintains its market leadership in foundational products, which provides a stable revenue base while the EV business scales. You can see this through recent business awards:

• Secured two significant turbocharger awards with a major global OEM for next-generation compact and light commercial combustion and hybrid vehicles, with production starting in August 2027 and September 2028.
• Extended four turbocharger programs with a major North American OEM for I4 and V6 platforms, set to launch in 2026.
• Won an award to supply Variable Cam Timing (VCT) systems to a major East Asian OEM, launching in the first quarter of 2026.

The regional data on foundational products also highlights an opportunity for continued growth in core areas; for instance, North American turbocharger penetration is reported at only 51% compared to 93% in Europe. Finance: draft 13-week cash view by Friday.

BorgWarner Inc. (BWA) - Canvas Business Model: Customer Relationships

You're looking at how BorgWarner Inc. locks in its revenue stream, and honestly, it's all about deep, embedded B2B partnerships. This isn't about selling off-the-shelf parts; it's about becoming indispensable to the world's biggest automakers.

Dedicated, long-term B2B relationships with global Original Equipment Manufacturers (OEMs).

BorgWarner Inc. maintains relationships that span decades, which is the bedrock of their business. They aren't just a supplier; they are a foundational technology partner. This is evident in the continuous stream of multi-year supply agreements they secure. For instance, they extended contracts on several wastegate turbocharger programs with a major North American OEM for midsized and large SUVs and truck platforms, with production scheduled to continue through 2028 and beyond. This long-term commitment is crucial, especially as the company projects full-year 2025 net sales to be in the range of $14.1 billion to $14.3 billion.

The relationship focus is clearly shifting with the market, but the core remains. In 2025, BorgWarner Inc. generated 87% of its revenue from electric vehicle and emissions-reducing hybrid and combustion products. This means their most critical relationships are now centered on next-generation propulsion systems.

• Secured multiple eMotors awards with three leading Chinese OEMs for plug-in hybrids.
• Awarded two all-wheel drive contracts with Chery for production starting in 2027.
• Secured a contract for a 7-in-1 integrated drive module (iDM) with a leading Chinese OEM for a hybrid SUV.

Co-development and engineering support for custom vehicle platforms.

The real value here is in the engineering collaboration, which builds significant barriers to entry for competitors. You see this in the early-stage development work they undertake. BorgWarner Inc. was closely collaborating with a major, North American-based OEM, providing continuous, valuable feedback to develop a specific 400V SW130 (S-wind) eMotor solution that met the OEM's exact application requirements. This process involves everything from writing specifications for design with packaging constraints to manufacturing implementation. This level of integration is what keeps them in the game.

This engineering depth is driving growth in their high-tech segments. For example, BorgWarner Inc.'s light vehicle eProduct sales increased 31% year-over-year in the second quarter of 2025. Their full-year 2025 adjusted operating margin guidance of 10.3% to 10.5% reflects the profitability derived from these specialized, co-developed products.

Key Account Management for major customers like Stellantis.

Specific, high-profile wins demonstrate focused Key Account Management. BorgWarner Inc. has secured significant business with Stellantis, securing a Variable Turbine Geometry (VTG) turbocharger award for the OEM's Hurricane 4, a 4-cylinder gasoline engine. This specific turbocharger is slated for the automaker's 2026 Jeep® Grand Cherokee. Furthermore, they also won an Electric Variable Cam Timing (eVCT) technology award with Stellantis for use on the Jeep Cherokee engine. These are not small, transactional orders; they are multi-year commitments tied to specific, high-volume vehicle platforms.

It's a global effort, too. They secured two turbocharger awards with a major global OEM for 1.0-liter engines (production start 2027) and a 3.0-liter gasoline hybrid application (production start 2028) across Europe and North America.

Key OEM Partnership Examples and Program Timelines (As of Late 2025)

Customer/Region	Product Supplied	Vehicle Platform/Application	Production Start
Major North American OEM	400V SW130 (S-wind) eMotor	Hybrid full-sized trucks and SUVs	Q2 2028
Stellantis	Variable Turbine Geometry (VTG) Turbocharger	Hurricane 4, Jeep® Grand Cherokee	2026
Stellantis	Electric Variable Cam Timing (eVCT)	Jeep Cherokee engine	Not specified
Major Global OEM (Europe/NA)	Wastegate Gasoline Turbocharger	1.0-liter engines (Compact/Light Commercial)	August 2027
Major Global OEM (North America)	High-Performance Turbocharger	3.0-liter gasoline hybrid application	September 2028

Contractual relationships with high switching costs due to deep system integration.

The nature of supplying integrated systems like eMotors, iDMs, and platform-specific engine components creates high switching costs for the OEM. When BorgWarner Inc. engineers an eMotor solution that meets specific packaging constraints for a major OEM's new hybrid truck platform, changing suppliers mid-cycle is incredibly expensive and time-consuming, effectively locking in the relationship for the life of that vehicle generation. This is why the company can project strong free cash flow guidance for 2025 between $700 million and $800 million, even while navigating market headwinds. The contracts are designed for resilience.

The long-term nature of these deals supports BorgWarner's overall financial health, allowing them to continue investing in the future. Their 2025 guidance implies an estimated outgrowth above market production of approximately 100 to 300 basis points, meaning they are winning share even as the overall market is expected to decline by 1% to 3% in 2025. That share gain comes directly from securing and maintaining these integrated, high-switching-cost customer relationships.

Finance: draft 13-week cash view by Friday.

BorgWarner Inc. (BWA) - Canvas Business Model: Channels

You're mapping out BorgWarner Inc.'s reach into the market, which is fundamentally about getting complex powertrain technology directly into the hands of vehicle builders and into the repair pipeline. The company's channel strategy leans heavily on deep, direct relationships with Original Equipment Manufacturers (OEMs) globally.

Direct sales and engineering teams serving global automotive OEMs

BorgWarner Inc. uses dedicated engineering and sales teams to secure and manage high-value, long-term business directly with global vehicle manufacturers. This channel is evidenced by recent major contract wins across different technologies and regions. For instance, the company secured multiple turbocharger awards with a major global OEM for next-generation vehicles in Europe and North America, with production starting as late as 2028. Furthermore, they won foundational awards for all-wheel drive systems with Chery and secured electric variable cam timing (eVCT) technology with Stellantis for the Jeep Cherokee engine. This direct engagement is how they integrate their technology, like the 7-in-1 integrated drive module (iDM) designed for a leading Chinese OEM's hybrid SUV, directly into the customer's product roadmap.

Global manufacturing footprint ensuring local supply to regional OEM assembly plants

The physical channel relies on an extensive global manufacturing footprint designed to support localized supply chains for regional OEM assembly plants. As of mid-2025, BorgWarner Inc. operates 60 manufacturing locations and 20 technical centers worldwide, employing approximately 37,800 people. This structure allows for production close to the customer. For example, certain turbocharger solutions are manufactured at facilities in Rzeszów, Poland, and Ramos, Mexico, specifically to support localized production strategies for major global OEMs. This proximity helps manage logistics and responsiveness for their core OEM business, which generated approximately $12 billion in foundational sales in fiscal year 2024.

Here's a quick look at the operational scale supporting these channels:

Metric	Value (as of late 2025/Latest Data)	Context
Total Manufacturing Locations	60	Supports global OEM supply chain proximity
Technical Centers	20	Supports direct engineering collaboration with OEMs
Total Employees	Approx. 37,800	Global workforce supporting operations and engineering
FY 2024 Foundational Sales (Combustion/Hybrid)	Approx. $12 Billion	Represents a significant portion of sales delivered via OEM channels
FY 2025 Net Sales Guidance (Midpoint)	Approx. $14.2 Billion	Total revenue flowing through all channels

Independent Aftermarket (IAM) sales network for replacement parts

BorgWarner Inc. serves the aftermarket through its role as a supplier of propulsion systems to aftermarket companies. While specific IAM revenue figures aren't explicitly broken out, the company manufactures components known for durability and long-term availability, which are key attributes for replacement parts. This channel ensures that BorgWarner's technology remains in the vehicle fleet long after the initial OEM sale. The company maintains leadership positions in its foundational products, which feed this replacement market.

Direct-to-customer sales for specific e-mobility products (e.g., commercial vehicle applications)

The e-mobility segment utilizes a channel that shows significant growth momentum, even as the company strategically exited one direct-to-customer area. Light vehicle eProduct sales increased 31% year-over-year in Q2 2025. This growth is driven by direct OEM wins for components like eMotors and integrated drive modules. However, BorgWarner Inc. announced the exit of its Charging business during the second quarter of 2025, an action expected to eliminate approximately $30 million of annualized adjusted operating losses. This suggests a channel focus shift away from standalone charging infrastructure toward integrated propulsion components sold directly to OEMs.

• Light Vehicle eProduct Sales increased 47% year-over-year in Q1 2025.
• The company was previously on track to achieve approximately $4 billion of electric vehicle revenue by 2025 (based on 2022 projections).
• The Charging business exit is expected to create a more focused portfolio.

BorgWarner Inc. (BWA) - Canvas Business Model: Customer Segments

You're looking at the core customer base for BorgWarner Inc. as of late 2025, which is clearly split between the legacy combustion engine business and the rapidly growing e-mobility sector.

Global Light Vehicle OEMs (passenger cars, SUVs) transitioning to hybrid and EV

This segment remains the largest revenue driver, though its composition is shifting quickly. BorgWarner Inc. has a stated goal to have at least 25% of its revenues from battery electric vehicles (EV) by 2025, based on earlier strategic targets. The actual performance shows strong momentum in the e-products area supporting this transition.

• Light vehicle eProduct sales increased 47% year over year in the first quarter of 2025.
• Light vehicle eProduct sales grew 31% year-over-year in the second quarter of 2025.
• In the third quarter of 2025, light vehicle e-product sales saw a 6% year-over-year increase.
• The company secured a Variable Cam Timing (VCT) systems award for next-generation hybrid and gasoline engines with a major East Asian OEM, launching in the first quarter of 2026.
• BorgWarner Inc. secured two dual inverter programs with Great Wall Motor for HEV and PHEV applications.
• The company is seeing wins in highly contested markets, including an eVCT technology award with Stellantis for the Jeep Cherokee engine.

Commercial Vehicle OEMs (trucks and buses) adopting e-axles and battery systems

While the overall weighted light and commercial vehicle markets were expected to decline between 1% to approximately flat in 2025, BorgWarner Inc. is winning specific electrification business within this segment. The company is actively managing the decline in its Battery and Charging Systems business, which was anticipated to be a 100 basis point outgrowth headwind for 2025.

• The PowerDrive Systems (PDS) segment exceeded $580 million in sales in the third quarter of 2025, showing 12% year-over-year organic growth led by China.
• BorgWarner Inc. is supplying two types of transfer cases to SAIC Maxus for use in export vehicles, with mass production expected to launch in 2026.
• The company secured an award to supply electric motors for E-Axles for a European commercial vehicle OEM's electric light commercial trucks up to 7.5 tons, with production starting in early 2023.

Aftermarket distributors and service providers for replacement parts

This customer group is served through the foundational product portfolio, which includes replacement components for the existing global vehicle fleet. Foundational products, which encompass the combustion vehicle business, contributed more than 80% to group revenue as of the 2024/early 2025 context.

• Organic sales for foundational products rose 4% in the third quarter of 2025.
• BorgWarner Inc. extended four turbocharger programs with a major North American OEM for I4 and V6 engine platforms used in midsized and large SUVs as well as truck platforms, launching in 2026.
• The company secured a Variable Turbine Geometry (VTG) turbocharger award with Stellantis for the Hurricane 4 engine, featured on the 2026 Jeep Grand Cherokee.

Off-road vehicle and industrial equipment manufacturers

This segment is served through specialized drivetrain and powertrain components, often overlapping with commercial vehicle platforms but with distinct application requirements. The focus here is on securing foundational awards for durable, high-torque applications.

• Two all-wheel drive contracts were secured with Chery, one for on-demand transfer cases with mechanical lock (Mlock TOD) for pickup truck vehicles, launching in 2027.
• Another Chery contract involves a cross wheel drive (XWD) system for SUV models, also expected to begin production in 2027.

The overall financial context for BorgWarner Inc. in 2025 shows resilience despite market headwinds.

Metric	Value (as of late 2025)
Projected Full Year 2025 Net Sales (Narrowed Range)	$14.1 billion to $14.3 billion
Trailing Twelve Months Revenue (as of Sep 30, 2025)	$14.183B
Q3 2025 Adjusted Operating Margin	10.7%
Projected Full Year 2025 Free Cash Flow (Midpoint)	$900 million
Q2 2025 Sales	Just over $3.6 billion

BorgWarner Inc. (BWA) - Canvas Business Model: Cost Structure

You're looking at the core expenses BorgWarner Inc. faces to keep the lights on and drive its electrification strategy. The cost structure is heavily weighted toward production, but significant capital is also being directed toward future technology.

The largest component of cost is the High cost of goods sold (COGS) due to raw materials and component manufacturing. For the twelve months ending September 30, 2025, BorgWarner's Cost of Goods Sold totaled $11.557B. This figure reflects the massive scale of producing complex powertrain components, both traditional and electrified.

To support the pivot, BorgWarner's total operating expenses for the twelve months ending September 30, 2025, reached $13.725B. While a specific R&D figure is not explicitly detailed in the latest reports to isolate it from other Selling, General, and Administrative (SG&A) costs, the company's focus on e-mobility implies a substantial portion of this expense base is dedicated to innovation. The Gross Profit for the same twelve-month period was $2.626B.

Manufacturing and labor costs across global facilities form the backbone of the COGS. As of 2023, BorgWarner maintained production facilities and sites at 92 locations in 24 countries. The company is actively managing these fixed and variable costs through targeted actions.

The company is absorbing significant Restructuring costs for consolidating operations. For the three months ended March 31, 2025, BorgWarner recorded $7 million of restructuring costs related to these specific actions. These efforts are designed to streamline the cost base, with the consolidation of North American Battery Systems operations projected to generate annual run-rate cost savings of approximately $20 million by 2026.

Further cost management involves portfolio streamlining:

• Exiting the Charging business is expected to eliminate approximately $30 million of annualized adjusted operating losses.
• The North American Battery Systems consolidation is targeting $20 million in annual cost savings by 2026.

Here's a quick look at the scale of recent financial performance impacting cost absorption:

Metric (TTM ended Sept 30, 2025)	Amount (USD)
Total Revenue	Approximately $14.183B (Calculated from GP + COGS)
Total Cost of Revenue (COGS)	$11.557B
Gross Profit	$2.626B
Total Operating Expenses	$13.725B

BorgWarner Inc. (BWA) - Canvas Business Model: Revenue Streams

You're looking at the core ways BorgWarner Inc. brings in cash as of late 2025. It's a mix of supporting the existing fleet and aggressively capturing the shift to electric power. This dual focus is key to their current financial picture.

Here are the main financial targets guiding the revenue picture for the full year 2025:

Full-Year 2025 Net Sales Guidance	$14.1 billion to $14.3 billion
Estimated 2025 eProduct Sales	Approximately $4 billion
Expected 2025 Adjusted Operating Margin	10.3% and 10.5%
Q3 2025 Net Sales (Reported)	Just over $3.6 billion

Foundational Product Sales remain a massive part of the revenue base. These are the components for traditional combustion and hybrid vehicles. For perspective, BorgWarner's foundational sales were approximately $12 billion in fiscal year 2024. This segment provides the necessary scale while the company manages the transition.

The growth engine is clearly in eProduct Sales. This stream includes eMotors, inverters, and battery systems. BorgWarner Inc. has been winning significant electric business, with light vehicle eProduct sales in Q2 2025 surging 31% year-over-year. The company has set an internal goal for this segment to reach approximately $4 billion in sales for the full year 2025.

The revenue mix is supported by a few key activities:

• Foundational Product Sales for ICE and hybrid platforms.
• Strong growth in eProduct Sales, including integrated drive modules.
• New business awards across both foundational and e-products.
• Portfolio actions, like exiting the Charging business, to focus on profitable areas.

Also important is Aftermarket parts sales. This revenue stream typically offers more stable volume and higher margins compared to original equipment manufacturing (OEM) sales. It helps smooth out the cyclical nature of new vehicle production. The overall financial health is reflected in the expected profitability.

The company's focus on cost controls and strong sales conversion is expected to land the adjusted operating margin between 10.3% and 10.5% for 2025. That's an increase from prior guidance, showing operational discipline is paying off right now. Finance: draft 13-week cash view by Friday.