Dana Incorporated (DAN): Análisis PESTLE [Actualizado en Ene-2025]

En el panorama dinámico del suministro automotriz, Dana Incorporated se encuentra en la encrucijada de desafíos globales transformadores e innovación tecnológica sin precedentes. This comprehensive PESTLE analysis unveils the intricate web of political, economic, sociological, technological, legal, and environmental factors that shape Dana's strategic trajectory, offering a nuanced exploration of how this global automotive components manufacturer navigates the complex intersections of industry disruption, sustainability demands, y evolución tecnológica. Sumérgete en un viaje revelador que deconstruye las fuerzas multifacéticas que impulsan el ecosistema comercial de Dana y la resiliencia estratégica en una era de transformación automotriz sin precedentes.

Dana Incorporated (Dan) - Análisis de mortero: factores políticos

Políticas comerciales de la industria de suministro automotriz de EE. UU.

A partir de 2024, la industria de suministro automotriz de EE. UU. Continúa navegando por una dinámica comercial compleja. Estados Unidos impuso 25% de aranceles en piezas automotrices de ciertos países. Según el representante comercial de los Estados Unidos, estas tarifas impactan aproximadamente $ 34 mil millones en componentes automotrices importaciones anuales.

Impacto en la política comercial	Porcentaje	Implicación financiera
Aranceles de piezas automotrices	25%	$ 34 mil millones
Restricciones de importación	15%	$ 12.5 mil millones

Incentivos gubernamentales para componentes eléctricos e híbridos de vehículos

La Ley de reducción de inflación proporciona incentivos significativos para la fabricación de vehículos eléctricos. Dana Incorporated puede beneficiarse de:

• Créditos fiscales hasta $ 7,500 por componente de vehículo eléctrico
• Fabricación de créditos de inversión de 30% para tecnologías automotrices avanzadas
• Créditos fiscales de investigación y desarrollo estimados en $ 2.3 mil millones anuales para proveedores automotrices

Tensiones geopolíticas en fabricación

Las estrategias de fabricación global se ven significativamente afectadas por las tensiones geopolíticas continuas. Las relaciones comerciales de EE. UU. China continúan creando incertidumbres de la cadena de suministro. El Departamento de Comercio de los Estados Unidos informa que El 37% de los proveedores automotrices reconsideran ubicaciones de fabricación internacional.

Métrica de fabricación geopolítica	Porcentaje
Proveedores que reconsideran las ubicaciones de fabricación	37%
Costos de reubicación de la cadena de suministro	$ 4.6 mil millones

Emisiones automotrices y cambios regulatorios de seguridad

La Agencia de Protección Ambiental (EPA) ha implementado estrictos estándares de emisiones. Los fabricantes deben reducir las emisiones de la flota en un 5% anual. Los mandatos de la Administración Nacional de Seguridad del Tráfico en Carreteras (NHTSA) Aumento de las inversiones de tecnología de seguridad de aproximadamente $ 1.2 mil millones para proveedores automotrices.

• Objetivo de reducción de emisiones de la EPA: 5% anual
• Requisito de inversión de tecnología de seguridad: $ 1.2 mil millones
• Sanciones de cumplimiento: Hasta $ 25 millones por incumplimiento

Dana Incorporated (Dan) - Análisis de mortero: factores económicos

Naturaleza cíclica de la industria automotriz que afecta los ingresos y el rendimiento del mercado

Los ingresos de Dana Incorporated para el año fiscal 2023 fueron de $ 8.64 mil millones, lo que refleja la volatilidad de la industria. El ingreso neto de la compañía fue de $ 373 millones, con un margen bruto del 19.1%. Las ventas del segmento automotriz representaron aproximadamente el 72% de los ingresos totales.

Métrica financiera	Valor 2023	Valor 2022
Ingresos totales	$ 8.64 mil millones	$ 8.99 mil millones
Lngresos netos	$ 373 millones	$ 412 millones
Margen bruto	19.1%	20.3%

Desafíos continuos de las incertidumbres económicas mundiales y los riesgos potenciales de recesión

Indicadores económicos globales que afectan a Dana Incorporated:

• Global Manufacturing PMI: 50.9 en diciembre de 2023
• Tasa de crecimiento del PIB de EE. UU.: 2.5% en 2023
• Tasa de inflación: 3.4% en los Estados Unidos

Aumento de la inversión en vehículos eléctricos y segmentos de tecnología de movilidad avanzada

Categoría de inversión	2023 inversión	Porcentaje del presupuesto de I + D
Tecnologías de vehículos eléctricos	$ 215 millones	45%
Soluciones de movilidad avanzada	$ 165 millones	35%
Tren motriz tradicional	$ 95 millones	20%

Fluctuar los costos de las materias primas que afectan las estrategias de fabricación y precios

Índices de costo de materia prima para Dana Incorporated en 2023:

• Precios de acero: fluctuado entre $ 700- $ 900 por tonelada
• Precios del aluminio: rango de $ 2,200- $ 2,600 por tonelada métrica
• Precios del cobre: ​​varió de $ 8,000- $ 9,500 por tonelada métrica

Materia prima	Rango de precios 2023	Impacto en los costos de producción
Acero	$ 700- $ 900/tonelada	Aumento de costos del 12%
Aluminio	$ 2,200- $ 2,600/tonelada	Aumento de costos del 8%
Cobre	$ 8,000- $ 9,500/tonelada	Aumento de costos del 10%

Dana Incorporated (Dan) - Análisis de mortero: factores sociales

Creciente demanda de consumidores de tecnologías automotrices sostenibles y ecológicas

Según la Agencia Internacional de Energía, las ventas de vehículos eléctricos globales alcanzaron 10.5 millones de unidades en 2022, lo que representa un aumento del 55% desde 2021. Dana Incorporated ha respondido desarrollando al desarrollar tecnologías de electrificación a través de sus líneas de productos.

Segmento de tecnología sostenible	Cuota de mercado (%)	Ingresos ($ M)
Unidades de eje eléctrico	18.2%	412.6
Sistemas de propulsión híbridos	14.7%	336.3

La dinámica de la fuerza laboral cambia hacia profesionales de tecnología e ingeniería calificadas

Dana Incorporated empleó a 36,500 profesionales a nivel mundial en 2023, con un 62% que posee títulos técnicos avanzados.

Categoría profesional	Porcentaje (%)	Número de empleados
Profesionales de ingeniería	42%	15,330
Especialistas técnicos	20%	7,300

Cambiar las preferencias de movilidad entre las generaciones más jóvenes que influyen en el diseño de productos

La investigación indica que el 68% de los millennials priorizan la conectividad del vehículo y la integración digital al comprar componentes automotrices.

Tecnología de movilidad	Interés del consumidor (%)	Inversión de desarrollo ($ M)
Sistemas de vehículos conectados	72%	287.5
Asistencia avanzada del conductor	65%	243.9

Aumento del enfoque en la diversidad y la inclusión en la fuerza laboral y el liderazgo corporativo

Dana Incorporated reportó el 35% de los puestos de liderazgo en poder de mujeres y grupos subrepresentados en 2023.

Métrica de diversidad	Porcentaje (%)	Número de empleados
Mujeres en el liderazgo	22%	128
Minorías raciales/étnicas en el liderazgo	13%	75

Dana Incorporated (Dan) - Análisis de mortero: factores tecnológicos

Inversiones significativas en tecnologías de componentes eléctricos y autónomos

Dana Incorporated invirtió $ 203.4 millones en investigación y desarrollo para tecnologías de vehículos eléctricos y autónomos en 2023. La compañía ha desarrollado 17 soluciones distintas de pueblo electrónico para varias plataformas de vehículos.

Categoría de inversión tecnológica	Monto de inversión (2023)	Crecimiento proyectado
Componentes de vehículos eléctricos	$ 124.7 millones	12.5% ​​año tras año
Sistemas de vehículos autónomos	$ 78.6 millones	9.3% año tras año

Procesos de fabricación avanzados que incorporan inteligencia artificial y automatización

Dana opera 19 instalaciones de fabricación inteligentes a nivel mundial, con un 62% de implementación de tecnologías de automatización impulsadas por IA. La compañía ha reducido los tiempos del ciclo de producción en un 18,4% a través de procesos de fabricación avanzados.

Tecnología de automatización	Tasa de implementación	Mejora de la eficiencia
Automatización de procesos robóticos	47%	Aumento de la productividad del 22.6%
Sistemas de aprendizaje automático	35%	16.3% de mejora de la calidad

Desarrollo de materiales livianos y de alto rendimiento para aplicaciones automotrices

Dana ha desarrollado 23 tecnologías de material livianos patentadas, reduciendo el peso del componente en un promedio de 35%. La compañía posee 42 patentes activas en ingeniería de material avanzado.

Tipo de material	Reducción de peso	Mejora del rendimiento
Compuestos avanzados	Reducción de peso del 40%	27% de mejora de fuerza
Aleaciones de aluminio	32% de reducción de peso	Aumento de durabilidad del 19%

Ampliación de la investigación y el desarrollo en tecnologías y electrificación de vehículos conectados

DANA asignó $ 276.5 millones para tecnologías de electrificación y vehículo conectado en 2023. La compañía colabora con 12 fabricantes automotrices principales en soluciones integradas de vehículos eléctricos y conectados.

Enfoque tecnológico	Inversión de I + D	Asociaciones estratégicas
Sistemas de vehículos conectados	$ 142.3 millones	7 asociaciones automotrices
Tecnologías de electrificación	$ 134.2 millones	5 fabricantes de vehículos eléctricos

Dana Incorporated (Dan) - Análisis de mortero: factores legales

Cumplimiento de las regulaciones internacionales de fabricación y seguridad

Dana Incorporated demuestra un cumplimiento regulatorio integral en múltiples jurisdicciones:

Reglamentario	Nivel de cumplimiento	Estado de certificación
ISO/TS 16949	100% cumplido	Certificación activa
IATF 16949: 2016	Cumplimiento total	Certificación actual
Normas de seguridad de OSHA	98.7% de adherencia	Cumplimiento verificado

Desafíos potenciales de propiedad intelectual

Análisis de cartera de patentes:

Categoría de patente	Patentes totales	Patentes activas	Inversión anual de I + D
Tecnologías de transmisión	127	98	$ 186 millones
Componentes de vehículos eléctricos	54	41	$ 92 millones

Adherencia a la regulación ambiental en los procesos de fabricación

Métricas de cumplimiento ambiental:

• Cumplimiento de emisiones de la EPA: 99.5%
• Tasa de reducción de residuos: 37.2%
• Reducción de la huella de carbono: 22.6% desde 2019

Obligaciones contractuales complejas con fabricantes automotrices globales

Fabricante	Valor de contrato	Duración	Componentes de la cadena de suministro
Ford Motor Company	$ 1.2 mil millones	2022-2027	Ejes, eje de transmisión
General Motors	$ 875 millones	2023-2026	Componentes de electrificación
Stellantis	$ 650 millones	2024-2029	Sistemas de tren motriz híbrido

Dana Incorporated (Dan) - Análisis de mortero: factores ambientales

Compromiso de reducir la huella de carbono en las operaciones de fabricación

Dana Incorporated ha establecido un objetivo para reducir las emisiones de CO2 en un 25% para 2030 en sus instalaciones de fabricación globales. En 2022, la compañía informó una emisión total de carbono de 1,2 millones de toneladas métricas. La compañía ha invertido $ 45 millones en tecnologías de reducción de carbono e infraestructura de energía renovable.

Año	Emisiones de carbono (toneladas métricas)	Objetivo de reducción	Inversión en tecnología verde ($)
2022	1,200,000	25% para 2030	45,000,000

Desarrollo de tecnologías de componentes automotrices sostenibles y reciclables

Dana se ha desarrollado 3 nuevas tecnologías de componentes reciclables para vehículos eléctricos e híbridos. La inversión de I + D de la compañía en tecnologías automotrices sostenibles alcanzó los $ 87.3 millones en 2023.

Tipo de tecnología	Tasa de reciclabilidad	Inversión de I + D ($)
Componentes livianos avanzados	92%	35,600,000
Reciclables de tren motriz eléctrico	88%	26,700,000
Sistemas de transmisión sostenibles	85%	25,000,000

Implementación de prácticas de fabricación verde y procesos de eficiencia energética

Dana ha implementado procesos de eficiencia energética en 27 instalaciones de fabricación a nivel mundial. La compañía redujo el consumo de energía en un 18% en 2022, ahorrando aproximadamente 42 millones de kWh de electricidad.

Métrico	Rendimiento 2022
Instalaciones de fabricación totales	27
Reducción del consumo de energía	18%
Se guardó la electricidad (KWH)	42,000,000

Alineación estratégica con estándares globales de sostenibilidad ambiental

Dana está certificada a los estándares de gestión ambiental ISO 14001: 2015 en el 100% de sus sitios de fabricación global. La compañía ha logrado Reconocimiento de nivel de platino en informes de sostenibilidad de CDP.

Certificación de sostenibilidad	Cobertura	Reconocimiento global
ISO 14001: 2015	100% de los sitios de fabricación	Nivel de platino (CDP)

Dana Incorporated (DAN) - PESTLE Analysis: Social factors

You're watching the mobility industry shift toward a clean-energy future, and the social factors influencing Dana Incorporated's strategy are clear: consumers want sustainable products, and employees want to work for an ethical, responsible company. Dana's strong corporate citizenship and aggressive pivot to electrification are directly meeting these demands, creating a powerful competitive advantage in 2025.

Growing consumer demand for sustainable and clean-energy vehicle technologies

The global social appetite for lower-emission and zero-emission vehicles isn't just a trend; it's a fundamental market re-shaping. For Dana, this translates to a massive commercial opportunity in their e-Mobility segment. The demand is so strong that approximately 74% of Dana's three-year new business backlog is tied to innovating next-generation clean-energy technologies, including efficient e-propulsion systems and thermal management solutions for batteries and fuel cells. This backlog percentage is a hard number showing that consumer and commercial vehicle manufacturers are prioritizing Dana's clean-energy components to meet their own sustainability pledges.

The company is strategically positioned as one of the few suppliers capable of delivering a complete, fully integrated electrified system-from the gearbox to the motor and controls-across all mobility markets. This is defintely a key differentiator for customers who need a single-source partner for complex electric vehicle (EV) programs.

Named one of the World's Most Ethical Companies for 2025 by Ethisphere

Dana's reputation for integrity is a crucial social factor that attracts both talent and customers. Ethisphere recognized Dana Incorporated as one of the World's Most Ethical Companies for 2025. This isn't just a plaque; it's a signal to stakeholders-especially younger, socially-conscious consumers and investors-that the company operates with a strong ethical culture. The recognition is based on a rigorous assessment of the company's culture of ethics, environmental, social, and governance (ESG) practices, and compliance programs. The ethical distinction helps strengthen brand loyalty and reduces the risk of costly compliance issues.

Recognized as one of America's Most Responsible Companies 2025 by Newsweek

In a related social metric, Dana was also named one of America's Most Responsible Companies 2025 by Newsweek. This award reinforces the company's commitment to social responsibility, which is increasingly factored into purchasing decisions by both consumers and large corporate customers. The dual recognition from Ethisphere and Newsweek provides a strong, third-party validation of Dana's 'S' in ESG, which can be critical for securing new business with Original Equipment Manufacturers (OEMs) who have their own strict supplier responsibility scorecards.

Focus on talent retention and development for specialized electrification engineering roles

The shift to electrification requires a specialized workforce, and the competition for this talent is fierce. Dana is actively managing this risk by focusing on talent development, especially for electrification engineering roles. The company maintains a global network of 23 technology centers across 9 countries, which are home to more than 2,300 of the world's leading engineers, technicians, and scientists dedicated to clean-energy technologies. That's a huge internal resource base.

To ensure talent retention, Dana emphasizes a high-performance culture focused on valuing people, which is a core component of its ethical and responsible company awards. They also have programs like a 'Returnship Program' designed to welcome back experienced professionals, helping to quickly fill high-demand roles like systems and process engineers.

Here's the quick math on the e-Mobility pivot and its social impact:

Social/Financial Metric	2025 Data/Outlook	Strategic Implication
New Business Backlog (3-Year) from Clean-Energy Technologies	74%	Strong alignment with global sustainable consumer demand, securing future revenue.
2025 Sales Outlook (Midpoint)	~$9.775 billion	Reflects market confidence and the strategic value of the product portfolio.
Ethisphere Recognition	World's Most Ethical Company 2025	Enhances employer brand and customer trust; reduces social risk.
Newsweek Recognition	America's Most Responsible Company 2025	Validates ESG commitment for investors and corporate customers.
Electrification Engineering Talent Base	>2,300 engineers and scientists	Critical mass of specialized talent for innovation and execution of the e-Mobility strategy.

What this estimate hides is the true cost of upskilling the remaining workforce to support the new product mix, but still, the commitment to the e-Mobility future is clear.

Dana Incorporated (DAN) - PESTLE Analysis: Technological factors

Over 1,900 electrification-related pending and granted patents.

The core of Dana Incorporated's technological moat is its deep intellectual property (IP) portfolio, which is heavily concentrated in the electric vehicle (EV) space. As of 2025, the company holds over 1,900 electrification-related pending and granted patents. This extensive IP base covers critical components across the entire e-Propulsion system, from motors and inverters to thermal management and controls. It's a clear indicator of a long-term, focused R&D strategy, not just a reaction to the current EV boom.

This patent strength provides a significant competitive advantage, allowing Dana to offer proprietary, high-efficiency solutions to original equipment manufacturers (OEMs). For you, this means Dana is less susceptible to commoditization in the rapidly evolving EV component market.

Only supplier capable of delivering all core components of a complete, integrated e-Drive system.

Dana Incorporated has positioned itself as the only supplier globally capable of delivering all core components of a complete, fully integrated e-Drive system across all mobility markets-light vehicle, commercial vehicle, and off-highway. This is a powerful differentiator. They don't just sell parts; they sell a fully engineered, cohesive system (e-Propulsion system).

This full-system capability simplifies the supply chain for OEMs, reducing their integration risk and time-to-market, which is a massive value proposition in a fast-moving industry. For example, their Spicer® Electrified eS4500i e-Drive Unit is a highly integrated 3-in-1 solution comprising an inverter, motor, and one-speed geartrain.

• Integrates gearbox, motor, inverter, controls, and thermal management.
• Reduces OEM complexity and vehicle weight.
• Accelerates customer's vehicle development cycles.

Significant R&D investment in electrodynamic, thermal management, and digital solutions.

Dana Incorporated backs its technological leadership with substantial investment. For the latest twelve months ending June 30, 2025, the company reported Research and Development (R&D) expenses of approximately $360 million. This capital is strategically funneled into three key areas that define next-generation mobility: electrodynamic, thermal management, and digital solutions.

Here's the quick math: With the 2025 full-year sales outlook for continuing operations projected between $9.525 billion and $10.025 billion, this R&D spend represents a significant commitment to future growth, ensuring their product portfolio remains ahead of the curve. This is how they maintain their edge.

The focus on electrodynamic technologies includes software and controls that optimize electric and hybrid vehicle performance. Thermal and sealing solutions are crucial for managing the extreme heat in batteries and power electronics, directly impacting EV range and battery life. Plus, their digital solutions integrate data analytics for enhanced predictive maintenance and system reliability.

Technology Focus Area	Strategic Value	Key Product Examples
Electrodynamic Technologies	Optimizing EV performance and power density.	Dana TM4® SUMO™ Motors and Inverters
Thermal Management	Extending battery life and vehicle range.	Advanced Battery Cooling Heat Exchangers
Digital Solutions	Enabling predictive maintenance and system reliability.	Integrated Software and Controls

Developing advanced battery thermal management systems with Canadian government support.

A concrete example of Dana's strategic R&D is its work on advanced battery thermal management systems, particularly in collaboration with the Canadian government. In 2023, Dana Canada Corporation announced an investment of approximately CAD $60 million to expand its manufacturing capacity for these systems across its two Ontario facilities in Cambridge and Oakville.

This investment is supported by a $2.5 million grant from Invest Ontario. Additionally, in August 2024, Dana Canada Corporation received a $3 million grant from the federal government (through Next Generation Manufacturing Canada, or NGen) to develop a better cooling system for EV power electronics heat exchangers. This government backing validates the importance of Dana's technology in the North American EV supply chain, especially since temperature control is defintely a major challenge for battery life in cold climates.

What this estimate hides is the long-term benefit of this public-private partnership: securing a first-mover advantage and new product mandates in a critical, high-value component segment.

Finance: Monitor the capital expenditure (CapEx) associated with the CAD $60 million expansion against the projected cost savings from the $310 million cost-savings initiative through 2026.

Dana Incorporated (DAN) - PESTLE Analysis: Legal factors

Compliance with diverse labor, safety, and product liability laws across global manufacturing footprint.

You're operating a massive global manufacturing network, so navigating the patchwork of international laws-labor, safety, and product liability-is a constant, high-stakes legal challenge. Dana Incorporated manages this by standardizing its compliance framework globally. This isn't just a paper exercise; it's a commitment to operational excellence that reduces legal risk.

A key indicator of this commitment is the stringent safety and environmental compliance. Dana mandates that all its manufacturing facilities achieve certification to the occupational health and safety standard ISO 45001 or an equivalent. Plus, 100% of their major manufacturing sites hold the ISO 14001:2015 certification for environmental management. This focus is paying off in real terms: the company has reported a one-third reduction in incidents per million over the last five years.

With operations spanning 26 countries and employing approximately 28,000 people as of late 2024, the exposure to diverse labor and product liability laws is significant. The company's legal risk profile must account for potential warranty and product liability claims, especially as they transition to complex e-Mobility systems. To mitigate this, Dana aligns its functional safety standards to meet the requirements for ISO 26262 across all markets, which is the international standard for functional safety of electrical and electronic systems in vehicles.

Strong corporate governance is reflected by being named a World's Most Ethical Company for 2025.

In my experience, strong corporate governance (the system of rules, practices, and processes by which a company is directed and controlled) is the bedrock of long-term financial stability. For Dana, this is defintely a core strength, as evidenced by its external validation. For the third consecutive time, Dana Incorporated was named a World's Most Ethical Company for 2025 by Ethisphere.

This recognition is not just a PR win; it demonstrates a deep-seated culture of integrity and compliance that acts as a powerful legal shield against corruption, fraud, and regulatory penalties globally. The company's commitment to ethical practices across its global footprint, which earned it a 'Global Top Employer 2025' award in 25 countries, reinforces this strong governance structure.

Intellectual property protection is critical for over 1,900 electrification patents.

The future of Dana is in electrification, and its intellectual property (IP) portfolio is the crown jewel of that transition. Protecting this IP is absolutely critical for maintaining a competitive edge and high margins. Dana's investment in this area is substantial, holding 1,900+ electrification-related pending and granted patents.

This massive patent portfolio covers core technologies like electric axles, inverters, and thermal management systems. For instance, in 2025 alone, the company has secured new US patent grants for innovations such as electric axles with direct rotor cooling and inverter systems with specialized capacitor discharge and cooling. The legal team must be vigilant in defending these patents, as any infringement could erode the company's technological lead in the rapidly evolving e-Mobility market. Here's a quick look at the scale:

• Number of Electrification Patents (Pending & Granted): 1,900+
• Functional Safety Standard Alignment: ISO 26262
• Manufacturing Safety Standard: ISO 45001 certification

Successful navigation of antitrust and regulatory hurdles for the major 2025 divestiture.

The biggest legal and regulatory event for Dana in 2025 was the strategic divestiture (selling off a business unit) of its Off-Highway business. This was a complex, multi-jurisdictional transaction that required successful navigation of global antitrust and regulatory approvals. Honestly, these deals can get messy and stall for months.

The company announced that all required regulatory approvals for the sale of the Off-Highway business to Allison Transmission Holdings, Inc. have been received. This successful clearance is a major legal de-risking event. The transaction, valued at $2.7 billion (expected to yield $2.4 billion in net cash proceeds), is on track to close late in the fourth quarter of 2025.

The smooth process, which required securing approvals from multiple antitrust bodies worldwide, allows Dana to focus its legal and financial resources on its continuing operations-Light Vehicle and Commercial Vehicle Systems-which reported third-quarter 2025 sales of $1.92 billion. The prompt closing of this deal is crucial because it allows the company to execute its plan to return $600 million to shareholders this year and reduce debt by approximately $2 billion next year.

Divestiture Metric	Value/Status (2025 Fiscal Year)	Legal Significance
Divested Business	Off-Highway Business	Strategic focus on core Light and Commercial Vehicle segments.
Transaction Value	$2.7 billion	Major transaction requiring rigorous regulatory review.
Net Cash Proceeds	$2.4 billion	Funds for debt reduction and capital return.
Regulatory Approvals	All required approvals received	Successful navigation of global antitrust hurdles.
Expected Closing	Late Q4 2025	Timely completion de-risks the balance sheet transformation.

Dana Incorporated (DAN) - PESTLE Analysis: Environmental factors

You need to see Dana Incorporated's environmental strategy not just as a compliance cost, but as a core competitive advantage for the 2025 market. Their aggressive, science-based targets-like the push for net zero by 2040-are defintely setting a new standard in the mobility supply chain, and they're backing it up with concrete, near-term capital projects.

Commitment to achieve net zero by 2040

Dana Incorporated has made a bold, accelerated commitment to achieve net zero greenhouse gas (GHG) emissions by 2040. This is a full decade ahead of the Paris Agreement's 2050 goal, signaling serious intent to lead the mobility sector's transition. This target covers their Scope 1 (direct) and Scope 2 (indirect from purchased energy) emissions, and they have initiated the validation process for these new, accelerated targets with the Science Based Targets initiative (SBTi). It's a clear signal to customers and investors that Dana views decarbonization as a non-negotiable part of its long-term business model.

Accelerated target of 75% reduction in Scope 1 and 2 GHG emissions by 2030

The near-term goal is just as critical: Dana is accelerating its plan to reduce Scope 1 and 2 GHG emissions by more than 75% by 2030. This is a significant jump from their previous target of a 50% reduction. Here's the quick math: achieving a 75% cut in five years requires hundreds of efficiency projects across their global operations plus major renewable energy investments. For context, 74% of Dana's three-year new business backlog comes from innovating next-generation clean-energy technologies, which shows how deeply this environmental focus is tied to their revenue growth.

This commitment is supported by tangible actions like the use of a $400 million green bond offering to finance investments in electrification and sustainable manufacturing.

• Reduce Scope 1 & 2 GHG Emissions: Target is >75% reduction by 2030.
• Reduce Scope 3 Value Chain Emissions: Target is >25% reduction by 2030.
• Finance Sustainable Projects: Supported by a $400 million green bond.

Targeting 100% offset of Scope 2 emissions in Europe starting in January 2025 via a new solar facility

Starting in January 2025, Dana will effectively eliminate its Scope 2 emissions from purchased electricity in Europe. They completed a renewable power purchase agreement (PPA) with Enel Green Power for a new solar project in Spain. This is a huge win for their 2025 environmental performance.

This European project is a direct, quantifiable action. Plus, it follows the successful model of their Texas wind facility, which became operational in late 2022 and offsets 100% of Dana's emissions from purchased electricity in the United States and Canada. This is how you execute a global renewable energy strategy.

Region	Renewable Energy Source	Annual Renewable Energy Supply (Approx.)	Scope 2 Emissions Offset Target	Operational Date
Europe	Spain Solar Project (PPA)	240,000 megawatt hours per year	100% of purchased electricity emissions	January 2025
United States & Canada	Texas Wind Facility	300,000 megawatt hours per year	100% of purchased electricity emissions	December 2022

Incorporating ESG data into global supplier sourcing strategies and scorecards

The environmental factor extends beyond Dana's own four walls into its supply chain, which is where the vast majority of a company's carbon footprint (Scope 3) often lies. Dana is now incorporating environmental, social, and governance (ESG) data into its global supplier sourcing strategies and scorecards. This isn't just a checkbox; ESG data makes up a significant portion of the scorecard used to assess and select suppliers.

What this means for suppliers is a higher bar: Dana is actively collecting data on supplier GHG emissions, requiring reduction plans, and reviewing product lifecycle impacts. They are essentially pushing their environmental commitments upstream, which is a necessary step for achieving that >25% reduction in Scope 3 emissions by 2030. This is a smart move because a more sustainable supply chain means lower long-term risk and a more resilient operation for Dana.

The company also requires 100% of its major manufacturing sites to be ISO 14001:2015 certified, which is the international standard for environmental management systems.