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Dana Inc

DAN · Consumer Discretionary

Last earnings Aug 6, 2026

Key results

Net incomequarter

$11 million

Net income from continuing operations was $11 million in the second quarter of 2026, compared with a loss of $12 million, in the second quarter of 2025.

SEC original ↗Dana Inc — Earnings release (8-K exhibit)EX-99Aug 6, 2026

EPSquarter

$0.06

Diluted earnings per share from continuing operations were $0.06 in the second quarter of 2026 compared to a loss of $0.11 last year.

SEC original ↗Dana Inc — Earnings release (8-K exhibit)EX-99Aug 6, 2026

Adjusted net incomequarter

$21 million

Adjusted net income was $21 million in the second quarter of 2026, compared with $4 million in the prior-year period, while diluted adjusted earnings per share increased to $0.19 from $0.03 Operating cash flow in the second quarter of 2026 was $109 million, compared with $32 million in the same period of 2025.

SEC original ↗Dana Inc — Earnings release (8-K exhibit)EX-99Aug 6, 2026

Adjusted free cash flowquarter

$68 million

Adjusted free cash flow was $68 million, compared with a use of $7 million in the second quarter of 2025.

SEC original ↗Dana Inc — Earnings release (8-K exhibit)EX-99Aug 6, 2026

AI analysis

Latest earnings event · reported Aug 6, 2026

Based on: Earnings release + parent 8-K — transcript not held

EPS ·
$0.06
EX-99 · Aug 6, 2026
Adjusted free cash flow ·
$68M
EX-99 · Aug 6, 2026
Net income ·
$11M
+175.0% +$7M vs year ago computed from stated figures
EX-99 · Aug 6, 2026
Adjusted net income ·
$21M
+425.0% vs year ago computed from stated figures
EX-99 · Aug 6, 2026

Headline figures

MetricLatest earnings eventPrior qtrYear ago
Net income$11 million—$4 million
EPS$0.06——
Adjusted net income$21 million—$4 million
Adjusted free cash flow$68 million——

EX-99 · Aug 6, 2026

Guidance · company-stated

Direction: Raised

Revenue

“1 Dana Incorporated Reports Strong Second-Quarter Results; Increases Full-Year Guidance; Restarts Share Repurchase Program Second-Quarter Highlights: Sales of $2.”

Margin

“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, August 6, 2026 Dana Incorporated (NYSE: DAN) today announced its second-quarter 2026 financial results, delivering strong performance, expanding margins, and increasing its full-year outlook.”

Revenue$225 million

“Dana has revised its full-year financial guidance upward, increasing its sales outlook by approximately $225 million and its adjusted EBITDA outlook by approximately $25 million.”

Company outlook — Lowered

“The higher guidance reflects stronger market conditions, favorable commercial-vehicle demand, ongoing cost-reduction actions, and favorable currency translation.”

Classified from the release's primary full-year outlook statement.

Next earningsNo verified date on fileNo date is estimated or imported

Cash flow & capex

Adjusted free cash flow$68M

Capital allocation

We have also announced that we are restarting our share repurchase program to continue until the closing of the Eaton Mobility transaction and remain committed to returning meaningful capital to shareholders.

Dana today announced the restart of its share repurchase program, which had been suspended following the announcement of the proposed Eaton Mobility transaction.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

We have also announced that we are restarting our share repurchase program to continue until the closing of the Eaton Mobility transaction and remain committed to returning meaningful capital to shareholders

Based on: Earnings release + parent 8-K — transcript not held

Guidance & outlook

Direction: Raised

Revenue: “1 Dana Incorporated Reports Strong Second-Quarter Results; Increases Full-Year Guidance; Restarts Share Repurchase Program Second-Quarter Highlights: Sales of $2.”

Margin: “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, August 6, 2026 Dana Incorporated (NYSE: DAN) today announced its second-quarter 2026 financial results, delivering strong performance, expanding margins, and increasing its full-year outlook.”

Revenue: “Dana has revised its full-year financial guidance upward, increasing its sales outlook by approximately $225 million and its adjusted EBITDA outlook by approximately $25 million.”

Revenue — Raised (“Increases”)
“1 Dana Incorporated Reports Strong Second-Quarter Results; Increases Full-Year Guidance; Restarts Share Repurchase Program Second-Quarter Highlights: Sales of $2.”

Margin — Raised (“increasing”)
“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, August 6, 2026 Dana Incorporated (NYSE: DAN) today announced its second-quarter 2026 financial results, delivering strong performance, expanding margins, and increasing its full-year outlook.”

Revenue — Raised (“upward”)
“Dana has revised its full-year financial guidance upward, increasing its sales outlook by approximately $225 million and its adjusted EBITDA outlook by approximately $25 million.”

Company outlook — Lowered (“reduction”)
“The higher guidance reflects stronger market conditions, favorable commercial-vehicle demand, ongoing cost-reduction actions, and favorable currency translation.”

Classified from the release's primary full-year outlook statement.

Capital allocation

We have also announced that we are restarting our share repurchase program to continue until the closing of the Eaton Mobility transaction and remain committed to returning meaningful capital to shareholders.

SEC original ↗Dana Inc — Earnings release (8-K exhibit)EX-99Aug 6, 2026

Dana today announced the restart of its share repurchase program, which had been suspended following the announcement of the proposed Eaton Mobility transaction.

SEC original ↗Dana Inc — Earnings release (8-K exhibit)EX-99Aug 6, 2026

During the second quarter, the company repurchased approximately 1.2 million shares, returning $44 million to shareholders.

SEC original ↗Dana Inc — Earnings release (8-K exhibit)EX-99Aug 6, 2026

Year-to-date, Dana has returned $169 million to shareholders and expects to repurchase an additional $200 million of shares before the end of 2026.

SEC original ↗Dana Inc — Earnings release (8-K exhibit)EX-99Aug 6, 2026

Dana and Eaton are evaluating the possibility of additional share repurchases following the closing of the transaction.

SEC original ↗Dana Inc — Earnings release (8-K exhibit)EX-99Aug 6, 2026

The second quarter of 2026 benefited from significantly improved operating performance, reflecting cost-reduction initiatives, material cost savings, operational improvements, and lower net interest expense associated with debt repayment following the Off-Highway divestiture.

SEC original ↗Dana Inc — Earnings release (8-K exhibit)EX-99Aug 6, 2026

Strategy & priorities

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.

SEC original ↗Dana Inc — Earnings release (8-K exhibit)EX-99Aug 6, 2026

Our performance reflects the benefits of pricing actions, operational improvements, and continued cost-savings initiatives, while demand has improved across our end markets.

SEC original ↗Dana Inc — Earnings release (8-K exhibit)EX-99Aug 6, 2026

Combined with the strategic value creation opportunities associated with the planned Eaton Mobility transaction, we believe Dana is well positioned to deliver sustainable growth and increased shareholder value.

SEC original ↗Dana Inc — Earnings release (8-K exhibit)EX-99Aug 6, 2026

Cost-savings actions, operational efficiency improvements, and pricing initiatives were the primary drivers of the improvement.

SEC original ↗Dana Inc — Earnings release (8-K exhibit)EX-99Aug 6, 2026

The second quarter of 2026 benefited from significantly improved operating performance, reflecting cost-reduction initiatives, material cost savings, operational improvements, and lower net interest expense associated with debt repayment following the Off-Highway divestiture.

SEC original ↗Dana Inc — Earnings release (8-K exhibit)EX-99Aug 6, 2026

Risks & headwinds

This measure is considered useful for termination of the proposed transaction; the risk that stockholder litigation in connection with the proposed transaction or other litigation, settlements or investigations may affect the timing or purposes of providing investors, analysts and other interested parties with an indicator of ongoing financial performance that provides enhanced comparability to EPS reported by other occurrence of the proposed transaction or result in significant costs of defense, indemnification and liability; risks relating to the ability to obtain financing for the transaction upon acceptable terms companies.

SEC original ↗Dana Inc — Earnings release (8-K exhibit)EX-99Aug 6, 2026

These forward-looking statements are based on Dana s current expectations and are subject to risks and uncertainties and are not guarantees of future results.

SEC original ↗Dana Inc — Earnings release (8-K exhibit)EX-99Aug 6, 2026

Should one or more of these risks or uncertainties materialize, or should underlying assumptions prove incorrect, actual results may vary materially from those indicated or anticipated by such forward-looking statements.

SEC original ↗Dana Inc — Earnings release (8-K exhibit)EX-99Aug 6, 2026

Should one or more of these risks Adjusted net income (loss) attributable to the parent company is a non-GAAP financial measure which we have defined as net income (loss) attributable to the parent company, excluding any or uncertainties materialize, or should underlying assumptions prove incorrect, actual results may vary materially from those indicated or anticipated by such forward-looking statements.

SEC original ↗Dana Inc — Earnings release (8-K exhibit)EX-99Aug 6, 2026

Financial Projections Dana does not, as a matter of course, make public any long-term financial projections as to future performance, earnings or other results due to, among other reasons, the uncertainty and This document is not a substitute for the Form 10, Form S-1/S-4, Schedule TO, Form S-4, prospectus/offer to exchange, proxy statement/prospectus or any other document that Eaton, SpinCo or inherent unpredictability of the underlying assumptions and estimates.

SEC original ↗Dana Inc — Earnings release (8-K exhibit)EX-99Aug 6, 2026

Documents

Earnings deck slides

0 decks with slide view

Dana Inc — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Dana Inc — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Dana Inc — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Dana Inc — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Dana Inc — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Dana Inc — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Dana Inc — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Amazon (AMZN) Consumer DiscretionaryTesla, Inc. (TSLA) Consumer DiscretionaryAlibaba Group (BABA) Consumer DiscretionaryeBay Inc. (EBAY) Consumer DiscretionaryToyota Motor (TM) Consumer DiscretionaryO'Reilly Automotive (ORLY) Consumer DiscretionaryLi Auto Inc. (LI) Consumer DiscretionaryV F Corp (VFC) Consumer Discretionary

Filings

34 documents

Earnings releases

5 documents

Presentations

7 documents

Transcripts

0 documents

No transcripts for Dana Inc are held in this edition of the library.

Mentioned by

1 company

Other tracked companies whose held documents mention Dana Inc by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.