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Donnelley Financial Solutions Earnings Calls
| Release date | May 05, 2026 |
| EPS estimate | $1.35 |
| EPS actual | $1.45 |
| EPS Surprise | 7.41% |
| Revenue estimate | 204.8M |
| Revenue actual | 205.5M |
| Revenue Surprise | 0.342% |
| Release date | Feb 17, 2026 |
| EPS estimate | $0.400 |
| EPS actual | $0.700 |
| EPS Surprise | 75.00% |
| Revenue estimate | 155.252M |
| Revenue actual | 172.5M |
| Revenue Surprise | 11.11% |
| Release date | Oct 29, 2025 |
| EPS estimate | $0.410 |
| EPS actual | $0.86 |
| EPS Surprise | 109.76% |
| Revenue estimate | 155.267M |
| Revenue actual | 175.3M |
| Revenue Surprise | 12.90% |
| Release date | Jul 31, 2025 |
| EPS estimate | $0.565 |
| EPS actual | $1.49 |
| EPS Surprise | 163.72% |
| Revenue estimate | 176.4M |
| Revenue actual | 218.1M |
| Revenue Surprise | 23.64% |
Last 4 Quarters for Donnelley Financial Solutions
Below you can see how DFIN performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 31, 2025 |
| Price on release | $52.96 |
| EPS estimate | $0.565 |
| EPS actual | $1.49 |
| EPS surprise | 163.72% |
| Date | Price |
|---|---|
| Jul 25, 2025 | $64.36 |
| Jul 28, 2025 | $65.13 |
| Jul 29, 2025 | $65.01 |
| Jul 30, 2025 | $63.86 |
| Jul 31, 2025 | $52.96 |
| Aug 01, 2025 | $51.07 |
| Aug 04, 2025 | $52.19 |
| Aug 05, 2025 | $51.13 |
| Aug 06, 2025 | $52.00 |
| 4 days before | -17.71% |
| 4 days after | -1.81% |
| On release day | -3.57% |
| Change in period | -19.20% |
| Release date | Oct 29, 2025 |
| Price on release | $44.46 |
| EPS estimate | $0.410 |
| EPS actual | $0.86 |
| EPS surprise | 109.76% |
| Date | Price |
|---|---|
| Oct 23, 2025 | $54.42 |
| Oct 24, 2025 | $53.63 |
| Oct 27, 2025 | $51.84 |
| Oct 28, 2025 | $51.70 |
| Oct 29, 2025 | $44.46 |
| Oct 30, 2025 | $45.66 |
| Oct 31, 2025 | $45.95 |
| Nov 03, 2025 | $46.40 |
| Nov 04, 2025 | $45.17 |
| 4 days before | -18.30% |
| 4 days after | 1.60% |
| On release day | 2.70% |
| Change in period | -17.00% |
| Release date | Feb 17, 2026 |
| Price on release | $43.83 |
| EPS estimate | $0.400 |
| EPS actual | $0.700 |
| EPS surprise | 75.00% |
| Date | Price |
|---|---|
| Feb 10, 2026 | $44.38 |
| Feb 11, 2026 | $41.27 |
| Feb 12, 2026 | $38.41 |
| Feb 13, 2026 | $39.12 |
| Feb 17, 2026 | $43.83 |
| Feb 18, 2026 | $49.37 |
| Feb 19, 2026 | $48.53 |
| Feb 20, 2026 | $47.43 |
| Feb 23, 2026 | $46.97 |
| 4 days before | -1.24% |
| 4 days after | 7.16% |
| On release day | 12.64% |
| Change in period | 5.84% |
| Release date | May 05, 2026 |
| Price on release | $42.73 |
| EPS estimate | $1.35 |
| EPS actual | $1.45 |
| EPS surprise | 7.41% |
| Date | Price |
|---|---|
| Apr 29, 2026 | $51.12 |
| Apr 30, 2026 | $50.30 |
| May 01, 2026 | $50.80 |
| May 04, 2026 | $50.63 |
| May 05, 2026 | $42.73 |
| May 06, 2026 | $42.97 |
| May 07, 2026 | $44.21 |
| May 08, 2026 | $42.84 |
| May 11, 2026 | $41.89 |
| 4 days before | -16.41% |
| 4 days after | -1.97% |
| On release day | 0.562% |
| Change in period | -18.06% |
Donnelley Financial Solutions Earnings Call Transcript Summary of Q1 2026
Donnelley Financial Solutions (DFIN) reported Q1 2026 net sales of $205.5M, up 2.2% YoY, with adjusted EBITDA of $70.6M and a 34.4% adjusted EBITDA margin (up ~50 bps YoY). Software solutions continue to drive growth: software net sales rose 8.4% YoY and represented 44.6% of total net sales for the quarter (47.4% on a trailing 4-quarter basis). ActiveDisclosure (recurring compliance software) grew ~21% YoY, marking its sixth consecutive quarter of double-digit growth; Active Intelligence (DFIN’s AI capabilities) became generally available in April. Venue (data room product) grew ~7% YoY, benefiting from a rebuilt product and improved go-to-market. ArcFlex (new module for private investment institutions) signed its first customer and is expected to scale through 2026 with meaningful revenue contribution beginning in 2027. Print and distribution revenue remains on a secular decline (expected ~5–6% annually), though Q1 saw an uplift from a large special proxy project. Free cash flow improved YoY but was negative $16M for the quarter; net debt was $203.8M with non-GAAP net leverage of 0.8x. The company repurchased ~595k shares ($28.3M) in Q1 and approved a new $150M buyback program. Guidance for Q2 2026: consolidated net sales $215M–$225M and adjusted EBITDA margin 34%–36%, assuming transactional (capital markets) revenue of $40M–$45M. Management emphasized the resilience of DFIN’s hybrid model (software + tech-enabled services + print), the high recurring revenue mix (>75%), disciplined cost management, and a cautious outlook given market volatility and geopolitical uncertainty.
