US · Consumer Cyclical · Auto Parts
EPS came in at 0.41 against a street estimate of 0.69 — a miss of 40.6%.
Analysts rate Dana Inc a buy (5 buy, 2 hold, 0 sell out of 7) with an average price target of $35.67.
CONFIDENT Q2 sales $2B, EBITDA margin +270bps to 10.3%. Raised 2026 guidance on stronger CV demand. Eaton Mobility deal restructured as split-off; restarting $200M buybacks pre-close. Targeting $14–15B revenue by 2030 vs. $10B standalone. Q2 2026 FX (euro, Brazilian real) added $24M sales, $2M EBITDA. Lower China JV equity earnings cited as EPS headwind. Analysts pressed buyback mechanics post-Eaton (RMT vs. tax code), EPS miss drivers (D&A/interest surprises mid-year), and margin expansion on flat sales (mix-driven backlog). Management stressed exploration with Eaton on post-close buybacks, accelerated 2029 completion, and manufacturing efficiency benefits flowing back half. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 18.06% |
| Dimensional Fund Advisors, Inc. | 8.19% |
| Vanguard Portfolio Management, LLC | 7.70% |
| American Century Companies Inc | 6.25% |
| Vanguard Capital Management, LLC | 4.84% |
| State Street Corp | 4.80% |
| Geode Capital Management, LLC | 3.09% |
| Nykredit A/S | 2.22% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 net sales were $2,038 million, up from $1,917 million in the third quarter of 2025. • Nine-month 2026 net sale | 2026-11-05 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 sales were $2.04 billion, up from $1.92 billion in the third quarter of 2025, driven by stronger commercial veh | 2026-10-28 |
| Quarterly report · Q2 2026 DANA INCORPORATED – FORM 10-Q SUMMARY For Quarter Ended June 30, 2026 --- HEADLINE NUMBERS • Net sales (six months): $3,878 million vs. $3,716 mill | 2026-08-06 |
| Results announced · Q3 2026 DANA INCORPORATED Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 sales: $2.01 billion, up 4% from $1.94 billion in Q2 2025 • Q2 2026 adjusted E | 2026-08-06 |
| Material agreement · Q3 2026 DANA INCORPORATED – 8-K FILING SUMMARY July 10, 2026 --- HEADLINE NUMBERS • Dana secured a new $500.0 million Delayed Draw Term Loan A Facility fro | 2026-07-10 |
| Material agreement · Q2 2026 DANA INCORPORATED – 8-K SUMMARY Filed: June 11, 2026 | Report Date: June 10, 2026 --- HEADLINE NUMBERS • Reverse Morris Trust transaction announced | 2026-06-11 |
| Reg FD disclosure · Q2 2026 DANA INCORPORATED 8-K FILING SUMMARY HEADLINE NUMBERS • Transaction announcement date: June 11, 2026 • Companies involved: Dana Incorporated (Delawa | 2026-06-11 |
| Quarterly report · Q1 2026 DANA INCORPORATED – Q1 2026 10-Q SUMMARY --- HEADLINE NUMBERS • Net sales Q1 2026: $1,868 million (up from $1,781 million in Q1 2025, +4.9%) • Net | 2026-05-15 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.12 / share ex-date Nov 6, 2026 · pay Nov 27, 2026 | 2026-11-06 |
| Dividend | $0.12 / share ex-date Aug 7, 2026 · pay Aug 28, 2026 | 2026-08-07 |
| Dividend | $0.12 / share ex-date May 8, 2026 · pay May 29, 2026 | 2026-05-08 |
| Dividend | $0.12 / share ex-date Feb 27, 2026 · pay Mar 20, 2026 | 2026-02-27 |
| Dividend | $0.10 / share ex-date Nov 7, 2025 · pay Nov 28, 2025 | 2025-11-07 |
| Announcement | Date |
|---|---|
| Proposed transaction between Eaton, Dana and Mobility USA Corporation Eaton Corporation announced a proposed transaction involving Dana Incorporated and a new entity called Mobility (USA) Corporation (SpinCo). This 8-K filing is primarily a cautionary disclosu | 2026-06-11 |
| Entered into definitive agreements with Eaton Corporation Dana Incorporated has agreed to merge with Eaton Corporation's Vehicle and eMobility business divisions in a complex transaction announced June 10, 2026. Here's what's happening: Eaton will | 2026-06-11 |
| Capital Markets Day outlining strategic priorities and long-term financial targets Dana Incorporated held its 2026 Capital Markets Day on March 25, 2026, in New York City to present its long-term growth strategy called 'Dana 2030.' During this investor event, company leade | 2026-03-25 |
| Board increases share repurchase program to $2.0 billion through 2030 Dana Incorporated announced two shareholder-friendly capital allocation decisions: (1) a quarterly dividend of $0.12 per share payable March 20, 2026, and (2) an increase and extension of it | 2026-02-11 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.