Core Viewpoint - Dana Incorporated will release its 2025 fourth-quarter and full-year financial results on February 18, 2026, with a press release at 7 a.m. EST and a conference call at 9 a.m. EST [1] Group 1: Financial Results Announcement - The financial results will be discussed by the senior management team during the conference call [1] - A press release will be issued prior to the conference call [1] Group 2: Conference Call Details - The conference call can be accessed via a toll-free number for domestic participants and a toll number for international participants [2] - Audio streaming and presentation slides will be available on Dana's investor website [2] - A replay of the webcast will be accessible on the investor website after the call [2] Group 3: Company Overview - Dana Incorporated is a leader in designing and manufacturing propulsion and energy-management solutions for various mobility markets globally [3] - The company reported preliminary sales of $7.5 billion in 2025 and operates with 28,000 employees across 24 countries [4]

Core Insights - MiddleGround Capital has acquired Pi Innovo from Dana, enhancing its portfolio in the mobility sector [1] - Pi Innovo specializes in open platform electronic control systems and software, focusing on electrification and clean fuel applications [1] - The acquisition will integrate Pi Innovo into New Eagle, which provides proprietary hardware and software controls for various industries [1] Company Overview - Pi Innovo, founded in 2011 and based near Detroit, Michigan, designs embedded software solutions and electronic control units [1] - New Eagle, acquired by MiddleGround in November 2021, focuses on mechatronic controls and supports developers with project management and supply chain coordination [1] - New Eagle's engineering teams have extensive experience in electronic systems for electric vehicle propulsion and autonomy programs [1] Product and Service Offerings - Pi Innovo's OpenECU product portfolio includes off-the-shelf and project-specific controllers with embedded software [1] - New Eagle delivers electronic systems and control software for automotive, commercial vehicle, off-highway, aerospace, and defense industries [1] - The proprietary Raptor software toolchain and off-the-shelf hardware control solutions are key components of New Eagle's offerings [1]

Core Insights - MiddleGround Capital has acquired Pi Innovo from Dana Incorporated, integrating it into its portfolio company New Eagle, which specializes in electronic control systems and software for various industries [1][4]. Company Overview - Pi Innovo, founded in 2011 and based near Detroit, Michigan, designs embedded software solutions and electronic control units for electrification, clean fuel, and specialty mobility applications [2]. - New Eagle, acquired by MiddleGround in November 2021, focuses on engineering solutions for automotive, commercial vehicle, off-highway, aerospace, and defense industries, providing electronic systems and control software [3][8]. - Dana Incorporated is a leader in designing and manufacturing propulsion and energy-management solutions, reporting preliminary sales of $7.5 billion in 2025 and employing 28,000 people globally [9][10]. Strategic Implications - The acquisition of Pi Innovo allows MiddleGround to pursue growth initiatives and enhance its offerings in flexible, secure, open functional-safety solutions, reinforcing its commitment to innovative technology in the mobility sector [4]. - Pi Innovo's expertise in open platform, configurable ECU solutions with integrated functional safety and cybersecurity capabilities will complement New Eagle's Raptor software toolchain, broadening the range of solutions available for electric vehicle charging and hybrid applications [4][7].

Core Viewpoint - Dana Inc. is conducting a market backlog update call to discuss expectations for future performance and backlog growth Group 1: Company Overview - The call is facilitated by Regina, with Craig Barber serving as the Senior Director of Investor Relations and Corporate Communications [1] - The presentation includes forward-looking statements regarding Dana's future performance, with a note that actual results may differ [2] Group 2: Market Outlook - The company encourages stakeholders to refer to their investor website for the presentation and press release related to the market backlog update [2]

Dana Incorporated Conference Call Summary Company Overview - **Company**: Dana Incorporated - **Industry**: Automotive parts manufacturing, focusing on light and commercial vehicle systems Key Points and Arguments Business Strategy and Performance - Dana has successfully divested its off-highway business for **$2.7 billion**, netting **$2.4 billion** after transaction costs and debt assumption, allowing a focus on core on-highway markets [5][10] - The company has increased its cost reduction target from **$300 million** to **$325 million** for 2026, driven by efficiencies in R&D, SG&A, and cost of goods sold [7][11] - Dana's EBITDA for Q4 was approximately **$200 million**, with a margin of **10.7%**, and for the full year 2025, revenue was about **$7.5 billion** with an adjusted EBITDA of **$600 million** and a margin of **8%** [30][31] - The company expects sales to remain flat in 2026 at around **$7.5 billion**, with an EBITDA target of **$800 million** and an implied margin of **10.5%** [31][32] Market Outlook - Dana's three-year backlog stands at **$750 million**, showing growth despite challenges in the EV market [9][14] - The light vehicle segment is projected to generate about **$5.2 billion** in revenue for 2025, with significant contributions from major customers like Ford and Stellantis [18][19] - The commercial vehicle segment is heavily reliant on PACCAR, which accounts for about **50%** of global turnover, with a balanced regional presence [26][27] Financial Health - The company has reduced its debt by approximately **$1.9 billion** and expects to maintain a strong capital structure with no near-term debt [33][34] - Free cash flow for 2025 was reported at **$315 million**, with expectations of **$300 million** in 2026 [32][33] - Dana plans to return **$200 million to $300 million** to shareholders through share repurchases in 2026 [10][11] Challenges and Risks - The EV market has seen a deterioration, impacting Dana's operations, but the company has managed to negotiate recoveries and price increases to mitigate damage [6][9] - The heavy-duty truck market in North America is expected to decline by more than **10%**, which poses a risk to revenue projections [62][63] Future Growth and Investments - Dana is focusing on internal investments to enhance operational efficiency and automation, which are expected to drive margin improvements [85][88] - The company is also exploring growth opportunities in the aftermarket and defense sectors, which are seen as high-margin areas [45][66] Upcoming Events - Dana plans to host a capital markets day on **March 25** in New York to discuss long-term aspirations and growth strategies [36][66] Additional Important Information - The company has a diverse customer base, including strong relationships with Toyota, Volkswagen, and others, which helps mitigate risks associated with reliance on a few key clients [13][19] - Dana's aftermarket business represents about **12%** of overall revenue, indicating a significant area for potential growth [14][45] This summary encapsulates the key insights from Dana Incorporated's conference call, highlighting the company's strategic direction, financial performance, market outlook, and future growth opportunities.

2026 Market and Backlog January 21, 2026 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 business, management's beliefs, and certain assumptions made by us, all of which are subject to change. Forward-looking statements can often be ide ...

Core Viewpoint - TransAct Technologies Incorporated has appointed Dana Loof as Chief Marketing Officer to enhance brand leadership and accelerate the adoption of its technology portfolio [1][2][3] Company Overview - TransAct Technologies is a global leader in software-driven technology and integrated printing solutions, serving large and emerging markets such as food service, casino and gaming, and POS automation [5] - The company has sold over 4.0 million printers, terminals, and other hardware devices globally and is committed to providing world-class service and support [5] Leadership Appointment - Dana Loof brings 30 years of experience in leading high-growth technology companies, focusing on global marketing strategy, brand positioning, and customer engagement [2][4] - Her role will involve defining TransAct's global marketing strategy, unifying brand and product positioning, and driving demand across core markets [2][4] Strategic Focus - The appointment of Ms. Loof highlights TransAct's strategic focus on accelerating growth and expanding the reach of its BOHA! platform and casino and gaming solutions [3][4] - TransAct's software-led offerings aim to improve safety and operational efficiency while ensuring compliance with regulatory standards through data-driven insights and automation [3]

Group 1 - The article does not provide any relevant content regarding company or industry insights [1]

Core Insights - The article emphasizes the focus on value investing in Asia, particularly in Hong Kong, targeting stocks with significant discrepancies between market price and intrinsic value [1] - The investment strategy includes identifying deep value balance sheet bargains and wide moat stocks, which are characterized by strong competitive advantages and high-quality business models [1] Group 1: Investment Strategy - The service aims to provide value investors with opportunities in Asia-listed stocks, specifically looking for deep value bargains such as net cash stocks and low price-to-book (P/B) ratio stocks [1] - The concept of "wide moat" stocks is highlighted, which refers to companies with sustainable competitive advantages that allow them to maintain profitability over time [1] Group 2: Market Focus - The primary market of interest is the Hong Kong equity market, where the analyst has over a decade of experience [1] - Monthly updates and watch lists are provided to keep investors informed about potential investment opportunities [1]

Core Viewpoint - Dana Incorporated will host a webcast and conference call on January 21, 2026, to discuss market outlook, new business growth, capital return strategy, and preliminary results for 2025 [1]. Group 1: Conference Call Details - The call will feature insights from Dana's Chairman and CEO R. Bruce McDonald, CFO Timothy Kraus, and other management team members [2]. - Access to the conference call is available via domestic and international telephone numbers, with a specific Conference ID provided [2]. - Audio streaming and presentation slides will be available on Dana's investor website [2]. Group 2: Company Overview - Dana is a leader in designing and manufacturing propulsion and energy-management solutions for various mobility markets globally [4]. - The company reported sales of approximately $7.7 billion in 2024 and employs around 28,000 people across 24 countries [5]. - Dana has been recognized as one of the "World's Most Ethical Companies" for 2025 and one of "America's Most Responsible Companies 2025" [5].