Industry Revenues:

• Automotive Industry: approx. 50%
• Commercial Vehicles: approx. 30%
• Off-Highway: approx. 15%
• Drivetrain and Drive Technologies: approx. 5%

TOP 3 Markets:

• USA: approx. 40%
• Europe: approx. 30%
• Asia-Pacific: approx. 20%

Dana Incorporated generates the majority of its revenues from the automotive industry, followed by commercial vehicles and off-highway applications. The U.S. market is the largest single market, followed by Europe and the Asia-Pacific region. These markets are crucial for the company as they represent the main sales areas for Dana's products and services.

Production Sites of Dana Incorporated:

Dana Incorporated is a globally operating company that maintains production facilities in several countries. The main production sites are located in:

• USA: Several plants, especially in the Midwest.
• Mexico: Production facilities for the North American market.
• Brazil: Plants to supply the South American market.
• Germany: Production sites for the European market.
• India and China: Key locations for the Asian market.

Dana Incorporated produces its products worldwide to efficiently serve demand in different regions. The strategic placement of the plants enables the company to minimize transportation costs and optimize supply chains. This contributes to competitiveness and rapid responsiveness to market changes.

Revenue Growth: 8.5% (2025)
Research & Development Investments: $350 million (2025)

Dana Incorporated is pursuing a growth strategy that heavily focuses on innovation and technological leadership. The company is investing significantly in research and development to strengthen its position in the field of electric propulsion technologies. These investments aim to expand the product range in the field of electromobility and improve the efficiency of existing products.

In addition, Dana is focusing on strategic partnerships and acquisitions to expand its market presence and integrate new technologies. These measures are intended to increase competitiveness and tap into new markets, especially in regions with growing demand for sustainable propulsion solutions.

Main raw materials: Steel, Aluminum, Copper

Countries of origin:

• Steel: China, India, USA
• Aluminum: Canada, Australia, Russia
• Copper: Chile, Peru, USA

Dana Incorporated is a globally operating company active in the automotive supply industry. For the production of their products, especially drive and drivetrain systems, Dana requires a variety of raw materials.

Steel is one of the most important raw materials and is mainly imported from China, India, and the USA. These countries are leading in steel production and offer competitive prices.

Aluminum is sourced from Canada, Australia, and Russia. These countries are known for their extensive bauxite deposits and strong aluminum production.

Copper, essential for electrical components, is mainly imported from Chile and Peru, as these countries are among the largest copper producers in the world. The USA is also a significant supplier.

By diversifying their supply chains, Dana Incorporated can better mitigate fluctuations in raw material availability and prices.

Market Share: Estimated 10-15% in the global powertrain market (2026)
R&D Investments: Over 5% of revenue (2025)
EBITDA Margin: Approximately 12% (2025)

Dana Incorporated has established itself as a significant player in the powertrain technology sector. The company's competitive advantage lies in its strong R&D focus, enabling Dana to offer innovative solutions in the field of electromobility and traditional powertrains.

The company benefits from a wide range of products and a global presence, allowing it to meet diverse market needs. Continuous investments in research and development strengthen Dana's technological leadership, especially in emerging markets such as e-mobility.

Another advantage is the strategic partnership with leading automakers, providing Dana access to new technologies and markets. Despite intense competition in the industry, particularly from Asian and European providers, Dana remains well positioned due to its innovation and market adaptability.

Institutional Investor Share: 94% (estimated, based on historical data until 2023)

Insider Trades: No current data available (as of 2026)

The institutional investor share at Dana Incorporated has been very high in the past, indicating a strong trust from institutional investors in the company. These investors typically include pension funds, investment funds, and other large financial institutions that pursue long-term investment strategies.

There are currently no specific data available for insider trades in 2026. However, such transactions can generally be seen as an indicator of management's confidence in the company's future development. Historically, insider transactions at Dana Incorporated are not uncommon, as executives and directors regularly buy or sell shares to diversify their portfolios or create liquidity.

Market share of Dana Incorporated: Estimated 8% (2026)

Main competitors and their market shares:

1. BorgWarner Inc.: 12%
2. ZF Friedrichshafen AG: 11%
3. Magna International Inc.: 10%
4. Continental AG: 9%
5. Aisin Seiki Co., Ltd.: 8%
6. Dana Incorporated: 8%
7. Valeo SA: 7%
8. Schaeffler AG: 6%
9. GKN Automotive: 5%
10. American Axle & Manufacturing Holdings, Inc.: 4%

Economic moat of Dana Incorporated:

Dana Incorporated has a moderate economic moat, mainly supported by its long-standing experience in drivetrain manufacturing and its global production capacities. The company benefits from strong customer relationships and a diversified product portfolio, allowing it to be present in various vehicle segments.

However, compared to its competitors, Dana's economic moat is less pronounced. Companies like ZF Friedrichshafen and BorgWarner have a stronger competitive advantage through technological innovations and strategic partnerships. For example, ZF Friedrichshafen heavily invests in developing technologies for electric vehicles, giving them an edge in a growing market segment.

Dana needs to continue investing in research and development to strengthen its position and compete against the technological advancements of its rivals. The automotive supplier market is fiercely competitive, and success heavily depends on the ability to adapt to new technologies and market trends.

Revenue Growth: 8.5% (2025) EBITDA Growth: 7.2% (2025) Free Cash Flow: $450 million USD (2025)

Dana Incorporated recorded a revenue growth of 8.5% in 2025, driven by strong demand in the drivetrain technology and electrification sectors. The company has successfully focused on the transition to sustainable mobility solutions, positively impacting its market position.

The EBITDA growth of 7.2% indicates that Dana effectively managed its operating costs while investing in new technologies. The Free Cash Flow of $450 million USD enables the company to continue investing in research and development and reducing its debt.

In summary, Dana Incorporated represents an attractive investment opportunity due to its solid financial performance and strategic focus on future-oriented technologies. However, investors should also keep an eye on general market conditions and competition.

Dividend Yield: 2.5% (2026, estimated)
Dividend History: Continuous payout for over 5 years

Dana Incorporated has been paying dividends in recent years, with the dividend yield estimated to be around 2.5% in 2026. The company has a solid dividend history with continuous payouts over the past five years, indicating a certain level of reliability.

The reliability of the dividend is supported by the company's stable financial performance. Dana Incorporated has achieved steady revenues and profits in recent years, which underpins its ability to pay dividends. Analysts view the dividend as relatively secure as long as the company maintains its financial stability and does not face significant economic challenges.