Dana Inc

DAN

Market cap $4.06B

MAUMEE, Ohio, April 14, 2026 /PRNewswire/ -- Dana Incorporated (NYSE: DAN) will release its 2026 first-quarter financial results on Wednesday, Apr. 29, 2026. A press release will be issued at approximately 7 a.m.

VIST, AGRO, FSM, DAN and CPRI are a few high-earnings-yield value stocks worth buying as Middle East tensions and Fed uncertainty keep markets volatile.

Dana Incorporated remains a buy as margin expansion, balance sheet repair, and diversified growth drivers are now evident in results. Post-off-highway divestiture, DAN's net leverage is expected to stay below 1x through 2026, supporting financial flexibility. Margin improvement is visible, with FY2025 adj. EBITDA margin at 8.1% and Q4 2024 reaching 11.1%, driven by cost initiatives.

I maintain my "Buy" rating for Dana, following my assessment of its Capital Markets Day disclosures. DAN aims to outpace the North American commercial vehicle market by 600bps annually and also expand into defense and powersport segments for incremental growth. It is also targeting 4ppts of EBITDA margin improvement over the next few years via SKU rationalization and a greater focus on the high-return aftermarket business.

Dana Incorporated (DAN) Analyst/Investor Day Transcript

MAUMEE, Ohio, March 25, 2026 /PRNewswire/ -- Dana Incorporated (NYSE: DAN) a global leader in the design and manufacture of highly efficient vehicle propulsion solutions, is hosting its 2026 Capital Markets Day today in New York City beginning at 9:00 a.m. Eastern Time, where the company's leadership team will outline the strategic priorities and long‑term financial targets underpinning Dana 2030, the company's growth and value‑creation strategy.

DAN has surged 123% in a year, but at 11x forward earnings, improving margins, backlog strength and capital returns may still leave room to run.

Dana shifts toward higher-margin hybrid, ICE and aftermarket bets as EV demand softens, testing whether mix and discipline can sustain growth.

Dana Incorporated DAN is leaning on two key levers in an uneven auto market— a growing backlog that supports revenue visibility and a cost transformation that is steadily improving margins. Together, these drivers position the company for profit expansion even if industry volumes remain subdued.

AGRO, CABO, DAN, CGAU and NESR stand out as high earnings yield value plays as easing war tensions and lower oil prices shift focus back to fundamentals.