Equity Profile

DAN

Dana Incorporated

Consumer DiscretionaryAutomotive Parts & Equipment$2.9B

Apr29Wed

Pre-Earnings Brief

UpcomingQ1-2026Pre-Market9:00 AM EDT

Company Snapshot

Dana Incorporated (DAN) is a key player in the automotive parts and equipment sector, focusing on providing solutions for vehicle manufacturers. As consumer spending shifts and the automotive industry evolves, Dana's performance is closely watched by investors, especially in light of trends like electric vehicles and sustainability.

Key Metrics to Watch

EPS

Earnings per share (EPS) is a crucial indicator of profitability, and investors are keen to see if Dana can meet or exceed expectations this quarter.

0.44

Revenue

Revenue figures will provide insight into the company's sales performance and overall demand for its products in a competitive market.

1.8B

Wall Street expectations, options signals, track record, and call prep available with Pro.

DAN Q1-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

25%

Avg EPS Surprise

-244.76%

Avg Stock Reaction

-0.80%

Last Quarter Recap

In the last quarter, Dana reported an EPS of $0.07, significantly missing the estimate of $0.26, which raised concerns about its profitability. Despite this, the stock saw a modest increase of 7.64% the following day, indicating some investor optimism.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts are cautiously optimistic about Dana's upcoming earnings, with expectations for a slight recovery in EPS and revenue. However, the company's recent performance raises questions about its ability to deliver consistent results.

Bull Case

If Dana can meet or exceed the EPS and revenue estimates, it may signal a turnaround in performance, boosting investor confidence and potentially driving the stock higher.

Bear Case

Conversely, if Dana fails to meet expectations again, it could lead to further declines in stock price, as investors may lose faith in the company's recovery prospects.

Key Metrics to Watch

EPS

0.44

Earnings per share (EPS) is a crucial indicator of profitability, and investors are keen to see if Dana can meet or exceed expectations this quarter.

Revenue

1.8B

Revenue figures will provide insight into the company's sales performance and overall demand for its products in a competitive market.

Expectations

Two Questions That Matter

The print will turn on these two things.

Can Dana achieve an EPS of at least $0.44 this quarter?

Meeting this EPS target is crucial for restoring investor confidence after a series of disappointing earnings.

What is the outlook for revenue growth in the automotive parts sector?

Understanding revenue growth will provide insights into demand for Dana's products and the overall health of the automotive market.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for Dana to rebound in a recovering automotive market, especially as supply chain issues ease.

Supporting Evidence

Dana's recent investments in electric vehicle components could position it well for future growth.

The options market is pricing a smaller move than historical averages, suggesting potential for a larger reaction.

Recent trends in consumer spending may indicate a rebound in automotive sales, benefiting Dana.

Key Risk

If Dana's revenue growth exceeds expectations, it could significantly alter the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's results are critical as they will indicate whether Dana can recover from previous earnings misses and improve its market position.

Bull Confirmed If

Achieving an EPS of $0.44 or better would confirm a positive turnaround in profitability.

Bear Confirmed If

An EPS below $0.40 would reinforce concerns about ongoing challenges in the company's performance.

Pre-Earnings Positioning

Options Market

Implied Move

±4.79%

Historical Avg

±6.1%

Pricing cheap

The options market is pricing in a move of about 4.79%, suggesting that traders expect some volatility around the earnings announcement.

Options are pricing ±4.8% while DAN has averaged ±6.1% over the last 8 prints — setup is pricing cheap.

Detail

30d HV

38.0%

Calls (5K)P/C Ratio: 0.50Puts (100)

Edge

Institutional Ownership

Smart-money positioning from the most recent 13F filings.

Top holders trimming

Institutional

104.78%

of float

Insider

1.52%

of float

Holders

416

institutions

Top Holders· as of Dec 2025

Blackrock Inc.
18,040,957 sh · $702.3M
16.47%
-9.5%

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Dana beats expectations, history suggests the stock could rise by about 3.64%, confirming a positive trend.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors await clearer guidance.

Miss

A miss could lead to a decline of around 2.28%, further shaking investor confidence in the company's recovery.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on cost management strategies and their impact on margins.
2Insights into demand trends for electric vehicle components.
3Management's outlook on the automotive market for the remainder of the year.
4Details on any new contracts or partnerships that could drive future revenue.
5Comments on supply chain improvements and their effect on production capacity.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

Key Metrics to Watch

EPS

Earnings per share (EPS) is a crucial indicator of profitability, and investors are keen to see if Dana can meet or exceed expectations this quarter.

0.44

Revenue

Revenue figures will provide insight into the company's sales performance and overall demand for its products in a competitive market.

1.8B

Wall Street expectations, options signals, track record, and call prep available with Pro.

DAN Q1-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

25%

Avg EPS Surprise

-244.76%

Avg Stock Reaction

-0.80%

Last Quarter Recap

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If Dana can meet or exceed the EPS and revenue estimates, it may signal a turnaround in performance, boosting investor confidence and potentially driving the stock higher.

Bear Case

Conversely, if Dana fails to meet expectations again, it could lead to further declines in stock price, as investors may lose faith in the company's recovery prospects.

Key Metrics to Watch

EPS

0.44

Earnings per share (EPS) is a crucial indicator of profitability, and investors are keen to see if Dana can meet or exceed expectations this quarter.

Revenue

1.8B

Revenue figures will provide insight into the company's sales performance and overall demand for its products in a competitive market.

Expectations

Two Questions That Matter

The print will turn on these two things.

Can Dana achieve an EPS of at least $0.44 this quarter?

Meeting this EPS target is crucial for restoring investor confidence after a series of disappointing earnings.

What is the outlook for revenue growth in the automotive parts sector?

Understanding revenue growth will provide insights into demand for Dana's products and the overall health of the automotive market.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for Dana to rebound in a recovering automotive market, especially as supply chain issues ease.

Supporting Evidence

Dana's recent investments in electric vehicle components could position it well for future growth.

The options market is pricing a smaller move than historical averages, suggesting potential for a larger reaction.

Recent trends in consumer spending may indicate a rebound in automotive sales, benefiting Dana.

Key Risk

If Dana's revenue growth exceeds expectations, it could significantly alter the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's results are critical as they will indicate whether Dana can recover from previous earnings misses and improve its market position.

Bull Confirmed If

Achieving an EPS of $0.44 or better would confirm a positive turnaround in profitability.

Bear Confirmed If

An EPS below $0.40 would reinforce concerns about ongoing challenges in the company's performance.

Pre-Earnings Positioning

Options Market

Implied Move

±4.79%

Historical Avg

±6.1%

Pricing cheap

The options market is pricing in a move of about 4.79%, suggesting that traders expect some volatility around the earnings announcement.

Options are pricing ±4.8% while DAN has averaged ±6.1% over the last 8 prints — setup is pricing cheap.

Detail

30d HV

38.0%

Calls (5K)P/C Ratio: 0.50Puts (100)

Edge

Institutional Ownership

Smart-money positioning from the most recent 13F filings.

Top holders trimming

Institutional

104.78%

of float

Insider

1.52%

of float

Holders

416

institutions

Top Holders· as of Dec 2025

Blackrock Inc.
18,040,957 sh · $702.3M
16.47%
-9.5%

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Dana beats expectations, history suggests the stock could rise by about 3.64%, confirming a positive trend.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors await clearer guidance.

Miss

A miss could lead to a decline of around 2.28%, further shaking investor confidence in the company's recovery.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on cost management strategies and their impact on margins.
2Insights into demand trends for electric vehicle components.
3Management's outlook on the automotive market for the remainder of the year.
4Details on any new contracts or partnerships that could drive future revenue.
5Comments on supply chain improvements and their effect on production capacity.