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Form 8-K

sec.gov

8-K — DANA Inc

Accession: 0001193125-26-226967

Filed: 2026-05-15

Period: 2026-05-15

CIK: 0000026780

SIC: 3714 (MOTOR VEHICLE PARTS & ACCESSORIES)

Item: Results of Operations and Financial Condition

Item: Regulation FD Disclosure

Item: Financial Statements and Exhibits

Documents

8-K — d46274d8k.htm (Primary)

EX-99.1 (d46274dex991.htm)

XML — IDEA: XBRL DOCUMENT (R1.htm)

8-K

8-K (Primary)

Filename: d46274d8k.htm · Sequence: 1

8-K

DANA Inc false 0000026780 0000026780 2026-05-15 2026-05-15

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D. C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d)

of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): May 15, 2026

Dana Incorporated

(Exact name of registrant as specified in its charter)

Delaware

1-1063

26-1531856

(State or other jurisdiction

of incorporation)

(Commission

File Number)

(IRS Employer

Identification Number)

3939 Technology Drive, Maumee, Ohio 43537

(Address of principal executive offices) (Zip Code)

(419) 887-3000

(Registrant’s telephone number, including area code)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Title of Each Class

Trading

Symbol

Name of Each Exchange

on which Registered

Common Stock, $.01 par value

DAN

New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Items 2.02 and 7.01

Results of Operations and Financial Condition and Regulation FD Disclosure

On May 15, 2026, Dana Incorporated (the “Company”) today furnished supplemental information related to its financial results for the first quarter ended March 31, 2026. This information includes certain non-GAAP financial measures that were not included in the Company’s earnings release for the quarter furnished on April 29, 2026.

The information in this report is being “furnished” and shall not be deemed “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended, is not subject to the liabilities of that section and is not deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Securities Exchange Act of 1934, as amended, except as shall be expressly set forth by specific reference in such a filing.

Item 9.01.

Financial Statements and Exhibits.

(d) Exhibits. The following item is furnished with this report.

Exhibit No.

Description

99.1

Dana Incorporated Non-GAAP Financial Information Q1 2026

104

Cover Page Interactive Data File (embedded within the Inline XBRL

2

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

DANA INCORPORATED

Date: May 15, 2026

By:

/s/ Douglas H. Liedberg

Name:   Douglas H. Liedberg

Title:   Senior Vice President, Chief Legal and

Human Resources Officer and Corporate Secretary

3

EX-99.1

EX-99.1

Filename: d46274dex991.htm · Sequence: 2

EX-99.1

Exhibit 99.1

DANA INCORPORATED

Quarterly Financial Information and

Reconciliations of Non-GAAP Financial Measures

Non-GAAP

Financial Measures

Adjusted EBITDA is a non-GAAP financial measure which we have defined as net income

(loss) from continuing operations before interest, income taxes, depreciation, amortization, equity grant expense, restructuring expense, non-service cost components of pension and other postretirement

benefits (OPEB) costs and other adjustments not related to our core operations (gain/loss on debt extinguishment, pension settlements, divestitures, impairment, etc.). Adjusted EBITDA is a measure of our ability to maintain and continue to invest in

our operations and provide shareholder returns. We use adjusted EBITDA in assessing the effectiveness of our business strategies, evaluating and pricing potential acquisitions and as a factor in making incentive compensation decisions. In addition

to its use by management, we also believe adjusted EBITDA is a measure widely used by securities analysts, investors and others to evaluate financial performance of our company relative to other Tier 1 automotive suppliers. Adjusted EBITDA should

not be considered a substitute for earnings (loss) before income taxes, net income (loss) or other results reported in accordance with GAAP. Adjusted EBITDA may not be comparable to similarly titled measures reported by other companies.

Adjusted net income (loss) attributable to the parent company is a non-GAAP financial measure which we have defined as

net income (loss) attributable to the parent company excluding net income from discontinued operations, discrete income tax items, restructuring charges, amortization expense and other adjustments not related to our core operations (as used in

adjusted EBITDA), net of any associated income tax effects. This measure is considered useful for purposes of providing investors, analysts and other interested parties with an indicator of ongoing financial performance that provides enhanced

comparability to net income (loss) attributable to the parent company reported by other companies. Adjusted net income (loss) attributable to the parent company is neither intended to represent nor be an alternative measure to net income (loss)

attributable to the parent company reported in accordance with GAAP.

Diluted adjusted EPS is a non-GAAP financial

measure which we have defined as adjusted net income (loss) attributable to the parent company divided by adjusted diluted shares. We define adjusted diluted shares as diluted shares as determined in accordance with GAAP based on adjusted net income

(loss) attributable to the parent company. This measure is considered useful for purposes of providing investors, analysts and other interested parties with an indicator of ongoing financial performance that provides enhanced comparability to EPS

reported by other companies. Diluted adjusted EPS is neither intended to represent nor be an alternative measure to diluted EPS reported in accordance with GAAP.

Adjusted free cash flow is a non-GAAP financial measure which we have defined as cash provided by (used in) operating

activities less purchases of property, plant and equipment plus proceeds from sale of property, plant and equipment plus cash paid for purchases of leased facilities plus cash paid for Off-Highway business

divestiture related activities. We believe adjusted free cash flow is useful to investors in evaluating the operational cash flow of the company inclusive of the spending required to maintain the operations. Adjusted free cash flow is not intended

to represent nor be an alternative to the measure of net cash provided by (used in) operating activities reported in accordance with GAAP. Adjusted free cash flow may not be comparable to similarly titled measures reported by other companies.

The accompanying financial information provides reconciliations of adjusted EBITDA, diluted adjusted EPS and free cash flow to the most directly comparable

financial measures calculated and presented in accordance with GAAP. We have not provided a reconciliation of our adjusted EBITDA and diluted adjusted EPS outlook to the most comparable GAAP measures of net income (loss) and diluted EPS. Providing

net income (loss) and diluted EPS guidance is potentially misleading and not practical given the difficulty of projecting event driven transactional and other non-core operating items that are included in net

income (loss) and diluted EPS, including restructuring actions, asset impairments and certain income tax adjustments. The accompanying reconciliations of these non-GAAP measures with the most comparable GAAP

measures for the historical periods presented are indicative of the reconciliations that will be prepared upon completion of the periods covered by the non-GAAP guidance.

DANA INCORPORATED

Consolidated Statement of Operations (Unaudited)

For

the Three Months Ended March 31, 2026 and 2025

Three Months Ended

(In millions, except per share amounts)

March 31,

2026

2025

Net sales

$

1,868

$

1,781

Costs and expenses

Cost of sales

1,699

1,663

Selling, general and administrative expenses

102

105

Amortization of intangibles

2

2

Restructuring charges, net

6

2

Other income (expense), net

(40

)

(1

)

Earnings from continuing operations before interest and income taxes

19

8

Loss on extinguishment of debt

(7

)

Interest income

6

2

Interest expense

22

39

Loss from continuing operations before income taxes

(4

)

(29

)

Income tax expense (benefit)

14

(10

)

Equity in earnings of affiliates

3

2

Net loss from continuing operations

(15

)

(17

)

Net income from discontinued operations

1,106

47

Net income

1,091

30

Less: Noncontrolling interests net income from continuing operations

4

5

Net income attributable to the parent company

$

1,087

$

25

Net income (loss) per share available to common stockholders

Basic loss per share from continuing operations

$

(0.17

)

$

(0.15

)

Basic earnings per share from discontinued operations

10.06

0.32

Basic earnings per share

$

9.89

$

0.17

Diluted loss per share from continuing operations

$

(0.17

)

$

(0.15

)

Diluted earnings per share from discontinued operations

10.06

0.32

Diluted earnings per share

$

9.89

$

0.17

Weighted-average shares outstanding - Basic

109.9

145.6

Weighted-average shares outstanding - Diluted

109.9

145.6

2

DANA INCORPORATED

Consolidated Statement of Comprehensive Income (Unaudited)

For the Three Months Ended March 31, 2026 and 2025

Three Months Ended

(In millions)

March 31,

2026

2025

Net loss from continuing operations

$

(15

)

$

(17

)

Other comprehensive income (loss) from continuing operations, net of tax:

Currency translation adjustments

2

12

Hedging gains and losses

(4

)

18

Defined benefit plans

(1

)

Other comprehensive income (loss) from continuing operations

(3

)

30

Total comprehensive income (loss) from continuing operations

(18

)

13

Net income from discontinued operations

1,106

47

Other comprehensive income (loss) from discontinued operations, net of tax:

Currency translation adjustments

179

2

Other comprehensive income from discontinued operations

179

2

Total comprehensive income from discontinued operations

1,285

49

Total comprehensive income

1,267

62

Less: Comprehensive income from continuing operations attributable to noncontrolling

interests

(4

)

(5

)

Comprehensive income attributable to the parent company

$

1,263

$

57

3

DANA INCORPORATED

Consolidated Balance Sheet (Unaudited)

As of

March 31, 2026 and December 31, 2025

(In millions, except share and per share amounts)

March 31,

December 31,

2026

2025

Assets

Current assets

Cash and cash equivalents

$

477

$

469

Accounts receivable

Trade, less allowance for doubtful accounts of $12 in 2026 and $15 in 2025

1,257

987

Other

278

254

Inventories

994

1,015

Other current assets

201

114

Current assets of disposal group held for sale

32

1,029

Total current assets

3,239

3,868

Intangibles

61

71

Deferred tax assets

499

534

Other noncurrent assets

92

102

Investments in affiliates

105

102

Operating lease assets

279

305

Property, plant and equipment, net

1,783

1,872

Noncurrent assets of disposal group held for sale

20

954

Total assets

$

6,078

$

7,808

Liabilities and equity

Current liabilities

Short-term debt

$

$

615

Current portion of long-term debt

24

30

Accounts payable

1,228

1,154

Accrued payroll and employee benefits

224

210

Taxes on income

73

75

Current portion of operating lease liabilities

38

41

Other accrued liabilities

469

495

Current liabilities of disposal group held for sale

12

688

Total current liabilities

2,068

3,308

Long-term debt, less debt issuance costs of $9 in 2026 and $16 in 2025

1,236

2,566

Noncurrent operating lease liabilities

237

266

Pension and postretirement obligations

243

249

Other noncurrent liabilities

280

337

Noncurrent liabilities of disposal group held for sale

183

Total liabilities

4,064

6,909

Commitments and contingencies

Parent company stockholders’ equity

Preferred stock, 50,000,000 shares authorized, $0.01 par value, no shares outstanding

Common stock, 450,000,000 shares authorized, $0.01 par value, 108,830,193 and 121,284,138 shares

outstanding

1

1

Additional paid-in capital

1,554

1,671

Retained earnings

1,308

235

Treasury stock, at cost (2,507,713 and 1,944,700 shares)

(52

)

(35

)

Accumulated other comprehensive loss

(856

)

(1,032

)

Total parent company stockholders’ equity

1,955

840

Noncontrolling interests

59

59

Total equity

2,014

899

Total liabilities and equity

$

6,078

$

7,808

4

DANA INCORPORATED

Consolidated Statement of Cash Flows (Unaudited)

For

the Three Months Ended March 31, 2026 and 2025

Three Months Ended

(In millions)

March 31,

2026

2025

Operating activities

Net income

$

1,091

$

30

Less: Net income from discontinued operations

1,106

47

Net loss from continuing operations

(15

)

(17

)

Depreciation

84

82

Amortization

3

3

Amortization of deferred financings charges

(8

)

1

Earnings of affiliates, net of dividends received

(3

)

(2

)

Stock compensation expense

11

13

Deferred income taxes

11

(18

)

Pension expense, net

(5

)

(1

)

Change in working capital

(252

)

(418

)

Change in other noncurrent assets and liabilities

11

(3

)

Loss on divestiture of ownership interests

8

Noncash electric vehicle program termination charges

52

Other, net

(31

)

(5

)

Net cash used in operating activities from continuing operations

(134

)

(365

)

Net cash provided by (used in) operating activities from discontinued operations

(61

)

328

Net cash used in operating activities

(195

)

(37

)

Investing activities

Purchases of property, plant and equipment

(62

)

(67

)

Proceeds from sale of property, plant and equipment

1

11

Settlements of undesignated derivatives

(4

)

(2

)

Other, net

1

1

Net cash used in investing activities from continuing operations

(64

)

(57

)

Net cash provided by (used) in investing activities from discontinued operations

2,563

(8

)

Net cash provided by (used in) investing activities

2,499

(65

)

Financing activities

Net change in short-term debt

(615

)

121

Repayment of long-term debt

(1,330

)

(4

)

Dividends paid to common stockholders

(13

)

(15

)

Repurchases of common stock

(125

)

Distributions to noncontrolling interests

(1

)

(1

)

Payment for mandatorily redeemable noncontrolling interest

(190

)

Swap settlements

(6

)

Other, net

(18

)

Net cash provided by (used in) financing activities

(2,292

)

95

Net increase (decrease) in cash, cash equivalents and restricted cash

12

(7

)

Cash, cash equivalents and restricted cash - beginning of period

486

512

Effect of exchange rate changes on cash balances

(6

)

18

Cash, cash equivalents and restricted cash - end of period

$

492

$

523

5

DANA INCORPORATED

Reconciliation of Net Cash Used In Operating Activities to Adjusted Free Cash Flow (Unaudited)

Three Months Ended

(In millions)

March 31,

2026

2025

Net cash used in operating activities

$

(195

)

$

(37

)

Purchases of property, plant and equipment - Continuing operations

(62

)

(67

)

Purchases of property, plant and equipment - Discontinued operations

(8

)

Proceeds from sale of property, plant and equipment - Continuing operations

1

11

Cash paid for Off-Highway business divestiture related

activities

61

Adjusted free cash flow

$

(195

)

$

(101

)

6

DANA INCORPORATED

Segment Sales and Adjusted EBITDA (Unaudited)

For the

Three Months Ended March 31, 2026 and 2025

Three Months Ended

(In millions)

March 31,

2025

2024

Sales

Light Vehicle

$

1,269

$

1,213

Commercial Vehicle

599

568

Total Sales

$

1,868

$

1,781

Adjusted EBITDA

Light Vehicle

$

112

$

68

Commercial Vehicle

63

41

Corporate expense and other items, net

(4

)

(16

)

Adjusted EBITDA

$

171

$

93

7

DANA INCORPORATED

Reconciliation of Loss From Continuing Operations Before Income Taxes to Adjusted EBITDA (Unaudited)

For the Three Months Ended March 31, 2026 and 2025

Three Months Ended

(In millions)

March 31,

2026

2025

Loss from continuing operations before income taxes

$

(4

)

$

(29

)

Adjustments related to continuing operations

Loss on extinguishment of debt

7

Interest income

(6

)

(2

)

Interest expense

22

39

Depreciation

84

82

Amortization

3

3

Non-service cost components of pension and OPEB

costs

1

2

Restructuring charges, net

6

2

Stock compensation expense

11

13

Strategic transaction expenses

1

1

Gain on sale of property, plant and equipment

(1

)

Supplier capacity charge adjustment

(19

)

Loss on divestiture of ownership interests

8

Electric vehicle program termination charges

56

Foreign exchange gain on unhedged intercompany loans

(21

)

Other items

3

2

Adjusted EBITDA

$

171

$

93

8

DANA INCORPORATED

Reconciliation of Net Income Attributable to the Parent Company to Adjusted Net Income Attributable to the Parent Company and Diluted Adjusted EPS

(Unaudited)

For the Three Months Ended March 31, 2026 and 2025

(In millions, except per share amounts)

Three Months Ended

March 31,

2026

2025

Net income attributable to the parent company

$

1,087

$

25

Items impacting income before income taxes:

Amortization

3

3

Restructuring charges, net

6

2

Strategic transaction expenses

1

1

Supplier capacity commitment charge adjustment

(19

)

Loss on divestiture of ownership interests

8

Electric vehicle program termination charges

56

Loss on extinguishment of debt

7

Foreign exchange gain on unhedged intercompany loans

(21

)

Net income from discontinued operations

(1,106

)

(47

)

Items impacting income taxes:

Net income tax expense (benefit) on items above

(37

)

6

Income tax expense (benefit) attributable to various discrete tax matters

12

(10

)

Adjusted net income (loss) attributable to the parent company

$

16

$

(39

)

Diluted shares - as reported

109.9

145.6

Adjusted diluted shares

111.1

145.6

Diluted adjusted EPS

$

0.14

$

(0.27

)

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Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act.

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Reference 1: http://www.xbrl.org/2003/role/presentationRef

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Title of a 12(b) registered security.

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Reference 1: http://www.xbrl.org/2003/role/presentationRef

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Name of the Exchange on which a security is registered.

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Reference 1: http://www.xbrl.org/2003/role/presentationRef

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Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as soliciting material pursuant to Rule 14a-12 under the Exchange Act.

+ References

Reference 1: http://www.xbrl.org/2003/role/presentationRef

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- Definition

Boolean flag that is true when the Form 8-K filing is intended to satisfy the filing obligation of the registrant as written communications pursuant to Rule 425 under the Securities Act.

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Reference 1: http://www.xbrl.org/2003/role/presentationRef

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