DANA Inc — Form 8-K
Filed October 28, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 72/100
What the filing says
Dana posted Q3 2026 sales of $2.04B (+$121M YoY), adjusted EBITDA of $218M (10.7% margin, +220 bps), and adjusted EPS of $0.41. The company repurchased 6.6M shares for $200M in Q3 (YTD $369M) and plans ~$100M more in Q4. The transformational Eaton Mobility transaction remains on track to close around end-Q1 2027 with nearly all regulatory approvals obtained; the deal includes $250M+ identified cost synergies and targets New Dana with $14-15B revenue by 2030.
Why this rating
Meaningful near-term positive: strong operational execution, margin expansion 220 bps, deal closing visible. Material uncertainty: deal completion risk, integration execution, stranded costs from Off-Highway divestiture. Relative to $2.2B market cap, $469M YTD repurchases and potential $100M+ run-rate synergies are significant but post-close realization is key.
Tradability signal
NO TRADE
No trade: the filing reads positive but the market is selling it (-5.2% since it hit EDGAR) — when our read and the tape disagree this hard, we stand aside. (Filing arrived outside market hours — evaluated at the next open with a live quote.)
Derived from this site's own measured outcomes + live price/liquidity at analysis time. An experiment, not investment advice.
Price action (we called it positive)
at our read · unknown $26.00 | +10 min · unknown $26.03 ▲ 0.12% | +30 min · unknown $25.11 ▼ 3.42% | +1 hr · unknown $24.37 ▼ 6.27% | +4 hrs · unknown $26.34 ▲ 1.31% |
Quotes via Yahoo Finance at capture time; for filings arriving outside market hours the clock starts at the next open. Not investment advice. How accurate are our calls? →
See more from October 28, 2026.
EDGAR·FLOW summarizes public SEC EDGAR filings with automated analysis. Materiality scores and stock-impact predictions are algorithmically generated and are not investment advice. Always verify against the source filing on SEC.gov.