Filing Flows › Donnelley Financial Solutions (DFIN) › Q2 2026 › vs Q2 2025
Donnelley Financial Solutions (DFIN) Q2 2026 vs Q2 2025 (year over year)
Donnelley Financial Solutions's revenue rose $6.1M (+3%) from $218M in Q2 2025 to $224M in Q2 2026. The biggest changes: Capital Markets Software Solutions +$6.6M (+11%); Investment Companies Compliance and Communications Management −$3.5M (-11%); Capital Markets Compliance and Communications Management +$2.4M (+3%). Operating margin 25.0% against 24.2% (+0.8 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 Q2 2025, the increases inside each band.
Margins
| Q2 2026 | Q2 2025 | Change | |
|---|---|---|---|
| Operating margin | 25.0% | 24.2% | +0.8 pts |
| Net margin | 16.2% | 16.6% | -0.3 pts |
| Free cash flow margin | 27.3% | 23.7% | +3.6 pts |
Every line
| Line | Q2 2026 | Q2 2025 | Change | % |
|---|---|---|---|---|
| Capital Markets Compliance and Communications Management | $95.9M | $93.5M | $2.4M | +3% |
| Capital Markets Software Solutions | $65.7M | $59.1M | $6.6M | +11% |
| Investment Companies Software Solutions | $33.7M | $33.1M | $600K | +2% |
| Investment Companies Compliance and Communications Management | $28.9M | $32.4M | −$3.5M | -11% |
| Revenue | $224M | $218M | $6.1M | +3% |
| Operating profit | $56.0M | $52.8M | $3.2M | +6% |
| Costs & expenses | $168M | $165M | $2.9M | +2% |
| Pre-tax earnings | $52.1M | $48.7M | $3.4M | +7% |
| Other expense, net | $3.9M | $4.1M | −$200K | -5% |
| Cost of revenue | $76.2M | $79.2M | −$3.0M | -4% |
| SG&A | $74.7M | $70.0M | $4.7M | +7% |
| Other operating costs | $17.3M | $16.1M | $1.2M | +7% |
| Net earnings | $36.4M | $36.1M | $300K | +0.8% |
| Income tax | $15.7M | $12.6M | $3.1M | +25% |
| Depreciation & amortization | $15.0M | $15.1M | −$100K | -0.7% |
| Share-based compensation | $9.3M | $7.5M | $1.8M | +24% |
| Working capital & other | $14.0M | $9.7M | $4.3M | +44% |
| Operating cash flow | $74.7M | $68.4M | $6.3M | +9% |
| Free Cash Flow (company-reported) | $61.2M | $51.7M | $9.5M | +18% |
| Capital expenditures | $13.5M | $16.7M | −$3.2M | -19% |
Questions
How much did Donnelley Financial Solutions's revenue grow year over year in Q2 2026?
Donnelley Financial Solutions's revenue rose $6.1M (+3%) from $218M in Q2 2025 to $224M in Q2 2026.
What drove Donnelley Financial Solutions's revenue change in Q2 2026?
Capital Markets Software Solutions +$6.6M (+11%); Investment Companies Compliance and Communications Management −$3.5M (-11%); Capital Markets Compliance and Communications Management +$2.4M (+3%).