Every material Form 8-K Donnelley Financial Solutions filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Donnelley Financial Solutions reported third-quarter 2026 results, with net sales up 5.5% to $185.0 million and net earnings of $21.3 million, or $0.85 per diluted share, compared with a net loss of $40.9 million a year earlier. Adjusted EBITDA rose 9.9% to $54.4 million, and the company gave fourth-quarter guidance of $175 million to $180 million in net sales and a 26% to 27% adjusted EBITDA margin.
Q3 2026 net sales were $185.0 million, up $9.7 million, or 5.5%, from Q3 2025, driven by software solutions and higher capital markets volumes.
Net earnings were $21.3 million, or $0.85 per diluted share, versus a net loss of $40.9 million in Q3 2025, which included an $82.8 million pension plan settlement charge.
Adjusted EBITDA margin was 29.4%, up about 120 basis points year over year.
Fourth-quarter 2026 guidance: net sales of $175 million to $180 million and adjusted EBITDA margin of 26% to 27%.
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%.
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
DFIN said Ken Napolitano will join on June 1, 2026 as its first Chief Revenue Officer, with experience scaling commercial organizations in financial data and technology. Craig Clay, President of Global Capital Markets and a named executive officer, is transitioning out of that role and will serve as an advisor through December 31, 2026. At its May 13, 2026 annual meeting, shareholders elected all nine director nominees and approved the advisory executive compensation resolution and the Deloitte & Touche LLP appointment.
Ken Napolitano starts June 1, 2026 as Chief Revenue Officer; previously Chief Revenue Officer of Preqin
Craig Clay's employment ends December 31, 2026; he receives contractual, previously disclosed payments under the Executive Severance Plan
Eric Johnson moves from overseeing Global Investment Companies to a newly created President, Key Accounts role
Shareholders approved executive compensation with 22,326,855 for and 486,473 against
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.
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
DFIN reported fourth-quarter 2025 net sales of $172.5 million, up 10.4%, and Adjusted EBITDA of $45.8 million, up 44.5%, while GAAP net earnings of $6.2 million were roughly flat against $6.3 million a year earlier. For the full year, net sales fell 1.9% to $767.0 million and net earnings fell 64.9% to $32.4 million, reflecting an $82.8 million pension plan settlement charge. The company guided first-quarter 2026 total net sales to $200 million to $210 million.
Q4 2025 net sales were $172.5 million, up 10.4% from $156.3 million in Q4 2024, led by software solutions growth of 11.4%.
Q4 2025 GAAP net earnings were $6.2 million, or $0.23 per diluted share, versus $6.3 million, or $0.21, in Q4 2024.
Full-year 2025 net earnings were $32.4 million versus $92.4 million in 2024, including an $82.8 million pension plan settlement charge.
First-quarter 2026 guidance: total net sales of $200 million to $210 million and Adjusted EBITDA margin of 33% to 35%.
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Donnelley Financial Solutions filing is on SEC EDGAR ↗. 8-K briefs of other companies →