The earnings call highlighted Dana's successful cost-saving measures and cash flow improvements, alongside challenges from declining sales and tariff-related headwinds. The company is managing tariff recovery effectively and sees potential growth in new product lines. However, market uncertainties, particularly in North America, pose challenges.
Company Guidance
In the first quarter of 2025, Dana Incorporated reported sales of $2.4 billion, a decrease of $383 million from the previous year, attributed to reduced demand across end markets. Despite this, the company achieved an adjusted EBITDA of $188 million with a margin of 8%, just 20 basis points lower than the previous year. Net income rose to $25 million, a significant increase from $3 million last year, primarily due to the impact of the previous year's write-down of the hydraulics business. The company faced a $6 million tariff headwind but expects full recovery through customer negotiations. Dana accelerated its cost reduction program, increasing the 2025 target from $175 million to $225 million, with $41 million in savings realized in Q1. The integration of its former power technology segment is projected to contribute $30 million to $35 million towards the $300 million total cost reduction goal. Free cash flow improved with a $67 million year-over-year reduction in outflow, and full-year guidance remains unchanged, with sales expected to exceed the midpoint of the range.
Accelerated Cost Savings Program
Dana successfully accelerated its cost savings plan, increasing the 2025 target from $175 million to $225 million, with a total of $300 million in permanent cost reductions. This includes $41 million in profit from cost savings actions in Q1 alone.
Improved Free Cash Flow
Dana reported a Q1 free cash flow improvement of $67 million year-over-year, despite lower revenues and profitability.
PACE Award Recognition
Dana won its 10th PACE Award for a hybrid transmission product, expected to grow from $25 million in sales to $200-$300 million with a 20% EBITDA margin.
Tariff Management and Recovery
Dana expects to substantially recover steel and aluminum tariff costs through negotiated mechanisms and has already started processing tariff recoveries from customers.
---
Dana Holding (DAN) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
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 30, 2025
$12.90
$13.65
+5.81%
Feb 20, 2025
$16.18
$16.10
-0.49%
Oct 30, 2024
$9.89
$8.18
-17.29%
Jul 31, 2024
$11.38
$12.28
+7.91%
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 Holding (DAN) report earnings?
Dana Holding (DAN) is schdueled to report earning on Jul 30, 2025, TBA Not Confirmed.
What is Dana Holding (DAN) earnings time?
Dana Holding (DAN) earnings time is at Jul 30, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.