Borgwarner Inc Q3 2020 Earnings Call Transcript - Thomson StreetEvents

Borgwarner Inc Q3 2020 Earnings Call Transcript

Borgwarner Inc Q3 2020 Earnings Call Transcript - Thomson StreetEvents
Borgwarner Inc Q3 2020 Earnings Call Transcript
Published Oct 29, 2020
Published Oct 29, 2020
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Abstract:

Edited Transcript of BWA.N earnings conference call or presentation 29-Oct-20 1:30pm GMT

  
Report Type:

Transcript

Source:
Company:
Borgwarner Inc
Ticker
BWA.N
Time
1:30pm GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: James Albert Picariello - KeyBanc Capital Markets Inc., Research Division - Analyst : Just on the timing of the Delphi cost-out synergies, is anything baked into the fourth quarter outlook? Or should the synergy capture strictly take place next year?


Question: James Albert Picariello - KeyBanc Capital Markets Inc., Research Division - Analyst : Got it. Okay. And then the drivers behind drivetrain's strong quarterly performance, I mean, we've seen 3 quarters now of, call it, double-digit market outperformance. The margins clearly came through this quarter. I mean does your guidance factor in sustainable momentum run rate around this business? And could you provide some color on the drivers from a product and regional standpoint for that segment in particular? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. OCTOBER 29, 2020 / 1:30PM, BWA.N - Q3 2020 Borgwarner Inc Earnings Call


Question: James Albert Picariello - KeyBanc Capital Markets Inc., Research Division - Analyst : Got it. And just one last one for me. Is there any change in your expectations for next year's incremental margins, given the stronger second half performance this year operationally. Just -- is there an element of more difficult comps relative to how you were thinking about things a few months ago? Or are 30% incremental margin still the right target for BorgWarner's base business next year?


Question: James Albert Picariello - KeyBanc Capital Markets Inc., Research Division - Analyst : Okay. So first half next year at the same decrement that you had in the first half in 2020. And then in the second half, maybe at a normalized rate.

Table Of Contents

Borgwarner Inc Q4 2020 Earnings Call Summary – 2021-02-11 – US$ 54.00 – Edited Brief of BWA.N earnings conference call or presentation 11-Feb-21 2:30pm GMT

Borgwarner Inc Q4 2020 Earnings Call Transcript – 2021-02-11 – US$ 54.00 – Edited Transcript of BWA.N earnings conference call or presentation 11-Feb-21 2:30pm GMT

Borgwarner Inc at Goldman Sachs Global Automotive Conference (Virtual) Transcript – 2020-12-04 – US$ 54.00 – Edited Transcript of BWA.N presentation 4-Dec-20 3:00pm GMT

Borgwarner Inc at Barclays Global Automotive Conference (Virtual) Transcript – 2020-11-19 – US$ 54.00 – Edited Transcript of BWA.N presentation 19-Nov-20 4:30pm GMT

Borgwarner Inc Q3 2020 Earnings Call Summary – 2020-10-29 – US$ 54.00 – Edited Brief of BWA.N earnings conference call or presentation 29-Oct-20 1:30pm GMT

Borgwarner Inc Completes Acquisition of Delphi Technologies PLC - Conference Call Summary – 2020-10-08 – US$ 54.00 – Edited Brief of BWA.N M&A conference call or presentation 8-Oct-20 1:30pm GMT

Borgwarner Inc Completes Acquisition of Delphi Technologies PLC - Conference Call Transcript – 2020-10-08 – US$ 54.00 – Edited Transcript of BWA.N M&A conference call or presentation 8-Oct-20 1:30pm GMT

Borgwarner Inc at Morgan Stanley Laguna Conference (Virtual) Transcript – 2020-09-16 – US$ 54.00 – Edited Transcript of BWA.N presentation 16-Sep-20 4:00pm GMT

Borgwarner Inc at RBC Global Industrial Conference (Virtual) Transcript – 2020-09-15 – US$ 54.00 – Edited Transcript of BWA.N presentation 15-Sep-20 3:20pm GMT

Borgwarner Inc at JPMorgan Auto Conference (Virtual) Transcript – 2020-08-11 – US$ 54.00 – Edited Transcript of BWA.N presentation 11-Aug-20 2:30pm GMT

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Thomson StreetEvents. "Borgwarner Inc Q3 2020 Earnings Call Transcript" Oct 29, 2020. Alacra Store. May 05, 2025. <http://www.alacrastore.com/thomson-streetevents-transcripts/Q3-2020-Borgwarner-Inc-Earnings-Call-T13405691>
  
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Thomson StreetEvents. (2020). Borgwarner Inc Q3 2020 Earnings Call Transcript Oct 29, 2020. New York, NY: Alacra Store. Retrieved May 05, 2025 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Q3-2020-Borgwarner-Inc-Earnings-Call-T13405691>
  
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