Donnelley Financial Solutions, Inc. (DFIN) Q3 2026 Earnings Call Transcript

Donnelley Financial Solutions, Inc. (DFIN) Q3 2026 Earnings Call Transcript

Seeking Alpha • 9 hours ago

DFIN Reports Third-Quarter 2026 Results

CHICAGO, Oct. 29, 2026 /PRNewswire/ -- Donnelley Financial Solutions, Inc. (NYSE: DFIN) (the "Company" or "DFIN") today reported financial results for the third quarter of 2026. Third-Quarter 2026 Third-Quarter 2025 $ Change % Change GAAP Metrics Net Sales $185.0 million $175.3 million $9.7 million 5.5 % Net Earnings (Loss) $21.3 million ($40.9 million) $62.2 million nm Operating Cash Flow(a) $98.2 million $74.4 million $23.8 million 32.0 % Non-GAAP Metrics (b) Adjusted EBITDA $54.4 million $49.5 million $4.9 million 9.9 % Adjusted EBITDA margin 29.4 % 28.2 % nm 120 bps Adjusted Non-GAAP Net Earnings $26.8 million $23.7 million $3.1 million 13.1 % Free Cash Flow(c) $85.8 million $59.2 million $26.6 million 44.9 % (a) Operating Cash Flow is defined as net cash provided by operating activities.

PRNewsWire • 14 hours ago

Donnelley Financial Solutions (DFIN) Q3 Earnings and Revenues Beat Estimates

Donnelley Financial Solutions (DFIN) came out with quarterly earnings of $1.07 per share, beating the Zacks Consensus Estimate of $0.86 per share. This compares to earnings of $0.86 per share a year ago.

Zacks Investment Research • 11 hours ago

DFIN Announces Venue® MCP Connector, Bringing Secure AI Access to High-Stakes Deal Workflows

New capability enables organizations to connect directly to live Venue data rooms while preserving governance, permissions, and auditability NEW YORK, Oct. 27, 2026 /PRNewswire/ -- Donnelley Financial Solutions (NYSE: DFIN), a leading global provider of financial regulatory and compliance solutions and the top SEC filing agent, today announced the launch of the DFIN Venue® MCP Connector, a new capability designed to provide secure transaction information via AI-assisted analysis. The Venue MCP Connector enables organizations to connect approved AI assistants, including Microsoft Copilot, directly to live Venue virtual data rooms through a secure, hosted Model Context Protocol (MCP) gateway.

PRNewsWire • Oct 27, 2026

DFIN to Announce Third-Quarter Results and Host Investor Conference Call on October 29, 2026

CHICAGO, Oct. 15, 2026 /PRNewswire/ -- Donnelley Financial Solutions (NYSE: DFIN) will hold a conference call and webcast on Thursday, October 29, 2026, at 9:00 a.m. Eastern time to discuss its third-quarter fiscal year 2026 financial results, provide a general business update and respond to analyst questions.

PRNewsWire • Oct 15, 2026

Donnelley Financial: Q3 2026 Could Be Weak, Downgrade To Hold

Donnelley Financial Solutions is downgraded to HOLD due to anticipated 3Q26 earnings weakness from declining US IPO and M&A activity. DFIN delivered strong 2Q26 results, with software solutions net sales up 7.8% YoY and adjusted EBITDA margin expanding 170 bps YoY. Despite a solid balance sheet and active share repurchases, near-term catalysts are limited, and downside risks outweigh upside potential.

Seeking Alpha • Oct 8, 2026

DFIN Expands Active Intelligence™ with AI-Powered Document Translation and Document Summaries in Venue®

New capabilities enable deal teams to accelerate document review and improve cross-border collaboration while keeping sensitive information secure within the data room NEW YORK, Sept. 14, 2026 /PRNewswire/ -- Donnelley Financial Solutions (NYSE: DFIN), a leading global provider of financial regulatory and compliance solutions and the top SEC filing agent, today announced the expansion of its Active Intelligence™ suite of AI capabilities with the introduction of AI Document Translation and AI Document Summaries within its virtual data room, Venue®.

PRNewsWire • Sep 14, 2026

DFIN Launches 14th Annual Guide to Effective Proxies to Help Companies Navigate Evolving Governance Expectations

New edition highlights emerging disclosure trends, investor priorities and best practices for creating more effective proxy communications NEW YORK, Sept. 8, 2026 /PRNewswire/ -- Donnelley Financial Solutions (NYSE: DFIN), a leading global provider of financial regulatory and compliance solutions and the top SEC filing agent, today announced the release of its  14th Annual Guide to Effective Proxies , an in-depth resource designed to help public companies strengthen shareholder communications while meeting evolving regulatory and governance expectations.

PRNewsWire • Sep 8, 2026

Software & Services: Buy Verisign, Hold Donnelley Financial

Internet Software & Services benefits from digitalization and AI, though disruption and competition temper the outlook. Buy VRSN.

Zacks Investment Research • Aug 14, 2026

Donnelley Financial Solutions Q2 Earnings Call Highlights

Donnelley Financial Solutions NYSE: DFIN reported second-quarter 2026 net sales of $224.2 million, up 2.8% from a year earlier, as growth in software solutions and capital-markets transaction activity more than offset continued declines in print and distribution revenue. The company also posted adjusted EBITDA of $82.3 million, up 7.9% year over year, while adjusted EBITDA margin expanded 170 basis points to a quarterly record of 36.7%.

MarketBeat • Jul 31, 2026