Dana Q3: Massive Buyback, Margins On Trial, Execution Carries All The Risk

2025-11-03 06:00:00 ET

Introduction

Dana Incorporated's (DAN) main struggle is tied to how well its initiatives do. Certainly important is the cycle, but the real catalyst pushing the stock upward resides inside the business, not outside. Dana now has a straightforward strategy, but I view it personally as quite ambitious. For a business like this, attaining it calls for faultless implementation; I'm not saying that is impossible, but it is very hard. The company anticipates to raise margins to 10–10.5%, create free cash flow equal to about 4% of revenues, and return $1 billion to shareholders by 2027 ($600 million already in progress)....

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