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BorgWarner to redeem senior notes ahead of maturity

Published 10/17/2024, 10:30 PM
BWA
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AUBURN HILLS, Mich. – BorgWarner Inc. (NYSE: NYSE:BWA), a global product leader in clean and efficient technology solutions for combustion, hybrid, and electric vehicles, announced today its decision to redeem the entire outstanding $343.4 million aggregate principal amount of its 5.000% Senior Notes due in 2025. The redemption will occur on November 1, 2024, in line with the terms set by the original indenture agreement from 1999 and its subsequent supplements.

Holders of the 2025 Notes can expect to receive 100% of the principal amount plus the applicable premium and any accrued, unpaid interest up to the redemption date. Deutsche Bank Trust Company Americas, serving as the indenture trustee, will act as the paying agent through its office in Jacksonville, Florida. BorgWarner confirmed that all necessary approvals for the redemption have been obtained.

This financial maneuver comes as part of BorgWarner's broader strategic initiatives, which focus on driving growth through innovative and sustainable mobility solutions. The company, with a history spanning over 130 years, has been at the forefront of the automotive industry's shift towards electrification and reduced emissions.

It is important to note that the information provided herein is based on a press release statement and should not be seen as an endorsement of BorgWarner's claims or future performance. The company's forward-looking statements included in the release are subject to various risks and uncertainties that could cause actual results to differ materially from expectations.

Investors and note holders are encouraged to consider the details of the redemption and BorgWarner's position in the industry, keeping in mind the inherent risks associated with forward-looking statements and the volatile nature of the automotive market. The redemption of the 2025 Notes is a factual event scheduled for November 1, 2024, and does not necessarily reflect broader industry trends or the company's future performance.

In other recent news, BorgWarner has been active in making significant financial moves. The company has reported strong Q2 results, with sales reaching $3.6 billion. BorgWarner has also initiated a major restructuring within its ePropulsion segment, aiming for annual cost savings of around $100 million by 2026. Despite lowering its total sales projections for 2024, BorgWarner has increased its full-year margin outlook and plans to repurchase $300 million of its stock in the latter half of the year.

BorgWarner has also concluded its tender offers to repurchase its outstanding 3.375% and 5.000% Senior Notes due in 2025. This process was managed by BofA Securities, Citigroup Global Markets, and Wells Fargo Securities. Additionally, the company issued $1 billion in senior notes, with $500 million in 4.950% senior notes due in 2029 and $500 million in 5.400% senior notes due in 2034.

Deutsche Bank has resumed coverage of BorgWarner, assigning the stock a Hold rating and setting a price target of $36.00. The bank noted that while sales forecasts have been lowered, BorgWarner has managed to improve its margins through restructuring efforts. These are the recent developments in BorgWarner's financial performance and strategic initiatives.

InvestingPro Insights

BorgWarner's decision to redeem its 5.000% Senior Notes due in 2025 aligns with its strong financial position, as reflected in recent InvestingPro data. The company's market capitalization stands at $7.94 billion, with a price-to-earnings ratio of 11.25, indicating a potentially undervalued stock relative to its earnings.

InvestingPro Tips highlight BorgWarner's financial stability. The company's cash flows can sufficiently cover interest payments, which supports its ability to manage debt effectively, including this early redemption of notes. Additionally, BorgWarner has maintained dividend payments for 12 consecutive years, demonstrating a commitment to shareholder returns.

The company's revenue for the last twelve months as of Q2 2024 reached $14.34 billion, with a revenue growth of 5.48% over the same period. This growth, coupled with an EBITDA of $1.871 billion and an EBITDA growth of 11.3%, suggests that BorgWarner is in a solid position to execute strategic financial moves like the note redemption.

Investors should note that while BorgWarner shows financial strength, it also faces challenges. An InvestingPro Tip indicates that 5 analysts have revised their earnings downwards for the upcoming period, which may reflect industry-wide pressures or specific company concerns.

For a more comprehensive analysis, InvestingPro offers 7 additional tips on BorgWarner, providing deeper insights into the company's financial health and market position.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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