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Donnelley Financial Solutions

DFIN

Donnelley Financial Solutions (DFIN) is a leading global provider of regulatory and compliance software and services for capital markets and investment companies.

Market cap
$1.18B-19.8%
Revenue$771.4M-1.1%
Net income$34.9M-61.3%
Free cash flow$142.8M+51.3%
EPS (diluted)$1.29-57.1%
Trailing twelve months · change vs. prior year

Earnings

Q2 2026 report

July 30, 2026
Revenue$224.2MBeat by $2.8MEPS$1.76Beat by $0.13

Next report

Nov 4, 2026 (in 2 months)
Revenue estimate$180.5M
EPS estimate$0.86

Financials

Q1 2026

Income statement

See full
Revenue$205.5M+2.2%
Gross profit$131.6M+2.7%
Operating income$48.5M+5.9%
Net income$33.5M+8.1%
EPS (diluted)$1.27+21.0%

Balance sheet

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Cash & equivalents$26.1M+61.1%
Total debt$235.7M+14.2%
Total equity$376.7M-10.3%
Total assets$840.8M-1.4%

Cash flow

See full
Operating cash flow-$5.6M+85.1%
CapEx$10.4M-21.8%
Free cash flow-$16.0M+68.6%

Valuation & ratios

Valuation

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Market cap$1.18B-19.8%
Enterprise value$1.39B-15.4%
P/E33.7×+15.8×
P/S1.5×-0.4×

Profitability

See full
Gross margin63.5%+0.8pp
Operating margin18.6%+1.0pp
Net margin4.5%-7.0pp
FCF margin18.5%+6.4pp

Returns & leverage

See full
Return on equity8.8%-13.0pp
Debt / equity0.6×+0.1×
Current ratio1.4×+0.2×

Segments

By segment

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Capital Markets Compliance And Communications Management$82.8M-1.3%
Capital Markets Software Solutions$58.6M+12.9%
Investment Companies Software Solutions$33.1M+1.2%
Investment Companies Compliance And Communications Management$31.0M-4.9%

By product

See full
Software Solutions$91.7M+8.4%
Technology Service$70.1M-8.4%
Print And Distribution Service$43.7M+9.3%

Competitors

By market cap

Broadridge Financial Solutions logo
Broadridge Financial Solutions$19.4B-32.5%
Fidelity National Information Services logo
Fidelity National Information Services$19.3B-44.5%
SS&C Technologies logo
SS&C Technologies$19.1B-11.7%
Workiva logo
Workiva$4.1B-8.2%
Acadian Asset Management logo
Acadian Asset Management$3.1B+78.8%
Donnelley Financial Solutions logo
Donnelley Financial Solutions$1.2B-19.9%
RIL
BRC Group Holdings, Inc.$240.8M+17.0%
COH
Cohen & Company$33.4M+45.0%

By revenue growth

Acadian Asset Management logo
Acadian Asset Management+24.2%
Workiva logo
Workiva+20.3%
Fidelity National Information Services logo
Fidelity National Information Services+18.3%
SS&C Technologies logo
SS&C Technologies+8.6%
Broadridge Financial Solutions logo
Broadridge Financial Solutions+8.2%
Donnelley Financial Solutions logo
Donnelley Financial Solutions-1.1%

By net margin

Fidelity National Information Services logo
Fidelity National Information Services27.64%+26.6pp
Acadian Asset Management logo
Acadian Asset Management15.17%-1.5pp
Broadridge Financial Solutions logo
Broadridge Financial Solutions15.03%+3.4pp
SS&C Technologies logo
SS&C Technologies13.16%-0.2pp
Donnelley Financial Solutions logo
Donnelley Financial Solutions4.52%-7.0pp
Workiva logo
Workiva-5.54%+5.1pp

Profile

Donnelley Financial Solutions (DFIN) is a leading global provider of regulatory and compliance software and services for capital markets and investment companies. The company facilitates complex financial transactions and essential reporting by providing end-to-end solutions for document creation, content management, and regulatory filing. Its value proposition centers on helping clients navigate evolving SEC, European, and Canadian regulations through a shift from traditional print to integrated, cloud-based software and tech-enabled services.

Competitive position

DFIN is a market-leading provider of compliance software, transitioning from a legacy print-heavy business to a high-margin software-centric model.

GeographiesNorth America, Europe, Asia
Customer segmentsEnterprise, Financial Institutions, Legal Professionals
Business modelSubscription SaaS, Professional Services, Tech-enabled Services
SuppliersCloud infrastructure providers, Software developers, Paper and ink suppliers, Third-party data centers
CustomersCorporate issuers, Investment banks, Asset management firms, Law firms, Retail and institutional investors
CountryUnited States of America
Listed2016
Employees1.9K
CEODaniel N. Leib
SectorFinancial Services
IndustryFinancial - Capital Markets
Websitedfinsolutions.com
FilingsSEC EDGAR

FAQ

What is Donnelley Financial Solutions's market cap?
Donnelley Financial Solutions (DFIN) has a market capitalization of $1.2B and trades on NYSE.
What is Donnelley Financial Solutions's revenue and profitability?
Donnelley Financial Solutions generated $771.4M in trailing twelve-month revenue with net income of $34.9M, representing a net margin of 4.5%. Gross margin stands at 63.5%, with free cash flow of $142.8M. The latest reported period is Q1 2026.
Who are Donnelley Financial Solutions's competitors?
Donnelley Financial Solutions's key competitors include Broadridge Financial Solutions, Workiva, BRC Group Holdings, Inc. Common Stock, and others. These companies compete in similar markets and product categories.
Who does Donnelley Financial Solutions partner with?
Donnelley Financial Solutions's notable partners include Microsoft.
Where is Donnelley Financial Solutions headquartered?
Donnelley Financial Solutions is headquartered in United States of America and employs approximately 1,900 people. It has been publicly traded since 2016.