Can Dana Navigate EV Weakness With Hybrids and Aftermarket?

Key Takeaways Dana is favoring higher-margin ICE and hybrid programs while staying selective on new EV bids.DAN sees a $250 million North America aftermarket opportunity centered on sealing and gasket products.Applied Technologies targets powersports and defense, with a $400-$500 million revenue opportunity.Dana Incorporated (DAN) is refining its strategy as electrification demand turns choppier. The focus is shifting toward programs where content, pricing and execution can more reliably drive profitability ...