Borgwarner Inc at Wolfe Research Global Auto, Auto Tech, and Mobility Conference (Virtual) Transcript
Hi, everybody. Rod Lache, again from the Wolfe auto team. Welcome back to our next session at the Auto and Auto Tech Conference. Our next company, as you could see, is BorgWarner. BorgWarner is a powertrain supplier with a really long history of innovation and engineering and technology. All their technologies help automakers improve the efficiency of their propulsion systems.
And the company has dominated. So many different innovations over the years, whether it's turbochargers or timing systems, advanced transmission technologies, as we saw the evolution of engine technology and then hybrids. And then in the past 5 years, the company has taken some very aggressive steps to position themselves equally well for vehicle electrification. They've built a very strong portfolio in technologies, like clutching and transmission gears and electric motors, both organically and through acquisitions. And they just recently rounded out their portfolio with also a lot of application in electrification. The acquisition of Delphi, which is a
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