Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.

What: Motley Fool Stock Advisor pick BorgWarner (NYSE: BWA) reported blowout earnings this morning, and shares responded by climbing 12% in intraday trading.

So what: Revenue was up 28% to $1.8 billion, and earnings per share reached $1.12, which crushed $0.99 estimates. In an industry under pressure from commodity prices and slow demand, BorgWarner is bucking the trend.

Now what: Management pointed to the increased demand for advanced powertrain technology and a focus on fuel economy as main drivers during the quarter, which resulted in organic sales growth of 15% compared with a 2% decline for the industry. Shares are pretty reasonably priced at 15 times forward earnings, and considering BorgWarner's momentum in the industry, I think shares have room to run.

Interested in more info on BorgWarner? Add it to your watchlist.