HighGravityDataDana — Apr 29, 2026 release
Fiscal 2026 first-quarter results · 8-K Item 2.02 · Exhibit 99.1 · 0001193125-26-188909
Showing in the filing
Stellantis RAM Dakota program annual sales
“~$250M”
Period
FY2028
Measure
Company-defined measure
Source
Prose
All guidance in this release · 21
Three-year net new sales backlog for FY2026
“approximately $950 million”
Sales for FY2026
“$7.30 to $7.70 billion”
Adjusted EBITDA for FY2026
“$750 to $850 million”
Implied adjusted EBITDA margin for FY2026
“10.0% to 11.0%”
Diluted Adjusted EPS for FY2026
“$2.00 to $3.00”
Adjusted free cash flow for FY2026
“$250 to $350 million”
Share repurchase target for FY2026
“~$300 million”
Share repurchase program target for FY2030
“~$2 billion”
Cost savings for FY2026
“~$65 million”
Cost savings to be realized for FY2026
“~$65 million”
Cost savings program total for FY2026
“~$325 million”
Stranded cost offset from Off-Highway sale for FY2026
“~$40 million”
Stranded costs offset for FY2026
“~$40 million”
Stellantis RAM Dakota program annual sales for FY2028
“~$250M”
Adjusted EBITDA margin for FY2026
“~10.6%”
Sales CAGR (Dana 2030) for the long term
“6% CAGR”
Organic sales growth for FY2025
“~$2.5 billion”
Adj. EBITDA CAGR (Dana 2030) for the long term
“17% CAGR”
FCF CAGR (Dana 2030) for the long term
“11% CAGR”
Adj. EBITDA Margin for FY2030
“14%-15%”
Adj. FCF Margin for FY2030
“~6%”
Exhibit 99.1 · the passage around this item
… earlier in the release
midpoint of 2026 Guide vs. midpoint of 2026 Guide Cost 5 Reduction Over 300 Participants Representing all Areas of the Financial Community
© 2026 Dana New Business Award: Stellantis RAM Dakota Program
BREAKING NEW S: NE WLY ~$250M AWARDE D Annual Sales Early 2028 Start of Dana Production Dana Value Proposition § Strong customer relationship § Customer desire for speed to market – leveraged Jeep Gladiator rear axle New §
Utilize existing capacity to minimize capital investment Front Drive Unit Vehicle 6 and Rear Axle All New Truck Platform Win, Further Penetration in the Compact-Truck Market
© 2026 Dana 2026 Market Outlook and Backlog UP DAT E D 2026 Market
Outlook 3-Year Net New Sales Backlog: $750M $950M ($ in millions) Light Trucks 2026 $200 $200 Flat 2027 $200 $300 $500 Commercial 2028 $500 $450 $950 Vehicle Flat 7 Early Signs of Market Improvement; Incremental New Business Win Strengthens Backlog
Primary third-party sources: S&P Global and ACT Research
© 2026 Dana The New Dana Dana 2030 Prior Dana § Focused on
light and commercial vehicles § Diversified powertrain supplier supporting on- and off-highway customers § Lean cost structure § Improving business performance § 2026 adjusted EBITDA margin of ~10.6% driven by cost reduction
initiatives § Growth focused, but “all-in” on EV § Roadmap to 14%-15% § Highly leveraged balanced sheet, § Shareholder-value focus poor historical Adj. FCF generat
later in the release …
the item shown at left
other guidance in this release
Text is the filed exhibit, verbatim.