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Dana Incorporated (DAN) Analyst/Investor Day Transcript

Seeking Alpha

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⚡ Quantum Brief

Dana Incorporated hosted its 2026 Capital Markets Day on March 25, led by CEO R. McDonald, who introduced the leadership team, including incoming CEO Byron Foster, set to transition from his current role overseeing Light Vehicle Drive Systems. The event emphasized Dana’s strategic focus on aftermarket growth, with Senior VP Brian Pour highlighting expansion plans in commercial vehicle and aftermarket segments as a key revenue driver. CTO Seth Metzger and Global Operations VP Chris Clark presented on technological advancements and manufacturing efficiency, signaling investments in innovation to strengthen competitiveness. CFO Timothy Kraus addressed financial projections, though specifics were omitted in the transcript, framing the discussion around forward-looking statements with standard safe harbor disclaimers. Analysts from RBC, Deutsche Bank, Wells Fargo, Barclays, and BNP Paribas attended, indicating strong institutional interest in Dana’s operational and financial roadmap.

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SA Transcripts159.13K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Dana Incorporated (DAN) Analyst/Investor Day March 25, 2026 9:00 AM EDT Company Participants Craig Barber - Senior Director of Investor Relations & Strategic PlanningR. McDonald - CEO, President & ChairmanByron Foster - Senior VP, President of Light Vehicle Drive Systems & DirectorBrian Pour - Senior VP and President of Commercial Vehicle Drive & Motion SystemsSeth Metzger - Senior VP & CTOChris Clark - Senior Vice President of Global OperationsTimothy Kraus - Senior VP & CFO Conference Call Participants Gautam Narayan - RBC Capital Markets, Research DivisionYan Dong - Deutsche Bank AG, Research DivisionColin Langan - Wells Fargo Securities, LLC, Research DivisionDan Levy - Barclays Bank PLC, Research DivisionJames Picariello - BNP Paribas, Research Division Presentation Craig BarberSenior Director of Investor Relations & Strategic Planning My name is Craig Barber, I'm IR Director for Dana. And again, I want to welcome everyone here and online. Again, Capital Markets Day, we're going to be making some forward-looking statements today that may differ materially from our actual results. So please have a look at our safe harbor statement on our posted materials and in our public filings. We're going to go ahead and get started this morning with our first presentation. So let's go ahead and start. [Presentation] R. McDonaldCEO, President & Chairman Good morning, everyone, and welcome to our Capital Markets Day. I'd like to start out with just introducing the Dana management team, starting with Byron Foster. Byron runs our Light Vehicle business and is our incoming CEO. Next, we have Brian Pour. Brian runs our Commercial Vehicles and Aftermarket businesses, and we're going to be talking a lot more about our aftermarket opportunity here in our presentation today. Seth Metzger is our Senior Vice President and Chief Technology Officer; Chris Clark, who runs our manufacturing operations, he'll be presenting today. Most of you know Tim Kraus, our CFO. And we also have in

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