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Dana Incorporated (DAN) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Jul 24, 2026

Before Open (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

0.67

Last Year’s EPS

0.19

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 6 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:Apr 29, 2026|

% Change Since:

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

Management kept 2026 guidance unchanged but said results should land toward the upper end of the ranges: revenue about $7.5 billion at the midpoint, adjusted EBITDA roughly $800 million (≈10–11% margin, ~10.6% midpoint, ~250 bps improvement versus 2025’s $610M/8.1%), diluted adjusted EPS ≈ $2.50 (using 109 million shares, excluding future buybacks), and adjusted free cash flow of about $300 million. They expect net interest ≈ $70 million, taxes ≈ $100 million, capex ≈ $325 million, working capital to be a $25 million source, and one‑time costs ~ $30–40 million lower year‑over‑year; drivers called out include ~ $20 million EBITDA from volume/mix, ~ $100 million from performance (including ~$40 million stranded cost eliminations), ~$65 million from cost savings, a $10 million tariff tailwind and a $15 million commodity headwind, and sales drivers of −$95 million volume/mix, −$30 million performance, +$50 million tariffs, +$60 million currency and +$15 million commodities. They reiterated buyback and capital deployment plans (Q1 repurchases $125M/4.4M shares; $300M target for 2026; $775M to date; $2B through 2030), cost‑save pacing ($35M in Q1; $65M target for 2026; $325M program total), and Dana 2030 goals of ~$10B revenue, 14–15% adjusted EBITDA margin and ~6% free cash flow margin (FCF rising from ~$300M today to ~$600M by 2030).

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.

Dana Incorporated (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

Daily Earnings Calendar >

DAN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 24, 2026	2026 (Q2)	0.67 / -	0.19	―	―	―
Apr 29, 2026	2026 (Q1)	0.39 / 0.14	0.13	10.77% (+0.01)
Feb 18, 2026	2025 (Q4)	0.37 / -0.13	0.25	-150.80% (-0.38)
Oct 29, 2025	2025 (Q3)	0.33 / 0.07	0.12	-41.67% (-0.05)
Aug 05, 2025	2025 (Q2)	0.37 / 0.19	0.31	-38.71% (-0.12)
Apr 30, 2025	2025 (Q1)	0.17 / 0.13	0.31	-58.06% (-0.18)
Feb 20, 2025	2024 (Q4)	0.10 / 0.25	-0.08	412.50% (+0.33)
Oct 30, 2024	2024 (Q3)	0.22 / 0.12	0.3	-60.00% (-0.18)
Jul 31, 2024	2024 (Q2)	0.26 / 0.31	0.37	-16.22% (-0.06)
Apr 30, 2024	2024 (Q1)	0.18 / 0.31	0.25	24.00% (+0.06)

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	$37.50	$35.70	-4.81%
Feb 18, 2026	$32.64	$34.53	+5.78%
Oct 29, 2025	$19.80	$21.31	+7.64%
Aug 05, 2025	$15.11	$16.23	+7.41%

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 Jul 24, 2026, Before Open (Confirmed).

What is Dana Incorporated (DAN) earnings time?

Dana Incorporated (DAN) earnings time is at Jul 24, 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 0.67.