Borgwarner Inc Q3 2023 Earnings Call Transcript - Thomson StreetEvents

Borgwarner Inc Q3 2023 Earnings Call Transcript

Borgwarner Inc Q3 2023 Earnings Call Transcript - Thomson StreetEvents
Borgwarner Inc Q3 2023 Earnings Call Transcript
Published Nov 02, 2023
Published Nov 02, 2023
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Abstract:

Edited Transcript of BWA.N earnings conference call or presentation 2-Nov-23 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: Joseph Robert Spak - UBS Investment Bank, Research Division - Analyst : Kevin, maybe just to follow up on that $100 million, that's a fourth quarter impact from the strike or a full year impact?


Question: Joseph Robert Spak - UBS Investment Bank, Research Division - Analyst : Okay. And then I just want to circle back to sort of this whole slower eProducts ramp and the path to profitability. Like it seems like -- and you've communicated that a lot of your launches are in China, a lot of new business in China, where we really aren't seeing some of that slower growth. REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. NOVEMBER 02, 2023 / 1:30PM, BWA.N - Q3 2023 Borgwarner Inc Earnings Call Obviously, there's some lower volume with some North American products. But I guess, I'm wondering why there would be such a meaningful impact to the profitability ramp, if that is the case. Or are you also sort of taking a more cautious view on some of the pace of those Chinese and Asian ramps or -- and maybe some challenges given the quantity of the ramps and making sure you execute all those flawlessly?


Question: Joseph Robert Spak - UBS Investment Bank, Research Division - Analyst : And maybe just to follow up then, like of the reduction to the '25 eProducts, can you give us a sense regionally of where that's coming from? Is it predominantly North America and maybe a little bit of Europe? Or is it broad strokes across all the launches?


Question: Joseph Robert Spak - UBS Investment Bank, Research Division - Analyst : Yes, exactly -- no, in the '25 -- reductions in the '25.

Table Of Contents

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Borgwarner Inc at Bank of America Automotive Summit Transcript – 2024-03-26 – US$ 54.00 – Edited Transcript of BWA.N presentation 26-Mar-24 2:30pm GMT

Borgwarner Inc at Robert W Baird Global Industrial Conference Summary – 2023-11-09 – US$ 54.00 – Edited Brief of BWA.N presentation 9-Nov-23 3:05pm GMT

Borgwarner Inc at Robert W Baird Global Industrial Conference Transcript – 2023-11-09 – US$ 54.00 – Edited Transcript of BWA.N presentation 9-Nov-23 3:05pm GMT

Borgwarner Inc Q3 2023 Earnings Call Summary – 2023-11-02 – US$ 54.00 – Edited Brief of BWA.N earnings conference call or presentation 2-Nov-23 1:30pm GMT

Borgwarner Inc Q2 2023 Earnings Call Summary – 2023-08-02 – US$ 54.00 – Edited Brief of BWA.N earnings conference call or presentation 2-Aug-23 1:30pm GMT

Borgwarner Inc Q2 2023 Earnings Call Transcript – 2023-08-02 – US$ 54.00 – Edited Transcript of BWA.N earnings conference call or presentation 2-Aug-23 1:30pm GMT

Borgwarner Inc at Deutsche Bank Global Auto Industry Conference Summary – 2023-06-15 – US$ 54.00 – Edited Brief of BWA.N presentation 15-Jun-23 2:30pm GMT

Borgwarner Inc at Deutsche Bank Global Auto Industry Conference Transcript – 2023-06-15 – US$ 54.00 – Edited Transcript of BWA.N presentation 15-Jun-23 2:30pm GMT

Borgwarner Inc at Wells Fargo Industrials Conference Summary – 2023-06-14 – US$ 54.00 – Edited Brief of BWA.N presentation 14-Jun-23 2:30pm GMT

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MLA:
Thomson StreetEvents. "Borgwarner Inc Q3 2023 Earnings Call Transcript" Nov 02, 2023. Alacra Store. May 03, 2025. <http://www.alacrastore.com/thomson-streetevents-transcripts/Q3-2023-Borgwarner-Inc-Earnings-Call-T15749346>
  
APA:
Thomson StreetEvents. (2023). Borgwarner Inc Q3 2023 Earnings Call Transcript Nov 02, 2023. New York, NY: Alacra Store. Retrieved May 03, 2025 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Q3-2023-Borgwarner-Inc-Earnings-Call-T15749346>
  
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