Borgwarner Inc at Oppenheimer Industrial Growth Conference (Virtual) Transcript

Jan 22, 2024

May 09, 2023 / 01:00PM GMT
Noah Duke Kaye - Oppenheimer & Co. Inc., Research Division - Executive Director & Senior Analyst

Well, good morning, everyone. Thanks so much for joining us on day 2 of Oppenheimer's 18th Annual Industrial Growth Conference. I'm Noah Kaye, Managing Director in Oppenheimer Sustainable Growth and Resource Optimization Practice. And we're very happy to welcome back to the conference virtually the management of BorgWarner, CFO, Kevin Nowlan; VP of IR, Pat Nolan. Gentlemen, welcome.

Kevin A. Nowlan - BorgWarner Inc. - Executive VP & CFO

Thanks, Noah.

Questions and Answers:

Noah Duke Kaye - Oppenheimer & Co. Inc., Research Division - Executive Director & Senior Analyst

So before we dive into a comprehensive look at project charging forward, I just wanted to discuss a few moving pieces from the earnings call. I think first, I wanted to start with the overall picture of how your production run rates and supply chain are trending. There's a sequential revenue ramp in the guide, it does seem like that

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