Impressive Results and Improved Guidance Lifted BorgWarner (BWA) in Q3

15 hours ago 2

Soumya Eswaran

Thu, November 20, 2025 astatine 7:04 AM CST 3 min read

Cullen Capital Management, LLC, operating nether the name Schafer Cullen Capital Management, Inc. (SCCM), has released its “SCCM Value Equity Strategy” third-quarter capitalist letter. A transcript of the missive tin beryllium downloaded here. The US equity marketplace continued the rally successful the 3rd quarter, with the S&P 500 returning 8.1% and the Russell 1000 Value surging 5.3%. The worth equity strategy returned 6.9% (gross of fees) and 6.8% (net of fees) successful the quarter, portion the Russell 1000 Value and S&P 500 returned 5.3% and 8.1%, respectively, during the aforesaid period. The strategy returned 13.0% (gross), YTD, compared to the Russell 1000 Value’s +11.7% instrumentality and the S&P 500’s +14.8% return. In addition, you tin cheque the fund’s apical 5 holdings to find its champion picks for 2025.

In its third-quarter 2025 capitalist letter, SCCM Value Equity Strategy highlighted stocks specified arsenic BorgWarner Inc. (NYSE:BWA). BorgWarner Inc. (NYSE:BWA) is simply a starring supplier of solutions for combustion, hybrid, and electrical vehicles. The one-month instrumentality of BorgWarner Inc. (NYSE:BWA) was -1.37%, and its shares gained 27.70% of their worth implicit the past 52 weeks. On November 19, 2025, BorgWarner Inc. (NYSE:BWA) banal closed astatine $43.11 per share, with a marketplace capitalization of $9.329 billion.

SCCM Value Equity Strategy stated the pursuing regarding BorgWarner Inc. (NYSE:BWA) successful its 3rd 4th 2025 capitalist letter:

"BorgWarner Inc. (NYSE:BWA) (+31.8%) delivered awesome 2nd 4th results that exceeded expectations and led absorption to rise full-year guidance. The institution announced caller turbocharger and high-voltage coolant heater programs successful Europe and North America, including its archetypal hybrid level award, and expanded its electrification footprint successful China with contracts for its electrical cross-differential strategy and dual inverter. BorgWarner besides raised its quarterly dividend by 55%, reflecting assurance successful currency procreation and shareholder returns. Continued momentum successful electrification and disciplined execution supported the stock’s robust performance."

Is BorgWarner Inc. (BWA) the Undervalued Cyclical Stock to Buy Right Now?

BorgWarner Inc. (NYSE:BWA) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 43 hedge money portfolios held BorgWarner Inc. (NYSE:BWA) astatine the extremity of the 2nd quarter, up from 34 successful the erstwhile quarter. In the 3rd 4th of 2025, BorgWarner Inc. (NYSE:BWA) reported astir $3.6 cardinal successful sales, which was up 2% year-over-year, excluding overseas exchange. While we admit the imaginable of BorgWarner Inc. (NYSE:BWA) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.