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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 $82.3 million, up 7.9% year over year, while adjusted EBITDA margin expanded 170 basis points to a quarterly record of 36.7%.
Donnelley Financial Solutions, Inc. (DFIN) Q2 2026 Earnings Call Transcript
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 94 | $5,083.85 | $4,667.1 | -$416.75 | -8.2% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 41,801 | $2.33M | $1.98M | -$346,840.62 | -14.9% |
| BG Bart Gancher Intech Investment Management LLC | 6,054 | $264,620.34 | $286,535.82 | $21,915.48 | 8.28% |
| YA Yinka Akinsola Blue Trust Inc. | 643 | $34,502.39 | $30,413.9 | -$4,088.49 | -11.85% |
Michelle Dubey Yousif Capital Management LLC | 7,043 | $343,401.45 | $333,133.9 | -$10,267.55 | -2.99% |
| Capital Markets Industry | Financials Sector | Daniel N. Leib CEO | NYSE Exchange | 25787G100 CUSIP |
| US Country | 1,750 Employees | - Last Dividend | - Last Split | 3 Oct 2016 IPO Date |
Donnelley Financial Solutions, Inc. specializes in delivering sophisticated software and technology-enabled financial regulatory and compliance solutions across a global landscape, encompassing the United States, Asia, Europe, Canada, and worldwide. The company's operations are segmented into four key areas: Capital Markets – Software Solutions (CM-SS), Capital Markets – Compliance and Communications Management (CM-CCM), Investment Companies – Software Solutions (IC-SS), and Investment Companies – Compliance and Communications Management (IC-CCM). Since its foundation in 1983, with headquarters in Chicago, Illinois, Donnelley Financial Solutions has been at the forefront of providing critical services and solutions geared towards managing compliance, regulatory requirements, and communications within the financial sector.
Under the Capital Markets – Software Solutions segment, these offerings are tailored for both public and private entities seeking efficient management of transactional and compliance processes. This includes tools for collaboration, SEC document tagging, validation, and filing, catering to the intricate needs of managing public and private transactions.
This segment focuses on providing technology-driven services alongside print and distribution capabilities aimed at facilitating deal solutions and meeting SEC compliance obligations. Primarily serving public and private companies, these solutions are integral for seamless compliance and communication management in capital markets.
The Investment Companies – Software Solutions segment offers the Arc Suite platform, a comprehensive collection of cloud-based solutions comprising ArcDigital, ArcReporting, ArcPro, and ArcRegulatory. These services and solutions enhance the storage, management, and assembly of compliance and regulatory information, presented in a central repository for easy access, editing, translating, rendering, and submissions to regulators and investors.
In the Investment Companies – Compliance and Communications Management segment, Donnelley Financial Solutions provides technology-enabled solutions for generating, filing, and distributing regulatory communications. This includes XBRL and iXBRL-formatted filings as per the Investment Company Act through the SEC's EDGAR system. Additionally, this segment offers comprehensive proxy services covering discovery, planning, implementation, as well as print and mail management, solicitation, tabulation services, stockholder meeting review, and expert support, catering to a broad spectrum of investor communication needs.