{"url":"https://newsforagent.com/news/2026-11-14/borgwarner-data-center-industrial-power-push","markdown_url":"https://newsforagent.com/news/2026-11-14/borgwarner-data-center-industrial-power-push.md","title":"BorgWarner Pushes $14 Billion Business Into Data Centers","headline":"BorgWarner Takes $14 Billion Propulsion Business Into Data Center and Industrial Power","description":"BorgWarner pitched its push into data center and industrial power at Baird's 2026 conference, redirecting propulsion IP into turbine generators and BESS systems.","section":"Business","published_at":"2026-11-14T06:41:39+00:00","modified_at":"2026-11-14T06:41:39+00:00","author":"News Desk","key_takeaways":["BorgWarner CEO Joseph Fadool described the company as a 100-year-old automotive propulsion business of about $14 billion.","BorgWarner is redirecting inverter and turbocharger IP into turbine generators, microgrid inverters and BESS systems for data centers and industry.","BorgWarner formed a strategic development and manufacturing partnership with Endeavour's TurboCell for packaged turbine-generator power systems."],"companies":[{"name":"BorgWarner","is_primary":true,"profile_url":"https://akta.pro/company-profiles/0000dp9/borgwarner","website":"http://www.borgwarner.com"}],"source":{"publisher":"Seeking Alpha","title":"BorgWarner Inc. (BWA) Presents at Baird 2026 Global Industrial Conference 2026 Transcript","url":"https://seekingalpha.com/article/4968100-borgwarner-inc-bwa-presents-at-baird-2026-global-industrial-conference-2026-transcript?source=feed_all_articles"},"other_sources":[],"tags":["Business","BorgWarner"],"body_markdown":"BorgWarner presented its push into data center and industrial power at Baird's 2026 Global Industrial Conference on November 12, 2026, with CEO Joseph Fadool describing the company as a 100-year-old automotive propulsion business of about $14 billion. [Seeking Alpha](https://seekingalpha.com/article/4968100-borgwarner-inc-bwa-presents-at-baird-2026-global-industrial-conference-2026-transcript?source=feed_all_articles) published the transcript of the session.\n\n## Fadool's Case For Industrial Power\n\nFadool told the conference that [BorgWarner](https://akta.pro/company-profiles/0000dp9/borgwarner) is \"solely focused on propulsion\" and has been active in the shift from its foundational products to electrification. He said the company's mission is \"to deliver innovative solutions that propel vehicles and power industry.\"\n\nBaird analyst Luke Junk introduced the company as a leader in automotive inverters and turbochargers, among other product categories, and said that intellectual property is being redirected into data center and industrial markets, including turbine generators, microgrid inverters, BESS systems and some electrical equipment products. Fadool described the portfolio's foundation as highly engineered core products such as turbocharging, four-wheel drive, timing systems and exhaust gas management, with newer products alongside them.\n\n## TurboCell And The Revenue Mix\n\nAccording to akta.pro [company records](https://akta.pro/company-data), BorgWarner formed a strategic development and manufacturing partnership in May 2026 with Endeavour's TurboCell to deliver packaged turbine-generator power systems for AI data centers and microgrids. The same records describe the move as a major diversification projected to drive 23% of revenue and 30% of EBIT by 2030.\n\nThe records list BorgWarner's FY 2026 net sales guidance at $14.0-14.3 billion and Q1 2026 revenue at $3.53 billion. [BorgWarner](http://www.borgwarner.com) designs and manufactures propulsion, drivetrain and electrification components, including turbochargers, electric motors, inverters and battery systems, for vehicle manufacturers.\n\n## Awards Preceding The Conference\n\nInvesting.com reported on November 13, 2026 that BorgWarner outlined its expansion into data center and industrial power at the Baird conference, targeting $300 million in turbine generator revenue by 2027.\n\nEarlier in November, Charged EVs reported that BorgWarner won an award to supply a new high-voltage traction inverter for a global automaker's future battery-electric vehicle programs. The Times of India reported that BorgWarner secured three turbocharger contracts from a global powertrain leader, covering one VTG and two wastegate programmes for light-vehicle gasoline platforms in South America and Europe.\n\n## Next Steps for BorgWarner\n\nInvesting.com reported that BorgWarner expects automotive outgrowth to turn positive in 2027 and that China accounts for 20% of sales. Charged EVs reported that production of an aluminum-wire eMotor for a major Chinese OEM starts in Q4 2026.\n","publisher":{"name":"News for Agent","url":"https://newsforagent.com"}}