Colin Langan

James Picariello

Dan Levy

Ryan Brinkman

Emmanuel Rosner

Joseph Spak

Tom Narayan

Gautam Narayan

Joe Spak

Wenyang

Bruno Decina

Douglas Karson

Edison Yu

Josh

Robert Saltzman

Wendy Dong

Xin Yu

- Dana Incorporated reported **Q3 2025 sales of $1.917 billion**, with **adjusted EBITDA of $162 million** and a **margin expansion of 260 basis points to 8.5%**.  **[0000026780_2213452_3]**  Net income attributable to Dana was **$13 million**, a significant improvement from a loss in the prior year.  **[0000026780_2213452_3]** 
- The company is on track to deliver **$310 million in cost savings** at a run rate, having realized **$73 million in Q3** and **$183 million year-to-date**, and has increased its full-year 2025 savings target to **$235 million**.  **[0000026780_2213452_1]** **[0000026780_2213452_3]** 
- Dana repurchased **9.5 million shares** (7% of outstanding) in Q3 2025, and nearly **30 million shares** (over 20% outstanding) to date, affirming its commitment to completing the **$600 million** share repurchase this year.  **[0000026780_2213452_1]** **[0000026780_2213452_6]**  The off-highway divestiture remains on track to close in Q4 2025.  **[0000026780_2213452_1]** 
- Full-year 2025 adjusted EBITDA guidance was raised by **$15 million** at the midpoint  **[0000026780_2213452_1]** , with adjusted free cash flow anticipated to be about **$275 million**.  **[0000026780_2213452_5]**  The company expects to exit 2025 with **double-digit margins**, aligning with its **10%-10.5% target for 2026**.  **[0000026780_2213452_6]** **[0000026780_2213452_14]** 
- Commercial vehicle demand continues to deteriorate in North America and Brazil, with no expected improvement until mid-2026.  **[0000026780_2213452_1]** **[0000026780_2213452_7]**  The company also incurred **$8 million to $10 million** in charges in Q3 due to EV program cancellations, which are expected to be recovered in Q4.  **[0000026780_2213452_1]** **[0000026780_2213452_10]**

Dana Incorporated Reports Strong Q3 2025 Results and Raises Full-Year Guidance

- DAN reported **Q3 2025 Sales of $1,917 million** and **Adjusted EBITDA of $162 million**, representing increases of **$20 million** and **$51 million** respectively compared to Q3 2024.  **[0000026780_2210733:2]**  The company also achieved **$101 million in Adjusted Free Cash Flow** for the quarter.  **[0000026780_2210733:4]** 
- The company increased its **2025 full-year profit guidance**, with revised Adjusted EBITDA expectations of **~$590 million ±$20 million** (a **$15 million** increase) and an implied Adjusted EBITDA margin of **~7.8% to ~8.1%**.  **[0000026780_2210733:5]**  Full-year Adjusted Free Cash Flow is guided at **~$275 million ±$25 million**.  **[0000026780_2210733:5]** 
- DAN repurchased approximately **9.5 million shares** in Q3 2025, returning **$189 million** to shareholders, and anticipates **$600 million** in share repurchases for 2025.  **[0000026780_2210733:1]**  The company also realized **$73 million** in cost savings in Q3, contributing to **$183 million** year-to-date, with a target of **$235 million** for 2025.  **[0000026780_2210733:1]** 
- The pending sale of the Off-Highway business is on track to close late in Q4.  **[0000026780_2210733:1]**  Looking ahead, DAN anticipates **10%-10.5% Adjusted EBITDA margins** in 2026 and has authorized a **$1 billion capital return** to shareholders through 2027.  **[0000026780_2210733:8]**

DAN Reports Strong Q3 2025 Results, Raises Full-Year Profit Guidance, and Continues Share Repurchases

- Dana reported **Q3 2025 sales of $1.917 billion** and **adjusted EBITDA of $162 million** for continuing operations, resulting in net income attributable to Dana of **$13 million**.  **[0000026780_2211461_3]**  Adjusted free cash flow for the quarter was **$101 million**.  **[0000026780_2211461_4]** 
- For the full year 2025, Dana updated its guidance for continuing operations, projecting sales of approximately **$7.4 billion**, adjusted EBITDA of about **$590 million**, and adjusted free cash flow of approximately **$275 million** at the midpoint of the ranges.  **[0000026780_2211461_4]** **[0000026780_2211461_5]** 
- The company's performance was significantly boosted by **cost-saving actions**, which contributed **$73 million** to profit in Q3 and are on track to reach **$235 million** for the full year 2025.  **[0000026780_2211461_3]** **[0000026780_2211461_4]** 
- Dana remains committed to returning **$600 million** of capital to shareholders in 2025 and is confident in achieving **10% to 10.5% margins for 2026**, with the **Q4 2025 run rate supporting this outlook**.  **[0000026780_2211461_6]** **[0000026780_2211461_11]** **[0000026780_2211461_15]** 
- The commercial vehicle market is experiencing **lower demand** and is expected to remain soft into mid-2026, while the company's backlog has been impacted by **EV program cancellations and delays**.  **[0000026780_2211461_3]** **[0000026780_2211461_4]** **[0000026780_2211461_7]** **[0000026780_2211461_14]**

Dana Announces Q3 2025 Results and Updates Full-Year Guidance

- Dana Incorporated reported **Q3 2025 sales of $1.917 billion** and **adjusted EBITDA of $162 million**, resulting in **net income attributable to Dana of $13 million**.  **[0000026780_2213422_3]** 
- **Adjusted free cash flow for Q3 2025 was $101 million**, marking a **$109 million improvement** compared to the prior year.  **[0000026780_2213422_4]** 
- For full-year 2025, the company updated its guidance for continuing operations, projecting sales of approximately **$7.4 billion**, adjusted EBITDA of about **$590 million**, and adjusted free cash flow of **$275 million** at the midpoint.  **[0000026780_2213422_4]** **[0000026780_2213422_5]** 
- Dana is on track to achieve **$235 million in cost savings** for the full year 2025, with a run rate exit at **$310 million**, and expects to exit 2025 with **double-digit margins**.  **[0000026780_2213422_3]** **[0000026780_2213422_4]** **[0000026780_2213422_14]**

Dana Incorporated Reports Q3 2025 Results and Updates Full-Year Guidance

- **Dana Incorporated** reported **Q3 2025 sales of $1.9 billion** and **net income of $13 million** from continuing operations, a significant improvement from a net loss of $21 million in Q3 2024.  **[26780_0001193125-25-254607_d88911dex991.htm:0]** 
- The company **raised its full-year 2025 profit guidance** for continuing operations, now expecting adjusted EBITDA between **$570 million and $610 million**, driven by accelerated cost savings.  **[26780_0001193125-25-254607_d88911dex991.htm:0]** **[26780_0001193125-25-254607_d88911dex991.htm:1]** 
- Adjusted EBITDA for Q3 2025 from continuing operations was **$162 million**, achieving an **8.5% margin**, a **260 basis point increase** over the prior year.  **[26780_0001193125-25-254607_d88911dex991.htm:0]** 
- Dana repurchased **9.5 million shares** in Q3 2025 and anticipates repurchasing an additional **$155 million** in Q4, contributing to a **$600 million** total for the year as part of its **$1 billion capital return program**.  **[26780_0001193125-25-254607_d88911dex991.htm:0]** 
- The divestiture of the Off-Highway business is on track for closing in late Q4 2025, with its results reported as discontinued operations.  **[26780_0001193125-25-254607_d88911dex991.htm:0]** **[26780_0001193125-25-254607_d88911dex991.htm:1]**

Dana Incorporated Reports Solid Q3 2025 Results and Raises Full-Year Profit Guidance

- Dana Incorporated reported third-quarter 2025 **sales of $1.92 billion** from continuing operations, a slight increase from $1.90 billion in the same period of 2024.  **[26780_20251029CL09761:0]** 
- Net income from continuing operations significantly improved to **$13 million** in Q3 2025, compared to a net loss of $21 million in Q3 2024.  **[26780_20251029CL09761:0]** 
- Adjusted EBITDA for Q3 2025 was **$162 million**, achieving an **8.5 percent margin**, an increase of 260 basis points compared to the prior year.  **[26780_20251029CL09761:0]** 
- The company repurchased **9.5 million shares** in Q3 2025, bringing the year-to-date total to 24.1 million shares, and realized **$73 million in cost savings** for the quarter, contributing to $183 million year-to-date.  **[26780_20251029CL09761:0]** 
- Dana **raised its full-year 2025 profit guidance**, now expecting adjusted EBITDA for continuing operations between **$570 million and $610 million**, with the sale of the Off-Highway business on track for closing in late Q4 2025.  **[26780_20251029CL09761:0]**

DANA (DAN)