BorgWarner Secures Seven‑Year Controller Supply Deal with Leading Off‑Highway OEM

BWA
April 21, 2026

BorgWarner Inc. announced a seven‑year extension to supply eight families of engine, machine, power‑module, and battery‑management system controllers to a world‑leading off‑highway manufacturer, extending the partnership through December 2032.

The contract covers a broad portfolio of controllers that support construction vehicles, marine platforms, and stationary power systems, and it is a win for the company’s PowerDrive Systems segment, adding a stable, multi‑year revenue stream and reinforcing BorgWarner’s position as a trusted partner for both conventional and electrified powertrain components.

The extension provides predictable revenue that supports BorgWarner’s electrification strategy, which includes battery‑management system controllers and integrated drive modules, and it underscores the company’s ability to secure long‑term partnerships with high‑volume, high‑reliability customers.

Dr. Stefan Demmerle, Vice President of BorgWarner and President and General Manager of PowerDrive Systems, said, "BorgWarner has an outstanding relationship with this leading off‑highway manufacturer, a customer we have been supplying critical parts to for several decades, and we are thrilled to continue to grow with them as their volumes increase for various market segments and applications. This contract expansion validates our position as a trusted, long‑term propulsion partner that is agile enough to support them and provide tailored solutions as they expand into new, emerging markets."

BorgWarner’s Q4 2025 results showed net sales of $3,572 million, a 3.9% increase from Q4 2024, and adjusted net earnings per diluted share of $1.35, up 34% from $1.01 in Q4 2024. The company’s full‑year 2025 adjusted operating margin was 10.7%, up 60 basis points from 2024, and adjusted net earnings per diluted share were $4.91, up 14% from 2024. The new contract adds to this momentum by providing a predictable, long‑term revenue stream.

The deal highlights BorgWarner’s focus on electrification and its capacity to serve high‑volume, high‑reliability customers, while also demonstrating the company’s ability to secure long‑term partnerships that support growth in emerging markets.

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