The earnings call reflected a strong financial performance with significant improvements in EBITDA and free cash flow, supported by effective cost-saving initiatives. However, challenges in the Commercial Vehicle market and EV program cancellations posed notable headwinds. The overall sentiment is cautiously optimistic with a solid outlook for the upcoming quarters.

Company Guidance

During Dana Incorporated's Third Quarter 2025 earnings call, several key metrics and guidance points were highlighted. The company reported sales of $1.917 billion, with an adjusted EBITDA of $162 million, marking a 260 basis point increase to 8.5% in margin, driven by cost-saving actions and operational efficiencies. Despite a year-over-year sales volume decline of $66 million, pricing actions and currency benefits offset demand impacts. Dana is on track to deliver $310 million in cost savings, contributing to a full-year adjusted EBITDA guidance increase of $15 million to $590 million. Free cash flow for the year is anticipated at $275 million, with continued improvement expected as restructuring initiatives convert headwinds into tailwinds. Dana also highlighted strong stock repurchase activity, having bought back nearly 30 million shares, equating to over 20% of shares outstanding, and plans to continue this initiative. Looking forward, Dana aims to achieve a 10% to 10.5% margin in 2026, supported by ongoing cost optimization and strategic capital redeployment, particularly in automation, as well as a robust backlog of future business.

Improved EBITDA and Margin Expansion

Adjusted EBITDA increased by $51 million year-over-year to $162 million, with margin expanding by 260 basis points to 8.5%, driven by cost-saving actions and operational efficiencies.

Successful Share Repurchase

Dana repurchased 9.5 million shares, representing 7% of shares outstanding, and plans to complete the buyback program soon, totaling over 20% of shares.

Strong Free Cash Flow

Adjusted free cash flow improved by $109 million year-over-year, reaching $101 million, driven by higher profitability and lower working capital requirements.

Cost Savings Achievements

Dana is on track to deliver $310 million in cost savings for the year, with $73 million realized in the quarter.

Positive Outlook on Off-Highway Divestiture

The Off-Highway divestiture remains on track for closure in the fourth quarter, with almost all regulatory approvals received.

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
Feb 24, 2026	2025 (Q4)	0.33 / -	0.25	―	―	―
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)
Feb 20, 2024	2023 (Q4)	-0.05 / -0.08	-0.1	20.00% (+0.02)
Oct 27, 2023	2023 (Q3)	0.13 / 0.30	0.24	25.00% (+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
Oct 29, 2025	$19.94	$21.46	+7.62%
Aug 05, 2025	$15.21	$16.34	+7.43%
Apr 30, 2025	$12.77	$13.51	+5.79%
Feb 20, 2025	$16.02	$15.94	-0.50%

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 Feb 24, 2026, Before Open (Confirmed).

What is Dana Incorporated (DAN) earnings time?

Dana Incorporated (DAN) earnings time is at Feb 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 2025 (Q4) is 0.33.

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