Dana Incorporated (DAN) UBS Auto and Auto Tech Conference 2026 June 3, 2026 1:00 PM EDT
Company Participants
Byron Foster - Senior VP, President of Light Vehicle Drive Systems & Director
R. McDonald - CEO, President & Chairman
Conference Call Participants
Joseph Spak - UBS Investment Bank, Research Division
Presentation
Joseph Spak
UBS Investment Bank, Research Division
All right. Welcome back, everyone. I'm very pleased to have Dana Incorporated up as our next conference -- next company here at the UBS Auto Conference. Pleased to have Bruce McDonald, Chairman and CEO; and Byron Foster, incoming CEO as of July 1.
Byron Foster
Senior VP, President of Light Vehicle Drive Systems & Director
July 1.
Joseph Spak
UBS Investment Bank, Research Division
Right around the corner.
Byron Foster
Senior VP, President of Light Vehicle Drive Systems & Director
That's right.
Question-and-Answer Session
Joseph Spak
UBS Investment Bank, Research Division
A lot I want to get to here. Why don't we just start with sort of current trends, sort of what you're seeing in the business really from an end market perspective. I know you've laid out some of the -- some of your assumptions for different end markets, light vehicle, sort of light truck, commercial vehicle on your first quarter earnings call, we've seen some changes to third-party forecast at least on the light vehicle side, and we had some good orders numbers on commercial trucks. So maybe you could just sort of update us sort of what you're seeing currently in the market and where sort of the push and pull is really for the balance of the year on demand side?
Byron Foster
Senior VP, President of Light Vehicle Drive Systems & Director
Yes, sure. I'll start on the light vehicle side. So we're seeing good steady production from our customers, our large programs, we're actually seeing
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