Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Borgwarner Inc
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE · Motor Vehicle Parts & Accessories
Prev close 62.44 · gapped above the open, then crossed back over prior close. High/low 64.03 at 9:30 am ET, 62.31 at 3:30 pm ET.
Each disclosed tie as a share of both companies’ annual revenue. The bigger share is the side that would feel it if the relationship ended.
| Partner | % of their revenue | % of BWA revenue | Skew |
|---|---|---|---|
| FFord | 0.99% | 13.00% | 13× |
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“Our worldwide sales in 2024 to Ford and Volkswagen constituted approximately 13% and 10% of our 2024 consolidated net sales, respectively.”
$1.9B relationship13× more of BWA’s book than F’s
basisBWA fy2025 · closed 2025-12 $14.3BF fy2025 · closed 2025-12 $187B
FILING10-K0000908255-25-000007cik 0000908255
“Our worldwide sales in 2024 to Ford and Volkswagen constituted approximately 13% and 10% of our 2024 consolidated net sales, respectively.”
$1.4B relationship
basisBWA fy2025 · closed 2025-12 $14.3B
FILING10-K0000908255-25-000007cik 0000908255
“In addition, the sales information for the years ended December 31, 2024 and 2023 includes $23 million and $50 million, respectively, of certain contract manufacturing agreements with BorgWarner that were entered into at the time of the Spin-Off.”
FILING10-K0001968915-25-000006cik 0001968915disclosed by PHIN
“The Company only purchased approximately $78 million of these parts from Wolfspeed in 2024, which is lower than previously stated due to a variety of factors, including a need for flexibility based on market demands and the Company's need to secure volume commitments for replacement parts with another supplier due to Wolfspeed's rejection of orders.”
FILING10-K0000908255-25-000007cik 0000908255
“Historically, we have relied on BorgWarner to provide various corporate functions.”
FILING10-K0001968915-25-000006cik 0001968915disclosed by PHIN
“All three of our primary North American customers, Ford, Stellantis, and General Motors, have major union contracts with the International Union, United Automobile, Aerospace and Agricultural Implement Workers of America (or "UAW").”
FILING10-K0000908255-25-000007cik 0000908255
“All three of our primary North American customers, Ford, Stellantis, and General Motors, have major union contracts with the International Union, United Automobile, Aerospace and Agricultural Implement Workers of America (or "UAW").”
FILING10-K0000908255-25-000007cik 0000908255
Watchlist prices, news filtered to it, and its next report on your desk.
Borgwarner Inc has 2 disclosed suppliers and 5 disclosed customers. Each one is named in an SEC filing, either Borgwarner Inc’s own annual report or the counterparty’s, and carries the sentence that discloses it.
BWA (Borgwarner Inc) has 2 disclosed suppliers and 5 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: PHIN −2.60%, in industrials & materials.