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10-Q Filing

BORGWARNER INC CIK: 908255 Q1 2021
Filing Information
Form Type 10-Q
Accession Number 0000908255-21-000019
Period End Date 20210331
Filing Date 20210505
Fiscal Year 2021
Fiscal Period Q1
XBRL Instance bwa-20210331_htm.xml
Filing Contents
Balance Sheet 56 line items
Line Item Tag Value Unit Period
Cash and cash equivalents CashAndCashEquivalentsAtCarryingValue $1.65B USD Point-in-time
Cash and cash equivalents CashAndCashEquivalentsAtCarryingValue $1.75B USD Point-in-time
Receivables, net ReceivablesNetCurrent $3.15B USD Point-in-time
Receivables, net ReceivablesNetCurrent $2.92B USD Point-in-time
Inventories, net InventoryNet $1.29B USD Point-in-time
Inventories, net InventoryNet $1.36B USD Point-in-time
Prepayments and other current assets PrepaidExpenseAndOtherAssetsCurrent $313.00M USD Point-in-time
Prepayments and other current assets PrepaidExpenseAndOtherAssetsCurrent $312.00M USD Point-in-time
Total current assets AssetsCurrent $6.58B USD Point-in-time
Total current assets AssetsCurrent $6.17B USD Point-in-time
Property, plant and equipment, net PropertyPlantAndEquipmentAndFinanceLeaseRightOfUseAssetAfterAccumulatedDepreciationAndAmortization $4.45B USD Point-in-time
Property, plant and equipment, net PropertyPlantAndEquipmentAndFinanceLeaseRightOfUseAssetAfterAccumulatedDepreciationAndAmortization $4.59B USD Point-in-time
Goodwill Goodwill $2.63B USD Point-in-time
Goodwill Goodwill $2.60B USD Point-in-time
Other intangible assets, net IntangibleAssetsNetExcludingGoodwill $1.06B USD Point-in-time
Other intangible assets, net IntangibleAssetsNetExcludingGoodwill $1.10B USD Point-in-time
Investments and other long-term receivables LongTermInvestments $557.00M USD Point-in-time
Investments and other long-term receivables LongTermInvestments $820.00M USD Point-in-time
Other non-current assets OtherAssetsNoncurrent $728.00M USD Point-in-time
Other non-current assets OtherAssetsNoncurrent $728.00M USD Point-in-time
Total assets Assets $15.97B USD Point-in-time
Total assets Assets $16.03B USD Point-in-time
Notes payable and other short-term debt NotesPayableCurrent $49.00M USD Point-in-time
Notes payable and other short-term debt NotesPayableCurrent $51.00M USD Point-in-time
Accounts payable AccountsPayableCurrentAndNoncurrent $2.35B USD Point-in-time
Accounts payable AccountsPayableCurrentAndNoncurrent $2.48B USD Point-in-time
Other current liabilities OtherLiabilitiesCurrent $1.41B USD Point-in-time
Other current liabilities OtherLiabilitiesCurrent $1.39B USD Point-in-time
Total current liabilities LiabilitiesCurrent $3.92B USD Point-in-time
Total current liabilities LiabilitiesCurrent $3.81B USD Point-in-time
Long-term debt LongTermDebtAndCapitalLeaseObligations $3.74B USD Point-in-time
Long-term debt LongTermDebtAndCapitalLeaseObligations $3.71B USD Point-in-time
Retirement-related liabilities PensionAndOtherPostretirementDefinedBenefitPlansLiabilitiesNoncurrent $552.00M USD Point-in-time
Retirement-related liabilities PensionAndOtherPostretirementDefinedBenefitPlansLiabilitiesNoncurrent $576.00M USD Point-in-time
Other non-current liabilities OtherLiabilitiesNoncurrent $1.18B USD Point-in-time
Other non-current liabilities OtherLiabilitiesNoncurrent $1.14B USD Point-in-time
Commitments and contingencies CommitmentsAndContingencies - USD Point-in-time
Commitments and contingencies CommitmentsAndContingencies - USD Point-in-time
Common stock CommonStockValue $3.00M USD Point-in-time
Common stock CommonStockValue $3.00M USD Point-in-time
Capital in excess of par value AdditionalPaidInCapital $2.59B USD Point-in-time
Capital in excess of par value AdditionalPaidInCapital $2.61B USD Point-in-time
Retained earnings RetainedEarningsAccumulatedDeficit $6.32B USD Point-in-time
Retained earnings RetainedEarningsAccumulatedDeficit $6.30B USD Point-in-time
Accumulated other comprehensive loss AccumulatedOtherComprehensiveIncomeLossNetOfTax $-736.00M USD Point-in-time
Accumulated other comprehensive loss AccumulatedOtherComprehensiveIncomeLossNetOfTax $-651.00M USD Point-in-time
Common stock held in treasury, at cost TreasuryStockValue $1.81B USD Point-in-time
Common stock held in treasury, at cost TreasuryStockValue $1.83B USD Point-in-time
Total BorgWarner Inc. stockholders equity StockholdersEquity $6.37B USD Point-in-time
Total BorgWarner Inc. stockholders equity StockholdersEquity $6.43B USD Point-in-time
Noncontrolling interest MinorityInterest $287.00M USD Point-in-time
Noncontrolling interest MinorityInterest $296.00M USD Point-in-time
Total equity StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $6.72B USD Point-in-time
Total equity StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $6.65B USD Point-in-time
Total liabilities and equity LiabilitiesAndStockholdersEquity $16.03B USD Point-in-time
Total liabilities and equity LiabilitiesAndStockholdersEquity $15.97B USD Point-in-time
Income Statement 40 line items
Line Item Tag Value Unit Period
Net sales RevenueFromContractWithCustomerExcludingAssessedTax $2.28B USD 1 Quarter
Net sales RevenueFromContractWithCustomerExcludingAssessedTax $4.01B USD 1 Quarter
Cost of sales CostOfGoodsAndServicesSold $3.19B USD 1 Quarter
Cost of sales CostOfGoodsAndServicesSold $1.83B USD 1 Quarter
Gross profit GrossProfit $818.00M USD 1 Quarter
Gross profit GrossProfit $447.00M USD 1 Quarter
Selling, general and administrative expenses SellingGeneralAndAdministrativeExpense $377.00M USD 1 Quarter
Selling, general and administrative expenses SellingGeneralAndAdministrativeExpense $213.00M USD 1 Quarter
Other operating expense, net OtherOperatingIncomeExpenseNet $-38.00M USD 1 Quarter
Other operating expense, net OtherOperatingIncomeExpenseNet $-36.00M USD 1 Quarter
Operating income OperatingIncomeLoss $198.00M USD 1 Quarter
Operating income OperatingIncomeLoss $403.00M USD 1 Quarter
Equity in affiliates earnings, net of tax IncomeLossFromEquityMethodInvestments $5.00M USD 1 Quarter
Equity in affiliates earnings, net of tax IncomeLossFromEquityMethodInvestments $12.00M USD 1 Quarter
Unrealized loss on equity securities UnrealizedGainLossOnInvestments $-9.00M USD 1 Quarter
Unrealized loss on equity securities UnrealizedGainLossOnInvestments $-272.00M USD 1 Quarter
Interest income InvestmentIncomeInterest $3.00M USD 1 Quarter
Interest income InvestmentIncomeInterest $2.00M USD 1 Quarter
Interest expense InterestAndDebtExpense $21.00M USD 1 Quarter
Interest expense InterestAndDebtExpense $12.00M USD 1 Quarter
Other postretirement income NetPeriodicDefinedBenefitsExpenseReversalOfExpenseExcludingServiceCostComponent $-11.00M USD 1 Quarter
Other postretirement income NetPeriodicDefinedBenefitsExpenseReversalOfExpenseExcludingServiceCostComponent $-2.00M USD 1 Quarter
Earnings before income taxes and noncontrolling interest IncomeLossFromContinuingOperationsBeforeIncomeTaxesExtraordinaryItemsNoncontrollingInterest $136.00M USD 1 Quarter
Earnings before income taxes and noncontrolling interest IncomeLossFromContinuingOperationsBeforeIncomeTaxesExtraordinaryItemsNoncontrollingInterest $186.00M USD 1 Quarter
Provision for income taxes IncomeTaxExpenseBenefit $49.00M USD 1 Quarter
Provision for income taxes IncomeTaxExpenseBenefit $42.00M USD 1 Quarter
Net earnings ProfitLoss $137.00M USD 1 Quarter
Net earnings ProfitLoss $94.00M USD 1 Quarter
Net earnings attributable to noncontrolling interest, net of tax NetIncomeLossAttributableToNoncontrollingInterest $8.00M USD 1 Quarter
Net earnings attributable to noncontrolling interest, net of tax NetIncomeLossAttributableToNoncontrollingInterest $29.00M USD 1 Quarter
Net earnings attributable to BorgWarner Inc. NetIncomeLoss $65.00M USD 1 Quarter
Net earnings attributable to BorgWarner Inc. NetIncomeLoss $129.00M USD 1 Quarter
Earnings per share attributable to BorgWarner Inc. basic (in dollar per share) EarningsPerShareBasic $0.63 USD 1 Quarter
Earnings per share attributable to BorgWarner Inc. basic (in dollar per share) EarningsPerShareBasic $0.27 USD 1 Quarter
Earnings per share attributable to BorgWarner Inc. diluted (in dollar per share) EarningsPerShareDiluted $0.63 USD 1 Quarter
Earnings per share attributable to BorgWarner Inc. diluted (in dollar per share) EarningsPerShareDiluted $0.27 USD 1 Quarter
Basic (in shares) WeightedAverageNumberOfSharesOutstandingBasic 205.70M shares 1 Quarter
Basic (in shares) WeightedAverageNumberOfSharesOutstandingBasic 237.70M shares 1 Quarter
Diluted (in shares) WeightedAverageNumberOfDilutedSharesOutstanding 238.40M shares 1 Quarter
Diluted (in shares) WeightedAverageNumberOfDilutedSharesOutstanding 206.20M shares 1 Quarter
Cash Flow Statement 40 line items
Line Item Tag Value Unit Period
Net cash provided by operating activities NetCashProvidedByUsedInOperatingActivities $342.00M USD 1 Quarter
Net cash provided by operating activities NetCashProvidedByUsedInOperatingActivities $263.00M USD 1 Quarter
Capital expenditures, including tooling outlays PaymentsToAcquireProductiveAssets $195.00M USD 1 Quarter
Capital expenditures, including tooling outlays PaymentsToAcquireProductiveAssets $117.00M USD 1 Quarter
Capital expenditures for damage to property, plant and equipment CapitalExpendituresForDamageToPropertyPlantAndEquipment $2.00M USD 1 Quarter
Capital expenditures for damage to property, plant and equipment CapitalExpendituresForDamageToPropertyPlantAndEquipment - USD 1 Quarter
Proceeds from settlement of net investment hedges, net ProceedsFromHedgeInvestingActivities $1.00M USD 1 Quarter
Proceeds from settlement of net investment hedges, net ProceedsFromHedgeInvestingActivities $11.00M USD 1 Quarter
Proceeds from asset disposal and other, net ProceedsFromAssetDisposalAndOtherNet $-4.00M USD 1 Quarter
Proceeds from asset disposal and other, net ProceedsFromAssetDisposalAndOtherNet $1.00M USD 1 Quarter
Net cash used in investing activities NetCashProvidedByUsedInInvestingActivities $-185.00M USD 1 Quarter
Net cash used in investing activities NetCashProvidedByUsedInInvestingActivities $-120.00M USD 1 Quarter
Net increase in notes payable ProceedsFromRepaymentsOfNotesPayable $7.00M USD 1 Quarter
Net increase in notes payable ProceedsFromRepaymentsOfNotesPayable - USD 1 Quarter
Additions to debt ProceedsFromIssuanceOfLongTermDebt $22.00M USD 1 Quarter
Additions to debt ProceedsFromIssuanceOfLongTermDebt $13.00M USD 1 Quarter
Payments for debt issuance costs PaymentsOfDebtIssuanceCosts - USD 1 Quarter
Payments for debt issuance costs PaymentsOfDebtIssuanceCosts $1.00M USD 1 Quarter
Repayments of debt, including current portion RepaymentsOfLongTermDebt $14.00M USD 1 Quarter
Repayments of debt, including current portion RepaymentsOfLongTermDebt $26.00M USD 1 Quarter
Payments for stock-based compensation items PaymentsRelatedToTaxWithholdingForShareBasedCompensation $13.00M USD 1 Quarter
Payments for stock-based compensation items PaymentsRelatedToTaxWithholdingForShareBasedCompensation $12.00M USD 1 Quarter
Dividends paid to BorgWarner stockholders PaymentsOfDividendsCommonStock $35.00M USD 1 Quarter
Dividends paid to BorgWarner stockholders PaymentsOfDividendsCommonStock $40.00M USD 1 Quarter
Dividends paid to noncontrolling stockholders PaymentsOfDividendsMinorityInterest - USD 1 Quarter
Dividends paid to noncontrolling stockholders PaymentsOfDividendsMinorityInterest $14.00M USD 1 Quarter
Net cash used in financing activities NetCashProvidedByUsedInFinancingActivities $-62.00M USD 1 Quarter
Net cash used in financing activities NetCashProvidedByUsedInFinancingActivities $-51.00M USD 1 Quarter
Effect of exchange rate changes on cash EffectOfExchangeRateOnCashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $-1.00M USD 1 Quarter
Effect of exchange rate changes on cash EffectOfExchangeRateOnCashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $-12.00M USD 1 Quarter
Net increase in cash and cash equivalents CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalentsPeriodIncreaseDecreaseIncludingExchangeRateEffect $105.00M USD 1 Quarter
Net increase in cash and cash equivalents CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalentsPeriodIncreaseDecreaseIncludingExchangeRateEffect $69.00M USD 1 Quarter
Cash and cash equivalents at beginning of year CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $1.65B USD Point-in-time
Cash and cash equivalents at beginning of year CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $1.75B USD Point-in-time
Cash and cash equivalents at beginning of year CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $901.00M USD Point-in-time
Cash and cash equivalents at beginning of year CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $832.00M USD Point-in-time
Cash and cash equivalents at end of period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $1.65B USD Point-in-time
Cash and cash equivalents at end of period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $1.75B USD Point-in-time
Cash and cash equivalents at end of period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $901.00M USD Point-in-time
Cash and cash equivalents at end of period CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $832.00M USD Point-in-time
Comprehensive Income 18 line items
Line Item Tag Value Unit Period
Net earnings attributable to BorgWarner Inc. NetIncomeLoss $65.00M USD 1 Quarter
Net earnings attributable to BorgWarner Inc. NetIncomeLoss $129.00M USD 1 Quarter
Foreign currency translation adjustments OtherComprehensiveIncomeForeignCurrencyTransactionAndTranslationGainLossArisingDuringPeriodNetOfTax $-74.00M USD 1 Quarter
Foreign currency translation adjustments OtherComprehensiveIncomeForeignCurrencyTransactionAndTranslationGainLossArisingDuringPeriodNetOfTax $-87.00M USD 1 Quarter
Hedge instruments OtherComprehensiveIncomeLossCashFlowHedgeGainLossAfterReclassificationAndTax $-6.00M USD 1 Quarter
Hedge instruments OtherComprehensiveIncomeLossCashFlowHedgeGainLossAfterReclassificationAndTax $-2.00M USD 1 Quarter
Defined benefit postretirement plans OtherComprehensiveIncomeDefinedBenefitPlansAdjustmentNetOfTaxPortionAttributableToParent $-8.00M USD 1 Quarter
Defined benefit postretirement plans OtherComprehensiveIncomeDefinedBenefitPlansAdjustmentNetOfTaxPortionAttributableToParent $-2.00M USD 1 Quarter
Total other comprehensive loss attributable to BorgWarner Inc. OtherComprehensiveIncomeLossNetOfTaxPortionAttributableToParent $-85.00M USD 1 Quarter
Total other comprehensive loss attributable to BorgWarner Inc. OtherComprehensiveIncomeLossNetOfTaxPortionAttributableToParent $-74.00M USD 1 Quarter
Comprehensive (loss) income attributable to BorgWarner Inc. ComprehensiveIncomeNetOfTax $-20.00M USD 1 Quarter
Comprehensive (loss) income attributable to BorgWarner Inc. ComprehensiveIncomeNetOfTax $55.00M USD 1 Quarter
Net earnings attributable to noncontrolling interest, net of tax NetIncomeLossAttributableToNoncontrollingInterest $8.00M USD 1 Quarter
Net earnings attributable to noncontrolling interest, net of tax NetIncomeLossAttributableToNoncontrollingInterest $29.00M USD 1 Quarter
Other comprehensive loss attributable to the noncontrolling interest OtherComprehensiveIncomeLossNetOfTaxPortionAttributableToNoncontrollingInterest $-3.00M USD 1 Quarter
Other comprehensive loss attributable to the noncontrolling interest OtherComprehensiveIncomeLossNetOfTaxPortionAttributableToNoncontrollingInterest $-5.00M USD 1 Quarter
Comprehensive income ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest $60.00M USD 1 Quarter
Comprehensive income ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest $4.00M USD 1 Quarter

Data is extracted from SEC EDGAR XBRL filings. Values shown are as reported in the filing.

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