Recent Updates — DFIN

Donnelley Financial Solutions reported third-quarter 2026 net earnings of $21.3 million, or $0.85 per diluted share, compared to a net loss of $40.9 million in the prior-year period. Total net sales increased 5.5% year-over-year to $185.0 million, driven by software solutions and higher capital markets transactional volumes. Adjusted EBITDA rose 9.9% to $54.4 million with an adjusted EBITDA margin of 29.4%. The company also reported operating cash flow of $98.2 million and free cash flow of $85.8 million, while repurchasing approximately $6.9 million in shares during the quarter.

Donnelley Financial Solutions is a global provider of compliance and regulatory software and services for capital markets transactions.

Donnelley Financial Solutions reported second-quarter 2026 net sales of $224.2 million, a 2.8% increase year-over-year, driven by growth in software solutions and tech-enabled services which offset a decline in print and distribution revenue. Net earnings rose to $36.4 million, or $1.44 per diluted share, compared to $36.1 million, or $1.28 per diluted share, in the prior year period. Adjusted EBITDA increased 7.9% to $82.3 million with an expanded margin of 36.7%. The company repurchased approximately $34.7 million in shares and appointed Ken Napolitano as Chief Revenue Officer. Management provided third-quarter guidance projecting total net sales between $175 million and $185 million and an Adjusted EBITDA margin of 26% to 28%. Donnelley Financial Solutions operates in the financial compliance and regulatory services industry, providing software and services for capital markets transactions and corporate reporting.