Borgwarner Inc at Robert W Baird Vehicle Technology & Mobility Conference (Virtual) Transcript

Mar 09, 2021

Mar 09, 2021 / 03:40PM GMT
Luke L. Junk - Robert W. Baird & Co. Incorporated, Research Division - Senior Research Associate

Thanks for joining us this morning. I'm Luke Junk, and I cover vehicle technology and mobility for Baird. We're very pleased to have BorgWarner with us today. BorgWarner is a leading global supplier of systems and components, primarily for automotive powertrain and drivetrain applications, increasingly with an eye toward electrified applications.

Joining us this morning, we have Kevin Nowlan, Chief Financial Officer; and Patrick Nolan from Investor Relations. We do have 45 minutes for this session, so I'll do my best to weave in any questions that you might have. (Operator Instructions)

With that, why don't we jump right into Q&A?

Questions and Answers:

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

And I know it's on everyone's mind. So why don't we start with electrification. Kevin, net new business backlog has now stood at over 100% electrified for 2 straight years, including,

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