DFIN · Donnelley Financial Solutions, Inc.
Price & Indicators
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Metrics snapshot
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AI Brief
Q2 FY26 earnings call · Jul 30, 2026TL;DR. DFIN reported Q2 consolidated net sales of $224.2M (+2.8% YoY), record adjusted EBITDA margin of 36.7% (+170 bps), and record software net sales of $99.4M (+7.8% YoY) led by ActiveDisclosure's ~29% growth, while print and distribution fell 15%; Q3 guidance calls for $175–185M net sales and 26–28% adjusted EBITDA margin.
- + Record software net sales of $99.4M, up 7.8% YoY, led by ActiveDisclosure's ~29% growth
- + Record adjusted EBITDA margin of 36.7%, up ~170 bps YoY on favorable mix and cost discipline
- + Capital markets transactional revenue of $47.3M, up ~36% YoY off a record-low comp
- + Software mix expanded to 44.3% of total net sales, up from 42.3% a year ago
- − Q3 guidance of $175–185M revenue and 26–28% adjusted EBITDA margin implies margin compression versus Q2's 36.7% record
- − Capital Markets – Software Solutions segment adjusted EBITDA margin fell ~180 bps YoY to 36.1%
- − ARC Suite growth was only ~2% as expected regulatory uplift lapsed
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Software - Application — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
DFIN
this stock
Donnelley Financial Solutions, Inc.
|
$1.15B | +3.4% | -4.2% | — | 4.2% |
|
QH
QUHUO Ltd
|
$350.35B | +246.3% | +59.7% | — | 0.0% |
|
SAP
Sap SE
|
$243.17B | -14.5% | — | — | 0.4% |
|
CRM
Salesforce, Inc.
|
$191.79B | -13.3% | +25.9% | 21.3 | 3.9% |
|
SHOP
Shopify Inc.
|
$183.03B | -0.5% | +30.1% | 95.5 | 1.3% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| DFIN | +1.3% | -5.2% | -0.9% | +2.3% | +3.4% |
| SPY | +1.2% | +0.6% | +11.6% | +1.6% | +13.6% |
| vs SPY | +0.1% | -5.8% | -12.5% | +0.7% | -10.2% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.