Dana Incorporated (Dan): Analyse Pestle [Jan-2025 MISE À JOUR]

Dans le paysage dynamique de l'approvisionnement automobile, Dana Incorporated se tient au carrefour des défis mondiaux transformateurs et de l'innovation technologique sans précédent. Cette analyse complète du pilon dévoile le réseau complexe de facteurs politiques, économiques, sociologiques, technologiques, juridiques et environnementaux qui façonnent la trajectoire stratégique de Dana, offrant une exploration nuancée de la façon dont ce fabricant mondial de composants automobiles navigue dans les intersections complexes de perturbation de l'industrie, de demandes de durabilité, et l'évolution technologique. Plongez dans un parcours révélateur qui déconstruit les forces multiformes à l'origine de l'écosystème commercial de Dana et de la résilience stratégique à une époque de transformation automobile sans précédent.

Dana Incorporated (Dan) - Analyse du pilon: facteurs politiques

Politiques commerciales de l'industrie de l'offre automobile aux États-Unis

En 2024, l'industrie américaine de l'offre automobile continue de naviguer dans une dynamique commerciale complexe. Les États-Unis ont imposé 25% tarifs sur les pièces automobiles de certains pays. Selon le représentant du commerce américain, ces tarifs ont un impact approximatif 34 milliards de dollars d'importations de composants automobiles chaque année.

Impact de la politique commerciale	Pourcentage	Implication financière
Tarifs des pièces automobiles	25%	34 milliards de dollars
Réductions d'importation	15%	12,5 milliards de dollars

Incitations gouvernementales pour les composants des véhicules électriques et hybrides

La loi sur la réduction de l'inflation fournit des incitations importantes à la fabrication de véhicules électriques. Dana Incorporated peut bénéficier de:

• Crédits d'impôt à 7 500 $ par composant de véhicule électrique
• Fabriquer des crédits d'investissement de 30% pour les technologies automobiles avancées
• Crédits d'impôt de recherche et développement estimés à 2,3 milliards de dollars par an pour les fournisseurs automobiles

Tensions géopolitiques dans la fabrication

Les stratégies de fabrication mondiales sont considérablement affectées par les tensions géopolitiques en cours. Les relations commerciales américaines-chinoises continuent de créer des incertitudes de la chaîne d'approvisionnement. Le département américain du commerce rapporte que 37% des fournisseurs automobiles reconsident les lieux de fabrication internationale.

Métrique de fabrication géopolitique	Pourcentage
Fournisseurs reconsidérant les lieux de fabrication	37%
Coûts de réinstallation de la chaîne d'approvisionnement	4,6 milliards de dollars

Émissions automobiles et modifications réglementaires de la sécurité

L'Agence de protection de l'environnement (EPA) a mis en œuvre des normes d'émissions strictes. Les fabricants doivent réduire les émissions de flotte de 5% par an. Les mandats de la National Highway Traffic Safety Administration (NHTSA) Augmentation des investissements en technologie de sécurité d'environ 1,2 milliard de dollars pour les fournisseurs automobiles.

• Cible de réduction des émissions de l'EPA: 5% par an
• Exigence d'investissement de la technologie de sécurité: 1,2 milliard de dollars
• Pénalités de conformité: Jusqu'à 25 millions de dollars pour la non-conformité

Dana Incorporated (Dan) - Analyse du pilon: facteurs économiques

Nature cyclique de l'industrie automobile affectant les revenus et les performances du marché

Les revenus de Dana Incorporated pour l'exercice 2023 étaient de 8,64 milliards de dollars, reflétant la volatilité de l'industrie. Le bénéfice net de la société était de 373 millions de dollars, avec une marge brute de 19,1%. Les ventes de segments automobiles représentaient environ 72% des revenus totaux.

Métrique financière	Valeur 2023	Valeur 2022
Revenus totaux	8,64 milliards de dollars	8,99 milliards de dollars
Revenu net	373 millions de dollars	412 millions de dollars
Marge brute	19.1%	20.3%

Défis continus des incertitudes économiques mondiales et des risques de récession potentiels

Indicateurs économiques mondiaux ayant un impact sur Dana:

• Global Manufacturing PMI: 50,9 en décembre 2023
• Taux de croissance du PIB américain: 2,5% en 2023
• Taux d'inflation: 3,4% aux États-Unis

Augmentation de l'investissement dans les segments de technologie de mobilité électrique et de technologie avancée

Catégorie d'investissement	2023 Investissement	Pourcentage du budget de la R&D
Technologies de véhicules électriques	215 millions de dollars	45%
Solutions de mobilité avancées	165 millions de dollars	35%
Groupe motopropulseur traditionnel	95 millions de dollars	20%

Les coûts de matières premières fluctuants ont un impact sur les stratégies de fabrication et de tarification

Indices de coût des matières premières pour Dana incorporés en 2023:

• Prix ​​en acier: fluctué entre 700 $ et 900 $ la tonne
• Prix ​​en aluminium: fourchette de 2 200 $ à 2 600 $ par tonne métrique
• Prix ​​en cuivre: varié de 8 000 $ à 9 500 $ par tonne métrique

Matière première	Gamme de prix 2023	Impact sur les coûts de production
Acier	700 $ - 900 $ / tonne	Augmentation des coûts de 12%
Aluminium	2 200 $ - 2 600 $ / tonne	Augmentation des coûts de 8%
Cuivre	8 000 $ - 9 500 $ / tonne	Augmentation des coûts de 10%

Dana Incorporated (Dan) - Analyse du pilon: facteurs sociaux

Demande croissante des consommateurs de technologies automobiles durables et respectueuses de l'environnement

Selon l'International Energy Agency, les ventes mondiales de véhicules électriques ont atteint 10,5 millions d'unités en 2022, ce qui représente une augmentation de 55% par rapport à 2021. Dana Incorporated a répondu en développant technologies d'électrification à travers ses gammes de produits.

Segment de technologie durable	Part de marché (%)	Revenus ($ m)
Drives d'essieu électrique	18.2%	412.6
Systèmes de propulsion hybride	14.7%	336.3

Dynamique de la main-d'œuvre se déplaçant vers des professionnels de la technologie et de l'ingénierie qualifiés

Dana Incorporated a employé 36 500 professionnels dans le monde en 2023, avec 62% détenant des diplômes techniques avancés.

Catégorie professionnelle	Pourcentage (%)	Nombre d'employés
Professionnels de l'ingénierie	42%	15,330
Spécialistes techniques	20%	7,300

Changer les préférences de mobilité des jeunes générations influençant la conception des produits

La recherche indique que 68% des milléniaux hiérarchisent la connectivité des véhicules et l'intégration numérique lors de l'achat de composants automobiles.

Technologie de mobilité	Intérêt des consommateurs (%)	Investissement en développement ($ m)
Systèmes de véhicules connectés	72%	287.5
Assistance à la conduite avancée	65%	243.9

Accent croissant sur la diversité et l'inclusion dans la main-d'œuvre et le leadership d'entreprise

Dana Incorporated a rapporté 35% des postes de direction occupés par des femmes et des groupes sous-représentés en 2023.

Métrique de la diversité	Pourcentage (%)	Nombre d'employés
Femmes en leadership	22%	128
Minorités raciales / ethniques en leadership	13%	75

Dana Incorporated (Dan) - Analyse du pilon: facteurs technologiques

Investissements importants dans les technologies des composants électriques et autonomes

Dana Incorporated a investi 203,4 millions de dollars dans la recherche et le développement pour les technologies de véhicules électriques et autonomes en 2023. La société a développé 17 solutions E-Powertrain distinctes pour diverses plates-formes de véhicules.

Catégorie d'investissement technologique	Montant d'investissement (2023)	Croissance projetée
Composants de véhicules électriques	124,7 millions de dollars	12,5% en glissement annuel
Systèmes de véhicules autonomes	78,6 millions de dollars	9,3% en glissement annuel

Processus de fabrication avancés incorporant l'intelligence et l'automatisation artificielles

Dana exploite 19 installations de fabrication intelligentes dans le monde, avec 62% d'implémentation des technologies d'automatisation axées sur l'IA. La société a réduit les temps de cycle de production de 18,4% grâce à des processus de fabrication avancés.

Technologie d'automatisation	Taux de mise en œuvre	Amélioration de l'efficacité
Automatisation de processus robotique	47%	22,6% d'augmentation de la productivité
Systèmes d'apprentissage automatique	35%	16,3% d'amélioration de la qualité

Développement de matériaux légers et hautes performances pour les applications automobiles

Dana a développé 23 technologies de matériaux légers propriétaires, réduisant le poids des composants en moyenne de 35%. La société détient 42 brevets actifs en génie des matériaux avancés.

Type de matériau	Réduction du poids	Amélioration des performances
Composites avancés	Réduction de poids à 40%	27% d'amélioration de la force
Alliages en aluminium	32% de réduction du poids	Augmentation de la durabilité de 19%

Expansion de la recherche et du développement dans les technologies et électrification des véhicules connectés

Dana a alloué 276,5 millions de dollars aux technologies connectées de véhicules et d'électrification en 2023. La société collabore avec 12 grands constructeurs automobiles sur des solutions intégrées de véhicules électriques et connectés.

Focus technologique	Investissement en R&D	Partenariats stratégiques
Systèmes de véhicules connectés	142,3 millions de dollars	7 partenariats automobiles
Technologies d'électrification	134,2 millions de dollars	5 fabricants de véhicules électriques

Dana Incorporated (Dan) - Analyse du pilon: facteurs juridiques

Conformité aux réglementations internationales de fabrication et de sécurité automobile

Dana Incorporated démontre une conformité réglementaire complète dans plusieurs juridictions:

Norme de réglementation	Niveau de conformité	Statut de certification
ISO / TS 16949	100% conforme	Certification active
IATF 16949: 2016	Compliance complète	Certification actuelle
Normes de sécurité de l'OSHA	98,7% d'adhésion	Conformité vérifiée

Défis potentiels de la propriété intellectuelle

Analyse du portefeuille de brevets:

Catégorie de brevet	Total des brevets	Brevets actifs	Investissement annuel de R&D
Technologies de transmission	127	98	186 millions de dollars
Composants de véhicules électriques	54	41	92 millions de dollars

Adhésion à la réglementation environnementale dans les processus de fabrication

Métriques de la conformité environnementale:

• Conformité aux émissions de l'EPA: 99,5%
• Taux de réduction des déchets: 37,2%
• Réduction de l'empreinte carbone: 22,6% depuis 2019

Obligations contractuelles complexes avec les constructeurs automobiles mondiaux

Fabricant	Valeur du contrat	Durée	Composants de la chaîne d'approvisionnement
Ford Motor Company	1,2 milliard de dollars	2022-2027	Essieux, arbres de transmission
General Motors	875 millions de dollars	2023-2026	Composants d'électrification
Stelllantis	650 millions de dollars	2024-2029	Systèmes de groupe motopropulseur hybride

Dana Incorporated (Dan) - Analyse du pilon: facteurs environnementaux

Engagement à réduire l'empreinte carbone des opérations de fabrication

Dana Incorporated a établi un cible pour réduire les émissions de CO2 de 25% d'ici 2030 dans ses installations de fabrication mondiales. En 2022, la société a déclaré un total d'émissions de carbone de 1,2 million de tonnes métriques. La société a investi 45 millions de dollars dans les technologies de réduction du carbone et les infrastructures d'énergie renouvelable.

Année	Émissions de carbone (tonnes métriques)	Cible de réduction	Investissement dans la technologie verte ($)
2022	1,200,000	25% d'ici 2030	45,000,000

Développer des technologies de composants automobiles durables et recyclables

Dana a développé 3 nouvelles technologies de composants recyclables pour les véhicules électriques et hybrides. L'investissement en R&D de la société dans les technologies automobiles durables a atteint 87,3 millions de dollars en 2023.

Type de technologie	Taux de recyclabilité	Investissement en R&D ($)
Composants légers avancés	92%	35,600,000
Recyclables électriques	88%	26,700,000
Systèmes de transmission durable	85%	25,000,000

Mise en œuvre des pratiques de fabrication vertes et des processus économes en énergie

Dana a mis en œuvre des processus économes en énergie dans 27 installations de fabrication dans le monde. L'entreprise a réduit la consommation d'énergie de 18% en 2022, économisant environ 42 millions de kWh d'électricité.

Métrique	2022 Performance
Installations de fabrication totale	27
Réduction de la consommation d'énergie	18%
Économiser l'électricité (KWH)	42,000,000

Alignement stratégique sur les normes mondiales de durabilité environnementale

Dana est certifiée dans les normes de gestion de l'environnement ISO 14001: 2015 sur 100% de ses sites de fabrication mondiaux. L'entreprise a atteint Reconnaissance au niveau du platine dans les rapports de durabilité de CDP.

Certification de durabilité	Couverture	Reconnaissance mondiale
ISO 14001: 2015	100% des sites de fabrication	Niveau de platine (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.