Dana Inc Q4 sales beat on light truck demand

Dana

18/02/2026 12:06

Overview

Propulsion solutions firm's Q4 sales rose, beating analyst expectations

Adjusted EBITDA for Q4 improved significantly from previous year

Company repurchased 34 mln shares, 23% of shares outstanding

Outlook

Dana expects 2026 sales between $7.30 bln and $7.70 bln

Company projects 2026 adjusted EBITDA between $750 mln and $850 mln

Dana anticipates $200 mln incremental new business growth in 2026

Result Drivers

LIGHT TRUCK DEMAND - Increased demand for light truck programs offset lower commercial truck demand, driving Q4 sales growth

COST SAVINGS - Cost-savings actions and efficiency improvements were primary drivers of Q4 adjusted EBITDA margin improvement

STRATEGIC INITIATIVES - Sale of Off-Highway business supported debt reduction and capital returns

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Beat
$1.90 bln
$1.86 bln (6 Analysts)
Q4 Adjusted EBITDA
$208 mln
Q4 Operating Cash Flow
$406 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the auto, truck & motorcycle parts peer group is "buy"

Wall Street's median 12-month price target for Dana Inc is $32.00, about 2.6% below its February 17 closing price of $32.87

The stock recently traded at 14 times the next 12-month earnings vs. a P/E of 10 three months ago

Press Release: ID:nPn32YRb1a

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)