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Edge31 Oct 2025
Rolls-Royce: Full Thrust Ahead
From century-old crafted perfection to pandemic shock and reset, Rolls-Royce's story is shaped by heritage, turbulence, and a disciplined climb back.
Dana (DAN) investor relations material
Dana 49th Annual Automotive Symposium summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.49th Annual Automotive Symposium summary3 Nov, 2025
Business transformation and portfolio changes
Executed $2.7B sale of off-highway business to Allison Transmission, reducing segments from four to two and streamlining operations.
Proceeds used for share buybacks, reducing share count from 130M to 115M and achieving near net debt neutrality.
Off-highway sale driven by board-level analysis to fund electrification opportunities and address undervaluation in stock price.
Stock responded positively to both the sale announcement and deal closure, reflecting shareholder alignment.
Margin improvement and cost initiatives
Set a target to restore margins to 10–10.5% by 2026, with $310M in cost reductions identified and $235M expected in the current fiscal year.
Streamlined management, consolidated business segments, and reduced EV investment due to market contraction.
Additional $100M in cost savings targeted through automation, plant rationalization, and product line optimization.
Aftermarket business, previously underinvested, now a focus for margin and growth opportunities.
Market conditions and growth opportunities
Commercial vehicle market remains weak, with no signs of recovery expected in 2026; guidance assumes continued softness.
EV business at $700M, but North American SUV electrification has stalled and CV EV volumes are sharply down.
Strategic pivot to focus on existing customers with ICE exposure, leveraging a natural hedge and securing capital recoveries.
Gaining share in large SUV and commercial vehicle markets, supported by new USMCA-compliant operations in Mexico.
Defense and power sports segments identified as $200–300M growth opportunities, with plans to resource and pursue them.
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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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