AI brief of an SEC Form 8-K · Donnelley Financial Solutions (DFIN)

DFIN Q1 net earnings rise 8.1% to $33.5 million on 2.2% sales growth to $205.5 million

Positive Impact 3 of 5 earnings Written later

DFIN reported first-quarter 2026 net sales of $205.5 million, up 2.2% from a year earlier, and net earnings of $33.5 million, or $1.27 per diluted share, up from $1.05. The company also guided second-quarter net sales to $215 million to $225 million and authorized a new share repurchase program of up to $150 million, which shareholders may note alongside the earnings growth.

Key points

  • Net earnings of $33.5 million, or $1.27 per diluted share, versus $31.0 million, or $1.05, in Q1 2025
  • Adjusted EBITDA of $70.6 million, up 3.5%, with Adjusted EBITDA margin of 34.4%
  • Second-quarter 2026 guidance: total net sales of $215 million to $225 million and Adjusted EBITDA margin of 34% to 36%
  • New share repurchase program of up to $150 million, starting April 17, 2026, expiring December 31, 2027

The filing

CompanyDonnelley Financial Solutions (DFIN)
Form8-K, current report
Filed with the SECMay 5, 2026, 7:00 AM ET
Accession number0001193125-26-204994

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 6:58 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on May 05, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.