Jun 2026 (Q2 FY26) — Jul 30, 2026
Donnelley Financial Solutions Q2 FY26 — Strong Software Growth and Margin Expansion
Read the full callDonnelley Financial Solutions (DFIN) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Donnelley Financial Solutions earnings: last reported Thu, 30 Jul 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 224 | +2.8% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 25.0 | +0.8 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 36.4 | +0.8% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
$51.37 +4.24% · +$2.09
Performance −7.5% 1Y
1Y: $55.53 on 14 Oct 2025 → $51.37. High $55.53 (14 Oct 2025), low $36.74 (5 Jun 2026).
- Previous close
- $49.28
- 52-week range
- $36.74 – $55.53
- One year
- −5.95%
Overview
- Symbol
- DFIN
- Sector
- Information Technology
- Exchange
- US
- Currency
- USD
Call summaries
Every analysed call
Donnelley Financial Solutions earnings calls (DFIN)
Financials
What the filings say
Net profit, year on year: +1% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 180 | 156 | 201 | 218 | 175 | 173 | 206 | 224 |
| Operating profit | 18 | 9 | 46 | 53 | 28 | 14 | 49 | 56 |
| Operating margin | 10.1% | 6.0% | 22.8% | 24.2% | 16.1% | 8.3% | 23.6% | 25.0% |
| Interest | 3 | 3 | 3 | 4 | 3 | 3 | 3 | 4 |
| Profit before tax | 15 | 7 | 42 | 49 | -58 | 10 | 45 | 52 |
| Tax rate | 43.5% | 11.3% | 26.5% | 25.9% | 29.4% | 38.6% | 26.2% | 30.1% |
| Net profit | 9 | 6 | 31 | 36 | -41 | 6 | 34 | 36 |
| EPS ($ per share) | 0.30 | — | 1.08 | 1.30 | -1.49 | — | 1.30 | 1.45 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | 94 | 132 | 106 | 251 | 354 | 436 | 529 | 561 |
| Total liabilities | 643 | 618 | 618 | 506 | 499 | 405 | 406 | 421 |
| Fixed assets | 32 | 18 | 12 | 19 | 18 | 14 | 9 | 9 |
| Total assets | 869 | 887 | 866 | 883 | 828 | 807 | 842 | 800 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 66 | 55 | 154 | 180 | 150 | 124 | 171 | 165 |
| Cash from investing | 30 | -12 | -20 | -45 | -51 | -51 | -53 | -57 |
| Cash from financing | -99 | -74 | -77 | -155 | -121 | -85 | -82 | -142 |
| Net cash flow | -5 | -30 | 56 | -19 | -20 | -11 | 34 | -33 |
| Capital expenditure | -37 | -45 | -31 | -42 | -54 | -62 | -66 | -57 |
| Free cash flow | 29 | 10 | 123 | 138 | 96 | 62 | 105 | 108 |
Insider filings
60 filings between Feb 26, 2026 and Sep 15, 2026.
Open market
decisions to buy or sellPurchases
$1000.0K
3 purchases by 1 insider
Sales
$3.44M
7 sales by 3 insiders
14% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 28
- Award — granted as compensation
- 21
- Tax withheld — shares kept back by the company to cover tax
Also filed: 1 gift.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Williams Robert Kirk | — | $1.42M | Sep 3, 2026 |
| Johnson Eric J | — | $1.02M | Mar 6, 2026 |
| Leib Daniel | — | $1.00M | Aug 19, 2026 |
| BINZ JOSEPH LEO | $1000.0K | — | Sep 2, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 15, 2026 | Clay Craig Senior Advisor | Gift | 4,364 | $0 |
| Sep 3, 2026 | Williams Robert Kirk Chief People & Intl Officer | Sale | 16,450 | $802.2K |
| Sep 2, 2026 | BINZ JOSEPH LEO Director | Purchase | 5,780 | $276.0K |
| Sep 1, 2026 | BINZ JOSEPH LEO Director | Purchase | 10,000 | $485.2K |
| Sep 1, 2026 | BINZ JOSEPH LEO Director | Purchase | 5,000 | $238.8K |
| Aug 19, 2026 | Leib Daniel Chief Executive Officer | Sale | 9,787 | $489.4K |
| Aug 17, 2026 | Trzcinski Leah Marie Chief Legal Officer | Tax withheld | 1,234 | $58.9K |
| Aug 14, 2026 | Leib Daniel Chief Executive Officer | Sale | 213 | $10.7K |
| Jul 1, 2026 | BINZ JOSEPH LEO Director | Award | 3,924 | — |
| May 13, 2026 | GREENFIELD GARY G Director | Award | 4,265 | — |
| May 13, 2026 | Ellis Juliet S Director | Award | 4,265 | — |
| May 13, 2026 | CRANDALL RICHARD L Director | Award | 5,864 | — |
| May 13, 2026 | Aguilar Luis A Director | Award | 4,265 | — |
| May 13, 2026 | Pattabhiram Chandar Director | Award | 4,265 | — |
| May 13, 2026 | Sayed Ayman Director | Award | 4,265 | — |
| May 13, 2026 | MARTIN LOIS M Director | Award | 4,265 | — |
| Mar 6, 2026 | Johnson Eric J President, GIC | Sale | 20,280 | $1.02M |
| Mar 4, 2026 | Turner Kami Chief Accounting Officer | Tax withheld | 269 | $14.2K |
| Mar 4, 2026 | Williams Robert Kirk Chief People & Admin Officer | Sale | 7,684 | $399.8K |
| Mar 4, 2026 | Gardella David A Chief Financial Officer | Tax withheld | 1,840 | $97.5K |
| Mar 4, 2026 | Johnson Eric J President, GIC | Tax withheld | 1,393 | $73.8K |
| Mar 4, 2026 | Leib Daniel Chief Executive Officer | Tax withheld | 4,600 | $243.7K |
| Mar 4, 2026 | Clay Craig President, GCM | Tax withheld | 2,097 | $111.1K |
| Mar 4, 2026 | Williams Robert Kirk Chief People & Admin Officer | Tax withheld | 954 | $50.5K |
| Mar 4, 2026 | Trzcinski Leah Marie Chief Legal Officer | Tax withheld | 406 | $21.5K |
| Mar 3, 2026 | Clay Craig President, GCM | Tax withheld | 5,348 | $276.9K |
| Mar 3, 2026 | Turner Kami Chief Accounting Officer | Award | 2,578 | — |
| Mar 3, 2026 | Turner Kami Chief Accounting Officer | Award | 262 | — |
| Mar 3, 2026 | Leib Daniel Chief Executive Officer | Tax withheld | 42,399 | $2.19M |
| Mar 3, 2026 | Turner Kami Chief Accounting Officer | Tax withheld | 2,795 | $144.7K |
| Mar 3, 2026 | Turner Kami Chief Accounting Officer | Award | 3,344 | $173.1K |
| Mar 3, 2026 | Williams Robert Kirk Chief People & Admin Officer | Award | 13,256 | — |
| Mar 3, 2026 | Turner Kami Chief Accounting Officer | Tax withheld | 753 | $39.0K |
| Mar 3, 2026 | Leib Daniel Chief Executive Officer | Award | 51,447 | $2.66M |
| Mar 3, 2026 | Gardella David A Chief Financial Officer | Award | 24,303 | — |
| Mar 3, 2026 | Williams Robert Kirk Chief People & Admin Officer | Tax withheld | 2,352 | $121.8K |
| Mar 3, 2026 | Gardella David A Chief Financial Officer | Award | 2,026 | — |
| Mar 3, 2026 | Williams Robert Kirk Chief People & Admin Officer | Sale | 4,237 | $221.6K |
| Mar 3, 2026 | Johnson Eric J President, GIC | Award | 15,466 | — |
| Mar 3, 2026 | Johnson Eric J President, GIC | Award | 1,463 | — |
| Mar 3, 2026 | Gardella David A Chief Financial Officer | Tax withheld | 17,808 | $921.9K |
| Mar 3, 2026 | Gardella David A Chief Financial Officer | Award | 21,609 | $1.12M |
| Mar 3, 2026 | Johnson Eric J President, GIC | Tax withheld | 12,071 | $624.9K |
| Mar 3, 2026 | Williams Robert Kirk Chief People & Admin Officer | Award | 10,292 | $532.8K |
| Mar 3, 2026 | Williams Robert Kirk Chief People & Admin Officer | Tax withheld | 7,533 | $390.0K |
| Mar 3, 2026 | Williams Robert Kirk Chief People & Admin Officer | Award | 1,200 | — |
| Mar 3, 2026 | Johnson Eric J President, GIC | Award | 14,919 | $772.4K |
| Mar 3, 2026 | Johnson Eric J President, GIC | Tax withheld | 3,382 | $175.1K |
| Mar 3, 2026 | Gardella David A Chief Financial Officer | Tax withheld | 4,827 | $249.9K |
| Mar 3, 2026 | Clay Craig President, GCM | Award | 19,516 | — |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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