Filing Flows › Donnelley Financial Solutions (DFIN) › Q2 2026
Donnelley Financial Solutions (DFIN) Q2 2026 earnings results (second quarter 2026)
10-Q filed Jul 30, 2026
Donnelley Financial Solutions (DFIN) reported revenue of $224M for the second quarter 2026 (Q2 2026), +3% from a year earlier and +9% from the quarter before. Operating margin was 25.0%, net earnings $36.4M (16.2% of revenue).
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 follows the revenue to costs, profit and cash.
| Q2 2026 | Amount | Q/Q | Y/Y |
|---|---|---|---|
| Revenue | $224M | +9% | +3% |
| Operating profit | $56.0M | +15% | +6% |
| Net earnings | $36.4M | +9% | +0.8% |
| Operating cash flow | $74.7M | — | +9% |
| Free cash flow | $61.2M | — | +18% |
What changed
Revenue was $224.2M in Q2 2026, up 3% year over year and up 9% from the previous quarter. Capital Markets Compliance and Communications Management was the largest line at 43% of revenue. Capital Markets Software Solutions added $6.6M year over year (up 11%), 108% of the total change. Investment Companies Compliance and Communications Management declined 11%.
Operating profit was $56.0M, a 25.0% margin (up 0.8 points year over year). Of the extra revenue versus Q2 2025, 52% reached operating profit, above the 24% margin then. Total costs grew 2% against revenue growth of 3%. Net earnings were $36.4M, up 1% year over year. The effective tax rate was 30.1%.
Operating cash flow was $74.7M (up 9% year over year), 205% of net earnings. Non-cash charges added back $15.0M of depreciation and amortization and $9.3M of share-based compensation. Working capital and other items added $14.0M. After capital expenditures ($13.5M), free cash flow as the company reports it was $61.2M.
Questions
What was Donnelley Financial Solutions' revenue in the second quarter 2026?
Donnelley Financial Solutions (DFIN) reported revenue of $224M for the second quarter 2026 (Q2 2026), +3% from a year earlier and +9% from the quarter before.
Was Donnelley Financial Solutions profitable in the second quarter 2026?
Operating profit was $56.0M (25.0% of revenue) and net earnings $36.4M.