| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 91 | 3.1x | 17.8x | Top tier | |
Growth | 47 | 14.9% | 7.1% | Around median | |
Quality | 39 | 2.2% | 4.5% | Bottom tier | |
Safety | 56 | 1.5x | 2.6x | Around median | |
Capital Return | 72 | 1.42% | 2.12% | Top tier | |
Momentum | 56 | 38.7% | 2.9% | Around median | |
Sentiment | 68 | 4 | 3 | Top tier |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Dana Incorporated operates in vehicle drivetrain technologies, with a portfolio that includes axles, driveshafts, thermal management, and sealing products, serving the light vehicle, commercial vehicle, aftermarket, and specialty application markets. The company generates revenue by supplying these systems and components to vehicle manufacturers, through Victor Reinz products in the aftermarket, and from defense programs such as ISV with GM Defense. The Dana 2030 plan targets increasing the standalone company's revenue to approximately $10 billion by 2030, relying on growth in traditional products, the aftermarket, and applied technologies.
In fiscal Q2 2026, revenue according to EDGAR data was approximately $2.0 billion, and gross profit was $210 million, representing a gross margin of approximately 10.5%, while the company recorded a net loss of $5 million and a loss per share of $0.05. On an adjusted basis, Dana reported net income of $21 million and diluted earnings per share of $0.19, compared with $4 million and $0.03 in the corresponding period, while adjusted earnings before interest, taxes, depreciation, and amortization reached $207 million at a margin of 10.3%, up 270 basis points year over year.
Fiscal Q2 2026 sales increased to $2.01 billion from $1.94 billion, supported by $29 million from pricing and recovery actions, $24 million from currency, $12 million from commodity cost recoveries, $6 million from volume and mix, and $4 million from tariff recoveries. Demand for light vehicle programs, backlog conversion, and improvement in commercial vehicles contributed to the mix, while the company generated adjusted free cash flow of $68 million, a year-over-year improvement of $75 million.
Automated analysis for informational purposes only — not investment advice.
The average analyst price target is $36.4, within a range of $33 to $39, with a Buy consensus; the average target is below the 52-week range high of $39.56, while the highest target of $39 is close to it. The 52-week range extends from $17.74 to $39.56, and the breadth of the range reflects a revaluation linked to improved margins and cash flow and the raised fiscal 2026 outlook, balanced against the reduced earnings per share outlook and execution risks related to the Eaton Mobility combination; moreover, fluctuations in net income between quarterly profits and losses make the simple price-to-earnings multiple less useful for evaluating underlying operating performance.
Figures in the text are as of 2026-08-31; the live price is shown at the top of the page.
Revenue according to EDGAR data was approximately $2.0 billion, gross profit was $210 million, net loss was $5 million, and loss per share was $0.05. On an adjusted basis, earnings before interest, taxes, depreciation, and amortization reached $207 million at a margin of 10.3%, up 270 basis points year over year. Adjusted net income was also $21 million, adjusted diluted earnings per share was $0.19, and the company generated adjusted free cash flow of $68 million.
Dana raised its revenue outlook to approximately $7.75 billion at the midpoint of the range, an increase of $225 million from its fiscal Q1 2026 outlook. It also raised its adjusted earnings before interest, taxes, depreciation, and amortization outlook to $825 million and its adjusted free cash flow outlook to $325 million. In contrast, it lowered expected adjusted diluted earnings per share to approximately $2 due to higher depreciation, interest, and taxes and lower earnings from joint ventures in China.
Dana targets closing the transaction in fiscal Q1 2027, and Eaton shareholders will receive a stake of at least 50.1% in the combined entity. The combined company targets revenue of between $14 and $15 billion by 2030, compared with Dana's standalone target of approximately $10 billion. Dana also expects combined aftermarket sales of approximately $1.7 billion in 2026 and annual cost savings of at least $250 million within 24 months of closing.
Dana expects the expansion of Victor Reinz products with AutoZone, Advance, and O'Reilly to add approximately $40 million in sales. The VIPAR partnership is expected to add between $10 and $15 million in aftermarket sales, benefiting from more than 875 locations and more than 430 service locations. In applied technologies, the company sees approximately $30 million in new sales driven by demand for current defense programs, including ISV with GM Defense.
Dana generated adjusted free cash flow of $68 million in fiscal Q2 2026, an improvement of $75 million from the corresponding period. It repurchased 1.2 million shares for $44 million during the quarter, bringing year-to-date purchases to $169 million, and plans additional purchases of $200 million through the end of 2026. The company targets completing $2 billion of the repurchase program by 2029, while the continuation of purchases during the first 24 months after closing the Eaton transaction remains under evaluation.
Dana lowered its fiscal 2026 adjusted earnings per share outlook to approximately $2, despite raising its sales and operating earnings outlooks, due to depreciation, interest, taxes, and weak earnings from joint ventures in China. Commercial vehicle growth also comes at lower margins, so the expected adjusted earnings before interest, taxes, depreciation, and amortization margin remained at approximately 10.6%. The Eaton Mobility combination adds execution risks and cash costs of less than $250 million, while a $20 million union bonus and commodity headwinds of approximately $10 million weigh on fiscal 2026.
