Donnelley Financial Solutions reports Q4 EPS 23c with items, consensus 41c

Q4 EPS included after-tax charges of 47c per share, primarily related to share-based compensation expense and restructuring, impairment and other charges, net. Reports Q4 revenue $172.5M, consensus $155.27M. “We are pleased with the strong performance in the quarter, including software solutions and tech-enabled services net sales growth of 11.4% and 12.4%, respectively, an increase in Adjusted EBITDA, and Adjusted EBITDA margin expansion,” said CEO Daniel Leib. “Throughout 2025, the focused execution of our strategy enabled us to achieve strong financial and operational results, in light of challenging capital markets transactional conditions. For the full-year 2025, we delivered $239.8M of Adjusted EBITDA and record Adjusted EBITDA margin of 31.3%, an increase of approximately 350 basis points from full-year 2024…We recorded $358.4M in software solutions net sales in 2025, which represents approximately 47% of our total full-year net sales, up from approximately 42% of total net sales in 2024. Our efforts in 2025 to scale our portfolio of software solutions create a strong foundation to achieve our long-term goals. Heading into 2026, we are encouraged by both the strength of our operating performance and the momentum in capital markets transactional activity.”