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Adjusted EBIT by Segment
Measures earnings before interest and taxes for each segment, adjusted for non-recurring items, providing insight into operational efficiency and profitability across different parts of the business.BorgWarner’s 2024 reporting reorganization (legacy Air Management and e‑product lines folded into new segments) reveals two takeaways: Drivetrain & Morse is the steady profit engine, while Powerdrive and Battery & Charging moved from sustained losses to roughly breakeven by late‑2025—supporting management’s message on conversion and margin resilience despite severe battery revenue headwinds. The removal of Air Management from reporting obscures prior strength, but the planned turbine‑generator ramp (2027) provides a high‑margin, incremental growth avenue that should materially offset near‑term battery weakness if execution stays on track.
Date | Turbos & Thermal | Drivetrain & Morse | Powerdrive | Battery & Charging | Air Management | Drivetrain & Battery Systems | ePropulsion | Aftermarket | ePropulsion & Drivetrain | Fuel Systems |
|---|---|---|---|---|---|---|---|---|---|---|
Jun 30, 2026 | $225.00M | $277.00M | -$29.00M | -$2.00M | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
Mar 31, 2026 | $214.00M | $260.00M | -$36.00M | -$2.00M | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
Dec 31, 2025 | $198.00M | $271.00M | $28.00M | $2.00M | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
Sep 30, 2025 | $219.00M | $267.00M | -$35.00M | -$7.00M | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
Jun 30, 2025 | $227.00M | $260.00M | -$33.00M | -$12.00M | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
Mar 31, 2025 | $235.00M | $243.00M | -$43.00M | -$22.00M | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
Dec 31, 2024 | $216.00M | $250.00M | -$33.00M | -$7.00M | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
Sep 30, 2024 | $202.00M | $251.00M | -$19.00M | -$8.00M | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
Jun 30, 2024 | $224.00M | $266.00M | -$49.00M | -$10.00M | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
Mar 31, 2024 | $235.00M | $243.00M | -$43.00M | -$22.00M | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |