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Edge20 Feb 2026
Dollar General: The Rural Retailer Playbook
How Dollar General built a small-box empire across rural America, scaling value and convenience into one of retail's most durable business models.
Dana
Dana (DAN) investor relations material
Dana Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary18 Feb, 2026
Executive summary
2025 results exceeded preliminary estimates, with adjusted EBITDA of $610 million, adjusted free cash flow of $331 million, and strong margin expansion.
Completed Off-Highway business sale, using most of the $2 billion proceeds for nearly $2 billion in debt reduction and streamlined operations.
Achieved $248 million in cost savings in 2025, with a run rate of $325 million into 2026 and an additional $65 million targeted.
Shareholder returns exceeded $700 million in 2025, including $650 million in share repurchases and a 20% dividend increase.
New business backlog stands at $750 million, with $200 million incremental expected in 2026.
Financial highlights
Q4 2025 sales were $1.867 billion, up $93 million year-over-year, with full-year sales at $7.5 billion, down $234 million from 2024.
Q4 adjusted EBITDA was $208 million (11.1% margin), up 640 basis points from prior year; full-year margin rose to 8.1% (up 300 basis points).
Full-year adjusted free cash flow reached $331 million, $250 million higher than prior year.
EBIT from continuing operations was $138 million, compared to a $176 million loss last year.
Returned $704 million to shareholders in 2025, including $650 million in share repurchases and $54 million in dividends.
Outlook and guidance
2026 revenue expected at $7.5 billion, flat year-over-year, with adjusted EBITDA projected at $800 million (10–11% margin), up $200 million from 2025.
Adjusted free cash flow for 2026 guided at $300 million, maintaining stability.
Diluted adjusted EPS guidance reinstated at $2.50 per share for 2026, based on 109 million shares.
Long-term targets for 2030: $10 billion revenue, 14–15% EBITDA margin, and 6% adjusted free cash flow margin.
Share repurchase authorization extended to $2 billion through 2030, with up to $300 million in repurchases expected in 2026.
How does the EV shift impact 2026 backlog?
Breakdown 2026 margin expansion drivers.
How is the $2B capital return funded through 2030?
Detail 2030 revenue growth drivers beyond backlog
What drives 400bps EBITDA margin expansion by 2030?
How will Dana deploy excess capital beyond buybacks?
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Next Dana earnings date
Investor Day 202625 Mar, 2026
Dana
Next Dana earnings date
Investor Day 202625 Mar, 2026
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Frequently asked questions
Dana Inc designs and manufactures drivetrain and propulsion systems for conventional, hybrid, and electric vehicles. Its products include axles, driveshafts, transmissions, and thermal management systems used in light vehicles, commercial trucks, and off-highway equipment. The company operates production facilities and serves customers worldwide. The company is headquartered in Maumee, Ohio, and its shares are listed on the NYSE.
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