Filing Flows › Industrials › Donnelley Financial Solutions (DFIN)
Donnelley Financial Solutions (DFIN) earnings and revenue breakdown
Latest: Q3 2026 · 10-Q filed Oct 29, 2026 · Donnelley Financial Solutions (DFIN) Q3 2026 earnings results →
Q3 2026 Revenue up 6% year over year to $185M · 12¢ of every $1 of revenue kept as net profit · operating margin 17.6%
Donnelley Financial Solutions made $185M in Q3 2026 (+6% Y/Y): Capital Markets Software Solutions $64.1M, Capital Markets Compliance and Communications Management $61.9M, Investment Companies Software Solutions $31.1M. Operating margin 17.6%, net earnings $21.3M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Oct 29, 2026.
Drawing the Sankey…
Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF
What changed this quarter
Revenue was $185.0M in Q3 2026, up 6% year over year and down 17% from the previous quarter. Capital Markets Software Solutions was the largest line at 35% of revenue. Capital Markets Software Solutions added $5.1M year over year (up 9%), 53% of the total change. Investment Companies Software Solutions declined 2%.
Operating profit was $32.6M, a 17.6% margin (up 1.5 points year over year). Of the extra revenue versus Q3 2025, 45% reached operating profit, above the 16% margin then. Total costs grew 4% against revenue growth of 6%. Net earnings were $21.3M. The effective tax rate was 28.5%.
Operating cash flow was $98.2M (up 32% year over year), 461% of net earnings. Non-cash charges added back $14.3M of depreciation and amortization and $7.5M of share-based compensation. Working capital and other items added $55.1M. After capital expenditures ($12.4M), free cash flow as the company reports it was $85.8M.
Quarterly history
| Quarter | Form | Filed | Revenue | Y/Y | Op. margin | Net earnings | Op. cash flow |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 10-Q | Oct 29, 2026 | $185M | +6% | 17.6% | $21.3M | $98.2M |
| Q2 2026 | 10-Q | Jul 30, 2026 | $224M | +3% | 25.0% | $36.4M | $74.7M |
| Q1 2026 | 10-Q | May 5, 2026 | $206M | +2% | 23.6% | $33.5M | −$5.6M |
| Q4 2025 | 10-K | Feb 17, 2026 | $172M | +10% | 8.3% | $6.2M | $59.8M |
| Q3 2025 | 10-Q | Oct 29, 2025 | $175M | -2% | 16.1% | −$40.9M | $74.4M |
| Q2 2025 | 10-Q | Jul 31, 2025 | $218M | -10% | 24.2% | $36.1M | $68.4M |
| Q1 2025 | 10-Q | Apr 30, 2025 | $201M | -1% | 22.8% | $31.0M | −$37.7M |
Charts
Interactive views
The same charts as the app — open one to draw it.
💵Where each $1 goesinteractive
Loading the interactive chart…
🌏Named in Asian annual reportsinteractive
Loading the interactive chart…
🔄Rotation against the market and its industry (RRG)interactive
Loading the interactive chart…
🔍Earnings qualityinteractive
Loading the interactive chart…
⚖️Fair value by methodinteractive
Loading the interactive chart…
🔭Outlook & guidanceinteractive
Loading the interactive chart…
📈Investments: gains and what it boughtinteractive
Loading the interactive chart…
🏭Its industry’s money flow (input-output)interactive
Loading the interactive chart…
About Donnelley Financial Solutions
DFIN is the leading global provider of compliance and regulatory software and services, fueling end-to-end investment company regulatory compliance needs, complex capital markets transactions, and essential financial reporting at every stage of the corporate lifecycle. Our mission is simple: to empower clients with the software and support they need to stay ahead of public company filings, investment company filings, private reporting, and beneficial owner reporting, while enhancing workflow efficiency. We bring deep expertise to every engagement, driving transparency and collaboration built on confidence and reliability. Learn more a t DFINsolutions.com or follow us on LinkedIn .
In its own words, from its 8-K, filed Jul 30, 2026.
Donnelley Financial Solutions against its Services-Miscellaneous Business Services peers
The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +6% against the peers' median +49%. Operating margin: 17.6% against the peers' median 0.7%.
| Company | Quarter | Revenue | Y/Y | Op. margin |
|---|---|---|---|---|
| DFIN Donnelley Financial Solutions | Q3 2026 | $185M | +6% | 17.6% |
| ASPS Altisource Portfolio Solutions S.A. | Q3 2026 | $51.9M | +24% | 1.5% |
| HAFG Holistic Asset Finance Group | Q2 2026 | $1.0M | +450% | 0.7% |
| KRFG King Resources | Q4 FY26 | $202K | +951% | -398.0% |
| MRCL Mercalot | Q1 FY27 | $8K | +49% | -107.2% |
| Cibatella | Q1 FY27 | $5K | — | -338.9% |
Source: Donnelley Financial Solutions 10-Q on SEC EDGAR · CIK 1669811 · Services-Miscellaneous Business Services
Guidance and outlook
13F: who owns DFIN and who is buying
More on DFIN
- How Donnelley Financial Solutions makes money: revenue by segment
- Donnelley Financial Solutions next earnings date and what analysts expect
- Donnelley Financial Solutions stock forecast, price target and fair value
- Who owns Donnelley Financial Solutions stock: holders, funds and Congress trades
- Donnelley Financial Solutions guidance and outlook
History
Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results
- Donnelley Financial Solutions guidance history: guided vs reported
- Donnelley Financial Solutions operating margin by quarter
- Donnelley Financial Solutions net income by quarter
- Donnelley Financial Solutions free cash flow by quarter
- Donnelley Financial Solutions capital expenditures by quarter
- Donnelley Financial Solutions Capital Markets Software Solutions revenue by quarter
- Donnelley Financial Solutions Capital Markets Compliance and Communications Management revenue by quarter
- Donnelley Financial Solutions Investment Companies Software Solutions revenue by quarter