Dana Incorporated · NYSE:DAN
Dana — RBC Capital Markets Industrial Conference 2019
8 slides from Dana's conference presentation, Sep 11, 2019
Slide 1: RBC Capital Markets Industrial Conference
RBC Capital Markets Industrial Conference September 11, 2019 Craig Barber Senior Director Investor Relations and Strategic Planning Exhibit 99.1
Slide 2: Safe Harbor Statement
Certain statements and projections contained in this presentation are, by their nature, forward-looking within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements are based on our current expectations, estimates and projections about our industry and
Slide 3: Dana Snapshot
Founded in 1904 2018 sales: $8.1 billion ~38,000 people 25 technical centers 150 33 6 major facilities countries continents customers in countries 141 Dana Snapshot ~15,000 13% increase from prior year
Slide 4: Business Overview
Regions North America South America Europe Asia Pacific 45% 28% 6% 21% Business Overview Technologies Drive Axles, driveshafts, transmissions, hydraulic wheel and track drives, drive units for electric and hybrid vehicles Motion Winches, slew drives, planetary gearboxes, hydraulic pumps, motors and
Slide 5: 2019 H2 Outlook
2019 H2 Outlook Market dynamics pressuring top at bottom line in near term Sustained N.A. Class 8 Production ➨ Stronger U.S. Dollar ➨ Lower Off-Highway Production ➨ Weaker Off-Highway end market demand in July and August likely leading to Q3 sales being lower than expected by up to ~$100M, yielding
Slide 6: Investment Highlights
Investment Highlights Global Presence 1 Substantial Free Cash Flow Generation Broad Customer Base Elevated Capital Returns Strong Balance Sheet Leading Technology Solutions Significant Sales Backlog Dramatic EPS Growth 2 3 4 5 6 7 8
Slide 7: Continued Strong Financial Results; Growing New Business Backlog
$ Continued Strong Financial Results Growing New Business Backlog Advancing Enterprise Strategy Increasing Shareholder Value
Slide 8: Adjusted EBITDA non-GAAP definition
The preceding slides refer to adjusted EBITDA, a non-GAAP financial measure which we have defined as net income before interest, taxes, depreciation, amortization, equity grant expense, restructuring expense and, non-service cost components of pension and other postretirement benefits (OPEB) cost an
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