Borgwarner Inc Q2 2020 Earnings Call Summary

The following is excerpted from the question-and-answer section of the transcript.

Question: Aileen Elizabeth Smith - BofA Merrill Lynch, Research Division - Analyst : This is Aileen Smith on for John. First question, I appreciate that your outlook doesn't incorporate the impact of additional production downtime from COVID. However, for internal planning purposes, how closely are you monitoring your supply base and your production footprint? And are there any proactive measures you're taking to mitigate potential hiccups to production that may pop up in the back half of the year? And specifically, how are you planning for launches in this environment?

Question: Aileen Elizabeth Smith - BofA Merrill Lynch, Research Division - Analyst : Great. That's very helpful. And a second more strategic question, on the announcement of the iDM win on the Ford Mach-E, as you think about further quoting for integrated drive modules, should we expect a similar level of content coming through other suppliers that you're then integrating with your own components? Or is there a substantial opportunity to get some of the electric motor and power electronics content over time, particularly considering what you acquired with Remy and what you will be acquiring with Delphi?

Question: Aileen Elizabeth Smith - BofA Merrill Lynch, Research Division - Analyst : Okay. And one last question if I may, more housekeeping on the outlook for free cash flow. That's improved to $300 million to $400 million. Is that just consistent with higher revenue outlook? Or does it also reflect more progress than expected on some of your cost savings or cash conservation initiatives?