Earnings summaries and quarterly performance for DANA.
Executive leadership at DANA.
R. Bruce McDonald
Detailed
Chairman and Chief Executive Officer
CEO
BK
Brian K. Pour
Detailed
Senior Vice President and President, Commercial Vehicle Systems
BS
Byron S. Foster
Detailed
Senior Vice President and President, Light Vehicle Systems
DH
Douglas H. Liedberg
Detailed
Senior Vice President, General Counsel and Secretary, Chief Compliance & Sustainability Officer
TR
Timothy R. Kraus
Detailed
Senior Vice President and Chief Financial Officer
Board of directors at DANA.
BM
Brett M. Icahn
Detailed
Director
BE
Bridget E. Karlin
Detailed
Director
CA
Christian A. Garcia
Detailed
Director
DB
Diarmuid B. O’Connell
Detailed
Director
EM
Ernesto M. Hernández
Detailed
Director
KE
Keith E. Wandell
Detailed
Lead Independent Director
MJ
Michael J. Mack, Jr.
Detailed
Director
NE
Nora E. LaFreniere
Detailed
Director
ON
Olivia Nelligan
Detailed
Director
Research analysts who have asked questions during DANA earnings calls.
James Picariello
BNP Paribas
8 questions for DAN
Also covers: ADNT, APTV, AXL +12 more
Colin Langan
Wells Fargo & Company
7 questions for DAN
Also covers: ADNT, ALV, AN +12 more
ER
Emmanuel Rosner
Wolfe Research
6 questions for DAN
Also covers: ADNT, ALV, APTV +11 more
Dan Levy
Barclays PLC
5 questions for DAN
Also covers: ADNT, ALV, APTV +15 more
RB
Ryan Brinkman
JPMorgan Chase & Co.
5 questions for DAN
Also covers: AXL, BWA, CAR +8 more
JS
Joe Spak
UBS Group AG
4 questions for DAN
Also covers: ADNT, APH, APTV +12 more
JS
Joseph Spak
UBS Group AG
3 questions for DAN
Also covers: ADNT, APH, APTV +17 more
Tom Narayan
RBC Capital Markets
3 questions for DAN
Also covers: ALV, APTV, AXL +9 more
GN
Gautam Narayan
RBC Capital Markets
2 questions for DAN
Also covers: APTV, AXL, CPTN +5 more
James Mulholland
Deutsche Bank
2 questions for DAN
Also covers: GT, GTX
TI
Thomas Ito
RBC
2 questions for DAN
Also covers: DCH
W
Wenyang
Deutsche Bank AG
2 questions for DAN
BD
Bruno Decina
Wolfe Research, LLC
1 question for DAN
CL
Colin Langan
Wells Fargo
1 question for DAN
Also covers: BWA, MG
Douglas Karson
Bank of America
1 question for DAN
Also covers: AXL, GT
EY
Edison Yu
Deutsche Bank
1 question for DAN
Also covers: ACHR, ADNT, ALV +19 more
Josh
Barclays
1 question for DAN
Also covers: ABEO, INSM, TWST
Robert Saltzman
UBS
1 question for DAN
WD
Wendy Dong
Deutsche Bank
1 question for DAN
XY
Xin Yu
Deutsche Bank
1 question for DAN
Also covers: ACHR, ADNT, ALV +12 more
Recent press releases and 8-K filings for DAN.
Dana Reports Strong Q4 and Full-Year 2025 Results, Announces Debt Reduction and Long-Term Targets
DAN
Earnings
Guidance Update
Share Buyback
- Dana reported Q4 2025 sales of $1.867 billion and Adjusted EBITDA of $208 million with an 11.1% margin. For the full year 2025, sales were $7.5 billion, Adjusted EBITDA was $610 million with an 8.1% margin, and Adjusted Free Cash Flow reached $331 million.
- The company completed the sale of its Off-Highway business on January 1st, using $2 billion in proceeds to repay debt, reducing total debt by approximately $1.9 billion and achieving less than 1x net leverage through 2026. Dana also increased its share repurchase plan to $2 billion through 2030, with $650 million completed in 2025 and $300 million targeted for 2026, and raised its dividend by 20% to $0.12 per quarter.
- For 2026, Dana expects Adjusted EBITDA of approximately $800 million with a 10.6% margin and Adjusted Free Cash Flow of about $300 million. The company's Dana 2030 targets include nearly $10 billion in revenue, 14%-15% EBITDA margins, and 6% adjusted free cash flow.
- Byron Foster has been named the incoming CEO, with a seamless transition planned through the end of Q2 2026.
Feb 18, 2026, 2:00 PM
Dana Reports Strong Q4 and Full-Year 2025 Results, Outlines 2030 Targets, and Announces CEO Transition
DAN
Earnings
Guidance Update
Share Buyback
- Dana reported Q4 2025 sales of $1.867 billion and adjusted EBITDA of $208 million, achieving an 11.1% margin, a 640 basis points improvement over the prior year's fourth quarter. For the full year 2025, sales were $7.5 billion with an 8.1% adjusted EBITDA margin.
- The company generated $331 million in adjusted free cash flow for the full year 2025, the highest since 2013, driven by $248 million in cost savings.
- Following the sale of its Off-Highway business, Dana reduced total debt by approximately $1.9 billion, resulting in net leverage of less than 1x through 2026.
- Dana returned over $700 million to shareholders in 2025, including buying back over 34 million shares, and increased its dividend by 20% to $0.12 per quarter. The company plans $2 billion in share repurchases through 2030, with $300 million targeted for 2026.
- Under its Dana 2030 strategy, the company targets close to $10 billion in revenue and 14%-15% EBITDA margins by 2030, with no M&A included in the revenue target. Byron Foster will be the incoming CEO.
Feb 18, 2026, 2:00 PM
Dana Reports Stronger-than-Preliminary 2025 Results and Doubles Capital Return Authorization
DAN
Earnings
Share Buyback
Dividends
- DANA reported stronger-than-preliminary 2025 actual results, with a Q4 adjusted EBITDA margin of 11.1% and full-year adjusted free cash flow of $331 million.
- The company achieved $248 million in cost savings in 2025, with an additional ~$65 million expected in 2026, and secured $750 million in new business growth.
- DANA doubled its capital return authorization to $2 billion through 2030, repurchased 34 million shares in 2025 (23% of shares outstanding), and increased its quarterly dividend by 20% to $0.12 per share.
- For Q4 2025, sales were $1,867 million and Adjusted EBITDA was $208 million, contributing to full-year 2025 sales of $7,500 million and Adjusted EBITDA of $610 million.
Feb 18, 2026, 2:00 PM
Dana Reports Q4 and Full-Year 2025 Results, Provides 2026 Outlook and 2030 Targets, and Announces CEO Transition
DAN
Earnings
Guidance Update
CEO Change
- Dana reported Q4 2025 sales of $1.867 billion and full-year 2025 sales of $7.5 billion, with adjusted EBITDA of $610 million (8.1% margin) and adjusted free cash flow of $331 million, the highest since 2013.
- For 2026, the company anticipates adjusted EBITDA of approximately $800 million (10.6% margin) and adjusted free cash flow of about $300 million.
- The sale of the Off-Highway business was completed on January 1, with the $2 billion proceeds largely used to repay approximately $1.9 billion in debt, leading to less than 1x net leverage through 2026.
- Dana announced a $2 billion share repurchase program through 2030, with $650 million completed in 2025 and $300 million targeted for 2026, alongside a 20% increase in its quarterly dividend to $0.12.
- Byron Foster is set to become the new CEO, with a seamless transition through the end of Q2. The company also outlined 2030 targets including $10 billion in revenue, 14%-15% EBITDA margin, and 6% adjusted free cash flow.
Feb 18, 2026, 2:00 PM
Dana Incorporated Reports Strong 2025 Results and Reaffirms 2026 Targets
DAN
Earnings
Guidance Update
M&A
- Dana Incorporated reported full-year 2025 sales of $7.5 billion, Adjusted EBITDA of $610 million, and Adjusted free cash flow of $331 million.
- In 2025, the company completed the sale of its Off-Highway business, achieved $248 million in cost savings, and returned $704 million to shareholders, repurchasing 34 million shares.
- For 2026, Dana reaffirms guidance, expecting sales between $7.30 and $7.70 billion, Adjusted EBITDA between $750 and $850 million (with a midpoint margin of 10.7 percent), and adjusted free cash flow between $250 and $350 million.
- The company announced a $750 million three-year new business backlog, with $200 million incremental in 2026, and set long-term 2030 targets including $10 billion in sales and 14-15% Adjusted EBITDA margins.
Feb 18, 2026, 12:00 PM
Dana Incorporated Reports 2025 Financial Results and Reaffirms 2026 Targets
DAN
Earnings
Guidance Update
Share Buyback
- Dana Incorporated reported full-year 2025 sales of $7.5 billion and adjusted EBITDA of $610 million, reflecting an 8.1 percent adjusted EBITDA margin.
- The company reaffirmed its 2026 financial targets, projecting sales between $7.30 and $7.70 billion, adjusted EBITDA between $750 and $850 million, and an implied adjusted EBITDA margin of 10.0% to 11.0%.
- Strategic actions in 2025 included completing the sale of the Off-Highway business and achieving $248 million in cost savings.
- Dana reduced debt by nearly $2 billion and increased its capital return program to $2 billion through 2030, with plans to repurchase up to $300 million in shares in 2026.
Feb 18, 2026, 11:59 AM
Dana Increases Dividend and Expands Share Repurchase Program
DAN
Dividends
Share Buyback
- Dana's board of directors declared a quarterly dividend of $0.12 per share, marking a 20 percent increase over the prior quarterly dividend, payable on March 20, 2026.
- The company's share repurchase program has been increased and extended to a total of $2 billion by 2030, including $750 million already returned under the program.
Feb 11, 2026, 11:59 AM
Dana Reports Strong Q4 and Full-Year 2025 Results, Provides Optimistic 2026 Outlook with Margin Expansion
DAN
Guidance Update
Share Buyback
M&A
- Dana reported strong preliminary Q4 2025 results, with $1.9 billion in revenue, $200 million in adjusted EBITDA (10.7% margin), and $325 million in adjusted free cash flow, contributing to full-year 2025 revenue of $7.5 billion and $600 million adjusted EBITDA (8% margin).
- For 2026, the company projects flat sales at $7.5 billion but a significant increase in EBITDA to $800 million (10.5% implied margin), representing a 250 basis point improvement from 2025, and $300 million in adjusted free cash flow.
- The company completed the sale of its off-highway business, generating $2.4 billion net proceeds, which facilitated a $1.9 billion debt reduction. Additionally, Dana repurchased 34 million shares (23% of outstanding) for $650 million in 2025 and plans $200 million-$300 million in share repurchases for 2026.
- Dana increased its cost reduction target to $325 million for 2026, up from the previously communicated $300 million.
Jan 21, 2026, 3:00 PM
Dana Updates Investors on Strategic Progress and Financial Outlook
DAN
Guidance Update
Share Buyback
M&A
- Dana completed the sale of its off-highway business on January 1st, generating $2.4 billion net proceeds and enabling $2 billion in debt reduction.
- For 2025, preliminary results show $7.5 billion in revenue and $600 million in adjusted EBITDA (an 8% margin) on a continuing operations basis, with $315 million in adjusted free cash flow.
- The company expects 2026 sales to be flat at $7.5 billion, with adjusted EBITDA increasing to $800 million (a 10.5% implied margin) and $300 million in adjusted free cash flow.
- Dana repurchased 34 million shares (23% of outstanding shares) in 2025, returning over $700 million to shareholders, and plans $200 million-$300 million in share repurchases for 2026.
- The three-year backlog is $750 million, up from a year ago, with $200 million of growth expected in 2026. The TM4 joint venture buyout was also completed for just under $200 million.
Jan 21, 2026, 3:00 PM
Dana Reports Strong 2025 Results, Provides Positive 2026 Outlook, and Details Strategic Actions
DAN
Guidance Update
Share Buyback
M&A
- Dana reported strong preliminary Q4 2025 revenue of $1.9 billion with an adjusted EBITDA margin of 10.7%, and full-year 2025 revenue of $7.5 billion with an adjusted EBITDA margin of 8%.
- For 2026, the company projects $7.5 billion in sales, $800 million in adjusted EBITDA (implying a 10.5% margin), and $300 million in adjusted free cash flow.
- Key strategic moves include the sale of the off-highway business for $2.7 billion (net $2.4 billion) , which facilitated $2 billion in debt reduction , and the buyout of the TM4 joint venture for nearly $200 million.
- Dana returned over $700 million to shareholders in 2025, including repurchasing 34 million shares (23% of outstanding), and plans $200 million-$300 million in share repurchases for 2026.
- The company increased its cost reduction target to $325 million and reported a growing three-year backlog of $750 million. A Capital Markets Day is scheduled for March 25th to outline longer-term growth and margin expansion strategies.
Jan 21, 2026, 3:00 PM
Quarterly earnings call transcripts for DANA.
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