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Donnelley Financial Solutions, Inc. (DFIN)
:DFIN
RESEARCH TOOLSreports
Earnings Data
Report Date
Jul 30, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
1.43Last Year’s EPS
1.66Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Date:Apr 30, 2025
|% Change Since: 27.72%
|Next Earnings Date:Jul 30, 2025
Earnings Call Sentiment|Positive
The earnings call highlighted strong financial and operational performance, particularly in software solutions, with significant improvements in adjusted EBITDA margin and strategic share repurchases. However, challenges in capital markets and a decline in Venue sales were notable concerns. The overall sentiment of the call leans positive due to the strong performance and strategic initiatives outweighing the challenges.Company Guidance
During the first quarter of 2025, Donnelley Financial Solutions reported strong financial performance with net sales of $201.1 million, adjusted EBITDA of $68.2 million, and an adjusted EBITDA margin of 33.9%. The company repurchased approximately 5% of its outstanding shares, capitalizing on favorable trading prices. Software solutions demonstrated notable growth, with year-over-year net sales increasing by around 6% organically, driven by a 16% surge in recurring compliance products like ActiveDisclosure and Arc Suite, despite a decline in the Venue data room product. Notably, software solutions accounted for 42.1% of total net sales in the first quarter, up 260 basis points from the previous year. Despite challenges in the global capital markets, the company maintained profitability, with a trailing four-quarter adjusted EBITDA margin of 29.5%. The company remains focused on transitioning to a software-centric model, aiming for 60% of total net sales from software solutions by 2028, while also benefiting from a robust balance sheet and a net leverage ratio under one.Strong First Quarter Results
Donnelley Financial Solutions reported consolidated net sales of $201.1 million, adjusted EBITDA of $68.2 million, and an adjusted EBITDA margin of 33.9% for the first quarter of 2025.
Growth in Software Solutions
Software Solutions net sales grew by approximately 6% on an organic basis, driven by 16% growth in recurring compliance and regulatory-driven products. Software Solutions represented 42.1% of total net sales, an increase of approximately 260 basis points from last year.
Share Repurchase Program
The company repurchased approximately 5% of its outstanding shares, leveraging recent trading prices to be more aggressive in this area.
Adjusted EBITDA Margin Improvement
The adjusted EBITDA margin improved by approximately 680 basis points from the first quarter of 2024, driven by a favorable sales mix and cost control initiatives.
Arc Suite and ActiveDisclosure Growth
Arc Suite posted significant growth, driven by the Tailored Shareholder Reports regulation, while ActiveDisclosure sales grew approximately 11%.
DFIN Earnings History
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 |
|---|---|---|---|
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% |
Jul 31, 2024 | $69.46 | $67.48 | -2.85% |
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 Jul 30, 2025, TBA Not Confirmed.
What is Donnelley Financial Solutions, Inc. (DFIN) earnings time?
Donnelley Financial Solutions, Inc. (DFIN) earnings time is at Jul 30, 2025, TBA Not 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 (Q2) is 1.43.