Dana Q2 sales miss expectations

Dana

05/08/2025 12:07

Overview

Dana Q2 sales from continuing operations miss analyst expectations

Adjusted EBITDA for Q2 rises to $145 mln, reflecting cost-saving initiatives

Co repurchased $250 mln shares in Q2 as part of $1 bln capital return authorization

Outlook

Dana raises full-year sales guidance to $7.25-$7.55 bln

Company expects 2025 adjusted EBITDA of $540-$610 mln

Dana projects adjusted free cash flow of $225-$325 mln

Company cites cost-saving initiatives as key to mitigating inflation impacts

Result Drivers

TARIFF RECOVERY - Efforts to recover tariff costs contributed to improved financial performance

COST SAVINGS - Dana realized $59 mln in cost savings in Q2, contributing to higher adjusted EBITDA

STRATEGIC TRANSACTIONS - Sale of Off-Highway business aimed at focusing on light and commercial vehicle market

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Sales
Miss
$1.90 bln
$2.53 bln (6 Analysts)
Q2 Adjusted EBITDA
$145 mln
Q2 Operating Cash Flow
$36 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", 2 "hold" and 1 "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 $23.00, about 33.2% above its August 4 closing price of $15.37

The stock recently traded at 9 times the next 12-month earnings vs. a P/E of 10 three months ago

Press Release: ID:nPnB3s0Ka

(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.)