Donnelley Financial Solutions releases transcript of Q2 2026 earnings call
DFIN•Third-quarter outlook
For Q3, the company expects:
- Net sales of USD 175 million to USD 185 million.
- Adjusted EBITDA margin of 26% to 28%.
- Capital markets transactional revenue of USD 45 million to USD 50 million.
Q2 2026 earnings call transcript and results
Donnelley Financial Solutions hosted its Q2 2026 earnings call on July 30 with CEO Daniel N. Leib, CFO David A. Gardella, and IR head Michael Zhao.
- Q2 net sales rose 2.8% to USD 224.2 million.
- Adjusted EBITDA increased 7.9% to USD 82.3 million, and margin expanded 170 bps to 36.7%.
- Software solutions sales grew 7.8% to a record USD 99.4 million, led by ActiveDisclosure up about 29%; management flagged rising S-1 IPO usage.
- Print and distribution sales fell about USD 6 million, or 15%; management pointed to the SEC’s proposed Regulation E-Delivery, expecting industry impact in 2028.
