Dana Incorporated (NYSE:DAN) Q2 2023 Earnings Conference Call July 28, 2023 9:00 AM ET Company Participants Craig Barber - Senior Director of Investor Relations and Strategic Planning Jim Kamsickas - Chairman and Chief Executive Officer Timothy Kraus - Senior Vice President and Chief Financial Officer Conference Call Participants Tom Narayan - RBC Capital Markets Colin Langan - Wells Fargo Noah Kaye - Oppenheimer Ryan Brinkman - JPMorgan Dan Levy - Barclays Emmanuel Rosner - Deutsche Bank Operator Good morn ...

☑ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended: June 30, 2023 OR Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 Form 10-Q Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, smaller reporting company, or an emerging growth company. See the definitions of "large accelerated filer," "accelerated filer," "smaller reporting comp ...

Dana Incorporated (NYSE:DAN) Q1 2023 Earnings Conference Call April 28, 2023 9:00 AM ET Company Participants Craig Barber - Senior Director, Investor Relations & Strategic Planning Jim Kamsickas - Chairman & Chief Executive Officer Timothy Kraus - Senior Vice President & Chief Financial Officer Conference Call Participants Colin Langan - Wells Fargo Tom Narayan - RBC Noah Kaye - Oppenheimer James Picariello - BNP Paribas Ryan Brinkman - JPMorgan Rod Lache - Wolfe Research Dan Levy - Barclays Operator Good m ...

Company-wide Transformation Driving Customer Satisfaction and Technology Leadership Value Others | Inspire Innovation | Grow Responsibly | Win Together Safe Harbor Statement Business Review Craig Barber Senior Director, Investor Relations and Strategic Planning Financial Review 2023 First-quarter Earnings Conference Call April 28, 2023 2 Agenda 3 James Kamsickas Chairman and Chief Executive Officer © 2023 Dana © 2023 Dana 4 Company transformation driving growth and positioning us for continued success Opera ...

Form 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 Commission File Number: 1-1063 Dana Incorporated (Exact name of registrant as specified in its charter) | Delaware | 26-1531856 | | --- | --- | | (State of incorporation) | (IRS Employer Identification Number) | | 3939 Technology Drive, Maumee, OH | 43537 | | (Address of principal executive of ices) | (Zip Code) | Registrant's telephone number, including area code: (419) 887-3000 Securities registered pursuant ...

Dana Incorporated (NYSE:DAN) Q4 2022 Earnings Conference Call February 21, 2023 9:00 AM ET Company Participants James Kamsickas - Chairman, Chief Executive Officer Timothy Kraus - Senior Vice President, Chief Financial Officer Craig Barber - Senior Director, Investor Relations and Strategic Planning Conference Call Participants Noah Kaye - Oppenheimer Dan Levy - Barclays Emmanuel Rosner - Deutsche Bank Colin Langan - Wells Fargo James Picariello - BNP Paribas Rod Lache - Wolfe Research Operator Good mornin ...

2022 Fourth-quarter and Full-year | --- | --- | --- | --- | --- | |--------------------------------------------------------------------------------------|-------|-------|-------|-------| | February 21, 2023 Earnings Conference Call | | | | | | | | | | | | Company-wide Transformation Driving Customer Satisfaction and Technology Leadership | | | | | 2 Certain statements and projections contained in this presentation are, by their nature, forward-looking within the meaning of the Private Securities Litigation ...

PART I [Item 1. Business](index=4&type=section&id=Item%201.%20Business) Dana is a global leader in power-conveyance and energy-management solutions for vehicles, with 2022 sales of **$10.16 billion** and a focus on electrification [Business Overview and Segments](index=4&type=section&id=Overview%20of%20our%20Business) Dana operates four global segments, offering traditional and electrified propulsion components across diverse vehicle markets External Sales by Operating Segment (2020-2022) | Operating Segment | 2022 Sales ($M) | % of Total | 2021 Sales ($M) | % of Total | 2020 Sales ($M) | % of Total | | :--- | :--- | :--- | :--- | :--- | :--- | :--- | | Light Vehicle | 4,090 | 40.3% | 3,773 | 42.2% | 3,038 | 42.8% | | Commercial Vehicle | 1,979 | 19.5% | 1,532 | 17.1% | 1,185 | 16.7% | | Off-Highway | 2,946 | 29.0% | 2,593 | 29.0% | 1,966 | 27.6% | | Power Technologies | 1,141 | 11.2% | 1,047 | 11.7% | 917 | 12.9% | | **Total** | **10,156** | | **8,945** | | **7,106** | | - The company's largest customers include Ford Motor Company, Stellantis N.V., Toyota, PACCAR, Deere & Company, and General Motors, reflecting a diversified but concentrated customer base within the automotive and machinery sectors[19](index=19&type=chunk) [Geographic Operations and Customer Dependence](index=6&type=section&id=Geographic%20Operations%20and%20Customer%20Dependence) Dana has global operations, with **54%** of 2022 sales from non-U.S. subsidiaries and significant customer concentration in Ford and Stellantis - Sales from non-U.S. subsidiaries constituted **$5,488 million**, or **54%**, of the total **$10,156 million** in consolidated sales for 2022[21](index=21&type=chunk) Sales to Major Customers (% of Total Sales) | Customer | 2022 | 2021 | 2020 | | :--- | :--- | :--- | :--- | | Ford Motor Company | 19% | 19% | 20% | | Stellantis N.V. | 11% | 12% | 12% | - The loss of a substantial portion of sales to major customers like Ford or Stellantis would significantly and adversely affect financial results[23](index=23&type=chunk) [Competition and Intellectual Property](index=7&type=section&id=Competition%20and%20Intellectual%20Property) Dana competes with independent suppliers and OEMs, protecting its market position through patents and trademarks like Spicer® - The company competes with a range of independent suppliers and vertically integrated OEM operations, with key competitors including American Axle, BorgWarner, Magna International, and ZF Friedrichshafen AG[28](index=28&type=chunk) - Dana holds numerous patents and trademarks, including **Spicer®**, **Victor Reinz®**, and **Dana TM4TM®**, which are considered valuable assets for maintaining its competitive position[29](index=29&type=chunk)[30](index=30&type=chunk) [Engineering and Research and Development](index=8&type=section&id=Engineering%20and%20Research%20and%20Development) Dana focuses on innovation, particularly vehicle electrification, with 2022 R&D costs of **$201 million** for advanced propulsion systems Engineering and R&D Expenses (2020-2022) | Expense Category | 2022 ($M) | 2021 ($M) | 2020 ($M) | | :--- | :--- | :--- | :--- | | Research & Development Costs | 201 | 178 | 146 | | Total Engineering Expenses | 321 | 297 | 246 | - R&D efforts are targeted at vehicle electrification, including developing complete in-house 4-in-1 electrified propulsion systems (motors, inverters, axles/transmissions, thermal management) and innovative fuel cell products[33](index=33&type=chunk) [Human Capital](index=8&type=section&id=Human%20Capital) Dana employed **41,800** globally in 2022, prioritizing employee well-being, diversity, and development through BRGs Employees by Segment and Region (as of Dec 31, 2022) | Category | Employees | Category | Employees | | :--- | :--- | :--- | :--- | | **By Segment** | | **By Region** | | | Light Vehicle | 14,100 | North America | 15,800 | | Commercial Vehicle | 7,800 | Europe | 11,300 | | Off-Highway | 12,100 | South America | 4,800 | | Power Technologies | 5,700 | Asia Pacific | 9,900 | | Technical/Admin | 2,100 | | | | **Total** | **41,800** | **Total** | **41,800** | - The company's human capital strategy is guided by five pillars: leadership commitment, diversity representation, awareness and education, employee and community growth, and cross-functional collaboration[36](index=36&type=chunk)[37](index=37&type=chunk) - Dana supports several employee-led Business Resource Groups (BRGs), including networks for women, African Americans, LGBTQ+A individuals, and military veterans, to empower employees and enhance diversity[40](index=40&type=chunk)[46](index=46&type=chunk) [Item 1A. Risk Factors](index=12&type=section&id=Item%201A.%20Risk%20Factors) Dana faces market, company-specific, and securities risks, including economic downturns, customer reliance, supply chain issues, and EV market competition [Market-Related Risks](index=12&type=section&id=Risk%20Factors%20Related%20to%20the%20Markets%20We%20Serve) Dana faces market risks from economic downturns, climate change, customer concentration, trade policies, and foreign currency fluctuations - The business is tied to general economic conditions, and a downturn could adversely affect demand for vehicles and the financial health of customers and suppliers[49](index=49&type=chunk) - The company is reliant on a few significant customers, with the ten largest accounting for **57%** of sales in 2022, and the loss of any of these customers would negatively impact business[56](index=56&type=chunk) - Approximately **54%** of 2022 sales were from operations outside the U.S., exposing the company to risks from currency fluctuations, particularly the strengthening of the U.S. dollar[61](index=61&type=chunk) [Company-Specific Risks](index=16&type=section&id=Company-Specific%20Risk%20Factors) Company-specific risks include cost volatility, supply chain disruptions, IP protection, acquisition integration, and increased EV market competition - The company faces pressure on profit margins from rising commodity, labor, transportation, and energy costs, and there is no assurance that these increased costs can be fully recovered from customers[69](index=69&type=chunk) - The transition to EV-based vehicles presents an opportunity for increased content per vehicle but also brings increased competition from new and existing market entrants and the risk of OEMs vertically integrating component production[87](index=87&type=chunk) - The company has unfunded obligations under certain defined benefit pension plans, which could require significant additional contributions if interest rates or asset returns decline[82](index=82&type=chunk) [Item 1B. Unresolved Staff Comments](index=21&type=section&id=Item%201B.%20Unresolved%20Staff%20Comments) No unresolved staff comments were reported - None[95](index=95&type=chunk) [Item 2. Properties](index=21&type=section&id=Item%202.%20Properties) Dana operates **88** manufacturing plants and **25** technical centers globally, with its headquarters in Maumee, Ohio Manufacturing and Assembly Plants by Segment | Segment | Number of Plants | | :--- | :--- | | Light Vehicle | 32 | | Commercial Vehicle | 16 | | Off-Highway | 21 | | Power Technologies | 19 | | **Total** | **88** | [Item 3. Legal Proceedings](index=22&type=section&id=Item%203.%20Legal%20Proceedings) Pending legal proceedings are not expected to materially impact Dana's financial condition or operations - The company does not expect pending legal proceedings to have a material adverse effect on its financial condition or results of operations[98](index=98&type=chunk) PART II [Item 5. Market for Registrant's Common Equity, Related Stockholder Matters and Issuer Purchases of Equity Securities](index=23&type=section&id=Item%205.%20Market%20for%20Registrant's%20Common%20Equity,%20Related%20Stockholder%20Matters%20and%20Issuer%20Purchases%20of%20Equity%20Securities) Dana's common stock trades on NYSE, underperformed benchmarks, and has an active share repurchase program with **$102 million** remaining - The company's common stock share repurchase program was extended through December 31, 2023, with approximately **$102 million** available for future repurchases as of December 31, 2022[104](index=104&type=chunk) - A **$100** investment in Dana stock on 12/31/2017 would be worth **$51.18** on 12/31/2022, compared to **$156.89** for the S&P 500 and **$92.46** for the Dow Jones US Auto Parts Index[104](index=104&type=chunk) [Item 7. Management's Discussion and Analysis of Financial Condition and Results of Operations](index=24&type=section&id=Item%207.%20Management's%20Discussion%20and%20Analysis%20of%20Financial%20Condition%20and%20Results%20of%20Operations) 2022 sales rose to **$10.16 billion**, but a net loss of **$311 million** occurred due to impairment and tax; 2023 outlook projects sales up to **$10.85 billion** [Operational and Strategic Initiatives](index=24&type=section&id=Operational%20and%20Strategic%20Initiatives) Dana's strategy emphasizes leveraging core operations, global expansion, customer centricity, and leading in electric propulsion through acquisitions - The company's strategy is built on four pillars: leveraging core operations, driving customer centricity, expanding global markets, and delivering innovative solutions[109](index=109&type=chunk)[111](index=111&type=chunk)[112](index=112&type=chunk)[113](index=113&type=chunk) - A key strategic goal is to lead in electric propulsion, accelerated through both organic development and targeted acquisitions in e-motors, power inverters, software, and controls[114](index=114&type=chunk)[121](index=121&type=chunk) [Market Trends](index=27&type=section&id=Trends%20in%20Our%20Markets) 2022 saw mixed market trends with light-truck growth, North American Class-8 truck increase, and negative impacts from currency and commodity prices - Light-truck markets improved globally by **6%** in 2022, North American Class-8 truck production increased **24%**, while Asia Pacific medium/heavy truck production decreased **27%**[126](index=126&type=chunk)[127](index=127&type=chunk) - Weakening international currencies, particularly the euro, Indian rupee, and Chinese renminbi, decreased 2022 sales by **$420 million**[129](index=129&type=chunk) - Higher commodity prices negatively impacted year-over-year earnings by **$447 million** in 2022, while material recovery pricing actions provided a **$446 million** benefit[132](index=132&type=chunk) [Financial Outlook](index=29&type=section&id=Sales,%20Earnings%20and%20Cash%20Flow%20Outlook) Dana projects 2023 sales of **$10.35-$10.85 billion** and adjusted EBITDA of **$750-$850 million**, with **65%** of its backlog in EV content 2023 Financial Outlook | Metric | 2023 Outlook | 2022 Actual | | :--- | :--- | :--- | | Sales | $10,350M - $10,850M | $10,156M | | Adjusted EBITDA | $750M - $850M | $700M | | Free Cash Flow | $0M - $50M | $209M | - The sales backlog of net new business for the 2023-2025 period is **$900 million**, with **$300 million** expected to be realized in 2023[135](index=135&type=chunk) - Approximately **65%** of the sales backlog is attributable to electric-vehicle content, highlighting the company's strategic shift[135](index=135&type=chunk) [Consolidated Results of Operations (2022 vs 2021)](index=30&type=section&id=Consolidated%20Results%20of%20Operations) 2022 net sales rose to **$10.16 billion**, but gross margin declined, resulting in a **$311 million** net loss due to impairment and tax Consolidated Financial Highlights (2022 vs 2021) | Metric | 2022 ($M) | 2021 ($M) | Change ($M) | | :--- | :--- | :--- | :--- | | Net Sales | 10,156 | 8,945 | 1,211 | | Gross Margin | 763 | 837 | (74) | | Earnings before Interest and Taxes | 86 | 395 | (309) | | Net Income (Loss) | (311) | 200 | (511) | | Net Income (Loss) Attributable to Parent | (242) | 197 | (439) | - The organic sales increase of **$1,639 million (18%)** was driven by improved market demand, conversion of sales backlog, and pricing actions of **$772 million**[139](index=139&type=chunk) - A goodwill impairment charge of **$191 million** was recorded in the third quarter of 2022[145](index=145&type=chunk) - Income tax expense was **$284 million** in 2022, including a **$240 million** expense to record a valuation allowance in the U.S[150](index=150&type=chunk) [Segment Results of Operations (2022 vs 2021)](index=34&type=section&id=Segment%20Results%20of%20Operations) All segments saw sales growth in 2022, but EBITDA was mixed, with Off-Highway strong and Light Vehicle and Power Technologies declining Segment Sales and EBITDA (2022 vs 2021) | Segment | 2022 Sales ($M) | 2022 EBITDA ($M) | 2021 Sales ($M) | 2021 EBITDA ($M) | | :--- | :--- | :--- | :--- | :--- | | Light Vehicle | 4,090 | 158 | 3,773 | 274 | | Commercial Vehicle | 1,979 | 43 | 1,532 | 48 | | Off-Highway | 2,946 | 404 | 2,593 | 353 | | Power Technologies | 1,141 | 94 | 1,047 | 123 | - The Light Vehicle segment's EBITDA margin compressed from **7.3% to 3.9%** due to inflationary and commodity cost increases outpacing pricing and cost recovery actions[153](index=153&type=chunk)[154](index=154&type=chunk) - The Off-Highway segment's EBITDA increased by **$51 million**, with a stable margin of **13.7%**, driven by a **$76 million** benefit from higher sales volumes and effective cost recovery[157](index=157&type=chunk)[158](index=158&type=chunk) [Liquidity and Capital Resources](index=37&type=section&id=Liquidity%20and%20Capital%20Resources) Dana's liquidity was **$1.53 billion** at year-end 2022, with operating cash flow significantly improving to **$649 million** Liquidity Position (as of Dec 31, 2022) | Component | Amount ($M) | | :--- | :--- | | Cash and cash equivalents | 425 | | Less: Deposits supporting obligations | (1) | | **Available cash** | **424** | | Additional cash availability from Revolving Facility | 1,109 | | **Total liquidity** | **1,533** | Cash Flow Summary (2022 vs 2021) | Cash Flow Item | 2022 ($M) | 2021 ($M) | | :--- | :--- | :--- | | Net cash provided by operating activities | 649 | 158 | | Net cash used in investing activities | (426) | (293) | | Net cash used in financing activities | (42) | (127) | - The improvement in operating cash flow was largely driven by working capital, which provided **$199 million** of cash in 2022 compared to a use of **$455 million** in 2021[175](index=175&type=chunk) [Critical Accounting Estimates](index=39&type=section&id=Critical%20Accounting%20Estimates) Critical accounting estimates involve significant judgment for income taxes, retiree benefits, and goodwill impairment, impacting financial reporting - Significant judgment is required for income taxes, particularly in determining the valuation allowance for deferred tax assets, which involves assessing historical and projected future taxable income by jurisdiction[186](index=186&type=chunk) - Accounting for pension and other postretirement benefits (OPEB) is dependent on key assumptions such as discount rates, investment returns, and life expectancies, which can materially impact financial statements[188](index=188&type=chunk) - Goodwill and other indefinite-lived intangible assets are tested for impairment annually, requiring significant estimates of future cash flows, growth rates, and discount rates, which are subject to a high degree of uncertainty[199](index=199&type=chunk) [Item 7A. Quantitative and Qualitative Disclosures about Market Risk](index=45&type=section&id=Item%207A.%20Quantitative%20and%20Qualitative%20Disclosures%20about%20Market%20Risk) Dana manages market risks from currency, commodity, and interest rate fluctuations, using derivatives for currency and pricing agreements for commodities - The company uses derivative instruments, including forward contracts and currency swaps, to manage foreign currency exchange rate risk[207](index=207&type=chunk) Foreign Currency Rate Sensitivity (Fair Value Gain/Loss) | Instrument | 10% Increase in Rates ($M) | 10% Decrease in Rates ($M) | | :--- | :--- | :--- | | Currency swaps | (63) | 63 | | Forward contracts | (39) | 46 | - Commodity price risk is managed by passing through risk to customers in pricing agreements rather than using derivative contracts[215](index=215&type=chunk) [Item 8. Financial Statements and Supplementary Data](index=47&type=section&id=Item%208.%20Financial%20Statements%20and%20Supplementary%20Data) This section presents audited financial statements, an unqualified audit opinion, and highlights goodwill impairment as a critical audit matter - The independent auditor, PricewaterhouseCoopers LLP, issued an unqualified opinion on the consolidated financial statements and the effectiveness of internal control over financial reporting as of December 31, 2022[217](index=217&type=chunk) - A critical audit matter was the interim goodwill impairment assessment of the Commercial Vehicle reporting unit due to the significant management judgment involved in estimating fair value, particularly regarding projected segment EBITDA and the discount rate[224](index=224&type=chunk)[225](index=225&type=chunk) [Consolidated Financial Statements](index=49&type=section&id=Consolidated%20Financial%20Statements) 2022 consolidated financial statements show net sales of **$10.156 billion**, a net loss of **$311 million**, and **$649 million** in operating cash Key Financial Statement Data (2022) | Metric | Amount | | :--- | :--- | | Net Sales | $10,156 million | | Net Loss | ($311) million | | Diluted EPS | ($1.69) | | Total Assets (Year-End) | $7,449 million | | Total Liabilities (Year-End) | $5,651 million | | Net Cash from Operating Activities | $649 million | [Notes to the Consolidated Financial Statements](index=56&type=section&id=Notes%20to%20the%20Consolidated%20Financial%20Statements) Notes detail accounting policies, including a **$191 million** goodwill impairment, **$2.35 billion** long-term debt, and key customer concentrations - A goodwill impairment charge of **$191 million** was recorded for the Commercial Vehicle reporting unit in Q3 2022, representing a full impairment of its assigned goodwill (Note 3)[293](index=293&type=chunk) - As of Dec 31, 2022, total long-term debt was **$2.35 billion**, primarily composed of various senior notes with maturities ranging from 2025 to 2032 (Note 13)[367](index=367&type=chunk) - Ford (**19%**) and Stellantis (**11%**) were the only customers accounting for more than **10%** of consolidated sales in 2022 (Note 20)[444](index=444&type=chunk) [Item 9. Changes in and Disagreements With Accountants on Accounting and Financial Disclosure](index=108&type=section&id=Item%209.%20Changes%20in%20and%20Disagreements%20With%20Accountants%20on%20Accounting%20and%20Financial%20Disclosure) No changes or disagreements with accountants on accounting and financial disclosure were reported - None[452](index=452&type=chunk) [Item 9A. Controls and Procedures](index=108&type=section&id=Item%209A.%20Controls%20and%20Procedures) Management concluded that disclosure controls and internal control over financial reporting were effective as of December 31, 2022 - Management concluded that the company's disclosure controls and procedures were effective as of the end of the period covered by the report[453](index=453&type=chunk) - Based on an evaluation using the COSO framework, management concluded that internal control over financial reporting was effective as of December 31, 2022[454](index=454&type=chunk) PART III [Item 10. Directors, Executive Officers and Corporate Governance](index=108&type=section&id=Item%2010.%20Directors,%20Executive%20Officers%20and%20Corporate%20Governance) Information on directors, executive officers, and corporate governance is incorporated by reference from the 2023 Proxy Statement - This section incorporates information by reference from the company's 2023 Proxy Statement[462](index=462&type=chunk) [Item 11. Executive Compensation](index=108&type=section&id=Item%2011.%20Executive%20Compensation) Executive compensation information is incorporated by reference from the company's 2023 Proxy Statement - This section incorporates information by reference from the company's 2023 Proxy Statement[463](index=463&type=chunk) [Item 12. Security Ownership of Certain Beneficial Owners and Management and Related Stockholder Matters](index=109&type=section&id=Item%2012.%20Security%20Ownership%20of%20Certain%20Beneficial%20Owners%20and%20Management%20and%20Related%20Stockholder%20Matters) Security ownership information is incorporated from the 2023 Proxy Statement, detailing equity compensation plan issuances Equity Compensation Plan Information (as of Dec 31, 2022) | Plan Category | Securities to be Issued Upon Exercise (millions) | Securities Available for Future Issuance (millions) | | :--- | :--- | :--- | | Approved by security holders | 2.6 | 5.7 | | Not approved by security holders | 0 | 0 | | **Total** | **2.6** | **5.7** | [Item 13. Certain Relationships and Related Transactions, and Director Independence](index=109&type=section&id=Item%2013.%20Certain%20Relationships%20and%20Related%20Transactions,%20and%20Director%20Independence) Information on related transactions and director independence is incorporated by reference from the 2023 Proxy Statement - This section incorporates information by reference from the company's 2023 Proxy Statement[467](index=467&type=chunk) [Item 14. Principal Accountant Fees and Services](index=109&type=section&id=Item%2014.%20Principal%20Accountant%20Fees%20and%20Services) Principal accountant fees and services information is incorporated by reference from the 2023 Proxy Statement - This section incorporates information by reference from the company's 2023 Proxy Statement[468](index=468&type=chunk) PART IV [Item 15. Exhibits and Financial Statement Schedules](index=110&type=section&id=Item%2015.%20Exhibits%20and%20Financial%20Statement%20Schedules) This section lists all documents filed with the Form 10-K, including financial statements, schedules, and exhibits - The filing includes consolidated financial statements, a financial statement schedule (Schedule II), and a list of **32** exhibits, including certifications by the CEO and CFO[470](index=470&type=chunk)[471](index=471&type=chunk)[473](index=473&type=chunk)

Dana Incorporated (NYSE:DAN) Q3 2022 Earnings Conference Call October 27, 2022 9:00 AM ET Company Participants Craig Barber – Senior Director of Investor Relations and Strategic Planning Jim Kamsickas – Chairman and Chief Executive Officer Timothy Kraus – Senior Vice President and Chief Financial Officer Conference Call Participants Noah Kaye – Oppenheimer Colin Langan – Wells Fargo Operator Good morning, and welcome to Dana Incorporated's Third Quarter Financial Webcast and Conference Call. My name is Lisa ...

| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | |-------|-------|-------|-------|-------|-------|-------|------------------|-------|-------|-------|-------|-------|---------------------------------------------|-------| | | | | | | | | | | | | | | 2022 Third-quarter Earnings Conference Call | | | | | | DANA | | | | October 27, 2022 | | | | | | | | | | | | | | | | | | | | | | | | Safe Harbor Statement Certain statements and projections contained in this presentation ...