Financial Performance - Q3 2025 - Sales increased to $1.917 billion from $1.897 billion in Q3 2024, a $20 million increase[16] - Adjusted EBITDA rose to $162 million from $111 million in Q3 2024, a $51 million increase[16] - Adjusted EBITDA margin improved to 8.5% from 5.9% in Q3 2024, a 260 bps increase[16] - Adjusted Free Cash Flow increased to $101 million from negative $8 million in Q3 2024, a $109 million increase[22] Cost Savings and Share Repurchase - Realized $73 million in cost savings in Q3 2025, bringing the year-to-date total to $183 million[10] - Repurchased approximately 9.5 million shares in Q3 2025, representing about 7% of outstanding shares, returning $189 million to shareholders[13] Full-Year 2025 Guidance - Expecting 2025 share repurchases of $600 million[13] - Full-year sales guidance is approximately $7.4 billion, plus or minus $100 million[25] - Adjusted EBITDA guidance is approximately $590 million, plus or minus $20 million[25] - Adjusted free cash flow guidance is approximately $275 million, plus or minus $25 million[25]

Financial Performance - Sales for continuing operations in Q3 2025 totaled $1.92 billion, a 1.1% increase from $1.90 billion in Q3 2024[3] - Net income from continuing operations was $13 million, compared to a net loss of $21 million in Q3 2024, representing a $34 million improvement[4] - Adjusted EBITDA for Q3 2025 was $162 million, or 8.5% of sales, up from $111 million, or 5.9% of sales, in Q3 2024, reflecting a 260 basis point increase[4] - Net sales for the nine months ended September 30, 2025, decreased to $5.633 billion from $5.960 billion in 2024, a decline of approximately 5.5%[26] - Net loss from continuing operations improved to $(16) million for the nine months ended September 30, 2025, compared to $(147) million in 2024, representing a significant reduction of 89%[28] - Total comprehensive income for the nine months ended September 30, 2025, was $244 million, compared to a loss of $(54) million in 2024, indicating a turnaround in performance[28] - Basic earnings per share for the nine months ended September 30, 2025, increased to $0.97 from $0.16 in 2024, marking a growth of 506%[26] - Adjusted EBITDA for the nine months ended September 30, 2025, increased to $402 million, a 29.3% increase from $311 million in 2024[79] Cash Flow and Liquidity - Operating cash flow in Q3 2025 was $111 million, a $76 million increase compared to $35 million in Q3 2024[5] - Adjusted free cash flow was $101 million, compared to a use of $8 million in Q3 2024, marking a $109 million improvement[5] - The company reported a net cash position of $111 million, indicating strong liquidity[30] - Net cash provided by operating activities for Q3 2025 was $111 million, compared to $35 million in Q3 2024[34] - The net cash used in operating activities from continuing operations was $59 million, compared to $44 million in the previous year[32] - The company reported net cash used in investing activities of $57 million, consistent with the prior year[32] Cost Savings and Guidance - The company realized $73 million in cost savings in Q3 2025, totaling $183 million to date, with an expectation of $235 million for the full year[6] - Dana raised its full-year profit guidance due to accelerated cost savings initiatives[6] - 2025 financial targets for continuing operations include sales guidance of $7.3 to $7.5 billion and adjusted EBITDA guidance of $570 to $610 million[8] - Full-year sales guidance for 2025 is set at approximately $7.4 billion, with an adjusted EBITDA expectation of around $590 million[55] - A cost savings plan of $310 million is on track for completion by 2026, with $235 million of savings anticipated in 2025[46] Shareholder Returns and Repurchases - The company plans to repurchase an additional $155 million in shares in Q4 2025, bringing the total repurchases for the year to $600 million[3] - The company repurchased common stock worth $182 million during the period[31] Segment Performance - Light Vehicle segment sales increased to $1,353 million in Q3 2025 from $1,285 million in Q3 2024[35] - Commercial Vehicle segment sales decreased to $564 million in Q3 2025 from $612 million in Q3 2024[35] - Light Vehicle segment sales for the nine months ended September 30, 2025, were $3,901 million, a decrease of 3.7% from $4,049 million in 2024[77] Debt and Interest Expenses - Interest expense increased to $130 million for the nine months ended September 30, 2025, compared to $117 million in 2024, an increase of 11.1%[26] - Interest expense for Q3 2025 was $47 million, compared to $38 million in Q3 2024[37] Operational Challenges and Outlook - Future outlook remains cautious due to market conditions and operational challenges[30] - The pending sale of the Off-Highway business is expected to close late in Q4 2025, aligning with the company's strategic focus[45]

Group 1 - Dana Incorporated will participate in the Gabelli 49th Annual Automotive Symposium on November 3, with a fireside chat hosted by Chairman and CEO R. Bruce McDonald [1] - The company reported sales of approximately $7.7 billion in 2024 and employs 28,000 people across 26 countries [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" [3] Group 2 - Dana is a leader in designing and manufacturing efficient propulsion and energy-management solutions for various mobility markets globally [2] - The company focuses on sustainable progress through both conventional and clean-energy solutions, supporting nearly every vehicle manufacturer [2]

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]

Core Insights - Three stocks with strong value characteristics and a Zacks Rank of 1 (Strong Buy) are highlighted for investors: Energizer, Guess, and Dana [1][2][3]. Company Summaries - **Energizer (ENR)**: - Leading manufacturer and distributor of batteries and lighting products - Current year earnings estimate increased by 1.4% over the last 60 days - Price-to-earnings ratio (P/E) is 6.26, significantly lower than the industry average of 25.90 - Holds a Value Score of A [1][2]. - **Guess (GES)**: - Designs, markets, distributes, and licenses casual apparel and accessories - Current year earnings estimate increased by 8.1% over the last 60 days - Price-to-earnings ratio (P/E) is 10.58, compared to the industry average of 23.20 - Holds a Value Score of A [1][3]. - **Dana (DAN)**: - Provider of technology driveline, sealing, and thermal-management products - Current year earnings estimate increased by 35.6% over the last 60 days - Price-to-earnings ratio (P/E) is 13.16, slightly below the industry average of 13.40 - Holds a Value Score of A [1][4].

Core Insights - Dana Incorporated (NYSE:DAN) is recognized as one of the best small-cap EV stocks to buy according to analysts [1] - Wells Fargo lowered its price target for Dana from $22 to $21 while maintaining an Equal Weight rating [1] - UBS analyst Joseph Spak reiterated a Buy rating with a price target of $25 [3] Financial Performance - Dana reported $2.35 billion in revenue for the fiscal second quarter of 2025, a decrease of 14% year-over-year, but exceeded Wall Street estimates by $49.5 million [3] - The company's earnings per share (EPS) of $0.13 fell short of estimates by $0.03 [3] - Management raised its full-year guidance by $250 million, adjusted EBITDA by $35 million, and free cash flow by $50 million ahead of the fiscal third-quarter results expected on November 5, 2025 [2] Business Overview - Dana Incorporated specializes in energy management solutions and designs and manufactures propulsion systems for vehicles and machines across global mobility markets [4]