The earnings call presented a mixed picture with some significant achievements in software solutions growth and strong adjusted EBITDA margin. However, these were offset by notable declines in total net sales, print and distribution sales, and capital markets transactional revenue. Despite the strong performance in software solutions, the overall sentiment is tempered by the challenges in other areas.

Company Guidance

During the Donnelley Financial Solutions (DFIN) Second Quarter 2025 Earnings Conference Call, the company highlighted impressive second-quarter results characterized by record quarterly software solutions net sales and a robust adjusted EBITDA margin of 35%, marking the second highest quarterly margin in its history. Despite a challenging environment, DFIN achieved approximately 8% sales growth in its software solutions, including a 15% increase in recurring compliance software offerings. The software segment accounted for 42.3% of total second-quarter net sales, an increase of about 700 basis points compared to the previous year. While total net sales were $218.1 million, reflecting a 10.1% decline from Q2 2024 due to reduced transactional revenue and print sales, the company saw a sequential improvement in market activity and remained optimistic about the future. Looking ahead, DFIN provided guidance for the third quarter of 2025, anticipating consolidated net sales between $165 million and $175 million, with an adjusted EBITDA margin of 23% to 25%. The company continues to focus on transforming its revenue mix towards software solutions, driving long-term value, and executing its strategic plans.

Record Quarterly Software Solutions Net Sales

The company achieved record quarterly software solutions net sales with approximately 8% growth, including 15% growth in recurring compliance software offerings, demonstrating strong performance in software solutions.

Strong Adjusted EBITDA Margin

The adjusted EBITDA margin for the second quarter was 35%, marking the second highest quarterly EBITDA margin in the company's history.

Free Cash Flow Increase

Free cash flow for the quarter was $51.7 million, which is $14.9 million higher than the second quarter of 2024, driven by favorable working capital and lower capital expenditures.

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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