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Dana (founded 1904, Maumee, Ohio) is a US drivetrain and propulsion-components supplier.
Source: SEC Financial Statement Data Sets, quarterly period, tagged by the issuer. Segment names are the company’s own labels and are not comparable with another filer’s. Shares are of consolidated revenue and need not sum to 100%: overlapping cuts are reported, and segment×geography cross-tabs are dropped rather than counted twice.
GLEIF (LEI KVWHW7YLZPFJM8QYNJ51) reports no parent on file -- expected, Dana has no controlling owner. Aggregators (fintel, gurufocus) put total institutional ownership at ~84-95% but their per-holder percentages disagree with each other and with primary filings, so this pass anchors on SEC Schedule 13G filings directly (as of 2026-03-31, filed 2026-04-29): Vanguard-affiliated entities and American Century/Stowers each hold sub-8% passive stakes, no single holder near a controlling threshold. Note: Carl Icahn held a stake and two board seats (his son Brett Icahn and Gary Hu) from Jan 2022, but fully exited the position by Q2 2025 (gurufocus, 'Carl Icahn Exits Dana Inc.') -- he is NOT a current shareholder as of this check, despite some stale aggregator pages still listing him as a top holder.
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 3 customer-side. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
Long-term agreement to jointly develop and manufacture metallic bipolar plates for commercial-vehicle fuel-cell stacks -- \"total production volume will exceed 100 million metallic bipolar plates\" across Europe, Asia Pacific and North America. Manufactured at Neu-Ulm, DE. Corpus link: bosch.
Largest customer by disclosed revenue share; $2,395M (32%) in 2025, $2,399M (31%) in 2024, $2,127M (28%) in 2023 (10-K customer-concentration table) -- a rising, already-concentrated dependency.
Second-largest disclosed customer, FY2025 10-K; $989M (13%) in 2025, including sales via a directed supply relationship.
Scope. Absence of a counterparty here is not evidence that none exists — most commercial sourcing is confidential and never becomes public. Rows without a share figure mean no share was disclosed, not that the relationship is small.
3 other tracked dossiers name this company as a counterparty in its own sourced disclosure — this platform never wrote these rows on this company's own page, they are read here inverted from the dossier that disclosed them. This is a partial view: 986 additional named-counterparty rows across the corpus could not be matched to a tracked dossier by name at all (mostly non-Latin legal names), so the true count is higher than what renders here.
Metallic bipolar plates, co-developed and mass-produced under a long-term cooperation agreement announced 2021-09-29; Dana states total volume 'will exceed 100 million metallic bipolar plates' across Europe, Asia Pacific and North America. Dana's licensed IP is the design basis. Corpus link: dana-incorporated.
Multi-year supply agreement (announced 2022-12-07) under which Semikron Danfoss (Danfoss's Power Electronics & Drives JV) supplies scalable multi-chip silicon-carbide semiconductors for Dana's SiC inverter designs (light-vehicle, commercial-vehicle, off-highway); no volume or share_pct disclosed.
Dana's own release (2022-12-07): multi-year supply agreement for silicon-carbide semiconductors in scalable multi-chip formats, for Dana SiC inverters in light-vehicle, commercial-vehicle and off-highway applications. No volume or value figures disclosed.
Scope. This section is inverted evidence: each linked dossier wrote the original row about itself, describing its own relationship to this company. It is never a claim this company itself disclosed. Absence here is not evidence of no relationship — most of the corpus has no named-counterparty block at all yet.
Every exposure is read as a buyer dependency; the top 2 are its binding chokepoints.
As a buyer, policy pressure across its consumed materials is flat.
Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.
🇬🇧 GB accounts for 100% of severity-weighted pressure.