Dana Incorporated is a global provider of power transmission and energy management systems for vehicles and industrial machinery, operating across North America, ...
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Est. EPS $1.92 · Revenue $7.76B · 4 analysts
Est. EPS $3.93 · Revenue $10.32B · 3 analysts
Est. EPS $1.30 · Revenue $3.07B · 2 analysts
Est. EPS $1.22 · Revenue $2.98B · 2 analysts
$0.44 per share
$0.44 per share
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $7.5B | -27.1% | +7.6% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $85.0M | +249.1% | +95.2% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +8.0% | -5.8% | +21.2% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +2.8% | +1223.3% | -7.1% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +1.1% | +304.5% | +95.5% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $298.0M | +115.9% | +93.0% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +4.0% | +196.1% | +93.5% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 408.6% | +87.0% | -0.3% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.17x | -19.1% | -5.1% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $7.8B | +4.3% | +0.6% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 0.64 vs 0.60 | +6.4% | -0.05 vs 1.30 | -103.8% |
| Revenue Surprise | $7.5B vs $7.5B | +0.0% | $2.0B vs $3.1B | -34.5% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 28, 2026 | Pour Brian Keith | officer: SVP & Pres Comm Veh Drive | Dividend Equivalent Rights | A | 275 | — |
| Aug 28, 2026 | OConnell Diarmuid B. | director | Dividend Equivalent Rights | A | 21 | — |
| Aug 28, 2026 | Nelligan Hanna Olivia | director | Dividend Equivalent Rights | A | 21 | — |
| Aug 28, 2026 | McDonald R Bruce | director | Dividend Equivalent Rights | A | 1,697 | — |
| Aug 28, 2026 | Mack Michael J | director | Dividend Equivalent Rights | A | 21 | — |
Operator: Good morning, and welcome to Dana Incorporated's Second Quarter 2026 Financial Webcast and Conference Call. My name is Regina, and I will be your conference facilitator. Please be advised that our meeting today, both the speakers' remarks and Q&A session, will be recorded for replay purposes. For those participants who would like to access the call from the webcast, please reference the URL on our website and sign in as a guest. There will be a question-and-answer period after the speakers' remarks, and we will take questions from the telephone only. [Operator Instructions] At this time, I would like to begin the presentation by turning the call over to Dana's Senior Director of Investor Relations and Corporate Communications, Craig Barber. Please go ahead, Mr. Barber. Craig Barber: Thank you, Regina. Good morning, and welcome, everyone, to our second quarter earnings call for 2026. Today's presentation includes forward-looking statements about our expectations for Dana's future performance. Actual results could differ from what we discuss today. For more details about the factors that may affect future results, please refer to our disclaimer and safe harbor statements found in our public filings and our reports with the SEC. You will find this morning's press release and presentation posted on our investor website. As stated, today's call is being recorded, and the supporting materials are the property of Dana Incorporated. They may not be recorded, copied or rebroadcast without our written consent. With us this morning is Dana's Chief Executive Officer, Byron Foster; and Timothy Kraus, Executive Vice President and Chief Financial Officer. Byron, I'll turn the call over to you. Byron Foster: Okay. Thanks, Craig. Good morning, everyone, and thanks for joining the call. I'd like to start by hitting a few key highlights from the quarter. I'm pleased to report strong second quarter financial results, driven by a continued focus on executing our plan and strategic initiatives. Sales in the quarter came in at $2 billion with adjusted EBITDA of $207 million, which yields a margin of 10.3%, 270 basis points higher than the same period in 2025. Additionally, the team delivered $19 million of cost savings in the quarter. This brings our year-to-date cost savings number to $54 million and keeps us on track to realize the $65 million we've committed to in 2026, achieving our program target of $325 million. We continue to work on efficiency opportunities to chip away at the $40 million of stranded costs from the Off-Highway sale. Next, I'm excited to share that we will be restarting our share repurchase program until the closing of the Eaton Mobility transaction. And we additionally continue to evaluate the possibility of additional share repurchases post-closing. So if you step back in terms of our share repurchase program, in Q2, we repurchased 1.2 million shares, returning $44 million to our shareholders. And year-to-date, that brings our share …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Timothy R. Kraus | Senior Vice President & Chief Financial Officer | USD 2,504,918 | Male | 1967 | Active |
Brian K. Pour | Senior VP and President of Commercial Vehicle Drive & Motion Systems | USD 2,383,385 | Male | 1972 | Active |
Douglas H. Liedberg | Senior VP, Chief Legal & Human Resources Officer and Corporate Secretary | USD 2,285,964 | Male | 1968 | Active |
Byron S. Foster | President, CEO & Director | USD 1,725,446 | Male | 1968 | Active |
R. Bruce McDonald | Executive Chairman | USD 1,484,937 | Male | 1961 | Active |
Andrea Siudara | Senior Vice President & Chief Information Officer | — | Female | 1973 | Active |
Kevin Biddle | Vice President and Controller | — | Male | 1955 | Active |
Craig Barber | Senior Director of Investor Relations & Strategic Planning | — | Male | — | Active |
John Geddes | Vice President & Treasurer | — | — | — | Active |
Chris J. Clark | Senior Vice President of Global Operations | — | Male | — | Active |
James D. Kellett | Vice President & Chief Accounting Officer | — | Male | — | Active |
Seth Metzger | Senior Vice President & Chief Technology Officer | — | Male | — | Active |
Kevin R. Williams | Senior Vice President & Chief Purchasing Officer | — | Male | 1971 | Active |
MAUMEE, Ohio, Aug. 10, 2026 /PRNewswire/ -- Dana Incorporated (NYSE: DAN) announced today it will participate in the J.P. Morgan Auto Conference on Thursday, August 13, 2026.
Dana NYSE: DAN reported higher second-quarter sales, earnings and cash flow, citing pricing actions, cost savings, favorable mix and improving commercial-vehicle demand. The company also raised its full-year outlook and said it would resume share repurchases before the expected close of its Eaton Mobility transaction in the first quarter of 2027.
Dana Incorporated (DAN) Q2 2026 Earnings Call Transcript
Second-Quarter Highlights: Sales of $2.0 billion, up 4 percent versus the second quarter of 2025 Adjusted EBITDA of $207 million; $60 million higher than second quarter of 2025 10.3 percent adjusted EBITDA margin; 270 basis points higher than prior year Achieved $19 million in additional cost savings Repurchased 1.2 million shares, returning $44 million to shareholders Year-to-date shareholder returns of $169 million Planning an additional ~$200 million of repurchases in 2026 Eaton Mobility transaction remains on track for first-quarter of 2027 close MAUMEE, Ohio, Aug. 6, 2026 /PRNewswire/ -- Dana Incorporated (NYSE: DAN) today announced its second-quarter 2026 financial results, delivering strong performance, expanding margins, and increasing its full-year outlook. "Dana continues to execute our strategy with discipline and consistency, delivering another quarter of strong margin expansion while advancing our long-term growth initiatives," said Byron Foster, Chief Executive Officer.
MAUMEE, Ohio, July 21, 2026 /PRNewswire/ -- Dana Incorporated (NYSE: DAN) announced today that its board of directors has declared a dividend on its common stock. The board declared a quarterly dividend of $0.12 per share, payable August 28, 2026, to holders of Dana common stock as of August 7.
