交易详情 - Dana Incorporated宣布出售其欧洲液压业务给HPI Group[1] - 交易预计将在2024年上半年完成[2] - 交易涵盖意大利、法国和德国的业务，包括液压马达、泵、阀门和动力包的生产[3] - Dana将与新合并的液压业务签订供应协议[4]

财务数据和关键指标变化 - 2023年全年销售额为106亿美元,较上年增加近4亿美元,主要得益于客户需求强劲、新业务订单的推出、市场份额增加以及成本上涨的转嫁 [13] - 2023年调整后EBITDA为8.45亿美元,较上年增加1.45亿美元,主要得益于公司各方面的高效执行 [14] - 2023年第四季度销售额为25亿美元,较上年下降6100万美元,主要受到UAW罢工的影响 [66] - 2023年第四季度调整后EBITDA为1.56亿美元,利润率为6.3% [66] - 2023年全年净利润为3800万美元,较上年亏损2.42亿美元有所改善 [67] - 2023年全年自由现金流为负2500万美元,较上年下降2.34亿美元,主要由于营运资金需求增加和资本支出增加 [68] 各条业务线数据和关键指标变化 - 2023年传统业务销售额增加2.28亿美元,调整后EBITDA增加1亿美元,利润率提升80个基点 [73][74] - 2023年电动车业务销售额增加1.82亿美元,调整后EBITDA增加800万美元 [74][75] 各个市场数据和关键指标变化 - 2024年预计整车生产量: - 轻型车整车生产量增长2%-5% [30] - 重型车整车生产量下降 [31] - 非公路车整车生产量农机下降,建筑和采矿保持相对平稳 [32] - 2024年预计各地区整车生产量: - 北美和亚洲增长,欧洲和南美下降 [33] - 2024年公司销售额预计增长135百万美元,高于市场增长,得益于市场份额提升和有利的市场结构 [33] 公司战略和发展方向及行业竞争 - 公司持续推进电动化战略,2023年电动车销售额达7.6亿美元,2024年预计超过10亿美元 [74][75] - 公司在传统动力总成和电动化领域均保持领先地位,能够为客户提供全面的解决方案 [43][54][58][59] - 公司在商用车市场持续增加市场份额,2023年收入创下近13年来的新高 [56][57] - 公司未来几年的新业务订单总额达9.5亿美元,较上一期增加5000万美元,覆盖传统动力和电动化产品 [38][39][40][42] 管理层对经营环境和未来前景的评论 - 2024年公司整体经营环境预计改善,供应链和客户生产计划将恢复正常 [25][26][27][28] - 原材料价格下降将带来一定负面影响,但公司将通过提升效率来抵消 [26][27] - 公司将继续推进成本节约和价格调整措施,以应对持续的通胀压力 [27][61][62][63] - 公司有信心在2025年实现超过110亿美元的销售目标 [44] 问答环节重要的提问和回答 问题1 **Noah Kaye 提问** 公司在电动车业务的利润贡献情况如何,未来是否会有更多的披露 [99][100] **Jim Kamsickas 回答** 公司电动车业务的利润贡献是正向的,但具体数字出于竞争考虑不会过多披露。未来随着业务发展会有更多的信息披露 [99][100][101] 问题2 **Colin Langan 提问** 公司如何看待未来通胀压力,以及如何应对 [113][114][115] **Timothy Kraus 回答** 公司预计2024年仍将面临一定的通胀压力,但将通过与客户的价格谈判以及自身的成本节约措施来应对 [113][114][115] 问题3 **Trevor Young 提问** 公司如何管控资本支出以应对客户计划的变化,以及何时可以看到自由现金流的大幅改善 [126][127][128] **Timothy Kraus 回答** 公司可以根据客户计划的变化来调整资本支出,同时随着销售增长和效率提升,未来几年自由现金流转换率将会持续改善 [126][127][128][129]

财务表现 - Dana 2023年第四季度营收为24.9亿美元，同比下降2.4%[1] - 每股亏损为-0.08美元，较去年同期的-0.10美元有所改善[1] - 营收低于Zacks Consensus Estimate 3.78%，每股亏损超出预期300%[2] - 轻型车销售为9.23亿美元，较分析师平均预期的8.6184亿美元高出10.4%；动力技术销售为3亿美元，较分析师平均预期的2.8462亿美元增长6.8%[5] 市场表现 - 公司股票过去一个月回报率为+1.4%，略低于Zacks S&P 500综合指数的+3.6%[7] - Dana目前的Zacks排名为3（持有），表明其短期内可能与整体市场表现一致[8]

DANA INCORPORATED | --- | --- | --- | --- | --- | |-------------------------------------------------------------------|-------|---------|--------------|---------| | | | | | | | | | | Year Ended | | | (In millions) | | | December 31, | | | | | 2023 | | 2022 | | Segment EBITDA | | $ 853 | | $ 699 | | Corporate expense and other items, net (8) 1 | | | | | | Adjusted EBITDA | | 845 700 | | | | Depreciation (393) (365) | | | | | | Amortization (23) (23) | | | | | | Non-service cost components of pension and OPEB ...

Dana (DAN) came out with a quarterly loss of $0.08 per share versus the Zacks Consensus Estimate of a loss of $0.02. This compares to loss of $0.10 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -300%. A quarter ago, it was expected that this automotive equipment supplier would post earnings of $0.10 per share when it actually produced earnings of $0.30, delivering a surprise of 200%.Over the last four quarters, the company h ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 Form 10-K ☑ Annual Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the Fiscal Year Ended: December 31, 2023 OR ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the Transition Period From to Commission File Number: 1-1063 Dana Incorporated (Exact name of registrant as specified in its charter) Delaware 26-1531856 (State of incorporation) (IRS ...

MAUMEE, Ohio, Feb. 14, 2024 /PRNewswire/ -- Dana Incorporated (NYSE: DAN) announced today that its board of directors has declared a dividend on its common stock.   The board declared a quarterly dividend of $0.10 per share, payable March 22, 2024, to holders of Dana common stock as of March 1. About Dana IncorporatedDana is a leader in the design and manufacture of highly efficient propulsion and energy-management solutions that power vehicles and machines in all mobility markets across the globe. The comp ...

Wall Street expects a year-over-year increase in earnings on higher revenues when Dana (DAN) reports results for the quarter ended December 2023. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on February 20. On th ...

公司概况 - Dana Incorporated总部位于美国俄亥俄州莫米，2022年销售额达102亿美元[4] - Dana Incorporated是一家在全球各个移动性市场设计和制造高效动力和能源管理解决方案的领导者[3] 财务业绩 - Dana Incorporated将于2024年2月20日发布2023年第四季度和全年财务业绩[1]

Salt Lake City, UT, Jan. 24, 2024 (GLOBE NEWSWIRE) -- WAVE Charging, a wholly-owned subsidiary of Ideanomics (NASDAQ:IDEX) and developer of high-power, wireless inductive charging solutions for medium- and heavy-duty commercial vehicles proudly announces a groundbreaking achievement in the commercial EV industry. The company has successfully integrated its high-power wireless charging technology into Kenworth's Class 6 electric trucks, specifically the K270E and K370E models, marking the first OEM-approved ...