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Investor Presentaiton

11 BorgWarner Financial Results & Adj. Operating Income $ in millions Q4 2021 adj. operating income* $398 (in millions, except per share amounts) Three months ended Disposition pro forma impact** Q4 2021 pro forma adj. operating income* $(4)| GAAP & Non-GAAP Financial Information December 31, 2021 2022 Sales $3,655 $4,108 $394 FX $(40) Adj. operating income* Adj. operating margin* $398 $428 10.9% 10.4% Organic change, R&D and performance Q4 2022 adj. operating Adj. diluted EPS* $74 Free cash flow* $1.06 $1.26 $370 $678 $428 income* * ** Adj. operating income, adj. operating margin, adj. diluted EPS and free cash flow on this slide are non-US-GAAP measures. See reconciliation to US GAAP in Appendix. Disposition impact is from the sale of Water Valley business. * BorgWarner
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