Donnelley Financial Solutions — Third Quarter 2026 Earnings Summary

Donnelley Financial Solutions reported third-quarter 2026 net sales of $185.0 million, representing a 5.5% increase from the prior year period, driven by growth in software solutions and capital markets transactional volumes. The company achieved net earnings of $21.3 million, or $0.85 per diluted share, a significant turnaround from the $40.9 million net loss recorded in the same quarter of 2025. Adjusted EBITDA rose 9.9% to $54.4 million, expanding the adjusted EBITDA margin to 29.4%, while operating cash flow and free cash flow improved by 32.0% and 44.9% respectively. The company also repurchased approximately $6.9 million in shares during the quarter and provided fourth-quarter guidance projecting total net sales between $175 million and $180 million.