Welcome to our dedicated page for Dana SEC filings (Ticker: DAN), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Dana Incorporated's SEC filings document a NYSE-listed manufacturer of vehicle propulsion, powertrain, thermal, electrodynamic, and sealing technologies. Its common stock is registered under the symbol DAN, and recent Form 8-K reports furnish operating results, Regulation FD materials, capital-allocation actions, portfolio updates, and strategic presentations tied to Dana 2030.
The company's proxy and annual meeting filings cover board elections, advisory executive compensation votes, auditor ratification, equity incentive matters, and shareholder voting results. Other material-event filings address dividends, share repurchase authorization, performance-vested stock unit awards, leadership-transition matters, risk-factor references, capital structure, and completed actions affecting the company's business portfolio and debt profile.
Eaton Corporation plc announced a proposed merger to combine its Mobility Group with Dana Incorporated, expected to close in Q1, 2027, subject to customary regulatory approvals and closing conditions. The companies will operate independently until closing; the Mobility Group is planned to transition to the Dana brand upon completion.
The communication states Dana has annual revenues of $7.5 billion, about 27,000 employees, and serves over 5,000 customers in 120 countries. Eaton reports approximately 13,000 Mobility Group employees. Leadership appointments disclosed include Byron Foster as CEO and Timothy Kraus as CFO of the combined company, with Erin Rowse as Chief Human Resources Officer.
Dana Incorporated has entered into a definitive agreement to combine with Eaton Corporation plc’s Mobility business, with the transaction expected to close in Q1 2027, subject to Dana shareholder and regulatory approvals and customary closing conditions. Until closing, Dana and Eaton Mobility will operate independently to preserve supply‑chain continuity. The communication outlines filing pathways including potential Form 10, Form S-1/S-4, Schedule TO and a proxy statement/prospectus, and urges stakeholders to read the forthcoming registration and solicitation materials when filed with the SEC.
Eaton Corporation plc and Dana Incorporated announced a proposed transaction and posted customer FAQs on June 11, 2026 describing leadership plans for the combined company. The release names Byron Foster as incoming Chief Executive Officer and Timothy Kraus as Chief Financial Officer, and states Erin Rowse will serve as Chief Human Resources Officer upon close.
The communication says Dana's eight-member board will be expanded to include three additional directors designated by Eaton, and notes that additional leadership details will be shared as finalized. The posting also contains customary forward-looking statements and describes upcoming SEC filings including a Form 10, Form S-1/S-4, Schedule TO and Form S-4.
Dana Incorporated entered into definitive agreements to combine with Eaton’s Vehicle and eMobility business via a Reverse Morris Trust structure. Under the agreements, Eaton will distribute SpinCo shares and then SpinCo will merge with Dana, leaving former Eaton shareholders with approximately 50.1% and former Dana shareholders with approximately 49.9% of SpinCo on a fully diluted basis.
The transaction contemplates a SpinCo Payment of approximately $1.1 billion, a $2.6 billion bridge financing commitment from Goldman Sachs, and customary closing conditions including regulatory clearances, shareholder approvals and NYSE listing approval. The parties set an outside date of June 10, 2027 (with a three-month extension for outstanding regulatory approvals).
Dana Incorporated announced a definitive Reverse Morris Trust transaction with Eaton to combine Dana with Eaton’s Vehicle and eMobility businesses held by a new company, SpinCo. After the merger, former Eaton shareholders will own at least 50.1% of SpinCo and former Dana shareholders about 49.9% on a fully diluted basis.
Before the distribution of SpinCo shares to Eaton shareholders, SpinCo will make an approximately $1.1 billion cash payment to Eaton Ohio. Dana and SpinCo have secured a commitment from Goldman Sachs Bank USA for a $2.6 billion 364‑day bridge facility to fund the SpinCo payment, refinance certain Dana debt, and pay related fees and expenses, with an expectation to replace it with permanent financing. The transaction, unanimously approved by both boards, is intended to be tax-free for U.S. federal income tax purposes and is subject to shareholder approvals, regulatory clearances, tax opinions and other customary closing conditions.
Eaton Corporation announced plans to combine its Mobility Group with Dana Incorporated to form a newly combined automotive and commercial-vehicle business expected to generate approximately $11B in revenues. The companies expect to complete the transaction in Q1 2027. Company statements say senior management will include leadership from Eaton and Dana and name Erin Rowse as Chief Human Resources Officer upon close. The communication directs employees to virtual information sessions and a Mobility Group Transition Hub for updates and includes customary forward-looking cautionary language about approvals, integration risks, financing and other uncertainties.
Eaton Corporation plc announced a definitive agreement to combine its Mobility Group with Dana Incorporated. Eaton says the combined Mobility/Dana company will create a larger engineered solutions provider for commercial and light vehicle OEMs and aftermarket channels. Eaton expects the transaction to close in Quarter 1, 2027, and says Mobility and Dana will continue to operate unchanged until closing. The company frames the deal as part of Eaton’s 2030 growth strategy and states integration planning and combined leadership will be announced as they progress.
Dana Incorporated announced a definitive agreement to combine with Eaton’s Mobility business in a transaction valuing Eaton Mobility at approximately $5.1 billion. The deal, structured as a Reverse Morris Trust, would result in Eaton shareholders owning at least 50.1% and Dana shareholders owning approximately 49.9% of the combined company, and is expected to close in the first quarter of 2027, subject to customary approvals.
The companies project ~$11 billion in pro forma 2026 combined sales, $250 million of annual run-rate cost synergies within 24 months, and revised Dana 2030 targets of $14–$15 billion sales, ~18% adjusted EBITDA margin, and 8%–9% adjusted free cash flow margin. A cash distribution of approximately $1.1 billion will be paid to Eaton, funded with new debt.
Dana Incorporated is combining with Eaton’s Mobility business in a Reverse Morris Trust transaction valued at about $5.1 billion. Eaton Mobility is valued at roughly 8.3x estimated 2026 pro forma adjusted EBITDA before synergies, or about 5.9x including run-rate synergies.
The combined company is projected to generate about $11 billion of 2026 sales with enhanced margins and free cash flow, supported by expected annual run-rate cost synergies of $250 million within 24 months of closing. Eaton shareholders are expected to own at least 50.1% of the combined company and Dana shareholders approximately 49.9%.
Dana targets by 2030 about $14–$15 billion in sales, roughly 18% adjusted EBITDA margins, and an 8%–9% adjusted free cash flow margin, up from prior goals of $10 billion in sales and 14%–15% margins. Pro forma net leverage is expected to be about 1.2x in 2026, including a roughly $1.1 billion cash distribution to Eaton funded with new debt, and the deal is expected to close in the first quarter of 2027, subject to shareholder and regulatory approvals.
Eaton Corporation plc entered into definitive agreements to separate its Mobility segment and combine that business with Dana Incorporated in a Reverse Morris Trust transaction.
Under the agreements dated June 10, 2026, Eaton will transfer the SpinCo Business to a newly formed SpinCo, distribute SpinCo shares to Eaton shareholders and, subject to the terms and conditions of the Merger Agreement, merge SpinCo with Dana. At closing Eaton will receive approximately $1.1 billion in cash distribution and Eaton shareholders are expected to own at least 50.1% of the combined company.