The earnings call highlighted significant achievements in software solutions net sales, strong adjusted EBITDA margins, and positive free cash flow. However, these were offset by notable declines in total net sales, a weak capital markets transactional environment, and decreased print and distribution revenue. The company remains optimistic about its strategic transformation and long-term growth, but current market conditions present challenges.

Company Guidance -

Q3 2025

In the second quarter of 2025, Donnelley Financial Solutions reported strong results amid challenging market conditions. Key metrics highlighted during the call include a record quarterly software solutions net sales with approximately 8% growth, and a robust adjusted EBITDA margin of 35%, marking the second highest in their history. The company also achieved year-over-year net sales growth of approximately 15% in recurring compliance software offerings such as ActiveDisclosure and Arc Suite. Despite a 10.1% decrease in total net sales to $218.1 million, driven by declines in print and distribution and capital markets transactional activities, the company's software solutions sales increased by 7.7%, reflecting a strategic shift towards more stable, recurring revenue streams. The company also reported an increase in free cash flow to $51.7 million, up $14.9 million from the previous year, and maintained a non-GAAP net leverage ratio of 0.7x. Looking ahead, the company provided guidance for the third quarter with expected net sales between $165 million and $175 million and an adjusted EBITDA margin of 23% to 25%.

Record Quarterly Software Solutions Net Sales

The company achieved record quarterly net sales in its software solutions segment, with an approximately 8% sales growth, including 15% growth in recurring compliance software offerings.

Strong Adjusted EBITDA Margin

The second quarter adjusted EBITDA margin was 35%, the second highest in the company's history, and the trailing 4-quarter EBITDA margin stands at 29.1%.

Positive Free Cash Flow

The company generated $51.7 million in free cash flow, which is $14.9 million higher than the second quarter of 2024.

Share Repurchase Program

The Board authorized a new share repurchase program of up to $150 million, replacing the prior authorization.

Momentum in Recurring Compliance Software Products

ActiveDisclosure and Arc Suite posted double-digit sales growth for the third consecutive quarter, with both growing approximately 15% year-over-year in aggregate.

Donnelley Financial Solutions (DFIN) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

DFIN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	0.57 / -	0.48	―	―	―
Jul 31, 2025	2025 (Q2)	1.42 / 1.49	1.66	-10.24% (-0.17)
Apr 30, 2025	2025 (Q1)	0.70 / 1.24	0.91	36.26% (+0.33)
Feb 18, 2025	2024 (Q4)	0.49 / 0.40	0.61	-34.43% (-0.21)
Oct 31, 2024	2024 (Q3)	0.76 / 0.48	0.72	-33.33% (-0.24)
Jul 31, 2024	2024 (Q2)	1.41 / 1.66	1.24	33.87% (+0.42)
May 01, 2024	2024 (Q1)	0.75 / 0.91	0.52	75.00% (+0.39)
Feb 20, 2024	2023 (Q4)	0.59 / 0.61	0.36	69.44% (+0.25)
Nov 01, 2023	2023 (Q3)	0.53 / 0.72	0.62	16.13% (+0.10)
Aug 02, 2023	2023 (Q2)	0.92 / 1.24	1.42	-12.68% (-0.18)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

DFIN Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 31, 2025	$63.86	$52.96	-17.07%
Apr 30, 2025	$46.39	$48.20	+3.90%
Feb 18, 2025	$65.85	$50.95	-22.63%
Oct 31, 2024	$63.88	$58.34	-8.67%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Donnelley Financial Solutions (DFIN) report earnings?

Donnelley Financial Solutions (DFIN) is schdueled to report earning on Oct 29, 2025, Before Open (Confirmed).

What is Donnelley Financial Solutions (DFIN) earnings time?

Donnelley Financial Solutions (DFIN) earnings time is at Oct 29, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is DFIN EPS forecast?

DFIN EPS forecast for the fiscal quarter 2025 (Q3) is 0.57.

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