Dana to Host Capital Markets Day on March 25 in New York City

Rhea-AI Summary

Dana (NYSE: DAN) will host a Capital Markets Day on March 25, 2026 in New York City to present its long‑term Dana 2030 value‑creation plan.

Key targets include approximately $10 billion annual sales by 2030, adjusted EBITDA margins of 14–15%, ~6% adjusted free cash flow margin, and up to $2 billion cumulative share repurchases through 2030 (building on $750 million completed). Event is in‑person and webcast, 9:00 a.m.–12:00 p.m. EDT.

Key Figures

Dana 2030 sales target: $10 billion annual sales Adjusted EBITDA margin target: 14%–15% margin EBITDA margin improvement: 400 basis points +5 more

8 metrics

Dana 2030 sales target $10 billion annual sales Target by 2030 in long-term Dana 2030 plan

Adjusted EBITDA margin target 14%–15% margin Dana 2030 long-term profitability target

EBITDA margin improvement 400 basis points Planned improvement versus expected 2026 margin

Adjusted FCF margin target 6% of sales Dana 2030 adjusted free cash flow margin goal

FCF margin improvement 200 basis points Planned improvement in adjusted FCF margin

Share repurchase target Up to $2 billion Cumulative buybacks targeted through 2030

Completed repurchases $750 million Buybacks already executed prior to Capital Markets Day

2025 sales $7.5 billion Reported 2025 sales included in company description

Market Reality Check

Price: $33.67 Vol: Volume 1,213,490 is below...

normal vol

$33.67 Last Close

Volume Volume 1,213,490 is below the 1,562,931 share 20-day average, suggesting no outsized positioning ahead of the event. normal

Technical Trading above its 200-day MA of 21.51 and about 4.42% below its 52-week high of 36.28.

Peers on Argus

Pre-news, DAN was up 1.23% with mixed peer moves: GTX +2.19%, GT +1.85%, ATMU +2...

1 Down

Pre-news, DAN was up 1.23% with mixed peer moves: GTX +2.19%, GT +1.85%, ATMU +2.48%, PHIN +1.42%, ADNT -0.86%. Momentum scanner only flagged HSAI -9.19%, indicating largely stock-specific positioning around Dana’s long-term strategy update.

Historical Context

5 past events · Latest: Feb 18 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Feb 18	Full-year earnings	Positive	+5.8%	Reported strong 2025 results and reaffirmed 2026 and Dana 2030 targets.
Feb 12	CEO transition	Positive	-0.7%	Announced Byron Foster as future CEO with structured leadership transition.
Feb 11	Capital returns	Positive	+4.2%	Increased dividend and expanded share repurchase program to 2030.
Feb 05	Earnings scheduling	Neutral	+0.3%	Announced date and logistics for Q4 and full-year 2025 results call.
Jan 21	Prelim results	Positive	+10.9%	Released strong preliminary 2025 results and 2026 outlook with margin gains.

Pattern Detected

Recent news with strategic, earnings, and capital return themes has generally seen positive price alignment, especially when tied to margin expansion, cash flow, and 2030 targets.

Recent Company History

Over the last few months, Dana has repeatedly highlighted stronger profitability and a clearer long-term roadmap. Updates on preliminary and final 2025 results, 2026 guidance, and Dana 2030 targets (including higher margins and cash generation) drew positive moves of up to 10.86%. Capital return actions, such as dividend increases and an expanded buyback program to $2.0B through 2030, were also well-received. Today’s Capital Markets Day announcement extends that narrative by focusing on the same Dana 2030 framework and leadership transition already introduced in February.

Market Pulse Summary

This announcement reinforces the Dana 2030 framework, detailing targets of about $10 billion in sale...

Analysis

This announcement reinforces the Dana 2030 framework, detailing targets of about $10 billion in sales, 14–15% adjusted EBITDA margins, and a 6% adjusted free cash flow margin, along with up to $2 billion in buybacks through 2030. It builds on recent disclosures of $7.5 billion in 2025 sales and improved profitability. Investors may focus on how management’s execution, cost actions, and demand conditions track against these multi-year goals and previously stated 2026 guidance.

Key Terms

adjusted ebitda, adjusted free cash flow, basis points, forward-looking statements

4 terms

adjusted ebitda financial

"Adjusted EBITDA margins of 14 to 15 percent, reflecting nearly 400 basis points"

Adjusted EBITDA is a way companies measure how much money they make from their core operations, like running a business, by removing certain costs or income that aren’t part of regular business activities. It helps investors see how well a company is doing without distractions from unusual expenses or gains, making it easier to compare companies or track performance over time.

adjusted free cash flow financial

"Adjusted free cash flow margin target of approximately 6 percent of sales"

Adjusted free cash flow is the amount of money a company generates from its operations after accounting for essential expenses and investments, like maintaining or upgrading equipment. It shows how much cash is truly available to grow the business, pay debts, or return to shareholders, helping investors see the company's financial health more clearly.

basis points financial

"reflecting nearly 400 basis points of improvement driven primarily by higher margin"

Basis points are a way to measure small changes in interest rates or percentages, where one basis point equals 0.01%. For example, if a loan's interest rate increases by 50 basis points, it's gone up by 0.50%. They help people understand tiny differences in rates that can add up over time, making financial comparisons clearer.

forward-looking statements regulatory

"Forward-Looking StatementsCertain statements and projections contained in this news"

Forward-looking statements are predictions or plans that companies share about what they expect to happen in the future, like estimating sales or profits. They matter because they help investors understand a company's outlook, but since they are based on guesses and assumptions, they can sometimes be wrong.

AI-generated analysis. Not financial advice.

Company to outline long‑term Dana 2030 value‑creation strategy

MAUMEE, Ohio, March 3, 2026 /PRNewswire/ -- Dana Incorporated (NYSE: DAN) today announced it will host a Capital Markets Day on March 25 in New York City, where the company's leadership team will present its long‑term strategy: Dana 2030.

The event will feature presentations from Dana's senior leaders including:

• R. Bruce McDonald, Chairman and Chief Executive Officer
• Byron Foster, Senior Vice President and President of Light Vehicle Systems,
  Incoming Chief Executive Officer
• Brian Pour, Senior Vice President and President of Commercial Vehicle Systems
• Seth Metzger, Senior Vice President and Chief Technology Officer
• Chris Clark, Senior Vice President of Global Operations
• Timothy Kraus, Senior Vice President and Chief Financial Officer

Focus on Dana 2030
During the Capital Markets Day, management will provide a comprehensive review of Dana 2030, the company's long‑range plan designed to accelerate growth and value creation. Dana 2030 targets include:

• Approximately $10 billion in annual sales by 2030, representing a significant increase from the expected 2026 sales.
• Adjusted EBITDA margins of 14 to 15 percent, reflecting nearly 400 basis points of improvement driven primarily by higher margin new business, operational efficiency, structural cost actions, and disciplined investments.
• Adjusted free cash flow margin target of approximately 6 percent of sales, a ~200 basis‑point improvement.
• Up to $2 billion in cumulative share repurchases through 2030, building on the $750 million already completed.

"Dana's long‑term strategy is built on actions fully within our control—cost structure, execution, and disciplined capital allocation," said R. Bruce McDonald, Chairman and Chief Executive Officer. "Our Dana 2030 plan outlines a clear path toward higher sales, increased margins, higher adjusted free cash flow, and sustainable value creation." 

"We are energized by the growth opportunities ahead of us," added Byron Foster, incoming Chief Executive Officer. "Dana 2030 reflects our confidence in the strength of our core businesses and our ability to capitalize on expanded growth opportunities in light vehicle, commercial vehicle, aftermarket, and adjacent mobility markets."

Event Details
Date: March 25
Location: New York City
Format: In‑person and live webcast
Time: 9:00 a.m. – 12:00 p.m. EDT
Registration begins at 8:30 a.m.

Registration is required for both in‑person attendance and virtual participation.

Please visit Dana.com/investors to request an invitation to join in person (space is limited) or to register for the webcast.

A live webcast and replay will be made available through Dana's Investor Relations website. For questions please contact: InvestorRelations@dana.com

Forward-Looking Statements
Certain statements and projections contained in this news release are, by their nature, forward-looking within the meaning of the Private Securities Litigation Reform Act of 1995.  These forward-looking statements are based on our current expectations, estimates, and projections about our industry and business, management's beliefs, and certain assumptions made by us, all of which are subject to change.  Forward-looking statements can often be identified by words such as "anticipates," "expects," "intends," "plans," "predicts," "believes," "seeks," "estimates," "may," "will," "should," "would," "could," "potential," "continue," "ongoing," and similar expressions, and variations or negatives of these words.  These forward-looking statements are not guarantees of future results and are subject to risks, uncertainties, and assumptions that could cause our actual results to differ materially and adversely from those expressed in any forward-looking statement. 

Dana's Annual Report on Form 10-K, subsequent Quarterly Reports on Form 10-Q, recent Current Reports on Form 8-K, and other Securities and Exchange Commission filings discuss important risk factors that could affect our business, results of operations and financial condition.  The forward-looking statements in this news release speak only as of this date. Dana does not undertake any obligation to revise or update publicly any forward-looking statement for any reason.

About Dana Incorporated
Dana Incorporated (NYSE: DAN) is a global leader in the design and manufacture of highly efficient propulsion solutions for the light- and commercial‑vehicle markets. Guided by its vision to be the world's best powertrain company, Dana delivers advanced conventional and clean‑energy technologies that help customers improve the performance, efficiency, and durability of their vehicles. The company supplies leading vehicle manufacturers and related aftermarkets with industry‑defining drive systems, electrodynamic technologies, and thermal and sealing solutions.

Headquartered in Maumee, Ohio, USA, Dana reported sales of $7.5 billion in 2025.  With a history dating to 1904, the company employs 27,000 people in 24 countries across six continents. Learn more at dana.com.

 

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SOURCE Dana Incorporated

FAQ

What are Dana's (DAN) revenue and margin targets announced for Dana 2030?

Dana targets approximately $10 billion in annual sales by 2030 and adjusted EBITDA margins of 14–15%. According to the company, these targets reflect growth from expected 2026 sales driven by higher‑margin new business and efficiency actions.

How much share repurchase capacity did Dana (DAN) announce through 2030?

Dana announced up to $2 billion in cumulative share repurchases through 2030, building on $750 million already completed. According to the company, this demonstrates disciplined capital allocation tied to the Dana 2030 plan.

What adjusted free cash flow margin did Dana (DAN) set as a Dana 2030 goal?

Dana set an adjusted free cash flow margin target of approximately 6% of sales under Dana 2030. According to the company, this implies a roughly 200 basis‑point improvement from current levels through operational and structural actions.

When and how can investors watch Dana's (DAN) Capital Markets Day presentation?

Dana's Capital Markets Day is on March 25, 2026, 9:00 a.m.–12:00 p.m. EDT and will be available both in person and via live webcast. According to the company, registration is required for in‑person attendance or webcast viewing on the investor website.

Who from Dana (DAN) will present at the March 25 Capital Markets Day?

Senior leadership presenting includes CEO R. Bruce McDonald and incoming CEO Byron Foster, plus CFO Timothy Kraus and other business presidents. According to the company, the team will review the Dana 2030 strategy and supporting metrics and initiatives.

What operational levers did Dana (DAN) say will drive margin improvement under Dana 2030?

Dana cites higher‑margin new business, operational efficiency, structural cost actions, and disciplined investments as the primary drivers of margin improvement. According to the company, these levers together aim to deliver nearly 400 basis points of adjusted EBITDA margin uplift.