Donnelley Financial Solutions reports Q1 adjusted EPS $1.45, consensus $1.35

Reports Q1 revenue $205.5M, consensus $204.8M. “We are pleased with the continued momentum in our performance during the first quarter, including consolidated net sales growth, an increase in Adjusted EBITDA, and Adjusted EBITDA margin expansion compared to the first quarter of 2025. Software solutions net sales increased 8.4% versus the first quarter of 2025, driven by the performance of ActiveDisclosure, a component of our compliance platform, which grew approximately 21%. Software solutions net sales accounted for 44.6% of total first-quarter net sales, up approximately 250 basis points from last year’s first-quarter sales mix, despite a moderate increase in print and distribution net sales as a result of a large special proxy project. Our first-quarter results once again demonstrated the durability of our operating model across various market conditions,” said Daniel Leib, DFIN‘s President and Chief Executive Officer.