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    Robert Saltzman

    Managing Director and Senior Equity Research Analyst at UBS

    Robert Saltzman is a Managing Director and Senior Equity Research Analyst at UBS, specializing in the coverage of consumer and specialty retail companies. He follows major publicly traded firms such as The Home Depot, Lowe's, and Tractor Supply, consistently providing top-ranked investment recommendations. Saltzman has a strong analyst performance history, with his stock calls earning a success rate above 60% and average returns significantly exceeding industry benchmarks on platforms like TipRanks. With over two decades of experience, he began his career at Lehman Brothers, spent several years at Morgan Stanley, and joined UBS in 2010, holding FINRA Series 7, 63, and 86/87 licenses and receiving recognition for his in-depth sector analysis.

    Robert Saltzman's questions to DANA (DAN) leadership

    Robert Saltzman's questions to DANA (DAN) leadership • Q2 2025

    Question

    Robert Saltzman of UBS inquired about the specific new business wins driving the 2026 margin outlook and questioned the potential for incremental cost savings beyond the newly raised $310 million target.

    Answer

    Senior VP & CFO Timothy Kraus identified key programs with JLR and Ford, including the Super Duty, as drivers for the accretive backlog. Both Kraus and Chairman & CEO Bruce McDonald explained that while the current $310 million program targeted non-plant costs, a much larger, multi-billion dollar opportunity exists in optimizing plant-level operations over the long term.

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