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Dana (NYSE:DAN) Q3 2025 Earnings Call October 29, 2025 09:00 AM ET Speaker0Good morning and welcome to Dana Incorporated's third quarter 2025 financial webcast and conference call. My name is Regina and I will be your conference facilitator. Please be advised that our meeting today, both the speaker's remarks and Q&A session, will be recorded for replay purposes. For those participants who would like to access the call from the webcast, please reference the URL on our website and sign in as a guest. There w ...

2025 Third-Quarter Earnings Conference Call October 29, 2025 © 2025 Dana 2 Value Others | Inspire Innovation | Grow Responsibly | Win Together Safe Harbor Statement Certain statements and projections contained in this presentation are, by their nature, forward-looking within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements are based on our current expectations, estimates and projections about our industry and business, management's beliefs, and certain as ...

Exhibit 99.1 Dana Incorporated Reports Solid 2025 Third-quarter Financial Results; Raises 2025 Full-year Profit Guidance Highlights * Cash flow includes cash from both continuing and discontinued operations to align with deal structure MAUMEE, Ohio, October 29, 2025 – Dana Incorporated (NYSE: DAN) today announced financial results for the third quarter of 2025 reflecting the Off-Highway business as a discontinued operation for all periods. "Our business is performing very well, and we are experiencing minim ...

MAUMEE, Ohio, Oct. 27, 2025 /PRNewswire/ -- Dana Incorporated (NYSE: DAN) announced today it will participate in the Gabelli 49 Annual Automotive Symposium on November 3. Beginning at 2:50 p.m. EST, Dana's Chairman and Chief Executive Officer R. Bruce McDonald will host a fireside chat for approximately 30 minutes. Accessibility StatementSkip Navigation Dana Incorporated (NYSE: DAN) announced today that its board of directors has declared a dividend on its common stock. The board declared a quarterly ... M ...

Core Insights - Dana Incorporated has appointed Olivia Nelligan to its board of directors, effective immediately, bringing extensive experience in global finance and strategic planning [1][2]. Company Overview - Dana is a leader in designing and manufacturing propulsion and energy-management solutions for vehicles and machines globally, focusing on sustainable progress through both conventional and clean-energy solutions [3]. - The company reported sales of approximately $7.7 billion in 2024 and employs around 28,000 people across 26 countries [4]. Leadership and Expertise - Olivia Nelligan serves as executive vice president, chief financial officer, and chief strategy officer at CHS Inc., overseeing finance and strategic planning [1][2]. - She holds a bachelor's degree in civil law, a higher diploma in business and financial information systems, and an MBA, along with professional qualifications from Chartered Accountants Ireland and the Institute of Taxation in Ireland [2]. Recognition and Culture - Dana has been recognized as one of the "World's Most Ethical Companies" for 2025 and as one of "America's Most Responsible Companies 2025" [4]. - The company promotes a high-performance culture that emphasizes valuing others, inspiring innovation, and responsible growth [4]. Upcoming Events - Dana is set to announce its 2025 third-quarter financial results on October 29, 2025, with a press release to follow [6].

Group 1 - The article does not provide any specific content or key points related to a company or industry [1]

Core Insights - Modine Manufacturing Company (MOD) and Dana Incorporated (DAN) are both key players in the thermal-management products sector for the automotive industry, with Modine also involved in HVAC and agricultural equipment, while Dana focuses on motion/drive systems for vehicles and machinery [1] Modine Stock Analysis - In Q1 FY26, Modine reported net sales of $682.8 million, a 3% increase from $661.5 million year-over-year, driven by the Climate Solutions segment [4] - Modine anticipates net sales growth of 10-15% for FY26, supported by recent acquisitions such as AbsolutAire and L.B. White, which enhance its market presence [5][7] - The company expects adjusted EBITDA for FY26 to be between $440-$470 million, reflecting a growth of 12-20% [7] - Performance Technologies segment faced challenges with a 4% decline in heavy-duty equipment sales and an 8% drop in on-highway sales, leading to a projected revenue decrease of 2-12% for FY26 [8] Dana Stock Analysis - Dana reported sales of $1.9 billion from continuing operations in Q2 2025, alongside a $2.7 billion divestiture of its Off-Highway business to streamline operations [9][10] - The company expects to generate approximately $2.4 billion in net cash from the sale, with plans to use $2 billion for debt repayment and initiate a $1 billion capital return program [10] - Dana's cost-savings initiative has realized $60 million in savings in Q2, contributing to a target of a 10% adjusted EBITDA margin by 2026 [11] - For 2025, Dana forecasts revenues between $7.25 billion and $7.55 billion, with an adjusted EBITDA margin of 7.4-8.1% [11] Valuation and Estimates - Modine trades at a forward sales multiple of 2.66X, while Dana's forward sales multiple is at 0.35X [13] - The Zacks Consensus Estimate for Modine's FY26 EPS indicates a year-over-year growth of 14.3%, while Dana's FY25 EPS suggests a significant growth of 50% [15][16] Conclusion - Modine's growth is supported by strategic acquisitions but faces challenges in its Performance Technologies segment due to market demand [17] - Dana's strong debt reduction strategy, capital return program, and focus on electrified systems position it favorably for profitability and margin expansion through 2026 [19]

Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for Dana (DAN) despite lower revenues, with a focus on how actual results will compare to estimates [1][2]. Earnings Expectations - Dana is expected to report quarterly earnings of $0.26 per share, reflecting a year-over-year increase of +116.7% [3]. - Revenues are projected to be $1.93 billion, which is a decrease of 22.1% from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised 53.51% higher in the last 30 days, indicating a positive reassessment by analysts [4]. - The Most Accurate Estimate for Dana is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +4.48% [12]. Earnings Surprise Prediction - A positive Earnings ESP is a strong indicator of a potential earnings beat, especially when combined with a Zacks Rank of 1 (Strong Buy), 2 (Buy), or 3 (Hold) [10]. - Dana currently holds a Zacks Rank of 2, suggesting a high likelihood of beating the consensus EPS estimate [12]. Historical Performance - In the last reported quarter, Dana was expected to post earnings of $0.40 per share but only achieved $0.05, resulting in a surprise of -87.50% [13]. - Over the past four quarters, Dana has only beaten consensus EPS estimates once [14]. Industry Context - Another player in the automotive equipment sector, Gentex (GNTX), is expected to report earnings of $0.47 per share, indicating a year-over-year decrease of -11.3% [18]. - Gentex's revenues are expected to be $667.88 million, up 9.8% from the previous year, with an Earnings ESP of +5.64% and a Zacks Rank of 3 [19].

Core Insights - Dana Incorporated will release its 2025 third-quarter financial results on October 29, 2025, with a press release at 7 a.m. EDT and a conference call at 9 a.m. EDT [1][2] - The company reported sales of $7.7 billion in 2024 and has a workforce of 28,000 across 26 countries [4] Company Overview - Dana is a leader in designing and manufacturing efficient propulsion and energy-management solutions for various mobility markets globally [3] - The company focuses on sustainable progress through both conventional and clean-energy solutions, supporting nearly every vehicle manufacturer [3] - Dana has been recognized as one of the "World's Most Ethical Companies" for 2025 and one of "America's Most Responsible Companies 2025" [4]