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Stock impact report

Dana Incorporated: Fundamentals Have Improved A Lot [Seeking Alpha]

Dana Incorporated (DAN) 
Last dana incorporated earnings: 4/30 06:59 am Check Earnings Report
Company Research Source: Seeking Alpha
Post-off-highway divestiture, DAN's net leverage is expected to stay below 1x through 2026, supporting financial flexibility. Margin improvement is visible, with FY2025 adj. EBITDA margin at 8.1% and Q4 2024 reaching 11.1%, driven by cost initiatives. Aftermarket and ICE-related demand provide durable, high-margin growth opportunities, with a robust backlog and long-term program visibility. Jonathan Kitchen/DigitalVision via Getty Images Investment Overview I wrote abou t Dana Incorporated ( DAN ) previously with a buy rating in my initiation coverage, as I thought the business was in much better shape after the divestiture, had a path towards Following the off-highway divestiture and ~$2 billion debt reduction, DAN's net leverage is set to remain below 1x through 2026, underpinning financial stability. Margin gains are primarily from cost savings and operational efficiencies, with FY2025 adj. EBITDA margin at 8.1% and 2026 guidance implying 10.6%. Aftermarket, with $ Show less Read more
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