Dana Incorporated

Report azionario NYSE:DAN

Capitalizzazione di mercato: US$3.1b

Dana Crescita futura

Criteri Future verificati 5/6

Dana prevede che gli utili e i ricavi cresceranno rispettivamente di 26.9% e 13.8% all'anno. Si prevede che l'EPS crescerà di 25.6% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 25.7% in 3 anni.

Informazioni chiave

26.9%

Tasso di crescita degli utili

25.60%

Tasso di crescita dell'EPS

Auto Components crescita degli utili30.4%
Tasso di crescita dei ricavi13.8%
Rendimento futuro del capitale proprio25.67%
Copertura analitica

Good

Ultimo aggiornamento10 Aug 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento narrativa • Aug 09

DAN: Buyback Momentum And Index Additions Will Support Future Upside

Analysts have trimmed their price target on Dana to $43 from $46 as updated assumptions reflect a slightly higher discount rate, a modest adjustment to revenue growth expectations, lower projected profit margins, and a small recalibration of the future P/E multiple. What’s in the News for Dana Dana completed a share repurchase tranche from April 1, 2026 to August 6, 2026, buying back 1,200,000 shares for US$44 million, and has now repurchased a total of 39,902,872 shares for US$819.15 million under the buyback program announced on June 11, 2025.
Aggiornamento narrativa • Jul 24

DAN: Eaton Mobility Deal Will Reshape Margins And Support Future Upside

Analysts have modestly reduced their price target on Dana to $37.57 from $39.43, citing updated assumptions around the discount rate, revenue growth, profit margin, and future P/E estimates. What’s in the News for Dana Dana Inc.
Nuova narrativa • Jul 17

Cost Reductions And Backlog Expansion Will Support Strong Long Term Earnings Power

Catalysts About Dana Dana designs and manufactures driveline, sealing, thermal and related technologies for light vehicle, commercial vehicle and other mobility applications. What are the underlying business or industry changes driving this perspective?
Aggiornamento narrativa • Jul 10

DAN: Index Reclassification And Ongoing Buybacks Will Support Future Upside

Analysts have trimmed their fair value estimate for Dana from $41.14 to $39.43 as they update assumptions around revenue growth, profit margins, and future P/E. This has led to a slightly lower price target narrative for the stock.
Nuova narrativa • Jul 02

Backlog And Cost Cuts Will Strain Margins Before Longer Term Earnings Benefits Emerge

Catalysts About Dana Dana is a mobility supplier that provides axles, driveshafts, sealing and thermal products for light vehicle, commercial vehicle, aftermarket and related applications. What are the underlying business or industry changes driving this perspective?
Aggiornamento narrativa • Jun 18

DAN: Eaton Mobility Merger And Buybacks Will Support Future Share Upside

Analysts have trimmed their average price target for Dana to about $41.14 from $41.86, reflecting updated assumptions for revenue growth, profit margins, and a lower future P/E multiple. What’s in the News for Dana Dana announced a planned US$5.1b merger with Eaton's Mobility division on June 11, 2026, creating a combined powertrain-focused company aimed at commercial and light vehicles, with projected annual sales of US$11b and adjusted EBITDA of US$1.7b (source: recent news reports).
Seeking Alpha • Jun 11

Dana Incorporated's Massive Move Opens The Door To Opportunity

Summary Dana Incorporated remains a Strong Buy after announcing a transformative merger with Eaton Mobility, despite a sharp negative market reaction. The DAN combination with Eaton Mobility increases revenue scale and aftermarket exposure and is expected to drive EBITDA margins from 14–15% to 18% by 2030. Synergies of $250 million within 24 months are forecast, with pro forma EBITDA reaching $2.61 billion and adjusted operating cash flow of $1.32 billion by 2030. DAN stock's annualized upside potential rises to 23.2–25.5% per year, exceeding prior projections, while leverage and valuation metrics remain attractive post-transaction. Read the full article on Seeking Alpha
Aggiornamento narrativa • Jun 04

DAN: Aggressive Share Repurchases And Margin Expansion Will Drive Future Upside Potential

Analysts have lifted their price target for Dana to about $41.86 from roughly $40.71, citing updated views on revenue growth, profit margins, a lower assumed discount rate, and a reduced future P/E multiple. What's in the News On 05/12/2026, Dana Incorporated reported it will be unable to file its next 10-Q by the SEC deadline, indicating a delayed SEC filing.
Aggiornamento narrativa • Apr 24

DAN: Expanded Buybacks And Higher Dividend Will Support Balanced Future Returns

Analysts have adjusted their price target for Dana to $40.71 from $39.57 as they factor in updated assumptions for the discount rate, revenue growth, profit margin, and future P/E expectations. What's in the News Dana expanded its equity buyback plan on February 11, 2026, increasing the authorization by US$1,000 million to a total of US$2,000 million and extending the program through 2030 (Key Developments).
Aggiornamento narrativa • Apr 10

DAN: Expanded Buybacks And Dividend Increase Will Support Measured Future Returns

Analysts have adjusted their price target for Dana to $39.57 from $38.29, reflecting refreshed assumptions around the discount rate, revenue growth, profit margin, and future P/E. What's in the News Dana updated its share repurchase activity, buying back 10,152,110 shares between October 1 and December 31, 2025, for $205.98 million.
Aggiornamento narrativa • Mar 26

DAN: Expanded Buybacks And Dividend Increases Will Support Attractive Future Returns

Analysts have maintained Dana's fair value estimate at $38.29, making only minor adjustments to the discount rate, revenue growth, profit margin, and future P/E inputs. These refinements fine tune their price target rationale rather than overhaul it.
Aggiornamento narrativa • Mar 11

DAN: Expanded Buybacks And New CEO Will Support Attractive Future Returns

Analysts now see Dana's fair value estimate increasing from about $37.43 to $38.29, reflecting updated views on revenue growth, profit margins, discount rates, and future P/E assumptions. What's in the News Dana completed the repurchase of 34,000,000 shares, representing 25.38% of its stock for $653.3m, including 9,873,294 shares, or 8.1%, bought between October 1, 2025 and December 31, 2025 for $209.13m (Key Developments).
Aggiornamento narrativa • Feb 25

DAN: Buybacks And Leadership Transition Will Support Balanced Long Term Returns

Analysts have lifted their price target for Dana to $37.43 from $33.43. They point to slightly softer profit margin and revenue trends, along with a higher assumed future P/E multiple, as key drivers of the new view.
Aggiornamento narrativa • Feb 11

DAN: Analyst Day And 2025 Outlook Will Support Balanced Returns

Analysts have kept their $33.43 price target for Dana steady, with only small tweaks to the discount rate and forward P/E assumptions. These adjustments reflect fine tuning of their models rather than a change in their overall view.
Aggiornamento narrativa • Jan 27

DAN: Cost Savings And Buybacks Will Support Balanced Returns With 2025 Guidance

Analysts have raised their price target on Dana from about $26.71 to roughly $33.43. This change reflects updated assumptions that include a lower discount rate, slightly adjusted revenue expectations, firmer profit margins and a modestly higher future P/E multiple.
Aggiornamento narrativa • Jan 12

DAN: Cost Savings And Share Buybacks Will Shape Balanced Returns Ahead

Analysts have kept their fair value estimate for Dana broadly unchanged at about $26.71 per share. They have modestly adjusted assumptions such as the discount rate and forward P/E to reflect updated views on the stock's risk profile and earnings power, rather than a major shift in outlook.
Articolo di analisi • Dec 31

Calculating The Intrinsic Value Of Dana Incorporated (NYSE:DAN)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Dana fair value estimate is US$26.92 With US$24.10 share...
Aggiornamento narrativa • Dec 25

DAN: Cost Savings And Share Buybacks Will Drive Stronger Returns Ahead

Analysts have nudged their price target on Dana slightly higher to approximately 26.71 dollars from about 26.43 dollars, citing modestly improved profit margin expectations, a lower discount rate, and a slightly cheaper projected earnings multiple, despite largely unchanged revenue growth assumptions. What's in the News Dana raised its 2025 earnings guidance, now expecting sales of 7.3 to 7.5 billion dollars, driven by accelerated cost savings and improved profitability (company guidance).
Aggiornamento narrativa • Dec 11

DAN: Cost Savings And Buybacks Will Drive Stronger Returns Ahead

Analysts have nudged their price target for Dana slightly higher, to approximately $26.43 from about $26.14. They cite marginal improvements in projected profit margins, a modestly lower discount rate, and a slightly higher future earnings multiple, despite slightly weaker revenue growth expectations.
Aggiornamento narrativa • Nov 27

DAN: Share Repurchases And Cost Savings Will Unlock Value Ahead

Analysts have updated their price target for Dana to $26.14, reflecting a consistent outlook with stable fundamental projections and a modestly lower discount rate supporting valuation refinement. What's in the News Dana Incorporated has raised its earnings guidance for 2025 and now expects sales between $7.3 and $7.5 billion.
Aggiornamento narrativa • Nov 12

DAN: Share Buybacks And Margin Gains Will Drive Value Unlocking

Analysts have raised their price target for Dana, increasing it from $25 to $26.14 per share. They cited incremental improvements in profit margin and a lower projected future price-to-earnings ratio as reasons for the adjustment.
Aggiornamento narrativa • Oct 29

Share Repurchases And Improved Margins Will Drive Future Upside

Analysts have increased their price target for Dana from $24.57 to $25.00. This change reflects a modestly improved profit margin outlook despite more tempered revenue growth projections.
Aggiornamento narrativa • Sep 27

Operational Efficiency And Electrification Will Power Long-Term Success

Driven primarily by a modest increase in Dana’s forward P/E multiple, the consensus analyst price target has risen slightly from $24.00 to $24.57. What's in the News Dana raised full-year 2025 earnings guidance, now expecting sales between $7.25 billion and $7.55 billion, compared to a previous midpoint of $9.9 billion.
Articolo di analisi • Sep 26

Is Dana Incorporated (NYSE:DAN) Worth US$19.7 Based On Its Intrinsic Value?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Dana fair value estimate is US$15.67 Dana is estimated to be...
Articolo di analisi • Sep 05

Dana Incorporated (NYSE:DAN) Shares Fly 25% But Investors Aren't Buying For Growth

Dana Incorporated ( NYSE:DAN ) shareholders would be excited to see that the share price has had a great month, posting...
Aggiornamento narrativa • Sep 05

Operational Efficiency And Electrification Will Power Long-Term Success

With both the discount rate and future P/E ratio essentially unchanged, analysts' consensus fair value for Dana remains steady at $24.00 per share. What's in the News Dana completed the repurchase of 14,600,000 shares (10.02%) for $250 million under the buyback announced in June 2025.
Articolo di analisi • Aug 01

Dana (NYSE:DAN) Will Pay A Dividend Of $0.10

Dana Incorporated ( NYSE:DAN ) has announced that it will pay a dividend of $0.10 per share on the 29th of August...
Articolo di analisi • Jun 23

Is Dana (NYSE:DAN) A Risky Investment?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Articolo di analisi • May 26

Estimating The Intrinsic Value Of Dana Incorporated (NYSE:DAN)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Dana fair value estimate is US$17.98 Dana's US$16.42 share...
Articolo di analisi • May 05

Revenues Not Telling The Story For Dana Incorporated (NYSE:DAN) After Shares Rise 30%

Dana Incorporated ( NYSE:DAN ) shareholders are no doubt pleased to see that the share price has bounced 30% in the...
User avatar
Nuova narrativa • May 03

Power Technologies Integration And Hybrid Transmission Will Improve Efficiency

Accelerated cost reduction and integration of Power Technologies improve margins and profitability through significant savings and efficiency gains.
Articolo di analisi • May 03

Dana Incorporated Just Reported A Surprise Profit, And Analysts Lifted Their Estimates

Shareholders of Dana Incorporated ( NYSE:DAN ) will be pleased this week, given that the stock price is up 12% to...
Articolo di analisi • Apr 28

Dana's (NYSE:DAN) Dividend Will Be $0.10

Dana Incorporated's ( NYSE:DAN ) investors are due to receive a payment of $0.10 per share on 31st of May. This makes...
Seeking Alpha • Apr 11

Dana May Face Tariff Headwinds But Is Unbelievably Cheap

Summary Management is positioning Dana Inc. for stronger profitability in the face of market headwinds. Significant cost-saving measures, including plant consolidation and off-highway business divestiture, are expected to yield $300mm in annual savings by 2026. Dana's adjusted EBITDA margins improved to 8% in Q4'24, driven by operational efficiencies and a focus on light and commercial vehicle customers. Despite a challenging automotive market and potential tariff impacts, Dana's improved operating model and cost reductions are expected to enhance long-term shareholder value. Read the full article on Seeking Alpha
Articolo di analisi • Mar 17

Dana (NYSE:DAN) Has A Somewhat Strained Balance Sheet

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Articolo di analisi • Feb 13

What Dana Incorporated's (NYSE:DAN) 38% Share Price Gain Is Not Telling You

Despite an already strong run, Dana Incorporated ( NYSE:DAN ) shares have been powering on, with a gain of 38% in the...

Previsioni di crescita degli utili e dei ricavi

NYSE:DAN - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/202812,0397657421,2714
12/31/202711,4697554218485
12/31/20267,7481,2443086067
6/30/20267,662-45117431N/A
3/31/20267,587-67145354N/A
12/31/20257,500-70298512N/A
9/30/20259,9576573408N/A
6/30/20257,388-26577332N/A
3/31/20257,500-310206515N/A
12/31/20247,734-350138450N/A
9/30/20248,454-19086426N/A
6/30/20249,225-14383503N/A
3/31/20249,926-5293544N/A
12/31/20237,613-27249476N/A
9/30/202310,616-10241540N/A
6/30/202310,482-209123599N/A
3/31/202310,320-231156600N/A
12/31/202210,156-242209649N/A
9/30/20229,874-385446N/A
6/30/20229,54398-242200N/A
3/31/20229,162143-42210N/A
12/31/20218,945197-211158N/A
9/30/20218,780212-163210N/A
6/30/20218,570209268606N/A
3/31/20217,443-18148464N/A
12/31/20207,106-3160386N/A
9/30/20206,98514235544N/A
6/30/20207,1558097454N/A
3/31/20208,383186N/A602N/A
12/31/20198,620226N/A637N/A
9/30/20198,606241N/A619N/A
6/30/20198,420225N/A512N/A
3/31/20198,168417N/A580N/A
12/31/20188,143427N/A568N/A
9/30/20188,007220N/A430N/A
6/30/20187,860193N/A487N/A
3/31/20187,646138N/A515N/A
12/31/20177,209105N/A554N/A
9/30/20176,819697N/A563N/A
6/30/20176,372686N/A424N/A
3/31/20176,078670N/A422N/A
12/31/20165,826640N/A384N/A
9/30/20165,75469N/A322N/A
6/30/20165,838131N/A418N/A
3/31/20165,901137N/A399N/A
12/31/20156,060155N/A406N/A
9/30/20156,267361N/A449N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: Si prevede che DAN diventerà redditizio nei prossimi 3 anni, il che è considerato una crescita più rapida del tasso di risparmio ( 3.7% ).

Guadagni vs Mercato: Si prevede che DAN diventerà redditizia nei prossimi 3 anni, il che è considerato una crescita superiore alla media del mercato.

Guadagni ad alta crescita: Si prevede DAN diventerà redditizia nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di DAN ( 13.8% all'anno) crescerà più rapidamente del mercato US ( 12.9% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di DAN ( 13.8% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di DAN sarà elevato tra 3 anni ( 25.7 %)

Scoprire le aziende in crescita

7D

1Y

7D

1Y

7D

1Y

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/08/10 15:49
Prezzo dell'azione a fine giornata2026/08/10 00:00
Utili2026/06/30
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Dana Incorporated è coperta da 19 analisti. 7 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Dan LevyBarclays
James PicarielloBNP Paribas
Aileen SmithBofA Global Research