Dana Inc reports results on Wednesday 28 October, before the market opens. The business is getting more profitable as it grows. Revenue over the twelve months to Q2 2026 was $7.7 billion, which rose 3.7% on the year before.
Source: reported quarterly EPS and aggregated third-party estimates. Historical surprises are context, not a forecast.
View chart data
| Period | Reported EPS | Analysts' estimate |
|---|---|---|
| Sep '25 | $0.18 | $0.32 |
| Dec '25 | $0.12 | $0.38 |
| Mar '26 | $0.51 | $0.44 |
| Jun '26 | $0.29 | $0.69 |
What analysts expect
Analysts have been cutting their forecasts going into the report. For the quarter, the average EPS estimate is $0.70, in a range from $0.60 to $0.78, while the average revenue estimate stands at $2.0 billion. Meanwhile, the average full-year EPS estimate is $1.84 (based on 6 analysts), which would be up 330.6% on last year. That estimate has fallen 24.8% over the past 90 days. Of the recommendations, 5 are positive, 2 neutral and 0 negative.
Company guidance
In its latest earnings release, management set 2026 Diluted Adjusted EPS guidance at $1.75 to $2.25. In its latest earnings release, management also set 2026 Sales guidance at $7.7 billion to $7.8 billion.
Earnings surprise model
The model estimates EPS could land below the analysts’ average estimate by 25.8%. Its estimated chance of an EPS beat is 37.5%, based on the last 4 quarters. The model shrinks the median recent surprise toward zero and uses a neutral prior for beat frequency; this small sample is a reference estimate, not company guidance.
Track record against estimates
The company reported EPS above the analysts’ average estimate in 1 of the last 4 quarters. Last quarter, EPS of $0.29 compared with an estimate of $0.69, below it by 57.5%.
The trends going in
Profit and cash are telling different stories: cash flow rose while earnings fell. That growth rate was up 2.5 percentage points on the rate a quarter earlier. The trailing gross margin was 9.5%, while the trailing operating margin was 2.7%, up 4.1 percentage points from a year earlier. The trailing net margin stood at 13.9%. Net income over the twelve months was $1.1 billion, which fell 2300.0% on the year before.
Where the cash went
Operating cash flow over the twelve months was $431.0 million, up 29.8% on the year before. Capital spending was $314.0 million, or 4.1% of revenue. Free cash flow, operating cash flow less capital spending, was $117.0 million, up 51.9% on the year before. This represented a free-cash-flow margin of 1.5%, up 0.5 percentage points from a year earlier. The average diluted share count fell 19.6% over the year.
In context
Measured against its own history: today’s free-cash-flow margin of 1.5% is higher than 37% of the company’s own past quarterly readings, which have ranged from −4.6% to 5.5%. Today’s operating margin of 2.7% is higher than 56% of past readings (−6.6% to 7.1%). Today’s twelve-month revenue growth rate of 3.7% is higher than 46% of past readings (−48.1% to 34.4%).
Questions this report will answer
Whether the pick-up in revenue growth continues. Whether results land above or below the analysts’ expectations set out above. At the same time, whether margins hold at the trailing levels above. The next filing will show whether the trends above continue, slow or reverse.
What it means for value
For valuation, the figures matter through our model. In our model, growth 5 percentage points lower would lower the value by 36.0%, and 5 percentage points higher would raise it by 47.2%. A free-cash-flow margin 1 percentage point lower would lower it by 48.1%.
