Robert Saltzman's questions to Dana Inc (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.