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Dana Incorporated
4/29/2026
Good morning and welcome to Dana Incorporated's first quarter 2026 financial webcast and conference call. My name is Regina and I will be your conference facilitator. Please be advised that our meeting today, both the speaker's remarks and Q&A session will be recorded for replay purposes. For those participants who would like to access the call from the webcast, please reference the URL on our website and sign in as a guest. There will be a question and answer period after the speaker's remarks and we'll take questions from the telephone only. To ensure that everyone has an opportunity to participate in today's Q&A, we ask the callers limit themselves to one question at a time. If you'd like to ask an additional question, please return to the queue. At this time, I would like to begin the presentation by turning the call over to Dana's Senior Director of Investor Relations and Corporate Communications, Craig Barber. Please go ahead, Mr. Barber.
Thank you, and good morning. Welcome to Dana Incorporated's earnings call for the first quarter of 2026. Today's presentation includes four related statements about our expectation for Dana's future performance. Actual results could differ from what we discussed here today. For more details about the facts and future results, please refer to our safe harbor statement found in our public filings and our reports with the SEC. I encourage you to visit our investor website, where you'll find this morning's press release and presentation. As stated, today's call is being recorded, and the supporting materials are the property of Dana Incorporated. They may not be recorded, copied, or rebroadcast without our written consent. With us this morning is Bruce McDonald, Dana Chairman and Chief Executive Officer, Byron Foster, Senior Vice President and President of our Light Vehicle Systems Group and our incoming CEO, and Timothy Krause, Senior Vice President and Chief Financial Officer. Bruce, I'll now turn the call over to you to go.
Okay, thank you, Craig, and good morning, everyone, and thanks for your interest in Dana. Just maybe before we get into the slide deck, I'd just like to kind of reflect on the fact that my last call is CEO, and I'm transitioning into the chairman's role here now. If you look at the first quarter results, you know, Tim Byron and the entire data team, I think, have delivered another terrific quarter with the first time since I've been back we've shown revenue growth and extremely strong year-over-year improvement on margins. I'd also reflect on the fact that these are the first of our 30 conference calls we're going to have when we talk about our data 2030 plan. And I think we're off to a terrific start and with the, you know, that's the $10 billion revenue bogey that we put out there and with our margins getting into the 14 to 15% range. You'll see in our deck we've talked about winning the Ram Dakota program and with that award, We now have just over 60% of our growth through 2030 secured, so I think that's a great start. Anyway, I'll turn it over to Byron, and he'll take you through the highlights of the quarter.
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