HIGHOutside partyCustomer
76%
top 10 customers
“10-K Item 1: 'Our 10 largest customers collectively accounted for approximately 76% of our sales in 2025'”
DAN · Concentration risk · 10-K extracted
Dana (DAN) concentration risks
Updated
The most significant concentration Dana discloses is top 10 customers at 76%, classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Source: Dana’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 5 disclosed concentrations
HIGH2
MEDIUM2
LOW1
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
HIGHOutside partySupplier
single sources of supply
“10-K Item 1A: 'we are dependent on single sources of supply for some components of our products'”
MEDIUMBuilt-inGeographic
43%
non-U.S. operations
“10-K Item 1A: 'Approximately 43% of our sales in 2025 were from operations located in countries other than the U.S.'”
MEDIUMOutside partyCustomer
32%
Ford Motor Company
“10-K Item 1: 'Ford Motor Company ... our sales to Ford were approximately 32% in 2025'”
LOWOutside partyCustomer
13%
Stellantis N.V.
“10-K Item 1: 'Stellantis N.V. ... Our sales to Stellantis (via a directed supply relationship) were approximately 13% in 2025'”
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-06-24The company's concentration profile is among the more layered in the automotive supplier peer group, combining customer, geographic, and supply-chain exposures that collectively reinforce one another. At the top level, the ten largest customers accounted for approximately 76% of sales in 2025 — a high share by disclosed size — establishing a structurally concentrated customer base. The two largest individual relationships break that figure down further: Ford Motor Company represented approximately 32% of sales, a moderate share, while Stellantis N.V. accounted for approximately 13% of sales, a low share. Together, these two names alone approach nearly half of total sales, meaning a production cutback or program loss at either OEM would be directly visible in results. Geographic diversification provides only partial offset: approximately 43% of 2025 sales came from operations located outside the United States, a moderate share. This international footprint introduces currency and regional demand exposure, but it does not eliminate the customer concentration risk given that the same OEM relationships span borders. On the supply side, the company is dependent on single sources of supply for some components — a high-share dependency by disclosed size — which introduces a discrete vulnerability that is separate from and additive to the customer-side risks. In aggregate, this is a profile where the dominant watchpoints are Ford's production volume and program mix, Stellantis allocation decisions, and the operational continuity of sole-sourced component suppliers.
For the engine’s reasoning on DAN’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Auto Parts
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| ALSN | Allison Transmission Holdings, | 3 | 0 | 1 | 4 |
| DAN● | Dana Incorporated | 2 | 2 | 1 | 5 |
| APTV | Aptiv PLC | 1 | 2 | 1 | 4 |
| ALV | Autoliv, Inc. | 1 | 2 | 0 | 3 |
| ADNT | Adient plc | 0 | 1 | 0 | 1 |
| AAP | Advance Auto Parts Inc. | 0 | 0 | 0 | 0 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.