Dana
Supplies driveline, electrified, sealing, and thermal systems for light and commercial vehicles.
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Profile
Supplies driveline, electrified-propulsion, sealing, thermal-management, and control systems to light- and commercial-vehicle manufacturers and their aftermarkets. Two global on-highway segments generate revenue through OEM platform programs, with demand tied to vehicle production schedules and sales concentrated among large automakers and truck manufacturers.
Supplies axles, driveshafts, transmissions, motors, inverters, controls, sealing products, and thermal-management systems for light and commercial vehicles. Light Vehicle Drive Systems is the larger segment, serving passenger cars, trucks, SUVs, crossovers, and vans; Commercial Vehicle Drive and Motion Systems covers medium- and heavy-duty trucks, buses, and related aftermarket parts.
Combines mechanical driveline engineering with electrified propulsion, sealing, cooling, and software controls across internal-combustion, hybrid, and electric platforms. Operations span North America, Europe, South America, and Asia-Pacific, while the completed Off-Highway sale leaves the portfolio focused on on-highway markets.
The pending Eaton Mobility combination remains subject to shareholder and regulatory approvals. Revenue depends on OEM production schedules, platform awards, and customer pricing, and a small group of large vehicle manufacturers accounts for most sales.
Company facts
Categories
Key statistics
Year to date +21.6% · Average volume (30d) 1.4M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 14, 2026 | Barclays | Reiterate | Equal Weight | $33 | $35 | |
| Aug 7, 2026 | UBS | Reiterate | Buy | $39 | $38 | |
| Aug 7, 2026 | RBC Capital | Reiterate | Outperform | $33 | $37 | |
| Jul 13, 2026 | RBC Capital | Reiterate | Outperform | $41 | $33 | |
| Jul 9, 2026 | UBS | Reiterate | Buy | $42 | $39 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 6, 2026Q2 FY26 | $0.71 | $0.19 | −73.0% | $1.93B | $2.01B | +3.9% | −2.50% |
| Apr 29, 2026Q1 FY26 | $0.32 | $0.14 | −56.3% | $1.83B | $1.87B | +2.3% | +1.76% |
| Feb 18, 2026Q4 FY25 | $0.37 | $0.36 | −4.5% | $1.87B | $1.87B | −0.1% | −1.81% |
| Oct 29, 2025Q3 FY25 | $0.26 | $0.17 | −34.6% | $1.79B | $1.92B | +6.9% | −3.06% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $2.35B | $1.94B | $1.92B | −$6.20B | $1.87B | $2.01B | |
| Gross profit | $226.0M | $138.0M | $164.0M | −$528.0M | $161.0M | $210.0M | |
| Operating income | $94.0M | $37.0M | $77.0M | −$208.0M | $59.0M | $59.0M | |
| Net income | $25.0M | $27.0M | $83.0M | −$168.0M | −$104.0M | −$5.0M | |
| Diluted EPS | $0.17 | $0.19 | $0.61 | −$1.21 | −$0.95 | −$0.05 | |
| Gross margin | 9.6% | 7.1% | 8.6% | — | 8.6% | 10.4% | |
| Operating margin | 4.0% | 1.9% | 4.0% | — | 3.2% | 2.9% |
Fiscal years (4-quarter sums)FY21 $8.95B · FY22 $10.16B · FY23 $10.56B · FY24 $8.87B · FY25 $0
Balance sheet, Jun 30, 2026Cash & short-term investments $331.0M · Total debt $1.50B · Total assets $6.11B · Shareholders' equity $1.92B
Dividends
Raised for 13 straight years — most recently to $0.12 from $0.10 in Feb 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 7, 2026 | Aug 7 | Aug 28 | $0.12 | |
| May 8, 2026 | May 8 | May 29 | $0.12 | |
| Feb 27, 2026 | Feb 27 | Mar 20 | $0.12 | raised from $0.10 |
| Nov 7, 2025 | Nov 7 | Nov 28 | $0.10 | |
| Aug 8, 2025 | Aug 8 | Aug 29 | $0.10 | |
| May 9, 2025 | May 9 | May 30 | $0.10 | |
| Feb 28, 2025 | Feb 28 | Mar 21 | $0.10 | |
| Nov 8, 2024 | Nov 8 | Nov 29 | $0.10 |
Ownership
Shares outstanding 124.78M · Float 106.50M · 85.4% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 18.26M | 14.63% | 13F | Aug 7, 2026 |
| Dimensional Fund Advisors LP | 8.28M | 6.64% | 13F | Aug 11, 2026 |
| Vanguard Portfolio Management LLC | 7.78M | 6.24% | 13F | Aug 13, 2026 |
| American Century Companies Inc | 6.32M | 5.06% | 13F | Aug 12, 2026 |
| Stowers Institute for Medical Research | 6.15M | 5.60% | 13G | May 1, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Nov 25, 2025 | Craig C. Price | officer: SVP & Pres Off-Highway Drive | −13,300 | $22.44 |
Peers
- Dauch
Direct driveline peer across axles, shafts, and ePowertrain
- BorgWarner
Crosses drivetrain, thermal, and eProducts in both vehicle segments
- Magna
Light-vehicle eDrive and powertrain systems overlap
- Cummins
Commercial-vehicle driveline and axle peer through Meritor
- Eaton
Pending Mobility combination, still overlapping until closing
- Allison Transmission
Commercial propulsion and e-axles overlap in trucks and buses
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Dana | $30.35 | +0.03% | $3.79B | — | 9.1 | — | +3.9% |
| Dauch | $6.32 | +0.16% | $1.50B | — | 8.1 | 0.2 | +92.4% |
| BorgWarner | $63.84 | −0.37% | $13.15B | 32.0 | 11.8 | 0.9 | +0.3% |
| Magna | $71.41 | +8.43% | $17.93B | 24.4 | 8.9 | 0.4 | +2.0% |
| Cummins | $564.40 | −0.03% | $77.94B | 28.9 | 17.0 | 2.2 | +9.4% |
| Eaton | $403.75 | +0.23% | $156.40B | 41.0 | 26.9 | 5.2 | +21.4% |
| Allison Transmission | $126.32 | −0.06% | $10.48B | 20.1 | 12.1 | 2.8 | +92.4% |
| Median | 28.9 | 12.0 | 1.6 | +15.4% |