Borgwarner Inc at Robert W Baird Global Industrial Conference Transcript

Nov 09, 2023 / 03:05PM GMT
Luke L. Junk - Robert W. Baird & Co. Incorporated, Research Division - Senior Research Analyst

Okay. We'll go ahead and get started here. Thanks for joining us. My name is Luke Junk. I cover vehicle tech and mobility for Baird. We're very pleased to have BorgWarner here with us this morning. Borg is aggressively pivoting into electrification, having just reported its first quarter following the spin-off of PHINIA but also still has a strong combustion backbone as well. Joining us this morning, we have Kevin Nowlan, CFO; and Pat Nolan from Investor Relations.

The e-mail address for questions in this session is [email protected]. And with that, why don't we jump right into the Q&A.

Questions and Answers:

Luke L. Junk - Robert W. Baird & Co. Incorporated, Research Division - Senior Research Analyst

So Kevin, I want to start with more of an introductory question given that this is an industrial conference, maybe not everyone is up to speed on the updated Charging Forward strategy through 2027 that you laid out. Can you just walk us
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