公司分析 - 10月30日对Dana Incorporated（NYSE: DAN）的股东来说是痛苦的一天 [1] - 公司专注于服务特定类型的车辆 [1] 行业分析 - Crude Value Insights提供专注于石油和天然气的投资服务和社区 [1] - 该服务重点关注现金流和能够产生现金流的公司 [1] - 订阅者可使用包含50多只股票的投资组合模型 [2] - 订阅者可获得勘探与生产（E&P）公司的深入现金流分析 [2] - 订阅者可参与该行业的实时聊天讨论 [2]

财务数据和关键指标变化 - 公司在2024年第三季度的销售额为25亿美元，同比下降1.93亿美元，主要由于电动车需求减弱和内燃机商用车销售减少 [6][23] - 调整后的EBITDA为2.32亿美元，利润率为9.4%，较去年同期提高30个基点 [7][24] - 净收入为400万美元，同比下降1500万美元，主要由于税收增加 [25] - 运营现金流为3500万美元，年初至今为1.48亿美元，较去年下降，主要由于工作资本增加 [27] 各条业务线数据和关键指标变化 - 传统有机销售下降约1亿美元，主要受重型车辆和某些轻型卡车项目的OEM生产下降影响 [28] - 电动车有机销售下降5400万美元，主要由于驱动系统领域的市场需求减少 [28] - 公司在电动车领域的调整EBITDA下降2500万美元，受到销售下降和新项目启动成本增加的影响 [28] 各个市场数据和关键指标变化 - 在离公路市场，尤其是欧洲，农业和建筑设备的需求下降 [15] - 重型车辆市场的需求持续减弱，预计在2024年剩余时间内将继续下降 [16] - 轻型车辆全框架卡车的生产量保持相对稳定，但某些项目的需求减弱，库存水平上升 [16] 公司战略和发展方向和行业竞争 - 公司将继续专注于技术创新，以支持未来增长，同时保持平衡的增长策略 [17] - 公司在电动和混合动力技术方面的投资将根据市场需求进行灵活调整 [19][60] - 公司在电动、混合动力和内燃机市场的垂直整合战略被视为竞争优势 [12] 管理层对经营环境和未来前景的评论 - 管理层预计2024年下半年需求将继续减弱，尤其是在传统和电动车市场 [32] - 公司对未来的展望保持谨慎，强调在不确定的市场环境中灵活应对的能力 [77] 其他重要信息 - 公司更新了2024年的销售预期，预计销售额约为103亿美元，调整后的EBITDA为8.75亿美元 [32] - 公司计划在2024年维持1亿美元的自由现金流预期 [35] 问答环节所有提问和回答 问题: 关于2024年的指导 - 有分析师询问传统有机销售和EBITDA的变化，管理层解释了重型车辆市场的快速变化和成本效率的提升 [37][38] 问题: 关于出售离公路部门的传闻 - 管理层未对媒体报道做出回应，强调专注于执行和公司运营 [43] 问题: 关于离公路业务的市场疲软 - 管理层确认农业、建筑和矿业设备市场的需求疲软，并表示将保持谨慎 [52] 问题: 关于成本表现的可持续性 - 管理层表示，成本节约和效率提升是公司运营的核心，未来将继续推动这些改进 [57] 问题: 关于电动车投资的调整 - 管理层确认电动车支出的灵活性，并表示将根据市场需求调整投资 [76]

财务状况 - 2024年9月30日三个月期间,公司实现净收入25百万美元,同比下降[6] - 2024年9月30日九个月期间,公司实现净收入92百万美元,同比下降[6] - 2024年9月30日,公司现金及现金等价物为419百万美元,较2023年12月31日下降[9] - 2024年9月30日,公司存货为1,714百万美元,较2023年12月31日增加[9] - 2024年9月30日,公司长期债务为2,436百万美元,较2023年12月31日下降[9] 现金流 - 2024年9月30日,公司经营活动产生的现金流入为148百万美元,较2023年9月30日下降[12] - 2024年9月30日,公司投资活动产生的现金流出为205百万美元,较2023年9月30日下降[12] - 2024年9月30日,公司融资活动产生的现金流出为56百万美元,较2023年9月30日下降[12] 其他综合收益 - 2024年9月30日三个月期间,公司实现其他综合收益8百万美元,同比下降[6] - 2024年9月30日九个月期间,公司实现其他综合收益-81百万美元,同比下降[6]

Dana (DAN) came out with quarterly earnings of $0.12 per share, missing the Zacks Consensus Estimate of $0.25 per share. This compares to earnings of $0.30 per share a year ago. These figures are adjusted for nonrecurring items. This quarterly report represents an earnings surprise of -52%. A quarter ago, it was expected that this automotive equipment supplier would post earnings of $0.24 per share when it actually produced earnings of $0.31, delivering a surprise of 29.17%. Over the last four quarters, the ...

Sales of $2.48 billion Net income of $4 million Adjusted EBITDA of $232 million Adjusted EBITDA margin of 9.4 percent, a 30-basis-point improvement compared with 2023 Full-year free cash flow guidance maintained at $100 million MAUMEE, Ohio, Oct. 30, 2024 /PRNewswire/ -- Dana Incorporated (NYSE: DAN) today announced financial results for the third quarter of 2024. "Dana achieved 30 basis points of profit-margin improvement in the third quarter despite lower sales as a result of softening demand for both EV ...

MAUMEE, Ohio, Oct. 22, 2024 /PRNewswire/ -- Dana Incorporated (NYSE: DAN) announced that it has earned the Powertrain Product of the Year Award for its Spicer™ eSP502 e-Transmission with Power Take-off (PTO) at the Power Progress Summit 2024 held in Chicago on Oct. 1-2.The award recognizes Dana's commitment to zero emissions — offering OEMs an easily integrated, fully electric driveline system to enhance the sustainability of their applications."Being honored with the Powertrain Product of the Year Award is ...

MAUMEE, Ohio, Oct. 14, 2024 /PRNewswire/ -- Dana Incorporated (NYSE: DAN) will release its 2024 thirdquarter financial results on Wednesday, Oct. 30, 2024. A press release will be issued at approximately 7 a.m. EDT, followed by a conference call and webcast at 9 a.m. EDT. Members of the company's senior management team will be available at that time to discuss the results and answer related questions. The conference call can be accessed by telephone from both domestic and international locations using the i ...

"Jeff [Bezos] always had a plan for this to be the company that we see today. " Dana Mattioli is an investigative journalist at The Wall Street Journal and the author of The Everything War: Amazon's Ruthless Quest to Own the World and Remake Corporate Power. In this podcast, Motley Fool host Mary Long caught up with Mattioli for a conversation about: Amazon's early days and how it withstood years of sustained losses. How Amazon makes Wall Street look genteel. The lengths that the company went to to get info ...

LAS VEGAS, Sept. 24, 2024 /PRNewswire/ -- Today at MINExpo®, Dana Incorporated (NYSE: DAN) debuted a new certified remanufacturing program for Dana Spicer™ Off-Highway drivetrain components that extends equipment life cycles, supports sustainability initiatives, and improves return on investment. Currently available at Dana facilities across Europe, the Dana Certified Reman™ program will extend to an additional 50 locations in North America, Europe, the Middle East, Africa, and China by the end of 2025. "Th ...

Dana (DAN) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices. The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate. The power of a changing earnings ...