Dana — Aug 6, 2026 release

Agenda Craig Barber Byron Foster Timothy Kraus Senior Director, Investor Chief Executive Officer Executive Vice President Relations and Corporate and Chief Financial Officer Communications  Business Overview Strong second-quarter results driven by focused execution Sales of $2 billion Adj. EBITDA of $207 million yielding margin of 10.3%, 270 basis points higher than Q2 2025 Achieved $19 million cost savings in second quarter Year-to-date: $54 million of savings realized On track to realize ~$65 million in 2026, achieving the program savings target of ~$325 million Continuing to offset ~$40 million of stranded costs from the Off-Highway sale Share repurchases restarting Restarting share repurchase program until closing of Eaton Mobility transaction; evaluating the possibility of additional share repurchases post-closing Q2: Repurchased ~1.2 million shares, returning $44 million to shareholders Year-to-date: Repurchased $169 million; planning an additional ~$200 million of repurchases in 2026 Program-to-date: Repurchased $819 million; on track to complete $2 billion authorization in 2029 © 2026 Eaton Mobility combination progressing Dana Eaton Mobility separation to be structured as “split off”    Progress: Customer recognition and new business wins 4 Eaton Mobility Transaction on Track and Share Repurchases Restarted See “Disclaimers” for comments regarding the presentation of non-GAAP measures  © 2026 Dana 5 Awards Customer Dana 2030: Aftermarket Growth Update ~$200M ~$400M ~$10,000M ~$350M ~$400M ~$950M ~$200M $7,500M 2025 to 2030 Sales Growth 2025A 2028 Additional CV Market Backlog Backlog Traditional Aftermarket Applied Product Technologies Retail Distribution © 2026 Multi-DC Expansion SKU Expansion New Business Dana 6 ~$40M in Additional Sales from Top National Retail Chain Distributors Secured Partnership with North America’s Largest Heavy-Duty Truck Parts Program Group 875+ 430+ 17,350+ Across the United States, Canada, Mexico, and Parts / Service Part Locations Service Locations Latin America Professionals © 2026 Dana 7 VIPAR Agreement Executed: Expands Dana’s Distribution Reach and Market Coverage  Dana 2030: Applied Technologies Growth Update ~$200M ~$4