Gasgoo Munich- BorgWarner recently released its fiscal 2025 results, reporting full-year revenue of $14.316 billion. Several key financial metrics beat expectations, highlighting breakthrough progress in expanding its electrification business and entering new markets.
Revenue for light vehicle electrification products climbed roughly 23% year-on-year in 2025, maintaining steady momentum as a key driver of growth. Profit margins, earnings per share, and free cash flow all outperformed expectations, pushing profitability to a new level.
BorgWarner also revealed that its portfolio of traditional and electrified products is advancing in tandem, securing a record number of program awards.
On the electrification front, BorgWarner continued to rack up orders. These include supplying integrated electric drive modules for a hybrid range-extender vehicle from a European premium automaker, and securing the world's first 48V electric-drive electronic limited-slip differential project. The company will also provide high-performance integrated drive modules and dual inverter generator modules to a major North American automaker, while expanding battery management system partnerships with global manufacturers.
Image credit: BorgWarner
Notably, while solidifying its automotive dominance, BorgWarner has made a cross-sector breakthrough by strategically entering the data center power generation market. The company signed a master supply agreement with TurboCell, a unit of data center infrastructure developer Endeavour, to provide highly modular turbine power generation systems. These systems are slated for use in gigawatt-scale AI data center campuses and microgrid applications.
The turbine system represents a showcase of BorgWarner’s technical prowess, integrating core competencies in turbocharging, thermal management, power electronics, advanced software control, and high-speed motors. Leveraging its mature automotive-grade supply chain and world-class manufacturing capabilities, BorgWarner expects to control roughly 65% of the system content, significantly boosting vertical integration. Compared to traditional power solutions, this system offers superior transient response, greater fuel flexibility, and lower emissions. It also addresses diverse needs such as user-side bridging and backup power—directly targeting the critical power challenges of AI data centers.
