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Donnelley Financial Solutions, Inc. (DFIN)
:DFIN
US Market
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Donnelley Financial Solutions (DFIN) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 24, 2026
Before Open (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
0.41
Last Year’s EPS
0.4
Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Oct 29, 2025|
% Change Since:
|
Earnings Call Sentiment|Neutral
Donnelley Financial Solutions showed strong growth in its software solutions and significant improvements in adjusted EBITDA. However, the impact of the U.S. government shutdown and a notable decline in certain revenue streams created challenges.
Company Guidance
During the Donnelley Financial Solutions Third Quarter 2025 Earnings Conference Call, several key metrics and insights were shared. The company reported a 10.3% year-over-year increase in software solutions net sales, contributing to software solutions making up 52% of total sales for the quarter. Adjusted EBITDA grew significantly by 14.6% to $49.5 million, with an adjusted EBITDA margin expansion of 410 basis points to 28.2%. The SaaS offerings experienced double-digit growth, and recurring compliance software products like ActiveDisclosure and Arc Suite saw sales growth of approximately 16%. However, there was an 8% reduction in event-driven transactional revenue due to a soft capital markets environment. Total net sales for the third quarter were $175.3 million, a slight decrease of 2.3% from the previous year, influenced by declining compliance and communications management revenue. Despite these challenges, the company anticipates a positive mix shift in sales, aiming for 60% of total sales to come from software solutions by 2028. The fourth quarter guidance projected consolidated net sales between $150 million and $160 million, with an expected adjusted EBITDA margin increase of approximately 300 basis points compared to last year's fourth quarter.
Strong Software Solutions Growth
Donnelley Financial Solutions reported a year-over-year net sales growth of 10.3% in its Software Solutions segment, with software solutions sales representing approximately 52% of total sales in the quarter.
ActiveDisclosure Performance
ActiveDisclosure delivered third quarter net sales growth of approximately 26%, marking the third consecutive quarter of double-digit sales growth.
Adjusted EBITDA Increase
The company reported a year-over-year increase in adjusted EBITDA by 14.6%, reaching $49.5 million with an adjusted EBITDA margin of 28.2%, an increase of approximately 410 basis points from the prior year.
Launch of New Venue and ArcFlex
Donnelley Financial Solutions launched a redesigned version of its Venue Virtual Data Room and introduced ArcFlex, a new module within Arc Suite, enhancing its product portfolio.

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

DFIN Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 24, 2026
2025 (Q4)
0.41 / -
0.4
Oct 29, 2025
2025 (Q3)
0.57 / 0.86
0.4879.17% (+0.38)
Jul 31, 2025
2025 (Q2)
1.42 / 1.49
1.66-10.24% (-0.17)
Apr 30, 2025
2025 (Q1)
0.70 / 1.24
0.9136.26% (+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
1.2433.87% (+0.42)
May 01, 2024
2024 (Q1)
0.75 / 0.91
0.5275.00% (+0.39)
Feb 20, 2024
2023 (Q4)
0.59 / 0.61
0.3669.44% (+0.25)
Nov 01, 2023
2023 (Q3)
0.53 / 0.72
0.6216.13% (+0.10)
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
Oct 29, 2025
$51.70$44.46-14.00%
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%
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, Inc. (DFIN) report earnings?
Donnelley Financial Solutions, Inc. (DFIN) is schdueled to report earning on Feb 24, 2026, Before Open (Confirmed).
    What is Donnelley Financial Solutions, Inc. (DFIN) earnings time?
    Donnelley Financial Solutions, Inc. (DFIN) earnings time is at Feb 24, 2026, 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 (Q4) is 0.41.
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