Dana (DAN) came out with quarterly earnings of $0.31 per share, beating the Zacks Consensus Estimate of $0.24 per share. This compares to earnings of $0.37 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 29.17%. A quarter ago, it was expected that this automotive equipment supplier would post earnings of $0.10 per share when it actually produced earnings of $0.02, delivering a surprise of -80%.Over the last four quarters, the ...

财务业绩 - 销售额为27.4亿美元[2] - 净利润为1.6亿美元[2] - 调整后EBITDA为2.44亿美元，较去年增加1000万美元[2] - 调整后EBITDA利润率为8.9%，较2023年提高10个基点[2] - 自由现金流为1.04亿美元[2] - 全年自由现金流指引提高至1亿美元[2] - 净收入为1600万美元[18] - 其他综合收益(损失)为-8900万美元[18] - 现金及现金等价物为4.19亿美元[19] - 总资产为78.08亿美元[19] - 总负债为60.59亿美元[19] - 经营活动产生的现金流量净额为2.15亿美元[20] - 投资活动使用的现金流量净额为1.14亿美元[20] - 融资活动使用的现金流量净额为3100万美元[20] - 总销售额为[25][26] - 总分部EBITDA为2.45亿美元[28] 财务指引 - 预计2024年全年销售额为104.5亿至109.5亿美元[2] - 预计2024年调整后EBITDA为87.5亿至97.5亿美元，暗示中值利润率约为8.6%[2] - 预计2024年每股摊薄收益为0.35美元至0.85美元[2] - 预计2024年每股摊薄调整收益为0.80美元至1.30美元[2] - 公司预计全年销售额约为92.5亿美元,调整后EBITDA利润率在8.3%-8.8%之间,自由现金流约为10亿美元[75] - 公司预计全年调整后每股收益在0.60美元左右[75] - 公司2024财年销售额和利润变化[76] 业务表现 - 公司上半年有73%的有机销售增长，支持全年目标的实现[43] - 公司上半年调整后EBITDA同比增长41%,达到4.67亿美元[56] - 公司第二季度销售额为27.38亿美元,调整后EBITDA为2.44亿美元,利润率为8.9%[60][63] - 公司第二季度自由现金流为1.04亿美元,同比下降30%,主要受到税收时间性影响和营运资金需求增加[68][69] - 公司电动车销售预期下降,但传统业务和新项目的增长将抵消部分影响[70][71] - 有机增长推动销售、定价和市场份额增长[78] - 通过提高效率和成本节约措施实现有机增长的强劲转化[79] - 成本回收行动预计将大部分抵消通胀[80] - 电动车销售的利润贡献被新项目开发投资所抵消[81] 运营效率 - 公司通过全面的效率提升和资本投资改善措施推动了现金流的增长[44] - 公司通过全面的执行和运营效率提升持续推动利润增长[56][64] - 商品成本下降导致销售回收减少,但成本下降带来的利润增加被与客户的成本调整所抵消[83] - 提高全年自由现金流指引,主要由于资本支出降低[84,85] 业务发展 - 公司在ICE、混合动力和电动车领域的创新产品开发保持良好平衡[54] - 宣布剥离非核心液压业务[81] - 外汇折算对销售的负面影响预计将小于此前预测[81]

Since Dana White, the CEO of one of the biggest sports brands in the world, the Ultimate Fighting Championship (UFC), decided to throw out all Peloton bikes from his training facilities last year, Peloton (NASDAQ: PTON) stock has been struggling to return to its former glory.As it happens, White ordered the removal of all Peloton bikes from the UFC gyms after comedian Theo Von told him that Peloton, one of the sponsors of Von’s podcast ‘This Past Weekend,’ asked him to take down his interview with the then- ...

MAUMEE, Ohio, July 16, 2024 /PRNewswire/ -- Dana Incorporated (NYSE: DAN) will release its 2024 second-quarter financial results on Wednesday, July 31, 2024. A press release will be issued at approximately 7 a.m. EDT, followed by a conference call and webcast at 9 a.m. EDT. Members of the company's senior management team will be available at that time to discuss the results and answer related questions.The conference call can be accessed by telephone from both domestic and international locations using the ...

文章核心观点 - 丹纳公司任命布莱恩·普尔担任商用车驱动和运动系统高级副总裁兼总裁[1][2][3][4] - 布莱恩·普尔拥有30多年的汽车行业经验,曾担任奥瑞亚解决方案公司总裁兼CEO[2][3] - 丹纳公司表示布莱恩·普尔在全球汽车、商用和工业市场方面拥有丰富的技术、运营和管理经验,非常适合领导公司的商用车业务部门[4] 公司概况 - 丹纳公司是一家领先的推进和能源管理解决方案供应商,为全球各种移动市场的车辆和机械提供动力[5] - 公司2023年销售额为106亿美元,在全球31个国家拥有42,000名员工[6] - 丹纳公司自1904年成立以来,连续两年被《世界最具道德企业》和《美国最负责任企业》评选为获奖企业[6] - 公司以高绩效文化著称,注重尊重他人、激发创新、负责任增长和共同获胜[6]

MAUMEE, Ohio, June 26, 2024 /PRNewswire/ -- Dana Incorporated (NYSE: DAN) today announced the appointment of Dana veteran Lisa Amend as Senior Vice President and Chief Human Resources Officer. Ms. Amend brings to this role more than 20 years of experience as a labor and employment attorney supporting human resources in all areas, including litigation and dispute management, labor relations, employee benefits, and executive compensation. She will have responsibility for the company's human resources strategy ...

THE WOODLANDS, Texas, June 18, 2024 (GLOBE NEWSWIRE) -- Howard Hughes Holdings Inc. (NYSE:HHH) announced today the appointment of Dana Hamilton to the company's Board of Directors. Ms. Hamilton is a veteran C-suite executive with a track record of growing successful real estate operating and investment companies and using data analytics and technology to drive performance-enhancing organizational and industry change. "Dana's senior leadership experience building large businesses in the apartment and single- ...

Jetta Productions Inc/DigitalVision via Getty Images When things aren't going your way in the market, it can be difficult to stay the course. The longer the market disagrees with your assessment, the more difficult this kind of situation becomes. After all, time is limited in life and the more you spend holding a subpar position, the more you seem to be missing out on. However, in some cases, I believe that extreme patience can be well worth it. A good example where I think this applies involves Dana Incorp ...

财务数据和关键指标变化 - 第一季度销售额为27亿美元,同比增加9100万美元,主要由于客户需求增加、新业务订单增加以及市场份额提升 [9] - 调整后EBITDA为2.23亿美元,同比增加1900万美元,主要由于公司整体运营效率提升 [10] - 自由现金流为负1.72亿美元,同比改善1.18亿美元,主要由于营运资金管理改善和资本支出减少 [11][12] 各条业务线数据和关键指标变化 - 传统业务销售额增加7500万美元,主要由于新车型需求增加和商用车市场份额提升,但农业市场需求下降 [43] - 传统业务调整后EBITDA增加2900万美元,毛利率提升约90个基点,主要由于公司整体运营效率提升 [44] - 电动车业务销售额增加2300万美元,但调整后EBITDA下降400万美元,主要由于新项目投资增加 [44] 各个市场数据和关键指标变化 - 农业市场需求下降,但公司通过优化产品组合和成本管控,该业务分部利润率反而有所提升 [64][65] - 商用车市场北美重卡产量预计为30万-31万辆,轻中卡产量预计为24.5万-25.5万辆,需求保持相对稳定 [76] - 乘用车市场整体需求稳定,公司主要项目如雪佛兰Bolt和福特Lightning产量预计与OEM公告一致 [77][78][81] 公司战略和发展方向及行业竞争 - 公司持续推进提升运营效率,通过优化产品组合、成本管控等措施来应对行业环境变化 [15][16][21] - 公司在电动化领域持续投入,电动车业务销售额预计达10亿美元,明年将实现正EBITDA [26][27] - 公司凭借灵活的产品和制造能力,能够适应不同动力总成的需求变化,在行业竞争中保持优势 [22][23][24] 管理层对经营环境和未来前景的评论 - 客户生产计划趋于稳定,原材料价格下降,公司整体运营效率持续提升,为全年业绩目标奠定基础 [15][16][21] - 农业和建筑/矿业市场需求预计持平或略有下降,商用车和乘用车市场需求相对稳定 [19][20] - 电动车市场需求波动,但公司产品和制造能力灵活,能够应对不同动力总成的需求变化 [22][23][24] 问答环节重要的提问和回答 问题1 **Colin Langan提问** 询问非核心水力业务剥离对全年每股收益的影响 [60][61][62][63] **Timothy Kraus回答** 该影响已包含在原先的每股收益指引中,调整后的每股收益应为0.85美元 问题2 **James Picariello提问** 询问商用车业务的需求前景及电动车业务对该分部利润的影响 [75][76][77][78][81][82] **Jim Kamsickas回答** 商用车北美市场需求预计保持相对稳定,电动车业务销售虽有下降但通过灵活调整得以部分抵消 问题3 **Joseph Spak提问** 询问动力技术分部电动车业务的表现及展望 [85][86][87][88][89][90][91][92][93][94][95][96][97] **Jim Kamsickas和Timothy Kraus回答** 该分部电动车业务保持稳定增长,主要受益于通用汽车电动车项目,公司产品和制造能力灵活,有望持续贡献利润

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 Form 10-Q ☑ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended: March 31, 2024 OR ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the Transition Period From to Commission File Number: 1-1063 Dana Incorporated (Exact name of registrant as specified in its charter) Delaware 26-1531856 (State of incorporation) ...