$DAN

Dana Inc

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$DAN

Dana Inc

Past 12mo:2mentions1voices

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All voices2 mentions since Feb 2026calls only

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Recent mentions

2 mentions

@valuedontlieFeb 8, 2026 · 2:45 PM

A look at 18-year financial performance at $ALSN and 9.5 years of the recently acquired $DAN off-highway business https://t.co/X0vbabRrUC

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@valuedontlieFeb 7, 2026 · 9:30 PM

$ALSN Caught this pitch from Meryl Witmer in Barron's roundtable and liked it. Here are my notes: 1) Dominant market share (~80%) in transmissions for buses & class 6-8 trucks (on-highway) 2) Huge margins (30%+ EBITDA), but highly cyclical = long-run average P/E at 9-10x 3) Recently acquired off-highway business from $DAN for $2.7bn - adds $2.5bn sales & $350m EBITDA 4) Changes mix from 3% off-highway to >50% off-highway, international from 22% to 44%, transmissions now <50% of sales 5) Deal synergies + recovering end-markets + buybacks = EPS could hit $12+ by 2027-2028 (vs. $8-9 today) 6) Capital allocation heavily favors buybacks, this is a share cannibal having repurchased >65% of shares since 2012 IPO 7) Pro-forma leverage = 2.9x with a target of 2x -- blend of buybacks and debt paydown expected At $115, shares trade at 10.5x 2027 EPS estimates. Risk/return looks balanced (1:1) unless you have a compelling view on multiple expansion.

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Frequently asked

Who mentions $DAN most on Surfaced?

@valuedontlie (Colin King) mentions $DAN most — 2 mentions in the past 12 months.

When was $DAN first mentioned on Surfaced?

The earliest tracked mention of $DAN in the Surfaced archive was on Feb 7, 2026.

How many voices track $DAN?

1 FinTwit voice has mentioned $DAN 2 times in the past 12 months.

What kind of voices mention $DAN most?

$DAN is mentioned most by Long Research voices on Surfaced.