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

DFIN Q2 net sales rise 2.8% to $224.2 million; diluted EPS $1.44 vs. $1.28

Positive Impact 3 of 5 earnings Written later

Donnelley Financial Solutions (DFIN) reported second-quarter 2026 net sales of $224.2 million, up 2.8% from a year earlier, and net earnings of $36.4 million, or $1.44 per diluted share, versus $1.28 in the second quarter of 2025. The company also issued third-quarter guidance calling for total net sales of $175 million to $185 million and an Adjusted EBITDA margin of 26% to 28%.

Key points

  • Net sales of $224.2 million, up $6.1 million or 2.8%; software solutions net sales rose 7.8% to $99.4 million, while print and distribution fell 15.0% to $34.6 million
  • Net earnings of $36.4 million, or $1.44 per diluted share, vs. $36.1 million, or $1.28, a year earlier; Adjusted EBITDA of $82.3 million with a 36.7% margin
  • Third-quarter 2026 guidance: total net sales of $175 million to $185 million and Adjusted EBITDA margin of 26% to 28%
  • Repurchased 763,451 shares for about $34.7 million; $125.4 million remained on a $150 million authorization as of June 30, 2026

The filing

CompanyDonnelley Financial Solutions (DFIN)
Form8-K, current report
Filed with the SECJul 30, 2026, 7:00 AM ET
Accession number0001193125-26-324858

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 6:57 AM ET, from the text of the filing and its press-release exhibits 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 July 30, 2026.

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