Dana (DAN) reported $2.74 billion in revenue for the quarter ended March 2024, representing a year-over-year increase of 3.4%. EPS of $0.02 for the same period compares to $0.25 a year ago. The reported revenue represents a surprise of +2.93% over the Zacks Consensus Estimate of $2.66 billion. With the consensus EPS estimate being $0.10, the EPS surprise was -80.00%. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their n ...

Dana (DAN) came out with quarterly earnings of $0.02 per share, missing the Zacks Consensus Estimate of $0.10 per share. This compares to earnings of $0.25 per share a year ago. These figures are adjusted for non- recurring items. This quarterly report represents an earnings surprise of -80%. A quarter ago, it was expected that this automotive equipment supplier would post a loss of $0.02 per share when it actually produced a loss of $0.08, delivering a surprise of -300%. Over the last four quarters, the co ...

MAUMEE, Ohio, April 30, 2024 /PRNewswire/ -- Dana Incorporated (NYSE: DAN) earned a 2024 Automotive News PACE Award for its electro-mechanical, infinitely variable transmission (EMIVT) system at the annual awards ceremony held on April 29, 2024. With this win, Dana has earned nine PACE Awards throughout the program's history, including two PACE Innovation Partnership Awards, and has been named a finalist 25 times. Dana's electro-mechanical, infinitely variable transmission is a multi-mode driveline system t ...

Exhibit 99.1 IMMEDIATE Dana Incorporated Reports 2024 First-Quarter Financial Results With Increased Sales, Adjusted EBITDA, and Free Cash Flow Raises Full-Year Free Cash Flow Guidance • Sales of $2.7 billion, an increase of $91 million • Net income of $3 million, including a $29 million charge related to the announced European hydraulics business divestiture • Adjusted EBITDA of $223 million, an increase of $19 million over last year • Adjusted EBITDA margin of 8.2 percent, a 50-basis-point improvement com ...

MAUMEE, Ohio, April 12, 2024 /PRNewswire/ -- Dana Incorporated (NYSE: DAN) will release its 2024 first- quarter financial results on Tuesday, April 30, 2024. A press release will be issued at approximately 7 a.m. EDT, followed by a conference call and webcast at 10 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 th ...

Dana公司荣获全球最具道德公司之一 - Dana Incorporated被Ethisphere评为2024年全球最具道德公司之一[1] - Dana是移动行业中仅有的八家获奖公司之一[2] - Dana董事长兼首席执行官James Kamsickas表示，公司致力于以正确的方式开展业务，强调“一个Dana”的理念，确保每个人都受到尊重和重视，业务始终以负责任和道德的方式进行[3] - Ethisphere的首席战略官兼执行主席Erica Salmon Byrne表示，认可全球最具道德公司总是令人鼓舞，强调这些组织致力于不断改进其道德、合规和治理实践，为所有利益相关者带来利益[4]

交易详情 - Dana Incorporated宣布出售其欧洲液压业务给HPI Group[1] - 交易预计将在2024年上半年完成[2] - 交易涵盖意大利、法国和德国的业务，包括液压马达、泵、阀门和动力包的生产[3] - Dana将与新合并的液压业务签订供应协议[4]

财务数据和关键指标变化 - 2023年全年销售额为106亿美元,较上年增加近4亿美元,主要得益于客户需求强劲、新业务订单的推出、市场份额增加以及成本上涨的转嫁 [13] - 2023年调整后EBITDA为8.45亿美元,较上年增加1.45亿美元,主要得益于公司各方面的高效执行 [14] - 2023年第四季度销售额为25亿美元,较上年下降6100万美元,主要受到UAW罢工的影响 [66] - 2023年第四季度调整后EBITDA为1.56亿美元,利润率为6.3% [66] - 2023年全年净利润为3800万美元,较上年亏损2.42亿美元有所改善 [67] - 2023年全年自由现金流为负2500万美元,较上年下降2.34亿美元,主要由于营运资金需求增加和资本支出增加 [68] 各条业务线数据和关键指标变化 - 2023年传统业务销售额增加2.28亿美元,调整后EBITDA增加1亿美元,利润率提升80个基点 [73][74] - 2023年电动车业务销售额增加1.82亿美元,调整后EBITDA增加800万美元 [74][75] 各个市场数据和关键指标变化 - 2024年预计整车生产量: - 轻型车整车生产量增长2%-5% [30] - 重型车整车生产量下降 [31] - 非公路车整车生产量农机下降,建筑和采矿保持相对平稳 [32] - 2024年预计各地区整车生产量: - 北美和亚洲增长,欧洲和南美下降 [33] - 2024年公司销售额预计增长135百万美元,高于市场增长,得益于市场份额提升和有利的市场结构 [33] 公司战略和发展方向及行业竞争 - 公司持续推进电动化战略,2023年电动车销售额达7.6亿美元,2024年预计超过10亿美元 [74][75] - 公司在传统动力总成和电动化领域均保持领先地位,能够为客户提供全面的解决方案 [43][54][58][59] - 公司在商用车市场持续增加市场份额,2023年收入创下近13年来的新高 [56][57] - 公司未来几年的新业务订单总额达9.5亿美元,较上一期增加5000万美元,覆盖传统动力和电动化产品 [38][39][40][42] 管理层对经营环境和未来前景的评论 - 2024年公司整体经营环境预计改善,供应链和客户生产计划将恢复正常 [25][26][27][28] - 原材料价格下降将带来一定负面影响,但公司将通过提升效率来抵消 [26][27] - 公司将继续推进成本节约和价格调整措施,以应对持续的通胀压力 [27][61][62][63] - 公司有信心在2025年实现超过110亿美元的销售目标 [44] 问答环节重要的提问和回答 问题1 **Noah Kaye 提问** 公司在电动车业务的利润贡献情况如何,未来是否会有更多的披露 [99][100] **Jim Kamsickas 回答** 公司电动车业务的利润贡献是正向的,但具体数字出于竞争考虑不会过多披露。未来随着业务发展会有更多的信息披露 [99][100][101] 问题2 **Colin Langan 提问** 公司如何看待未来通胀压力,以及如何应对 [113][114][115] **Timothy Kraus 回答** 公司预计2024年仍将面临一定的通胀压力,但将通过与客户的价格谈判以及自身的成本节约措施来应对 [113][114][115] 问题3 **Trevor Young 提问** 公司如何管控资本支出以应对客户计划的变化,以及何时可以看到自由现金流的大幅改善 [126][127][128] **Timothy Kraus 回答** 公司可以根据客户计划的变化来调整资本支出,同时随着销售增长和效率提升,未来几年自由现金流转换率将会持续改善 [126][127][128][129]

财务表现 - Dana 2023年第四季度营收为24.9亿美元，同比下降2.4%[1] - 每股亏损为-0.08美元，较去年同期的-0.10美元有所改善[1] - 营收低于Zacks Consensus Estimate 3.78%，每股亏损超出预期300%[2] - 轻型车销售为9.23亿美元，较分析师平均预期的8.6184亿美元高出10.4%；动力技术销售为3亿美元，较分析师平均预期的2.8462亿美元增长6.8%[5] 市场表现 - 公司股票过去一个月回报率为+1.4%，略低于Zacks S&P 500综合指数的+3.6%[7] - Dana目前的Zacks排名为3（持有），表明其短期内可能与整体市场表现一致[8]

2023 Fourth-quarter & Full-year Earnings Conference Call Safe Harbor Statement Certain statements and projections contained in this presentation are, by their nature, forward-looking ...