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Dana (DAN) investor relations material
Dana Barclays 16th Annual Global Automotive and Mobility Tech Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Barclays 16th Annual Global Automotive and Mobility Tech Conference summary19 Nov, 2025
Strategic transformation and business focus
Undergoing a major transformation by selling the off-highway business, simplifying operations to focus on light and commercial vehicles with a more concentrated customer base and product portfolio.
The shift is expected to make the company nimbler and better positioned for future growth, with a focus on high-demand, high-margin products.
Portfolio pruning is underway, with a deliberate exit from unprofitable products and repricing of contracts to improve margins.
No immediate plans for bolt-on M&A; current focus is on optimizing retained businesses and driving profitability.
Management is committed to capital allocation that prioritizes profitable growth and operational efficiency.
Financial outlook and margin expansion
Margin targets for next year are set at 10-10.5%, up from 8% this year, driven by $310 million in cost savings, stranded cost elimination, and operational improvements.
Most cost savings initiatives are already in place, with high confidence in achieving the full run rate as the business transitions.
Additional margin growth is expected from improved product mix, automation, and plant floor efficiency, with benefits extending into 2027 and beyond.
Restructuring costs will decrease meaningfully next year, further supporting margin expansion.
Despite commercial vehicle market weakness, market share gains and cost actions support the margin outlook.
Supply chain, backlog, and market dynamics
Supply chain disruptions are being managed, with impacts factored into forecasts and mitigated by strong positioning on high-demand products.
Backlog is affected by EV program delays, but tailwinds from ICE program extensions and market share gains in commercial vehicles are expected.
Reshoring is a longer-term opportunity, unlikely to materially impact results before 2027.
Commercial vehicle market remains challenging, but cost controls and flexible operations are muting the impact of lower volumes.
Incremental margins on commercial vehicle recovery are expected to be 20-25%, depending on product mix.
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UBS Global Industrials and Transportation Conference3 Dec, 2025
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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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