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Jun 30, 2022

Dana Q2 2022 Earnings Report

Dana Incorporated reported mixed second-quarter 2022 financial results with sales increase offset by margin compression due to inflation and supply chain disruptions, but generated strong free cash flow.

Key Takeaways

Dana Incorporated reported second-quarter 2022 financial results with increased sales of $2.59 billion, but margins were impacted by record inflation, rising material costs, and supply-chain disruptions. Despite these challenges, the company generated significant cash flow.

Sales increased by $381 million to $2.59 billion.

Net income attributable to Dana was $8 million.

Adjusted EBITDA was $162 million.

Free cash flow was $167 million, an increase of $180 million.

Total Revenue
$2.59B
Previous year: $2.21B
+17.3%
EPS
$0.08
Previous year: $0.59
-86.4%
Adjusted EBITDA
$162M
Previous year: $233M
-30.5%
Gross Profit
$183M
Previous year: $252M
-27.4%
Cash and Equivalents
$321M
Previous year: $384M
-16.4%
Free Cash Flow
$167M
Total Assets
$7.92B
Previous year: $7.68B
+3.1%

Dana

Dana

Forward Guidance

Dana provided financial guidance for the full year 2022, with sales expected to be between $10 to $10.2 billion and adjusted EBITDA between $700 to $740 million.

Positive Outlook

  • Sales of $10 to $10.2 billion
  • Adjusted EBITDA of $700 to $740 million
  • Diluted adjusted EPS of $0.60 to $0.90
  • Operating cash flow of approximately 6.2 to 6.5 percent of sales
  • Free cash flow of approximately 1.8 to 2.2 percent of sales

Challenges Ahead

  • Profit margin lower due to cost inflation and operational inefficiencies
  • Translation of foreign currency expected to be a sales and profit headwind.
  • Organic growth driven by strong sales in all end markets
  • Net cost inflation of ~$38 million and customer-demand-driven operational environment
  • Investment in growing EV business offsetting profit contribution