Recent 8-K filings for DAN

• June 12, 2026, 7:00 AM ET leadership materiality 0.60 neutral item 5.02item 9.01 ◈ executive_change ×2

  Dana discloses CEO and Executive Chairman compensation details for July 1 transition

  Byron Foster becomes CEO on July 1, 2026; base salary $1M, target annual incentive 150% of base.

• June 11, 2026, 4:26 PM ET M&A materiality 0.90 positive item 1.01item 9.01 ◈ Material Agreements ×2

  Dana enters definitive agreement with Eaton for Reverse Morris Trust merger with SpinCo

  Dana and Eaton signed definitive agreements on June 10, 2026 for a Reverse Morris Trust transaction involving Eaton's Vehicle and eMobility business.

• June 11, 2026, 6:42 AM ET M&A materiality 1.00 positive item 7.01item 9.01

  Dana to combine with Eaton Mobility in $5.1B deal; combined revenue ~$11B

  Transaction values Eaton Mobility at ~$5.1B (~8.3x 2026E adj. EBITDA before synergies); combined company enterprise value over $10B.

• April 29, 2026, 7:59 PM ET earnings materiality 0.85 positive item 9.01

  Dana Q1: sales $1.87B (+5% YoY), adj EBITDA $171M (9.2% margin), new Stellantis win, maintains FY guidance

  Sales $1.87B, up 5% from $1.78B YoY; adj EBITDA $171M (9.2% margin) vs $93M (5.2%) prior year.

• March 25, 2026, 7:59 PM ET other material materiality 0.75 positive item 7.01item 9.01

  Dana targets ~$10B sales by 2030, 14-15% EBITDA margins at Capital Markets Day

  Dana 2030 plan targets ~$10B annual sales by 2030, 33% above 2026 guidance.

• February 18, 2026, 6:59 PM ET earnings materiality 0.85 positive item 9.01

  Dana FY2025 Adj. EBITDA $610M, guides 2026 margin 10-11%; buyback expanded to $2B

  FY2025 sales $7.5B (-3% YoY); Adj. EBITDA $610M (8.1% margin) vs $395M (5.1%) in FY2024.

• February 11, 2026, 6:59 PM ET dividend materiality 0.65 positive item 7.01item 9.01

  Dana raises dividend 20% to $0.12/share; expands buyback program to $2B through 2030

  Quarterly dividend increased 20% to $0.12 per share; payable March 20, 2026 to holders of record Feb 27.

• January 21, 2026, 6:59 PM ET earnings materiality 0.85 positive item 7.01item 9.01

  Dana reports preliminary 2025 sales ~$7.5B, adj. EBITDA $600M; 2026 margin guidance raised to 10-11%

  Preliminary 2025: sales ~$7.5B, adjusted EBITDA ~$600M (8% margin), adjusted FCF ~$315M.

• January 8, 2026, 6:59 PM ET debt materiality 0.60 neutral item 8.01

  Dana completes tender offers for six note series and redeems all 2027 & 2028 notes

  Purchased $138.3M of 2027 notes (34.6% of outstanding), $142.4M of 2028 notes (35.6%).

• January 7, 2026, 6:59 PM ET other material materiality 0.75 neutral item 9.01

  Dana completes $2.66B sale of Off-Highway business to Allison; provides pro forma financials

  Sale closed Jan 1, 2026; cash proceeds $2.664B after preliminary working capital adjustments.

• January 2, 2026, 6:59 PM ET M&A materiality 0.85 positive item 2.01item 7.01item 9.01

  Dana completes $2.73B sale of off-highway business to Allison Transmission

  Purchase price of $2.732B in cash; multiple of 7.5x expected 2025 adjusted EBITDA.

• December 4, 2025, 6:59 PM ET debt materiality 0.70 positive item 7.01

  Dana launches tender offers for up to ~$1.066B in notes ahead of off-highway sale

  Tenders up to $173M each of 2027, 2028 & 2030 notes; €141M 2029; €184M 2031; $152M 2032.

• October 29, 2025, 7:59 PM ET earnings materiality 0.75 positive item 9.01

  Dana Q3 net income $13M; adjusted EBITDA margin 8.5%, raises FY profit guidance

  Sales $1.92B (flat YoY); net income from continuing ops $13M vs loss $21M a year ago.

• September 30, 2025, 7:59 PM ET leadership materiality 0.60 neutral item 5.02item 9.01

  Dana extends CEO McDonald's contract; successor search to accelerate in early 2026

  CEO R. Bruce McDonald's employment extended on month-to-month basis up to one year until successor starts; then to Non-Executive Chairman.

• August 5, 2025, 7:59 PM ET earnings materiality 0.90 positive item 9.01

  Dana Q2 2025: Sales $1.95B (continuing); raises FY25 guidance; $1B capital return

  Sales from continuing ops $1.95B vs $2.05B YoY; loss before tax -$24M vs -$53M; adjusted EBITDA $145M (7.5% margin) vs $110M.

• August 1, 2025, 7:59 PM ET debt materiality 0.70 neutral item 1.01item 2.03item 9.01

  Dana adds $250M term loan facility tied to off-highway business divestiture

  $250M 2025 New Term A Facility matures earlier of 5 business days after off-highway divestiture or 364 days.

• June 18, 2025, 7:59 PM ET other material materiality 0.70 neutral item 1.02item 5.02item 7.01 ◈ executive_change ×2

  Dana repurchases 14.3M shares from Icahn Group at $17.58; two Icahn director appointees resign

  Dana repurchased 14,268,505 shares from Icahn Group at $17.58/share (~$251M total).

• June 13, 2025, 7:59 PM ET M&A materiality 0.85 positive item 1.01item 9.01

  Dana to sell off-highway business to Allison Transmission for $2.732B

  Purchase price of $2.732B, subject to working capital and net debt adjustments.

• June 11, 2025, 7:59 PM ET M&A materiality 0.85 positive item 9.01

  Dana sells off-highway business to Allison for $2.7B; authorizes $1B capital return

  Sale price represents 7x expected 2025 adjusted EBITDA; net cash proceeds after tax ~$2.4B.

• April 30, 2025, 7:59 PM ET earnings materiality 0.65 neutral item 9.01

  Dana Q1 sales $2.35B, adj EBITDA $188M; maintains FY 2025 guidance; cost savings accelerated

  Net income $25M ($0.17 EPS) vs $3M ($0.02) YoY; adjusted net income $19M ($0.13) vs $37M ($0.26).

• February 20, 2025, 6:59 PM ET earnings materiality 0.70 positive item 9.01

  Dana reports FY2024 adjusted EBITDA up $40M to $885M; guides 2025 EBITDA up 10%

  Full-year 2024 sales $10.3B (-$271M YoY), adjusted EBITDA $885M (+$40M), margin 8.6% (+60 bps).

• January 24, 2025, 6:59 PM ET earnings materiality 0.75 positive item 9.01

  Dana reports preliminary FY2024 sales ~$10.3B, adj EBITDA $885M; guides 2025 adj EBITDA margin ~10%

  Preliminary FY2024 sales ~$10.3B (down from $10.6B); adj EBITDA $885M (margin 8.6% vs 8.0% in 2023); free cash flow ~$70M.

• January 23, 2025, 6:59 PM ET leadership materiality 0.60 neutral item 1.01item 5.02item 9.01

  Dana appoints Brett Icahn and Christian Garcia to board; revises standstill with Icahn Group

  Brett Icahn and Christian Garcia appointed to Dana board, replacing Gary Hu and Steven Miller.

• November 25, 2024, 6:59 PM ET leadership materiality 0.75 neutral item 5.02item 9.01 ◈ executive_change ×2

  Dana appoints R. Bruce McDonald as Chairman & CEO, plans sale of Off-Highway business

  Appointed R. Bruce McDonald as Chairman and CEO, effective immediately; James Kamsickas steps down as CEO.

• October 30, 2024, 7:59 PM ET earnings materiality 0.80 negative item 9.01

  Dana Q3 sales down 7% to $2.48B; net income $4M vs $19M; cuts full-year guidance

  Sales $2.48B, -7% YoY; net income $4M ($0.03 EPS) vs $19M ($0.13 EPS) in Q3 2023.

• August 12, 2024, 7:59 PM ET leadership materiality 0.65 negative item 8.01

  Dana announces death of Off-Highway Drive and Motion Systems President Jeroen Decleer; interim report to CEO

  Jeroen Decleer, SVP and President of Off-Highway Drive and Motion Systems, passed away after a brief illness.

• July 31, 2024, 7:59 PM ET earnings materiality 0.75 neutral item 9.01

  Dana Q2 sales flat at $2.74B; adj EBITDA margin up 10 bps to 8.9%; raises FY free cash flow guidance to $100M

  Sales of $2.74B vs $2.75B in Q2 2023; net income $16M ($0.11 EPS) down from $30M ($0.21 EPS) a year ago.

• May 10, 2024, 7:59 PM ET other material materiality 0.60 neutral item 8.01

  Hydro-Québec exercises put option on its 45% stake in Dana TM4 joint venture

  Hydro-Québec provided put notice on May 6, 2024 for its 45% redeemable noncontrolling interest in Dana TM4 joint venture.

• April 30, 2024, 7:59 PM ET earnings materiality 0.75 positive item 9.01

  Dana Q1 sales up 3.4% to $2.74B; adj EBITDA $223M; raises FY FCF guidance

  Sales $2.74B (+$91M YoY); net income $3M ($0.02 diluted EPS) vs $28M ($0.19) in Q1 2023.

• February 20, 2024, 6:59 PM ET earnings materiality 0.75 positive item 9.01

  Dana reports record 2023 sales of $10.6B, adjusted EBITDA up 21% to $845M; guides 2024 higher

  Full-year 2023 sales $10.6B (+4% YoY); adjusted EBITDA $845M (+21%); margin improved 110 bps to 8.0%.

• October 27, 2023, 7:59 PM ET earnings materiality 0.80 neutral item 9.01

  Dana Q3 sales up 5% to $2.67B, net income $19M; UAW strike guidance cut scenarios

  Sales $2.67B (+5% YoY); net income $19M vs net loss $88M a year ago (incl $191M goodwill impairment).

• July 28, 2023, 7:59 PM ET earnings materiality 0.75 positive item 9.01

  Dana Q2 sales $2.75B (+6% YoY); net income $30M vs $8M; raises full-year guidance

  Sales of $2.75B, up $162M or 6% YoY; net income $30M ($0.21 diluted EPS) vs $8M last year.

• April 28, 2023, 7:59 PM ET earnings materiality 0.65 positive item 9.01

  Dana Q1 2023 record sales $2.64B; net income $28M; adj. EBITDA up 20% to $204M; guidance reaffirmed

  Sales $2.64B (+7% YoY); net income $28M (up from $17M); diluted EPS $0.19.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 1.00 · Median 0.65 · Most common event earnings

19 positive 2 negative 29 neutral

source · DAN on sec.gov