Dana Inc. Announces Capital Markets Day to Unveil 2030 Strategy

DAN
March 03, 2026

Dana Incorporated will host a Capital Markets Day on March 25 2026 in New York City to present its Dana 2030 strategy, a long‑term plan that targets $10 billion in sales and 14‑15% adjusted EBITDA margins by 2030. The session will feature senior leaders, including Chairman and CEO R. Bruce McDonald and incoming CEO Byron Foster, and will outline the company’s focus on higher‑margin on‑highway markets, disciplined capital allocation, and a $2 billion share‑repurchase program through 2030.

The Dana 2030 plan builds on the company’s recent transformation, which included the $2.7 billion sale of its Off‑Highway business and a $300 million annual cost‑saving program. McDonald said the strategy is “built on actions fully within our control—cost structure, execution, and disciplined capital allocation. Our Dana 2030 plan outlines a clear path toward higher sales, increased margins, higher adjusted free cash flow, and sustainable value creation.” Foster added that the company is “energized by the growth opportunities ahead of us.”

The Off‑Highway divestiture has already strengthened Dana’s balance sheet, reducing debt and freeing capital for investment in electrified and high‑margin on‑highway systems. The cost‑reduction initiative, which is on track to deliver $300 million in annual savings by 2026, is expected to lift operating margins and support the company’s target of 6% adjusted free‑cash‑flow margin by 2030.

Dana’s focus on higher‑margin on‑highway markets is driven by growing demand for electrified powertrains and advanced driver‑assist systems in light and commercial vehicles. The company’s strategy also emphasizes disciplined capital allocation, with a planned $2 billion share‑repurchase program and a disciplined approach to capital expenditures to support long‑term growth.

The Capital Markets Day will be webcast live and a replay will be available on Dana’s investor relations website, allowing investors to hear directly from the leadership team and to review the company’s detailed financial outlook and execution progress toward the 2030 value‑creation plan.

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