Dana — Aug 6, 2026 release
Fiscal 2026 second-quarter results · 8-K Item 2.02 · Exhibit 99.1 · 0001193125-26-336664
Showing in the filing
Sales target
“$14-$15 Billion”
Period
FY2030
Measure
Company-defined measure
Source
Prose
All guidance in this release · 13
Eaton Mobility transaction close for Q1 FY2027
“first-quarter of 2027”
Additional share repurchases for FY2026
“$200 million”
Sales outlook increase for FY2026
“approximately $225 million”
Adjusted EBITDA outlook increase for FY2026
“approximately $25 million”
Sales for FY2026
“$7.65 to $7.85 billion”
Adjusted EBITDA for FY2026
“$800 to $850 million”
Implied adjusted EBITDA margin for FY2026
“~10.6%”
Diluted Adjusted EPS for FY2026
“$1.75 to $2.25”
Adjusted free cash flow for FY2026
“$275 to $375 million”
Share repurchase authorization completion for FY2029
“$2 billion”
Run-rate cost synergies
“at least $250M”
Net leverage for FY2026
“~1.4x”
Sales target for FY2030
“$14-$15 Billion”
Exhibit 99.1 · the passage around this item
… earlier in the release
Status Quo % 12
Combination Enhances and Accelerates 2030 Objectives Objectives Mobility Broader Scope of Products, e.g.,
Traditional Product Growth Complete Drivetrain System Areas of particular Accelerated Aftermarket Expansion Aftermarket Growth and Increased Breadth Mobility strength Further Market Expansion with Applied Technologies Growth Complementary Product
Set Accelerated Automation, Efficiency Manufacturing Excellence Across Broader Footprint Areas of © particular 2026 Application of Best Practices and strength Dana Structural Cost Reduction Strict Cost Discipline 13 2030 Sales Target of $14-$15 Billion with the Combination
At Least $250 Million of Cost Synergies Identified Total Cost Synergies: Expected Timing $250M Key
Opportunities 2027 2028 Duplicative corporate structure and functions Corporate IT integration (back-office consolidation, ERP) Consolidation and best-practice adoption Engineering system rationalization; combined
e-mobility investment Engineering Operational improvements from automation and footprint rationalization; additional overhead reduction Manufacturing Procurement savings via greater scale and optimization
Optimized logistics Purchasing Regional / business unit structure optimization Elimination of redundant overhead Business Units Network optimization and cost rationalization; margin upside from combined footprint © Aftermarket Global
distribution network for commercial-vehicle aftermarket 2026 Realized Synergies ~$75M ~$200M $250M ~$200M run-rate Dana Total Cash Cost to Achieve synergies <2-year
payback period after 24 months 14 Dana Has Demonstrated Ability to Successfully Deliver Meaningful Cost Reductions See “Disclaimers” for comments regarding the presentation of non-GAAP measures
Estimated Timeline to Cl
later in the release …
the item shown at left
other guidance in this release
Text is the filed exhibit, verbatim.