AI-extracted from the 10-Q filed 2026-07-30 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Q2 revenue grew 2.8% YoY to $224.2M, driven by software solutions (+7.8%) and tech-enabled services (+5.9%), offset by print and distribution decline (-15.0%).
Biggest Revenue Drivers
Capital Markets - Compliance and Communications Management$95.9M+2.6% YoY
Higher transactional volumes partially offset by lower compliance volumes
Capital Markets - Software Solutions$65.7M+11.2% YoY
Higher ActiveDisclosure net sales of $6.4M driven by higher sales volumes
Biggest Revenue Drivers
Total revenue: $224.2M+2.8% YoY
Capital Markets - Compliance and Communications Management$95.9M+2.6% YoY
Higher transactional volumes partially offset by lower compliance volumes
Capital Markets - Software Solutions$65.7M+11.2% YoY
Higher ActiveDisclosure net sales of $6.4M driven by higher sales volumes
Investment Companies - Compliance and Communications Management$28.9M-10.8% YoY
Lower compliance volumes
Largest Expense Items
Cost of sales$76.2M-3.8% YoY
Lower print and distribution sales volumes and cost control initiatives
Selling, general and administrative expenses$74.7M+6.7% YoY
Higher share-based compensation, selling expense, bad debt expense and incentive compensation
Depreciation and amortization$15.0M-0.7% YoY
Minimal change from prior year
Margins: Operating income increased 6.1% YoY to $56.0M despite higher SG&A expenses, supported by gross margin improvement from lower print and distribution costs. Segment Adjusted EBITDA was $90.4M with overall margin of 40.3%.
Watch Items from the Filing
Print and distribution revenue declined 15.0% YoY to $34.6M; long-term secular shift away from print may pressure margins unless software and services grow faster.
Bad debt expense increased $1.2M in Q2 and $2.1M YTD; CECL reserve rose to $23.2M (10.7% of accounts receivable) from $20.9M year-end.
Capital Markets segments, accounting for ~75% of revenue, remain exposed to IPO/M&A volatility; recent U.S. government shutdowns disrupted capital markets activity.
Adjusted EBITDA increased 7.8% YoY to $82.3M; strong software growth (+7.8%) and improving operational leverage support near-term margin expansion.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Trzcinski Leah MarieChief Legal OfficerShares withheld for tax or exercise price · Aug 17, 2026
Greenfield Gary GReporting ownerGrant or award · May 13, 2026
Sayed AymanReporting ownerGrant or award · May 13, 2026
Pattabhiram ChandarReporting ownerGrant or award · May 13, 2026
Aguilar Luis AReporting ownerGrant or award · May 13, 2026
Martin Lois MReporting ownerGrant or award · May 13, 2026
About Donnelley Financial Solutions, Inc. (DFIN): stock profile, AI score and financials
Donnelley Financial Solutions, Inc. (DFIN) stock profile, AI quality score, and SEC EDGAR financial data, a Industrials sector company. 13F Pro's AI-powered ranking engine scores DFIN at 45.0/100 on a composite quality score built from its SEC filings, placing it at rank #1,903 of 2,925 stocks — the bottom half of the AI-ranked universe. DFIN scores in the top quartile across earnings quality (95.1). Areas of concern include institutional flow (9.2) and revenue growth (20.2), which score below median versus the broader universe. Shareholder dilution risk is elevated at 26.9/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Donnelley Financial Solutions, Inc. reports quarterly revenue of $224.2M, net income of $36.4M, an operating margin of 25.0%. Top institutional holders of DFIN by reported 13-F value include BlackRock, STATE STREET, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. DFIN trades on the NYSE exchange and files with the SEC under CIK 1669811. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate DFIN daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Donnelley Financial Solutions, Inc. directly from SEC EDGAR.