Dana — Aug 5, 2025 release

PRODUCTS OEM & Aftermarket 26 countries with Dana presence 6 continents ~28,000 employees globally 5,000+ customers in 120 countries 65 major manufacturing facilities ~$7.7B 2024 sales1 2025 Full-Year Financial Guide 2025 Revised Guidance Midpoints Sales, Adj EBITDA, and Adj FCF Guidance Raised See appendix for comments regarding the presentation of non-GAAP measures   Continuing Ops Discontinued Ops Total Dana Prior Sales Guidance ~$7,150 ~$2,625 ~$9,775 YTD Guidance Update $250 $(125) $125 New Sales Guidance ~$7,400 ~$2,500 ~$9,900 Prior Adj EBITDA Guidance ~$600 ~$375 ~$975 Guidance Update $35 $(20) $15 Temporary Stranded Costs $(60) $60 $0 New Adj EBITDA Guidance ~$575 ~$415 ~$990 Prior Adj FCF Guidance ~$225 ~$225 Earnings/Restructuring/Tax $(5) $(5) Working Capital $50 $50 Capital Spending, Net $5 $5 New Adj FCF Guidance ~$275 ~$275 ($ in millions) Financial Review See appendix for comments regarding the presentation of non-GAAP measures Reduced sales YoY largely driven by continued lower demand in all end markets Efficiency improvements and cost savings actions offsetting some margin impact of lower sales and tariff costs ($ in millions, except EPS) Q2 ‘25 Q2 ‘24 Change Q2 ‘25 Q2 ‘24 Change Sales $1,935 $2,047 $(112) $662 $726 $(64) Adjusted EBITDA 145 110 35 111 136 25 Margin 7.5% 5.4% 210 bps 16.8% 18.7% (190) bps Earnings Before Income Tax (24) (53) 30 77 120 (43) Changes from Prior Year 2025 Q2 Financial Results Cost Savings Actions Mitigating Impact of Lower Sales Continuing Ops Discontinued Ops Continuing Operations: Will be reported for all periods in Dana financial reports going forward Sales have been restated to include intercompany sales to Off-Highway as 3rd party Adjusted EBITDA includes all stranded and unallocated costs Cash flow includes cash from both cont and disc ops to align with deal structure Results are pre