Logotype for Dana Inc

Dana (DAN) investor relations material

Dana J.P. Morgan Auto Conference 2025 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Dana Inc
J.P. Morgan Auto Conference 2025 summary12 Aug, 2025

Strategic transformation and cost reduction

  • Executed sale of off-highway business to unlock value and simplify structure, leading to a significant stock price increase and a more focused business model.

  • Implemented a $300 million cost reduction program, with one-third from reduced electrification investment and two-thirds from structural simplification and overhead cuts.

  • Streamlined operations by consolidating business segments, reducing international corporate expenses, and cutting senior management layers.

  • Shifted electrification investment model to require customer co-investment, reducing risk and improving capital efficiency.

  • Targeted further automation and activity-based costing to identify additional $100 million+ in cost opportunities.

Financial outlook and capital allocation

  • Post-transaction, expects to reduce net debt to 0.7x EBITDA and return $600 million to shareholders via buybacks by year-end.

  • Guided to 10–10.5% margins and 4% free cash flow for next year, with most improvements driven by internal actions rather than market growth.

  • Buyback preferred over special dividend due to perceived undervaluation, with all near-term free cash flow allocated to shareholder returns.

  • Margin expansion expected from annualized cost savings, removal of stranded costs, and new business backlog, including Super Duty volume uplift.

  • Electrification business expected to turn accretive as investment levels drop and backlog remains in the hundreds of millions.

Market positioning and industry trends

  • North American focus strengthened, with most light vehicle programs and facilities already US-based, limiting direct benefit from onshoring trends.

  • Relaxation of federal fuel economy standards could benefit key programs like Super Duty, as electrification will be driven more by regulatory credits than economics.

  • Commercial vehicle business in North America, Europe, and South America remains stable, with some softness in North America but resilience elsewhere.

  • Competitive position in commercial vehicle driveline improved by new cost-advantaged facility in Mexico, supporting potential share gains.

  • Strategic debate ongoing about global expansion versus concentration, especially in commercial vehicles and electrification in China.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Dana earnings date

Logotype for Dana Inc
Q3 202529 Oct, 2025
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Dana earnings date

Logotype for Dana Inc
Q3 202529 Oct, 2025

The essential earnings season companion

The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

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.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage