$DFIN

Donnelley Financial Solutions (DFIN) reported Q2 2026 net sales of $224.2 million, up 2.8%, driven by software solutions growth and higher capital markets transactional activity. Software solutions net sales rose 7.8% to $99.4 million. Adjusted EBITDA was $82.3 million, up 7.9%, with margin at 36.7%. Free cash flow was $61.2 million. Q3 guidance: net sales $175-$185 million and adjusted EBITDA margin 26%-28%.

Thursday, July 30, 2026, at 9 a.m. ET CALL PARTICIPANTS Head of Investor Relations - Michael Zhao President and Chief Executive Officer - Daniel Leib Executive Vice President and Chief Financial Officer - David Gardella TAKEAWAYS Net Sales -- $224.2 million, an increase of 2.8% driven by software solutions growth and a rebound in capital markets transactional activity.

Donnelley Financial Solutions (DFIN) shares fell 13.3% after reporting Q2 revenue of $224.2 million and adjusted EPS of $1.76, both above estimates, but adjusted EBITDA missed expectations. Q3 revenue guidance matched consensus, yet weaker profitability concerns drove the selloff.

Donnelley Financial Solutions (NYSE: DFIN) reported Q2 CY2026 revenue of $224.2 million, up 2.8% year on year, exceeding market expectations. The company guided Q3 revenue to about $180 million, near analysts’ estimates. Non-GAAP EPS was $1.76, 7.8% above consensus. The stock was flat at $51.44 after the release.

Donnelley Financial Solutions (NYSE: DFIN) reported Q2 2026 results. Net sales rose to $224.2M, up 2.8% year over year, driven by software solutions ($99.4M) and tech-enabled services ($90.2M), partly offset by lower print and distribution ($34.6M). Net earnings were $36.4M, or $1.44/share. Adjusted EBITDA was $82.3M, margin 36.7%. The company repurchased 763,451 shares for $34.7M and appointed Ken Napolitano COO.

Donnelley Financial Solutions, Inc. (DFIN) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 dfin-ex99_1.htm EX-99.1 EX-99.1 Exhibit 99.1 DFIN Reports Second-Quarter 2026 Results CHICAGO – July 30, 2026 – Donnelley Financial Solutions, Inc. (NYSE: DFIN) (the “Company” or “DFIN”) today reported financial results for the second quarter of 2026. Second-Quarter 202

DFIN (NYSE: DFIN) will release its second-quarter fiscal 2026 results before the market opens on July 30, 2026, via an SEC Form 8-K and its investor relations site. The company will host a conference call and webcast that day at 9:00 a.m. ET to discuss results and provide a business update, with a replay afterward.

Stocks including Hamilton Lane and Donnelley Financial Solutions fell after the May jobs report pushed Treasury yields higher. The 10-year yield rose above 4.5% and the 30-year above 5%, increasing mark-to-market pressure and raising hurdles for private credit and infrastructure deals, according to the article. Hamilton Lane (HLNE) fell 3.8%; Donnelley (DFIN) fell 4.9%.

This article analyzes Donnelley Financial Solutions (DFIN) using two valuation approaches. The Excess Returns model suggests the stock is 10.7% undervalued, while the P/E ratio analysis indicates it might be overvalued compared to a proprietary "Fair Ratio." The article encourages investors to consider these different perspectives and utilize the platform's "Narratives" tool for a personalized valuation story.

Donnelley Financial Solutions (DFIN) is transitioning from financial printing to cloud software, focusing on SaaS recurring revenue and automated compliance. Despite an 18.2% discount to intrinsic value and a 31% discount to some analyst targets, its P/E ratio of 38.9x is higher than peers. The company's valuation faces risks from weaker capital markets and slower software adoption, but its software pivot suggests potential for future growth.