Dana Incorporated
DAN
Jodie read · what matters now
Revenue increased 4.9% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to DAN, and whether its market group begins moving.
Latest filing assessment · baseline
The latest filing presents a mixed picture
10-Q filed 2026-05-15 against the comparable filing from 2025-04-30.
What improved
- Revenue increased 4.9% versus the comparable filing period.
- Operating margin improved 0.6 percentage points.
- Net income increased 4248.0% versus the comparable filing period.
What weakened
- Operating cash flow covered only -0.18x net income.
Filing receipts
“The year-over-year performance-related earnings increase was driven by net customer pricing and cost and tariff recovery actions of $20, higher material cost savings of $9, cost reduction initiatives of $3, lower premium freight costs of $2, lower warranty expense of $1, lower program launch costs of $1 and operational efficiencies, inclusive of lower corporate allocations resulting from cost reduction initiatives, of $13.”
“The year-over-year performance-related earnings increase was driven by net customer pricing and cost and tariff recovery actions of $36, higher material cost savings of $14, lower premium freight costs of $8, cost reduction initiatives of $5 and operational efficiencies, inclusive of lower corporate allocations resulting from cost reduction initiatives, of $13.”
“SG&A expenses were $3 lower in the first quarter of 2026 primarily due to lower salary and employee benefit costs, resulting from global headcount and cost reduction initiatives that commenced during the fourth quarter of 2024.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind DAN
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 14 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
DAN is currently a Participant in the organic co-movement group Auto Parts & Equipment. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Theme membership history
No durable theme membership has been observed for this name yet.