BorgWarner Inc. Q2 2026 Earnings Call Summary - MobyStrategic Performance and Operational ContextOur analysts just identified a stock with the potential to be the next Nvidia. Attributed strong earnings per share growth of 17% to a combination of improved operating income and disciplined share repurchases totaling approximately $650 million over four quarters. Maintained a balanced capital allocation strategy, returning $134 million to shareholders in Q2 while increasing the share repurchase authorization to $1.35 billion. Strategic Outlook and Growth InitiativesIncreased second-half 2026 industrial R&D investment by $10 million to $15 million to accelerate product readiness for data center and industrial markets. Expects to make a critical capacity expansion decision in the second half of 2026 to meet strong demand from hyperscalers and other industrial customers.