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BorgWarner (NYSE: BWA) is a US-headquartered automotive-technology supplier that has shifted from legacy combustion-engine parts toward electrified propulsion.
Source: SEC Financial Statement Data Sets, quarterly period, tagged by the issuer. Segment names are the company’s own labels and are not comparable with another filer’s. Shares are of consolidated revenue and need not sum to 100%: overlapping cuts are reported, and segment×geography cross-tabs are dropped rather than counted twice.
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 1 customer-side. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
BorgWarner's FY2024 10-K named Ford as ~13% of consolidated net sales (its largest customer); Volkswagen was ~10%. Top ten customers combined were 67% of FY2024 sales. Both remain named material customers in the FY2025 10-K (filed Feb 2026); FY2025-specific percentages not re-extracted this pass.
Scope. Absence of a counterparty here is not evidence that none exists — most commercial sourcing is confidential and never becomes public. Rows without a share figure mean no share was disclosed, not that the relationship is small.
2 other tracked dossiers name this company as a counterparty in its own sourced disclosure — this platform never wrote these rows on this company's own page, they are read here inverted from the dossier that disclosed them. This is a partial view: 987 additional named-counterparty rows across the corpus could not be matched to a tracked dossier by name at all (mostly non-Latin legal names), so the true count is higher than what renders here.
BorgWarner licensed by FinDreams Battery (BYD subsidiary) to localize production of LFP Blade-cell battery packs for commercial vehicles in Europe, the Americas and select Asia-Pacific markets; no volume or revenue share disclosed. Re-checked 2026-09-22 (wake-minerals-buyers, step 0.5): source_url still live (HTTP 200), still states BorgWarner is the only non-OEM localized manufacturer with rights to localize LFP packs using FinDreams Battery cells in Europe/Americas/select APAC -- confirmed, no change.
Cimos's own e-transportation-components page lists BorgWarner among client logos; no share/volume figure disclosed. Corroborates dossier body text naming BorgWarner as a Turbo-division customer.
Scope. This section is inverted evidence: each linked dossier wrote the original row about itself, describing its own relationship to this company. It is never a claim this company itself disclosed. Absence here is not evidence of no relationship — most of the corpus has no named-counterparty block at all yet.
Every exposure is read as a buyer dependency; the top 3 are its binding chokepoints.
Dossier discloses a dysprosium, terbium or samarium material exposure directly — A61 §1(2) names Dy/Tb-containing NdFeB and SmCo magnets by element.
A61's suspension (Announcement 70) lapses 10 Nov 2026 — on the plain text, controls revive automatically. The US DoD CN/RU/IR/KP sourcing bar follows 1 Jan 2027. See the underlying extraterritorial export-control action. We supply the provenance file; we never compute your ratio for you.
As a buyer, policy pressure across its consumed materials is rising.
Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.
No actions in the register have named or swept this company in the last 24 months.