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DAN

Dana Inc to Merge with Eaton's Mobility Business

Dana Incorporated said it will combine with Eaton’s mobility business in a transaction valued at about $5.1 billion, a deal that would create a powertrain company with roughly $11 billion in pro forma 2026 sales and about $1.7 billion in adjusted EBITDA.

The company said the combined business would generate about 15% adjusted EBITDA margin on a fully synergized basis in 2026, and that it expects $250 million in annual run-rate synergies within 24 months after closing.

The deal is expected to reshape Dana’s long-term financial targets. Dana said its 2030 sales target rises to $14 billion to $15 billion, from a prior target of about $10 billion. Its adjusted EBITDA margin target increases to about 18% from 14% to 15%, and its adjusted free cash flow margin target increases to 8% to 9% from 6%.

Dana said Eaton shareholders will own at least 50.1% of the combined company, while Dana shareholders will own about 49.9% at closing. Eaton will receive a cash distribution of about $1.1 billion, subject to adjustments for cash and debt.

On valuation, the transaction implies about 8.3 times estimated 2026 pro forma adjusted EBITDA before synergies, or about 5.9 times including synergies.

Dana said the combination would leave the company with net leverage of about 1.2 times on a pro forma 2026 basis after funding the Eaton cash distribution. The company also said it expects to maintain its current credit rating.

The combined company will operate under the Dana name and remain listed on the New York Stock Exchange. Dana said the deal is expected to close in the first quarter of 2027. Today the company's shares have moved -13.03% to a price of $30.85. For the full picture, make sure to review DANA Inc's 8-K report.

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