Dana (NYSE:DAN) Issues Earnings Results

Dana (NYSE:DAN) posted its quarterly earnings data on Wednesday. The auto parts company reported $0.41 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.69 by ($0.28), FiscalAI reports. The firm had revenue of $2.04 billion during the quarter, compared to the consensus estimate of $1.97 billion. Dana had a return on equity of 5.03% and a net margin of 13.45%. Dana’s revenue for the quarter was up 6.4% compared to the same quarter last year. During the same quarter last year, the company posted $0.07 EPS.

Here are the key takeaways from Dana’s conference call:

• Third-quarter performance improved materially: Sales rose $121 million year over year to $2.038 billion, while adjusted EBITDA increased $56 million to $218 million; the margin expanded 220 basis points to 10.7% and adjusted EPS reached $0.41.
• Dana raised its full-year sales outlook to approximately $7.8 billion, citing stronger commercial-vehicle demand and higher commodity recoveries. Adjusted EBITDA remains guided to $825 million, with adjusted free cash flow at approximately $325 million.
• The Eaton Mobility transaction remains on track to close around the end of the first quarter of 2027, with only one regulatory approval outstanding. Management remains confident in achieving $250 million of annual run-rate synergies within 24 months, including approximately $75 million in 2027.
• Shareholder returns remain a focus: Dana repurchased $200 million of stock in the third quarter and now targets $469 million of repurchases in 2026. However, the company has not yet finalized whether buybacks can resume after the Eaton transaction closes.
• Inflation remains a significant risk, particularly in energy and freight, where customer contracts generally do not provide automatic recovery mechanisms. Management described the gross inflation exposure as a nine-digit figure, while aftermarket demand is facing additional headwinds in Europe, the Middle East and Asia.

Dana Price Performance

Shares of DAN opened at $23.17 on Friday. Dana has a twelve month low of $18.95 and a twelve month high of $39.56. The company has a market capitalization of $2.31 billion, a P/E ratio of 32.27 and a beta of 2.05. The firm has a 50 day moving average of $28.94 and a 200 day moving average of $31.10. The company has a quick ratio of 1.03, a current ratio of 1.13 and a debt-to-equity ratio of 0.47.

Dana Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, November 27th. Investors of record on Friday, November 6th will be given a dividend of $0.12 per share. The ex-dividend date of this dividend is Friday, November 6th. This represents a $0.48 annualized dividend and a dividend yield of 2.1%. Dana’s dividend payout ratio (DPR) is 4.78%.

Analyst Ratings Changes

Several research analysts recently issued reports on the stock. Zacks Research lowered shares of Dana from a “hold” rating to a “strong sell” rating in a research note on Friday, October 16th. Weiss Ratings cut shares of Dana from a “hold (c+)” rating to a “hold (c)” rating in a report on Tuesday, August 11th. Barclays raised their target price on shares of Dana from $33.00 to $35.00 and gave the company an “equal weight” rating in a research note on Friday, August 14th. Deutsche Bank Aktiengesellschaft lowered their target price on shares of Dana from $40.00 to $39.00 and set a “buy” rating for the company in a report on Tuesday, July 7th. Finally, BNP Paribas Exane reissued an “outperform” rating and issued a $34.00 price target (down from $38.00) on shares of Dana in a research report on Friday. Five equities research analysts have rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, Dana currently has a consensus rating of “Hold” and a consensus target price of $35.29.

About Dana

Dana Incorporated (NYSE: DAN) is a global supplier of drivetrain, motion, and thermal-management technologies for the automotive, commercial-vehicle, and off-highway industries. The company develops systems that help vehicles transmit power, manage heat, and operate efficiently across conventional, hybrid, and electric powertrains.

Dana’s products include axles, driveshafts, gearboxes, transmissions, sealing solutions, thermal-management systems, and components for electrified propulsion.