Donnelley Financial Solutions publishes Q3 2026 earnings call transcript
DFIN•Donnelley Financial Solutions reported third-quarter sales up 5.5% to $185 million and adjusted EBITDA of $54.4 million. Management forecast fourth-quarter sales of $175 million to $180 million and an adjusted EBITDA margin of 26%–27%.
1. Quarterly results and outlook
Donnelley Financial Solutions’ third-quarter 2026 earnings call featured CEO Daniel N. Leib, CFO David A. Gardella and investor-relations head Michael Zhao. Management forecast fourth-quarter sales of $175 million to $180 million, with an adjusted EBITDA margin of 26%–27%.
2. Software and print developments
ActiveDisclosure revenue grew approximately 24%, with IPO filings shifting onto the platform accounting for slightly more than half the growth. ArcFlex revenue is expected to ramp up in 2027; proposed e-delivery rules could partially shift print revenue toward software around 2028.
