The large EPS miss is the primary signal, likely driving the stock lower despite the revenue beat and guidance raise. Monitor the upcoming investor call for details on the EPS miss drivers and the sustainability of the margin expansion. The raised guidance and buyback program provide a floor, but the earnings credibility gap is significant.
Price Chart
Executive Summary
Dana reported Q2 2026 adjusted EPS of $0.19, a significant miss versus the $0.69 consensus, though revenue of $2.01B slightly exceeded estimates. The company raised its full-year sales and adjusted EBITDA guidance, citing stronger commercial-vehicle demand and cost savings, and restarted its share repurchase program. The combination of a large EPS miss and a guidance raise creates a mixed signal, but the headline earnings disappointment is the dominant factor for the stock.
Key Financial Metrics
Key Facts
- Q2 2026 adjusted EPS of $0.19 missed consensus of $0.69 by 72.4%
- Q2 2026 revenue of $2.01B was slightly above the $1.93B consensus estimate
- Full-year 2026 sales guidance raised to $7.65-$7.85B (from ~$7.5B prior)
- Full-year 2026 adjusted EBITDA guidance raised to $800-$850M (from ~$775M prior)
- Company repurchased 1.2M shares for $44M in Q2 and plans an additional ~$200M in buybacks for 2026
- Eaton Mobility transaction remains on track for a Q1 2027 close
Financial Impact
Q2 adjusted EPS of $0.19 vs consensus $0.69 (-72.4% miss). Revenue of $2.01B vs $1.93B estimate (+4.1% beat). Full-year guidance raised: sales to $7.65-$7.85B, adj. EBITDA to $800-$850M.
Risk Factors
- EPS miss of 72% signals potential operational or cost issues not captured by the adjusted EBITDA metric
- Execution risk on the Eaton Mobility transaction and integration
- Automotive market cyclicality and potential demand slowdown
- High capital spending ($325M guided) could pressure free cash flow
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-336664 |
| Document: d125905d8k.htm | 0001193125-26-336664 |
| Document: 0001193125-26-336664-index-headers.html | 0001193125-26-336664 |
| Document: 0001193125-26-336664-index.html | 0001193125-26-336664 |
| Document: 0001193125-26-336664.txt | 0001193125-26-336664 |
| 8-K Data (Synthetic) | 0001193125-26-336664 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 6, 2026 8w ago | 425 | $28.44 $32.04 | ▲ +12.66% | ▲ +13.06% | $27.85 (−2.07%) |
Aug 6, 2026 8w ago | 425 | $27.32 $31.52 | ▲ +15.37% | ▲ +14.77% | $27.85 (+1.94%) |
Aug 6, 2026 8w ago | 8-K | $27.32 $31.52 | ▼ −15.37% | ▼ −14.77% | $27.85 (−1.94%) |
Jul 20, 2026 10w ago | Press Release | $26.15 $31.35 | ▼ −19.89% | ▼ −15.76% | $27.85 (−6.50%) |
Jun 11, 2026 16w ago | 425 | $30.81 $27.33 | ▼ −11.29% | ▼ −13.07% | $27.85 (−9.61%) |
Jun 11, 2026 16w ago | 425 | $30.81 $27.33 | ▼ −11.29% | ▼ −13.07% | $27.85 (−9.61%) |
Jun 11, 2026 16w ago | 425 | $30.81 $27.33 | ▼ −11.29% | ▼ −13.07% | $27.85 (−9.61%) |
Jun 11, 2026 16w ago | 425 | $30.81 $27.33 | ▼ −11.29% | ▼ −13.07% | $27.85 (−9.61%) |
Jun 11, 2026 16w ago | 8-K | $30.81 $27.33 | ▼ −11.29% | ▼ −13.07% | $27.85 (−9.61%) |
Jun 11, 2026 16w ago | 425 | $30.11 $26.39 | ▼ −12.35% | ▼ −14.25% | $27.85 (−7.51%) |
US Market Status
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