Dana Incorporated Confirms FY26 Revenue Outlook of $7.3B to $7.77B
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 29 2026
0mins
Backs FY26 revenue view $7.3B-$7.77B, consensus $7.59B. Backs FY26 adjusted EBITDA view $750M-$850M. Backs FY26 adjusted free cash flow view $250M-$350M. "Dana 2030 establishes ambitious long-term targets, and our near-term focus is on translating that vision into sustained execution and performance improvement," said Byron Foster, incoming Chief Executive Officer of Dana Incorporated. "The pace of recent new business wins demonstrates the strength of our product portfolio and reinforces Dana's long-term growth trajectory. As macro and market conditions begin to improve, we are unlocking incremental operating leverage. At the same time our teams are executing with discipline, improving efficiency, and positioning Dana to deliver increased performance throughout the year."
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Analyst Views on DAN
Wall Street analysts forecast DAN stock price to fall
5 Analyst Rating
4 Buy
1 Hold
0 Sell
Strong Buy
Current: 36.690
Low
24.00
Averages
26.60
High
28.00
Current: 36.690
Low
24.00
Averages
26.60
High
28.00
About DAN
Dana Incorporated specializes in designing and manufacturing propulsion and energy-management solutions that power vehicles and machines in all mobility markets across the globe. The Company is providing solutions for on-highway vehicles. The Company's technologies include drive systems (axles, driveshafts and transmissions); electrodynamic technologies (motors, inverters, software and control systems, battery-management systems, and fuel cell plates); sealing solutions (gaskets, seals, cam covers, and oil pan modules); thermal-management technologies (transmission and engine oil cooling, battery and electronics cooling, charge air cooling, and thermal-acoustical protective shielding), and digital solutions (active and passive system controls and descriptive and predictive analytics). The Company serves its global light vehicle and medium/heavy vehicle markets through two business units: Light Vehicle Systems and Commercial Vehicle Systems.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Webcast Access Information: Information regarding access to the webcast will be posted on Dana's investor website prior to the event, ensuring that investors and stakeholders can stay updated on company developments and enhancing transparency.
- Company Background: Dana is a global leader in the design and manufacture of propulsion solutions, reporting sales of $7.5 billion in 2025, and is committed to providing efficient conventional and clean energy technologies for light and commercial vehicle markets, improving vehicle performance and durability for customers.
- Global Influence: With 27,000 employees across 24 countries, Dana demonstrates extensive influence and market coverage in the automotive industry, further solidifying its position as a leader in the powertrain sector.
See More
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- RAM Dakota Win: Dana secured the RAM Dakota program contract, projected to generate $250 million in annual sales, which now accounts for over 60% of the company's growth secured through 2030, thereby reinforcing its competitive position in the market.
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See More
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- Revenue Beats Expectations: The company reported Q1 revenue of $1.87 billion, up 5.1% year-over-year, exceeding market expectations by $41.15 million, demonstrating strong sales performance that enhances its competitive position in the market.
- Increased Cash Flow Usage: Operating cash flow for Q1 2026 was a use of $156 million, significantly higher than the $37 million used in the same period of 2025, reflecting increased spending on expansion and investments that may impact short-term liquidity.
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See More
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- Historical Performance Review: Over the past two years, Dana has beaten EPS estimates 63% of the time and revenue estimates 63% of the time, indicating a consistent financial performance track record.
- Expectation Revision Dynamics: In the last three months, EPS estimates have seen one upward revision and two downward revisions, while revenue estimates have experienced two upward revisions and one downward revision, showcasing mixed market sentiment regarding its future performance.
- Industry Impact Analysis: Dana's financial results may influence auto supplier stocks, particularly in the context of Section 232 tariffs, as market attention on related companies continues to rise.
See More
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- Strong Market Performance: The S&P 500 rose by 0.13%, the Dow Jones by 0.45%, and the Nasdaq 100 by 0.48%, with all three indices reaching new all-time highs, reflecting strong investor confidence in tech stocks amid a surge in AI investments.
- Marvell Technology Soars: Marvell Technology's stock surged over 32% after Nvidia CEO Jensen Huang predicted the company would be the next to achieve a $1 trillion valuation, significantly boosting investor confidence in its future growth prospects.
- Hewlett Packard Enterprise's Strong Earnings: Hewlett Packard Enterprise's stock jumped more than 19% after reporting Q2 adjusted EPS of 79 cents, well above the consensus estimate of 54 cents, and raising its full-year adjusted EPS forecast to $3.35-$3.45, reflecting robust demand driven by AI.
- Labor Market Strength: US April JOLTS job openings unexpectedly rose by 731,000 to a 23-month high of 7.618 million, surpassing expectations of a decline to 6.866 million, indicating resilience in the labor market and further propelling stock market gains.
See More
US Stocks Rise Slightly, Tech Stocks Show Strong Rebound
- Strong Labor Market: US April JOLTS job openings unexpectedly rose by 731,000 to a 23-month high of 7.618 million, surpassing expectations of 6.866 million, indicating labor market resilience and driving stock market gains, particularly in tech stocks.
- Tech Stock Surge: Hewlett-Packard Enterprise (HPE) shares surged over 25% after reporting Q2 adjusted EPS of 79 cents, significantly above the consensus estimate of 54 cents, and raising its full-year adjusted EPS forecast to $3.35-$3.45, reflecting robust growth in AI-driven demand.
- Market Volatility Factors: Despite overall market gains, initial declines occurred due to uncertainty surrounding a US-Iran ceasefire, with oil prices slightly down as President Trump stated negotiations with Iran are progressing “at a rapid pace,” potentially affecting investor sentiment.
- Software Stocks Under Pressure: Intuit (INTU) saw its stock drop over 10% after Goldman Sachs downgraded it to sell with a price target of $276, leading to a broader decline in the software sector, highlighting a divergence in market performance among tech stocks.
See More
Dana to Participate in UBS Auto and Tech Conference
- Conference Participation: Dana Incorporated will participate in the UBS Auto and Auto Tech Conference on June 3, where incoming CEO Byron Foster and Chairman R. Bruce McDonald will engage in a 40-minute fireside chat, showcasing the company's leadership in the automotive sector.
- Webcast Access Information: Information regarding access to the webcast will be posted on Dana's investor website prior to the event, ensuring that investors and stakeholders can stay updated on company developments and enhancing transparency.
- Company Background: Dana is a global leader in the design and manufacture of propulsion solutions, reporting sales of $7.5 billion in 2025, and is committed to providing efficient conventional and clean energy technologies for light and commercial vehicle markets, improving vehicle performance and durability for customers.
- Global Influence: With 27,000 employees across 24 countries, Dana demonstrates extensive influence and market coverage in the automotive industry, further solidifying its position as a leader in the powertrain sector.
See More
Dana Incorporated Q1 2026 Earnings Call Insights
- Leadership Transition: CEO R. McDonald announced his transition to Chairman during his final earnings call, highlighting a Q1 2026 sales figure of $1.868 billion, reflecting a 4.9% year-over-year growth, which indicates a strong start for the Dana 2030 strategy focused on profitability improvement.
- RAM Dakota Win: Dana secured the RAM Dakota program contract, projected to generate $250 million in annual sales, which now accounts for over 60% of the company's growth secured through 2030, thereby reinforcing its competitive position in the market.
- Financial Performance: The adjusted EBITDA for Q1 2026 was $171 million, with a 9.2% EBITDA margin, and despite challenges from tariffs and currency fluctuations, cost-saving measures contributed $35 million to profits, demonstrating effective operational efficiency.
- Future Outlook: The company expects 2026 revenue to be around $7.5 billion, with adjusted EBITDA projected at approximately $800 million, and while risks from soft demand in the electric light vehicle market persist, management remains optimistic about potential improvements in the commercial vehicle sector in the latter half of the year.
See More
Dana Reports Q1 2026 Earnings with Strong Adjusted EBITDA Growth
- Adjusted EBITDA Growth: Dana's Q1 2026 adjusted EBITDA reached $171 million, an 83% increase from $93 million in Q1 2025, indicating a significant improvement in profitability that boosts investor confidence moving forward.
- Revenue Beats Expectations: The company reported Q1 revenue of $1.87 billion, up 5.1% year-over-year, exceeding market expectations by $41.15 million, demonstrating strong sales performance that enhances its competitive position in the market.
- Increased Cash Flow Usage: Operating cash flow for Q1 2026 was a use of $156 million, significantly higher than the $37 million used in the same period of 2025, reflecting increased spending on expansion and investments that may impact short-term liquidity.
- Revised Financial Targets: Dana maintained its 2026 sales guidance at $7.30 to $7.70 billion, with adjusted EBITDA targets set at $750 to $850 million, indicating confidence in future performance while aligning with market expectations.
See More
Dana (DAN) to Announce Q1 Earnings on April 29
- Earnings Announcement Schedule: Dana is set to release its Q1 2023 earnings report on April 29 before market open, with consensus EPS estimated at $0.45 and revenue expected to be $1.83 billion, reflecting a 23.8% year-over-year decline.
- Historical Performance Review: Over the past two years, Dana has beaten EPS estimates 63% of the time and revenue estimates 63% of the time, indicating a consistent financial performance track record.
- Expectation Revision Dynamics: In the last three months, EPS estimates have seen one upward revision and two downward revisions, while revenue estimates have experienced two upward revisions and one downward revision, showcasing mixed market sentiment regarding its future performance.
- Industry Impact Analysis: Dana's financial results may influence auto supplier stocks, particularly in the context of Section 232 tariffs, as market attention on related companies continues to rise.
See More
