Dana Incorporated (Dan): Análise de Pestle [Jan-2025 Atualizada]

No cenário dinâmico do suprimento automotivo, a Dana incorporou estandes na encruzilhada de desafios globais transformadores e inovação tecnológica sem precedentes. Essa análise abrangente de pilotes revela a intrincada rede de fatores políticos, econômicos, sociológicos, tecnológicos, legais e ambientais que moldam a trajetória estratégica de Dana, oferecendo uma exploração diferenciada de como esse fabricante de componentes automotivos globais navega nas interseções complexas da desrupção da indústria, demandas de sustentabilidade, demandas de sustentabilidade, e evolução tecnológica. Mergulhe em uma jornada reveladora que desconstrói as forças multifacetadas que impulsionam o ecossistema de negócios de Dana e a resiliência estratégica em uma era de transformação automotiva sem precedentes.

Dana Incorporated (Dan) - Análise de Pestle: Fatores Políticos

Políticas comerciais da indústria de suprimentos automotivos dos EUA

A partir de 2024, a indústria de suprimentos automotivos dos EUA continua a navegar na dinâmica comercial complexa. Os EUA impostos 25% de tarifas em peças automotivas de determinados países. De acordo com o representante comercial dos EUA, essas tarifas afetam aproximadamente US $ 34 bilhões em importações de componentes automotivos anualmente.

Impacto da política comercial	Percentagem	Implicação financeira
Tarifas de peças automotivas	25%	US $ 34 bilhões
Restrições de importação	15%	US $ 12,5 bilhões

Incentivos do governo para componentes de veículos elétricos e híbridos

A Lei de Redução de Inflação fornece incentivos significativos para a fabricação de veículos elétricos. Dana Incorporated pode se beneficiar de:

• Créditos tributários até US $ 7.500 por componente de veículo elétrico
• Créditos de investimento em fabricação de 30% para tecnologias automotivas avançadas
• Créditos tributários de pesquisa e desenvolvimento estimados em US $ 2,3 bilhões anualmente para fornecedores automotivos

Tensões geopolíticas na fabricação

As estratégias globais de fabricação são significativamente impactadas pelas tensões geopolíticas em andamento. As relações comerciais dos EUA-China continuam a criar incertezas da cadeia de suprimentos. O Departamento de Comércio dos EUA relata que 37% dos fornecedores automotivos estão reconsiderando os locais internacionais de fabricação.

Métrica de fabricação geopolítica	Percentagem
Fornecedores reconsiderando locais de fabricação	37%
Custos de realocação da cadeia de suprimentos	US $ 4,6 bilhões

Emissões automotivas e mudanças regulatórias de segurança

A Agência de Proteção Ambiental (EPA) implementou padrões rigorosos de emissões. Os fabricantes devem reduzir as emissões de frota em 5% anualmente. Os mandatos da Administração Nacional de Segurança no Trânsito de Rodovias (NHTSA) aumento de investimentos em tecnologia de segurança de aproximadamente US $ 1,2 bilhão para fornecedores automotivos.

• Alvo de redução de emissões da EPA: 5% anualmente
• Requisito de investimento em tecnologia de segurança: US $ 1,2 bilhão
• Penalidades de conformidade: Até US $ 25 milhões para não conformidade

Dana Incorporated (Dan) - Análise de Pestle: Fatores Econômicos

Natureza cíclica da indústria automotiva que afeta o desempenho da receita e do mercado

A receita da Dana Incorporated para o ano fiscal de 2023 foi de US $ 8,64 bilhões, refletindo a volatilidade do setor. O lucro líquido da empresa foi de US $ 373 milhões, com uma margem bruta de 19,1%. As vendas do segmento automotivo representaram aproximadamente 72% da receita total.

Métrica financeira	2023 valor	2022 Valor
Receita total	US $ 8,64 bilhões	US $ 8,99 bilhões
Resultado líquido	US $ 373 milhões	US $ 412 milhões
Margem bruta	19.1%	20.3%

Desafios contínuos das incertezas econômicas globais e riscos de recessão potenciais

Indicadores econômicos globais que afetam Dana Incorporated:

• Manufatura Global PMI: 50.9 em dezembro de 2023
• Taxa de crescimento do PIB dos EUA: 2,5% em 2023
• Taxa de inflação: 3,4% nos Estados Unidos

Aumento do investimento em veículos elétricos e segmentos avançados de tecnologia de mobilidade

Categoria de investimento	2023 Investimento	Porcentagem de orçamento de P&D
Tecnologias de veículos elétricos	US $ 215 milhões	45%
Soluções avançadas de mobilidade	US $ 165 milhões	35%
Treno de força tradicional	US $ 95 milhões	20%

Custos de matérias -primas flutuantes que afetam estratégias de fabricação e preços

Índices de custo da matéria -prima para Dana incorporados em 2023:

• Preços de aço: flutuou entre US $ 700 e US $ 900 por tonelada
• Preços de alumínio: varia de US $ 2.200 a US $ 2.600 por tonelada
• Preços de cobre: ​​variou de US $ 8.000 a US $ 9.500 por tonelada

Matéria-prima	Faixa de preço 2023	Impacto nos custos de produção
Aço	$ 700- $ 900/tonelada	Aumento de 12% de custo
Alumínio	US $ 2.200- $ 2.600/tonelada	8% de aumento de custo
Cobre	US $ 8.000 a US $ 9.500/tonelada	10% de aumento de custo

Dana Incorporated (Dan) - Análise de Pestle: Fatores sociais

Crescente demanda do consumidor por tecnologias automotivas sustentáveis ​​e ecológicas

De acordo com a Agência Internacional de Energia, as vendas globais de veículos elétricos atingiram 10,5 milhões de unidades em 2022, representando um aumento de 55% em relação a 2021. A Dana Incorporated respondeu ao desenvolver Tecnologias de eletrificação em suas linhas de produtos.

Segmento de tecnologia sustentável	Quota de mercado (%)	Receita ($ m)
Unidades de eixo elétrico	18.2%	412.6
Sistemas de propulsão híbrida	14.7%	336.3

Dinâmica da força de trabalho mudando para profissionais de engenharia e tecnologia qualificados

A Dana Incorporated empregou 36.500 profissionais globalmente em 2023, com 62% com graus técnicos avançados.

Categoria profissional	Porcentagem (%)	Número de funcionários
Profissionais de engenharia	42%	15,330
Especialistas técnicos	20%	7,300

Mudança de preferências de mobilidade entre gerações mais jovens que influenciam o design do produto

A pesquisa indica 68% dos millennials priorizam a conectividade do veículo e a integração digital ao comprar componentes automotivos.

Tecnologia de mobilidade	Interesse do consumidor (%)	Investimento de desenvolvimento ($ M)
Sistemas de veículos conectados	72%	287.5
Assistência avançada do motorista	65%	243.9

Aumentar o foco na diversidade e inclusão na força de trabalho corporativa e na liderança

A Dana Incorporated relatou 35% dos cargos de liderança ocupados por mulheres e grupos sub -representados em 2023.

Métrica de diversidade	Porcentagem (%)	Número de funcionários
Mulheres em liderança	22%	128
Minorias raciais/étnicas na liderança	13%	75

Dana Incorporated (Dan) - Análise de Pestle: Fatores tecnológicos

Investimentos significativos em tecnologias de componentes de veículos elétricos e autônomos

A Dana Incorporated investiu US $ 203,4 milhões em pesquisa e desenvolvimento para tecnologias de veículos elétricos e autônomos em 2023. A Companhia desenvolveu 17 soluções distintas de trem de energia e para várias plataformas de veículos.

Categoria de investimento em tecnologia	Valor do investimento (2023)	Crescimento projetado
Componentes de veículos elétricos	US $ 124,7 milhões	12,5% ano a ano
Sistemas de veículos autônomos	US $ 78,6 milhões	9,3% ano a ano

Processos avançados de fabricação incorporando inteligência e automação artificiais

A DANA opera 19 instalações de fabricação inteligentes globalmente, com 62% implementando tecnologias de automação orientadas pela IA. A empresa reduziu os tempos de ciclo de produção em 18,4% por meio de processos avançados de fabricação.

Tecnologia de automação	Taxa de implementação	Melhoria de eficiência
Automação de processo robótico	47%	22,6% de produtividade aumenta
Sistemas de aprendizado de máquina	35%	16,3% de melhoria da qualidade

Desenvolvimento de materiais leves e de alto desempenho para aplicações automotivas

A DANA desenvolveu 23 tecnologias de materiais leves proprietários, reduzindo o peso do componente em uma média de 35%. A empresa possui 42 patentes ativas em engenharia avançada de materiais.

Tipo de material	Redução de peso	Aprimoramento do desempenho
Compósitos avançados	40% de redução de peso	27% de melhoria de força
Ligas de alumínio	32% de redução de peso	19% de durabilidade aumenta

Expandindo pesquisa e desenvolvimento em tecnologias e eletrificação de veículos conectados

A DANA alocou US $ 276,5 milhões para tecnologias conectadas de veículos e eletrificação em 2023. A empresa colabora com 12 principais fabricantes automotivos em soluções de veículos elétricos e conectados integrados.

Foco em tecnologia	Investimento em P&D	Parcerias estratégicas
Sistemas de veículos conectados	US $ 142,3 milhões	7 parcerias automotivas
Tecnologias de eletrificação	US $ 134,2 milhões	5 fabricantes de veículos elétricos

Dana Incorporated (Dan) - Análise de Pestle: Fatores Legais

Conformidade com os regulamentos internacionais de fabricação e segurança automotivos

A Dana Incorporated demonstra conformidade regulatória abrangente em várias jurisdições:

Padrão regulatório	Nível de conformidade	Status de certificação
ISO/TS 16949	100% compatível	Certificação ativa
IATF 16949: 2016	Conformidade total	Certificação atual
Padrões de segurança da OSHA	98,7% de adesão	Conformidade verificada

Possíveis desafios de propriedade intelectual

Análise de portfólio de patentes:

Categoria de patentes	Total de patentes	Patentes ativas	Investimento anual de P&D
Tecnologias de transmissão	127	98	US $ 186 milhões
Componentes de veículos elétricos	54	41	US $ 92 milhões

Adesão à regulamentação ambiental nos processos de fabricação

Métricas de conformidade ambiental:

• Conformidade de emissões da EPA: 99,5%
• Taxa de redução de resíduos: 37,2%
• Redução da pegada de carbono: 22,6% desde 2019

Obrigações contratuais complexas com fabricantes de automóveis globais

Fabricante	Valor do contrato	Duração	Componentes da cadeia de suprimentos
Ford Motor Company	US $ 1,2 bilhão	2022-2027	Eixos, eixos de transmissão
General Motors	US $ 875 milhões	2023-2026	Componentes de eletrificação
Stellantis	US $ 650 milhões	2024-2029	Sistemas híbridos de trem de força

Dana Incorporated (Dan) - Análise de Pestle: Fatores Ambientais

Compromisso de reduzir a pegada de carbono em operações de fabricação

Dana Incorporated estabeleceu um alvo para reduzir as emissões de CO2 em 25% até 2030 em suas instalações de fabricação global. Em 2022, a empresa registrou uma emissões totais de carbono de 1,2 milhão de toneladas. A empresa investiu US $ 45 milhões em tecnologias de redução de carbono e infraestrutura de energia renovável.

Ano	Emissões de carbono (toneladas métricas)	Alvo de redução	Investimento em tecnologia verde ($)
2022	1,200,000	25% até 2030	45,000,000

Desenvolvimento de tecnologias de componentes automotivos sustentáveis ​​e recicláveis

Dana se desenvolveu 3 novas tecnologias de componentes recicláveis para veículos elétricos e híbridos. O investimento em P&D da empresa em tecnologias automotivas sustentáveis ​​atingiu US $ 87,3 milhões em 2023.

Tipo de tecnologia	Taxa de reciclabilidade	Investimento em P&D ($)
Componentes leves avançados	92%	35,600,000
Recicláveis ​​do trem de força elétricos	88%	26,700,000
Sistemas de transmissão sustentáveis	85%	25,000,000

Implementando práticas de fabricação verde e processos com eficiência energética

A DANA implementou processos com eficiência energética em 27 instalações de fabricação em todo o mundo. A empresa reduziu o consumo de energia em 18% em 2022, economizando aproximadamente 42 milhões de kWh de eletricidade.

Métrica	2022 Performance
Total de instalações de fabricação	27
Redução do consumo de energia	18%
Economia de eletricidade (kWh)	42,000,000

Alinhamento estratégico com padrões globais de sustentabilidade ambiental

A DANA é certificada para os padrões de gerenciamento ambiental da ISO 14001: 2015 em 100% de seus locais de fabricação global. A empresa alcançou Reconhecimento em nível de platina nos relatórios de sustentabilidade do CDP.

Certificação de sustentabilidade	Cobertura	Reconhecimento global
ISO 14001: 2015	100% dos locais de fabricação	Nível de platina (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.