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Achieved 100 basis points of adjusted margin expansion despite a flat sales environment, driven by aggressive cost controls and operational efficiency across all business units.

Outperformed declining market production in the core automotive segment, primarily due to strong demand for North American transfer case volumes.

Successfully secured 7 new business awards across foundational and eProducts portfolios, including a major European eTurbo program and high-voltage inverter extensions.

Leveraged automotive scale and power electronics expertise to disrupt the data center market, focusing on turbine generators and microgrid inverters.

Attributed strong earnings per share growth of 17% to a combination of improved operating income and disciplined share repurchases totaling approximately $650 million over four quarters.

Maintained a balanced capital allocation strategy, returning $134 million to shareholders in Q2 while increasing the share repurchase authorization to $1.35 billion.

Increased second-half 2026 industrial R&D investment by $10 million to $15 million to accelerate product readiness for data center and industrial markets.

Anticipates 2027 launch of the turbine generator product line with an initial revenue target of $300 million and 2 gigawatts of planned capacity.

Expects to make a critical capacity expansion decision in the second half of 2026 to meet strong demand from hyperscalers and other industrial customers.

Projecting Battery Energy Storage systems to be production-ready by 2027, with quoting activity for DC blocks and UPS solutions currently underway.

Guidance assumes a 170 basis point headwind from the battery business due to the lack of North American incentives and weakening European demand.

The exit of the charging business in 2025 provided a $7 million year-over-year benefit to operating income and a 10 basis point margin tailwind.

Battery Energy Systems segment continues to face headwinds, though restructuring actions and plant consolidations have mitigated the impact on overall margins.

Foreign currency fluctuations are expected to provide a $175 million full-year sales benefit, a modest downward revision from previous estimates.

Identified power constraints in data centers as a primary market driver, positioning the company's high-efficiency inverters as a critical solution for next-gen AI chipsets.

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Management confirmed the partnership with Endeavour remains strong despite external financial news, noting that recent funding activities add credibility to the data center business.

Testing has confirmed the turbine generator meets CARB-level emission standards, which management views as a key differentiator for hyperscaler customers.

Management noted a significant shift over the last 12 months where the majority of customer interest has moved from backup power to primary power applications.

This shift is driven by global shortages in power generation and the urgent need for 'speed to compute' in the AI sector.

BorgWarner is developing a high-power portfolio spanning 400 volts to 1,500 volts to capture volumes across the microgrid and industrial spectrum.

The company is leveraging its automotive supply chain and liquid-cooled power electronics expertise to compete against traditional industrial suppliers.

Management acknowledged they are not satisfied with current outgrowth levels and expect the strong bookings from the last two years to drive improved performance starting in 2027.

The strategy involves driving growth across the entire portfolio, including foundational combustion products and new industrial vectors.