Dana: Profitability Is Outrunning Sales Growth, With Eaton As The Next Test
Dana was rated Buy with a $33 price target, driven by margin expansion and cost savings from the Eaton Mobility merger. The company's Q2 results showed sales up 4% while adjusted EBITDA rose 41%, with margins improving to 10.3% as cost reductions and pricing boosted earnings.
Why it matters — DAN watchers would care because the article highlights that profitability is growing significantly faster than sales, with sustained margin gains, successful Eaton integration, and improved operating cash flow identified as key to further upside.