Dana Incorporated (DAN) Q4 2025 Earnings Call Transcript

Dana Incorporated (DAN) Q4 2025 Earnings Call Transcript

Seeking Alpha • Feb 18, 2026

Dana Incorporated Reports Strong 2025 Financial Results; Reaffirms 2026 Targets Featuring New Business Growth, Increased Margins

2025 Highlights: Sales of $7.5 billion Adjusted EBITDA of $610 million; $10 million higher than preliminary estimate 8.1 percent adjusted EBITDA margin; 10 basis points higher than preliminary estimate Adjusted free cash flow of $331 million; $16 million higher than preliminary estimate Completed sale of the Off‑Highway business Achieved $248 million in cost savings; in line with our preliminary estimate Returned $704 million to shareholders Repurchased 34 million shares, representing 23% of shares outstanding 2026 Highlights: Completed nearly $2 billion in debt reduction, supported by proceeds from the Off‑Highway sale Announced capital return program has been extended and increased from $1 billion to $2 billion Repurchased $100 million in shares in January; expect repurchases of up to $300 million in 2026 Announced $750 million three-year new business backlog; $200 million incremental in 2026 2026 margin guidance range at a midpoint of 10.7 percent Announced new long-range targets for sales, profitability, and adjusted free cash flow Will host a Capital Markets Day on March 25, 2026 MAUMEE, Ohio, Feb. 18, 2026 /PRNewswire/ -- Dana Incorporated today announced its full‑year 2025 financial results, with adjusted EBITDA and adjusted free cash flow above the preliminary results issued in January.  Dana also confirmed its outlook for 2026, highlighting stronger profitability, significant cost‑reduction progress, increased capital return, and further improvements to its balance sheet.

PRNewsWire • Feb 18, 2026

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Zacks Investment Research • Feb 13, 2026

Dana Incorporated Announces Appointment of Byron Foster as Chief Executive Officer

MAUMEE, Ohio, Feb. 12, 2026 /PRNewswire/ -- Dana Incorporated (NYSE: DAN) today announced that its board of directors has appointed Byron Foster as Chief Executive Officer, effective July 1, 2026. This planned effective date allows for a structured transition period.

PRNewsWire • Feb 12, 2026

Dana to Pay Increased Dividend on Common Stock; Increases, Extends Share Repurchase Program

MAUMEE, Ohio, Feb. 11, 2026 /PRNewswire/ -- Dana Incorporated (NYSE: DAN) announced today that its board of directors has declared a dividend on its common stock. The board declared a quarterly dividend of $0.12 per share, payable March 20, 2026, to holders of Dana common stock as of February 27.

PRNewsWire • Feb 11, 2026

Dana Incorporated to Announce 2025 Fourth-quarter and Full-year Financial Results, Host Conference Call and Webcast on Feb. 18

MAUMEE, Ohio, Feb. 5, 2026 /PRNewswire/ -- Dana Incorporated (NYSE: DAN) will release its 2025 fourth-quarter and full-year financial results on Wednesday, Feb. 18, 2026. A press release will be issued at approximately 7 a.m.

PRNewsWire • Feb 5, 2026

MiddleGround Capital Completes Add-On for New Eagle Platform with Acquisition of Pi Innovo

LEXINGTON, Ky., Feb. 03, 2026 (GLOBE NEWSWIRE) -- MiddleGround Capital (“MiddleGround”), an operationally focused private equity firm that makes control investments in North American and European headquartered middle-market B2B industrial and specialty distribution companies, today announced it has acquired Pi Innovo (“Pi Innovo”), from Dana Incorporated.

GlobeNewsWire • Feb 3, 2026

Dana Incorporated: Bullish About Business Divestment And Margin Expansion

Dana Incorporated remains a "Buy," driven by its Off-Highway division sale and a sharpened focus on profitability. DAN is setting aside $2 billion in deleveraging, targeting a net debt/EBITDA ratio of 1.0x or lower. It has also initiated a new $1 billion cash distribution program. Its EBITDA margin is expected to improve by 2 percentage points in FY26, supported by cost optimization initiatives.

Seeking Alpha • Jan 16, 2026

Dana Incorporated to Host Conference Call and Webcast on January 21 to Discuss Backlog Growth and Market Outlook

MAUMEE, Ohio, Jan. 7, 2026 /PRNewswire/ -- Dana Incorporated (NYSE: DAN) will host a webcast and conference call on Wednesday, January 21, 2026, at 10 a.m. EST. The discussion will cover the company's market outlook, new business growth, capital return strategy, and preliminary 2025 results.

PRNewsWire • Jan 7, 2026

Dana Incorporated Completes Sale of Off-Highway Business

MAUMEE, Ohio, Jan. 2, 2026 /PRNewswire/ -- Dana Incorporated (NYSE: DAN) today announced the completion of its previously disclosed sale of the Off-Highway business to Allison Transmission Holdings, Inc. (NYSE: ALSN; "Allison") for $2.7 billion. The transaction, valued at 7.5 times the Off-Highway business's expected 2025 adjusted EBITDA, represents a significant milestone in Dana's ongoing transformation strategy.

PRNewsWire • Jan 2, 2026