Dana Sets Ambitious 2030 Targets: $10B Revenue, 15% EBITDA Margins — Dana Incorporated

Event summary

Dana Incorporated will host a Capital Markets Day on March 25, 2026, in New York City to unveil its Dana 2030 strategy.
The company aims to reach $10 billion in annual sales by 2030, up from expected 2026 sales.
Targeted adjusted EBITDA margins of 14-15%, a 400 basis point improvement, through operational efficiency and higher-margin new business.
Plans include up to $2 billion in cumulative share repurchases through 2030, building on $750 million already completed.
Key presenters include CEO R. Bruce McDonald and incoming CEO Byron Foster.

The big picture

Dana's Capital Markets Day outlines a bold growth strategy amid shifting automotive industry dynamics, particularly in electrification and commercial vehicle demand. The company's focus on operational efficiency and higher-margin businesses reflects broader trends in automotive supply chain optimization and the push for sustainable value creation. With $7.5 billion in 2025 sales, Dana's 2030 targets represent a significant scaling-up of its market position.

What we're watching

Execution Risk: Whether Dana can sustain operational efficiency gains and higher-margin new business to meet its 2030 targets.
Market Dynamics: How the company's focus on light vehicle, commercial vehicle, and adjacent mobility markets will position it against competitors.
Capital Allocation: The pace at which Dana will execute its $2 billion share repurchase plan and its impact on shareholder value.