DAN has surged 123% in a year, but at 11x forward earnings, improving margins, backlog strength and capital returns may still leave room to run.
Dana shifts toward higher-margin hybrid, ICE and aftermarket bets as EV demand softens, testing whether mix and discipline can sustain growth.
Dana Incorporated DAN is leaning on two key levers in an uneven auto market— a growing backlog that supports revenue visibility and a cost transformation that is steadily improving margins. Together, these drivers position the company for profit expansion even if industry volumes remain subdued.
HSBC, STRA and DAN made it to the Zacks Rank #1 (Strong Buy) income stocks list on March 24, 2026.
DAN jumps 34% YTD as cost cuts, backlog strength and balance-sheet gains lift margins despite demand risks.
Disney's entertainment chairman Alan Bergman is "miserable" and "sad" after getting the news that he will report directly to his C-suite rival, Dana Walden, the Mouse House's new president and chief creative officer, insiders told The Post.
Dana Incorporated (DAN) Q4 2025 Earnings Call Transcript
Disney's incoming chief executive Josh D'Amaro will start at an annual base salary of $2.5 million (payable weekly) with an annual target incentive bonus of 250% of the base salary at the end of each fiscal year. According filings with the SEC on Tuesday, D'Amaro will receive long-term stock incentive of $26.
Dana Incorporated (DAN) Q4 2025 Earnings Call Transcript
Dana Incorporated remains a "Buy," driven by its Off-Highway division sale and a sharpened focus on profitability. DAN is setting aside $2 billion in deleveraging, targeting a net debt/EBITDA ratio of 1.0x or lower. It has also initiated a new $1 billion cash distribution program. Its EBITDA margin is expected to improve by 2 percentage points in FY26, supported by cost optimization initiatives.
ALSN closes a $2.7B Dana Off-Highway deal, expanding global reach, defense exposure, and technology portfolio ??? supporting a hold thesis.
Dana Incorporated (DAN) Presents at UBS Global Industrials and Transportation Conference Transcript