Filing Flows › Donnelley Financial Solutions (DFIN) › Q2 2026 › vs Q1 2026
Donnelley Financial Solutions (DFIN) Q2 2026 vs Q1 2026 (quarter over quarter)
Donnelley Financial Solutions's revenue rose $18.7M (+9%) from $206M in Q1 2026 to $224M in Q2 2026. The biggest changes: Capital Markets Compliance and Communications Management +$13.1M (+16%); Capital Markets Software Solutions +$7.1M (+12%); Investment Companies Compliance and Communications Management −$2.1M (-7%). Operating margin 25.0% against 23.6% (+1.4 pts).
Donnelley Financial Solutions, Q2 2026: revenue $224M (+3% year over year), operating margin 25.0%, net earnings $36.4M, operating cash flow $74.7M. The chart draws each line against Q1 2026, the increases inside each band.
Margins
| Q2 2026 | Q1 2026 | Change | |
|---|---|---|---|
| Operating margin | 25.0% | 23.6% | +1.4 pts |
| Net margin | 16.2% | 16.3% | -0.1 pts |
Every line
| Line | Q2 2026 | Q1 2026 | Change | % |
|---|---|---|---|---|
| Capital Markets Compliance and Communications Management | $95.9M | $82.8M | $13.1M | +16% |
| Capital Markets Software Solutions | $65.7M | $58.6M | $7.1M | +12% |
| Investment Companies Software Solutions | $33.7M | $33.1M | $600K | +2% |
| Investment Companies Compliance and Communications Management | $28.9M | $31.0M | −$2.1M | -7% |
| Revenue | $224M | $206M | $18.7M | +9% |
| Operating profit | $56.0M | $48.5M | $7.5M | +15% |
| Costs & expenses | $168M | $157M | $11.2M | +7% |
| Pre-tax earnings | $52.1M | $45.4M | $6.7M | +15% |
| Other expense, net | $3.9M | $3.1M | $800K | +26% |
| Cost of revenue | $76.2M | $73.9M | $2.3M | +3% |
| SG&A | $74.7M | $67.4M | $7.3M | +11% |
| Other operating costs | $17.3M | $15.7M | $1.6M | +10% |
| Net earnings | $36.4M | $33.5M | $2.9M | +9% |
| Income tax | $15.7M | $11.9M | $3.8M | +32% |
| Depreciation & amortization | $15.0M | $15.0M | $0 | 0% |
| Share-based compensation | $9.3M | $6.4M | $2.9M | +45% |
| Working capital & other | $14.0M | −$60.5M | $74.5M | — |
| Operating cash flow | $74.7M | −$5.6M | $80.3M | — |
Questions
How much did Donnelley Financial Solutions's revenue grow quarter over quarter in Q2 2026?
Donnelley Financial Solutions's revenue rose $18.7M (+9%) from $206M in Q1 2026 to $224M in Q2 2026.
What drove Donnelley Financial Solutions's revenue change in Q2 2026?
Capital Markets Compliance and Communications Management +$13.1M (+16%); Capital Markets Software Solutions +$7.1M (+12%); Investment Companies Compliance and Communications Management −$2.1M (-7%).