BorgWarner Inc (NYSE:BWA)

$ 37.5 -0.22 (-0.58%) Market Cap: 8.54 Bil Enterprise Value: 11.39 Bil PE Ratio: 14.20 PB Ratio: 1.48 GF Score: 84/100

Borgwarner Inc at Bank of America Global Automotive Summit (Virtual) Transcript

Mar 30, 2021 / 01:10PM GMT

Release Date Price: $40.93 (+2.72%)

Transcript

John Joseph Murphy

BofA Securities, Research Division - MD and Lead United States Auto Analyst

Welcome back, everybody. Thanks for joining us. Next up is BorgWarner, a world leader in powertrain technology that is making a transition to EV tech, at least as fast as any company out there, certainly as fast as any supplier for sure.

Last week, the transition was front and center at BorgWarner's Charging Forward Investor Day, which I encourage you to listen to the replay of, that was great, which included news about even further rebalancing of their portfolio towards EVs for a number of strategic actions, which we'll get into today. We believe this puts the company, BorgWarner, at the forefront of the future EV powertrain tech, but clearly, it's really a market leader, but there are some that are skeptical out there still. We're believers. We understand what's going on here. And I think, over time, the market will come around more and more to the idea that Borg is really a leader in EV as well as all other powertrain tech going forward.

Today, to present from the company, we're very happy

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