HighGravityData
Companies / Autos & components / DAN

Dana

DAN · Autos & components sector group
Guidance from Dana’s last 8 earnings releases. Every value links to its sentence in the filing. See something wrong? Tell us.
Current guidance
65 items
Releases tracked
8
Latest release
Aug 6, 2026
Data checked
Aug 6, 2026
On this page:Latest changes·Current guidance·Your sector group·History

What changed in the Aug 6, 2026 release

Each item compared with the same item in the previous release (Apr 29, 2026). Values in quotation marks are the company’s words.

New — first stated in this releaseRaised / Lowered / Narrowed / Widened — changed from the prior releaseRevised — wording changed, direction not determinableChanged — value changed; the comparison couldn’t be parsed to a directionReiterated — restated unchangedNot restated — stated before, absent nowRaised and lowered describe the number, not whether the change is favorable.
ChangeMetricPeriodPreviousNowSource
NewSales targetfor FY2030—“$14-$15 Billion”Filing ↗
NarrowedAdjusted EBITDAfor FY2026“$750 to $850 million”“$800 to $850 million”Filing ↗
NewAdjusted EBITDA outlook increasefor FY2026—“approximately $25 million”Filing ↗
LoweredDiluted Adjusted EPSfor FY2026“$2.00 to $3.00”“$1.75 to $2.25”Filing ↗
NarrowedImplied adjusted EBITDA marginfor FY2026“10.0% to 11.0%”“~10.6%”Filing ↗
NewEaton Mobility transaction closefor Q1 FY2027—“first-quarter of 2027”Filing ↗
RaisedAdjusted free cash flowfor FY2026“$250 to $350 million”“$275 to $375 million”Filing ↗
RaisedNet leveragefor FY2026“Less Than 1x”“~1.4x”Filing ↗
RaisedSalesfor FY2026“$7.30 to $7.70 billion”“$7.65 to $7.85 billion”Filing ↗
NewSales outlook increasefor FY2026—“approximately $225 million”Filing ↗
Show 20 items not restated in this release
ChangeMetricPeriodPreviousNowSource
Not restatedSales growth vs. mid 2026 Guidefor FY2030“~33%”—Filing ↗
Not restatedSales increase over 2026 outlookfor FY2030“a 33 percent increase”—Filing ↗
Not restatedAdjusted EBITDA marginfor FY2026“midpoint of 10.7 percent”—Filing ↗
Not restatedDiluted adjusted EPS basis (weighted average shares)for FY2026“108.7 million weighted average shares”—Filing ↗
Not restatedMargin midpointfor FY2026“a midpoint of 10.7 percent”—Filing ↗
Not restatedNew Dana target adjusted EBITDA marginsfor FY2026“9.5% - 10.5%”—Filing ↗
Not restatedAdjusted EBITDANo period stated“~$990 million”—Filing ↗
Not restatedImplied adjusted EBITDA marginNo period stated“~10.0%”—Filing ↗
Not restatedCapital return authorizationfor FY2027“up to $1B”—Filing ↗
Not restatedCapital return to shareholders authorizedfor FY2027“$1B”—Filing ↗
Not restatedBRLfor FY2026“5.50/USD”—Filing ↗
Not restatedINRfor FY2026“87.00/USD”—Filing ↗
Not restatedTHBfor FY2026“32.28/USD”—Filing ↗
Not restatedTotal cost reduction targetfor FY2026“$300 million”—Filing ↗
Not restatedCost-savings plan (total)for the long term“$300 million plan”—Filing ↗
Not restatedFree cash flowNo period stated“approximately four percent of sales”—Filing ↗
Not restatedFree cash flowfor the long term“approximately four percent of sales”—Filing ↗
Not restatedNet leverageNo period stated“1x”—Filing ↗
Not restatedNet leverage targetfor the long term“~1x”—Filing ↗
Not restatedSalesNo period stated“~$9.9 billion”—Filing ↗

Current guidance

Guidance for periods that have not yet ended, at its most recent value, grouped by horizon.

Current fiscal year
MetricCurrent valuePeriodMeasureFirst statedTimes statedSource
Accretive new business (margin contribution)“+60 bps”for FY2026Company-definedAug 5, 20251Filing ↗
Accretive new business contribution to margin“+60 bps”for FY2026Company-definedOct 29, 20251Filing ↗
Additional operating performance contribution to margin“+40 bps”for FY2026Company-definedOct 29, 20251Filing ↗
Additional operational performance (margin contribution)“+40 bps”for FY2026Company-definedAug 5, 20251Filing ↗
Adjusted EBITDA“$800 to $850 million”for FY2026Company-definedFeb 18, 20263Filing ↗
Adjusted EBITDA margin“~10.6%”for FY2026Company-definedJan 24, 20252Filing ↗
Adjusted EBITDA margin“midpoint of 10.7 percent”for FY2026Company-definedAug 5, 20252Filing ↗
Adjusted EBITDA margins“10 to 11 percent range”for FY2026Company-definedAug 5, 20252Filing ↗
Adjusted EBITDA margins (New Dana)“10%-10.5%”for FY2026Company-definedOct 29, 20251Filing ↗
Adjusted EBITDA outlook increase“approximately $25 million”for FY2026Company-definedAug 6, 20261Filing ↗
Cost savings plan contribution to margin“+100 bps”for FY2026Company-definedOct 29, 20251Filing ↗
Diluted Adjusted EPS“$1.75 to $2.25”for FY2026Company-definedFeb 18, 20263Filing ↗
Diluted adjusted EPS basis (weighted average shares)“108.7 million weighted average shares”for FY2026Company-definedFeb 18, 20261Filing ↗
Eliminated stranded costs (margin contribution)“+50 bps”for FY2026Company-definedAug 5, 20251Filing ↗
Eliminated stranded costs contribution to margin“+50 bps”for FY2026Company-definedOct 29, 20251Filing ↗
Implied adjusted EBITDA margin“~10.6%”for FY2026Company-definedFeb 18, 20263Filing ↗
Margin midpoint“a midpoint of 10.7 percent”for FY2026Company-definedFeb 18, 20261Filing ↗
New Dana target adjusted EBITDA margins“9.5% - 10.5%”for FY2026Company-definedJan 24, 20251Filing ↗
Additional cost savings to be realized“~$65 million”for FY2026Company-definedFeb 18, 20261Filing ↗
Additional share repurchases“$200 million”for FY2026Declared actionAug 6, 20261Filing ↗
Adjusted free cash flow“$275 to $375 million”for FY2026Company-definedFeb 18, 20263Filing ↗
Average cash balance“~$400 million”for FY2026Company-definedFeb 18, 20261Filing ↗
BRL“5.50/USD”for FY2026Company-definedFeb 18, 20261Filing ↗
Cash taxes and interest“~$200M”for FY2026Company-definedAug 5, 20251Filing ↗
Cash taxes and interest, lower by“~$200M”for FY2026Company-definedOct 29, 20251Filing ↗
Cost reduction program target“$310 million”for FY2026Company-definedOct 29, 20251Filing ↗
Cost savings“~$65 million”for FY2026Company-definedApr 29, 20261Filing ↗
Cost savings plan“$310M”for FY2026Company-definedAug 5, 20252Filing ↗
Cost savings program total“~$325 million”for FY2026Company-definedApr 29, 20261Filing ↗
Cost savings to be realized“~$65 million”for FY2026Company-definedApr 29, 20261Filing ↗
Cost-reduction initiative“$325 million”for FY2026Company-definedFeb 18, 20261Filing ↗
EUR“1.16 USD/EUR”for FY2026Company-definedFeb 18, 20261Filing ↗
Incremental new business growth“$200 million”for FY2026Company-definedFeb 18, 20261Filing ↗
INR“87.00/USD”for FY2026Company-definedFeb 18, 20261Filing ↗
MXN“18.50/USD”for FY2026Company-definedFeb 18, 20261Filing ↗
Net leverage“~1.4x”for FY2026Company-definedFeb 18, 20262Filing ↗
Sales“$7.65 to $7.85 billion”for FY2026Company-definedFeb 18, 20263Filing ↗
Sales outlook increase“approximately $225 million”for FY2026Company-definedAug 6, 20261Filing ↗
Share repurchase target“~$300 million”for FY2026Declared actionApr 29, 20261Filing ↗
Share repurchases“up to $300 million”for FY2026Declared actionFeb 18, 20261Filing ↗
Stranded cost offset from Off-Highway sale“~$40 million”for FY2026Company-definedApr 29, 20261Filing ↗
Stranded costs offset“~$40 million”for FY2026Company-definedApr 29, 20261Filing ↗
Stranded costs to be substantially offset“~$40 million”for FY2026Company-definedFeb 18, 20261Filing ↗
THB“32.28/USD”for FY2026Company-definedFeb 18, 20261Filing ↗
Three-year net new sales backlog“approximately $950 million”for FY2026Company-definedApr 29, 20261Filing ↗
Total cost reduction target“$300 million”for FY2026Company-definedJan 24, 20251Filing ↗
Next year and medium term
MetricCurrent valuePeriodMeasureFirst statedTimes statedSource
Adj. EBITDA Margin“14%-15%”for FY2030Company-definedFeb 18, 20262Filing ↗
Adj. EBITDA Margin improvement vs. mid 2026 Guide“~400 bps”for FY2030Company-definedFeb 18, 20261Filing ↗
Adj. FCF Margin“~6%”for FY2030Company-definedFeb 18, 20262Filing ↗
Adj. FCF Margin improvement vs. mid 2026 Guide“~200 bps”for FY2030Company-definedFeb 18, 20261Filing ↗
Adjusted EBITDA margin improvement versus 2026“a 45 percent improvement”for FY2030Company-definedFeb 18, 20261Filing ↗
Adjusted EBITDA margins“14 to 15 percent”for FY2030Company-definedFeb 18, 20261Filing ↗
Adjusted free cash flow margin increase“a 50 percent increase”for FY2030Company-definedFeb 18, 20261Filing ↗
Adjusted free cash flow margins“roughly 6 percent”for FY2030Company-definedFeb 18, 20261Filing ↗
Sales“approximately $10 billion”for FY2030Company-definedFeb 18, 20261Filing ↗
Sales growth vs. mid 2026 Guide“~33%”for FY2030Company-definedFeb 18, 20261Filing ↗
Sales increase over 2026 outlook“a 33 percent increase”for FY2030Company-definedFeb 18, 20261Filing ↗
Sales target“$14-$15 Billion”for FY2030Company-definedAug 6, 20261Filing ↗
Share repurchase program target“~$2 billion”for FY2030Declared actionApr 29, 20261Filing ↗
Share repurchases“approximately $2 billion”for FY2030Declared actionFeb 18, 20261Filing ↗
Share repurchase authorization completion“$2 billion”for FY2029Declared actionAug 6, 20261Filing ↗
Stellantis RAM Dakota program annual sales“~$250M”for FY2028Company-definedApr 29, 20261Filing ↗
Capital return authorization“up to $1B”for FY2027Company-definedAug 5, 20251Filing ↗
Capital return to shareholders authorized“$1B”for FY2027Company-definedAug 5, 20252Filing ↗
Eaton Mobility transaction close“first-quarter of 2027”for Q1 FY2027Company-definedAug 6, 20261Filing ↗
Long term
MetricCurrent valuePeriodMeasureFirst statedTimes statedSource
Adj. EBITDA CAGR (Dana 2030)“17% CAGR”for the long termCompany-definedApr 29, 20261Filing ↗
Cost-savings plan (total)“$300 million plan”for the long termCompany-definedApr 30, 20251Filing ↗
FCF CAGR (Dana 2030)“11% CAGR”for the long termCompany-definedApr 29, 20261Filing ↗
Free cash flow“approximately four percent of sales”for the long termCompany-definedJan 24, 20251Filing ↗
Net leverage target“~1x”for the long termCompany-definedAug 5, 20251Filing ↗
Sales CAGR (Dana 2030)“6% CAGR”for the long termCompany-definedApr 29, 20261Filing ↗
No period stated
MetricCurrent valuePeriodMeasureFirst statedTimes statedSource
Quarterly dividend“raised to $0.12 per share”—Declared actionFeb 18, 20261Filing ↗
Share repurchase total“$600 million”—Declared actionOct 29, 20251Filing ↗

How one item moved

Adjusted EBITDA, for FY2025 — every statement across the year, each linked to its filing.

Jan 24, 2025
New
“$925 to $1,025 million”
Filing ↗
Apr 30, 2025
Reiterated
“$925 to $1,025 million”
Filing ↗
Aug 5, 2025
Lowered
“$540 to $610 million”
Filing ↗
Oct 29, 2025
Narrowed
“$570 to $610 million”
Filing ↗

How your Autos & components sector group guides

12 companies in Autos & components. What they guide on, and who reported this season.

Most-guided metric families
Revenue
9
Free cash flow
9
Capex
8
GAAP EPS
7
Buybacks
7
Adjusted EBITDA
6
Dividends
6
Tax rate
4
This season’s releases
General MotorsOct 20, 20266 changes
Ford MotorOct 2, 20260 changes
DanaAug 6, 202610 changes
BorgWarnerAug 5, 202613 changes
Goodyear Tire & RubberAug 5, 20266 changes
AptivAug 4, 202618 changes
Allison TransmissionAug 3, 202611 changes
LearJul 31, 20265 changes
Get this for your own peer set — Peer Guidance Briefing, $3,000.

Full history

Every metric, every release, eight quarters — the complete record as one table.

MetricFY2030FY2029FY2028FY2027FY2026FY2025FY2024Long-termNo period
Accretive new business (margin contribution)————1 statement————
Accretive new business contribution to margin————1 statement————
Additional operating performance contribution to margin————1 statement————
Additional operational performance (margin contribution)————1 statement————
Adj. EBITDA (New Dana)—————2 statements———
The full record for Dana and its Autos & components peers, delivered as a Peer Guidance Briefing — PDF and Excel, every value linked to its filing.

Filings

The 8 earnings releases this page is built from.

FiledFiscal periodAccessionGuidance items
Aug 6, 2026FY2026 Q20001193125-26-33666413Open filing ↗
Apr 29, 2026FY2026 Q10001193125-26-18890921Open filing ↗
Feb 18, 2026FY2025 Q40001193125-26-05603036Open filing ↗
Oct 29, 2025FY2025 Q30001193125-25-25460725Open filing ↗
Aug 5, 2025FY2025 Q20001193125-25-17308734Open filing ↗
Apr 30, 2025FY2025 Q10001193125-25-10564511Open filing ↗
Jan 24, 2025FY2024 Q40001193125-25-01180421Open filing ↗
Oct 30, 2024FY2024 Q30001193125-24-2469899Open filing ↗

Not located in filing

4 values were detected in these releases but could not be matched to an exact sentence in the filing body, so they are not shown as guidance. We surface the count rather than drop it silently.

Show the 4 unmatched spans
SpanWhyFiled
Sales = ~$10 billionspan gate: value not verbatim in filingApr 29, 2026
Sales = ~$10 billionspan gate: value not verbatim in filingFeb 18, 2026
Share Repurchase Target 2026-2030 = ~$1.35 billionspan gate: value not verbatim in filingFeb 18, 2026
Share Repurchase Target Total Through 2030 = ~$2.0 billionspan gate: value not verbatim in filingFeb 18, 2026
Values in quotation marks are the company’s words; the classification and filing links are HighGravityData’s. HighGravityData does not score or rank companies or give investment advice.
Report an error