Donnelley Financial Solutions presents outlook for mid-teens software sales growth
DFIN•Donnelley Financial Solutions reported third-quarter 2026 net sales of $185 million, up 5.5% year over year, and adjusted EBITDA of $54.4 million, up 9.9%. Its long-term projections target software at about 60% of 2028 revenue and more than $500 million in cumulative free cash flow from 2024 to 2028.
1. Third-quarter results
Donnelley Financial Solutions reported third-quarter 2026 net sales of $185 million, up 5.5% year over year. Adjusted EBITDA rose 9.9% to $54.4 million, and its margin expanded 120 basis points to 29.4%.
2. Software and cash flow
Software Solutions sales increased 5% to $95.2 million, or 51.5% of total sales. Free cash flow reached $85.8 million, up $26.6 million year over year. Long-term projections target software at approximately 60% of 2028 revenue and more than $500 million in cumulative free cash flow during 2024-2028.
