DANA Inc (DAN) FY2025 10-K Annual Report

Filed: Feb 27, 2026
Industrials
Motor Vehicle Parts & AccessoriesSEC EDGAR

DANA Inc (DAN) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Feb 27, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

DANA Inc FY2025 10-K Analysis

Business Overview

  • Core business model: Manufacture and supply of automotive drivetrain, sealing, and thermal-management products
  • Strategic shift: Divestiture of Off-Highway business completed January 1, 2026
  • Notable liquidity metric: Total liquidity $1,799 million as of January 31, 2026, including $659 million cash and cash equivalents
  • Financing activity: $650 million used to repurchase 34.3 million common shares during fiscal 2025
  • Capital expenditure trend: Decreasing CapEx, $214 million in 2025 vs. $312 million in 2024, reflecting fewer program launches and rationalized investments

Risk Factors

  • Regulatory risk from U.S. tariffs under Section 232 of the Trade Expansion Act; impact uncertain after Feb 20, 2026 Supreme Court ruling and new tariffs announced
  • Geopolitical risk of operating in Argentina with $59 million net asset exposure, including $19 million in net fixed assets, amid government restrictions
  • Supply chain risk from dependence on single-source suppliers for components, risking production disruptions and inability to meet schedules
  • Competitive risk from delays in electric vehicle adoption affecting engineering expense alignment and cost-reduction plans targeting $325 million annualized savings by 2026
  • Financial risk from customer concentration: top 10 customers accounted for 76% of sales in 2025, exposing Dana to demand or relationship changes

DANA Inc FY2025 Key Financial Metrics
XBRL

Revenue

$7.5B

-27.1% YoY

Net Income

$85M

+249.1% YoY

Operating Margin

1.9%

-34bp YoY

Net Margin

1.1%

+169bp YoY

ROE

10.1%

+1440bp YoY

Total Assets

$7.8B

+4.3% YoY

EPS (Diluted)

$0.64

+264.1% YoY

Operating Cash Flow

$512M

+13.8% YoY

Source: XBRL data from DANA Inc FY2025 10-K filing on SEC EDGAR. All figures in USD.

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