Dana Incorporated (DAN)
NYSE:DAN
Want to see DAN full AI Analyst Report?
Earnings Data
Report Date
Aug 05, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.59Last Year’s EPS
0.19Same Quarter Last Year
Strong Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call contained multiple strong operational and financial positives: clear margin expansion (400 bps YoY in Q1), large adjusted EBITDA improvement, meaningful cost savings execution, sizable share repurchases, an important $250M/year new program (RAM Dakota) and improved secured backlog and 2030 visibility. Offsetting items were near-term cash flow pressure driven by working capital and one-time lease buyouts, ongoing commodity and regional volume headwinds (notably in EV battery cooling, medium‑duty trucks and Brazil), and timing volatility from tariffs and indexed recoveries. On balance, the company demonstrated durable margin and profitability momentum and upgraded visibility on growth while acknowledging short-term cash/working capital headwinds and some market softness.Company Guidance
Revenue Growth
First quarter sales of $1.868 billion versus $1.781 billion a year ago, an increase of approximately 4.9% year-over-year despite softer end-market demand.
Substantial Margin Expansion and EBITDA Improvement
Adjusted EBITDA rose to $171 million from $93 million a year ago (+~84% in dollars) with an adjusted EBITDA margin of 9.2% versus 5.2% last year, a 400 basis-point year-over-year improvement driven by volume/mix, performance actions and cost savings.
Shareholder Returns via Buybacks
Repurchased 4.4 million shares in the quarter, returning $125 million to shareholders; $775 million returned to date under the repurchase program, on track to a $300 million target for 2026 and a $2 billion target through 2030.
Cost Reduction Traction
Delivered $35 million of cost reductions in the quarter and remain on pace for a $65 million 2026 target and a $325 million multi-year program total; cost actions materially contributed to margin expansion.
Significant New Business Win and Backlog Improvement
Awarded RAM Dakota program with Stellantis (front and rear axles), estimated ~$250 million of annual sales launching in early 2028; three-year net new sales backlog increased from $750 million to $950 million (+$200 million, ~+27%), improving secured near-term growth visibility.
Upgraded Full-Year Outlook and 2030 Strategy Progress
Guidance unchanged but trending to the upper end: 2026 midpoint revenue ~$7.5 billion, adjusted EBITDA ~ $800 million (~10.6% margin midpoint, ~+250 bps vs 2025), diluted adjusted EPS ~ $2.50, adjusted free cash flow ~ $300 million; reiterated Dana 2030 targets of ~$10 billion revenue, 14%–15% adjusted EBITDA margin and ~6% free cash flow margin by 2030, with >60% of growth through 2030 now secured.
Leadership Transition and Strategic Continuity
CEO transition (Bruce McDonald to Chairman; Byron Foster incoming CEO) communicated alongside reaffirmation of Dana 2030 execution priorities — profitable growth, manufacturing excellence and structural cost reduction — signaling continuity in strategy.
DAN Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DAN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 29, 2026 | $37.63 | $35.82 | -4.81% |
Feb 18, 2026 | $32.76 | $34.65 | +5.78% |
Oct 29, 2025 | $19.87 | $21.39 | +7.64% |
Aug 05, 2025 | $15.16 | $16.28 | +7.42% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Dana Incorporated (DAN) report earnings?
Dana Incorporated (DAN) is schdueled to report earning on Aug 05, 2026, Before Open (Confirmed).
What is Dana Incorporated (DAN) earnings time?
Dana Incorporated (DAN) earnings time is at Aug 05, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is DAN EPS forecast?
DAN EPS forecast for the fiscal quarter 2026 (Q2) is 0.59.