Filing Flows › Donnelley Financial Solutions (DFIN) › Q3 2026 › vs Q3 2025
Donnelley Financial Solutions (DFIN) Q3 2026 vs Q3 2025 (year over year)
Donnelley Financial Solutions's revenue rose $9.7M (+6%) from $175M in Q3 2025 to $185M in Q3 2026. The biggest changes: Capital Markets Software Solutions +$5.1M (+9%); Capital Markets Compliance and Communications Management +$4.7M (+8%); Investment Companies Software Solutions −$600K (-2%). Operating margin 17.6% against 16.1% (+1.5 pts).
Donnelley Financial Solutions, Q3 2026: revenue $185M (+6% year over year), operating margin 17.6%, net earnings $21.3M, operating cash flow $98.2M. The chart draws each line against Q3 2025, the increases inside each band.
Margins
| Q3 2026 | Q3 2025 | Change | |
|---|---|---|---|
| Operating margin | 17.6% | 16.1% | +1.5 pts |
| Net margin | 11.5% | -23.3% | +34.8 pts |
| Free cash flow margin | 46.4% | 33.8% | +12.6 pts |
Every line
| Line | Q3 2026 | Q3 2025 | Change | % |
|---|---|---|---|---|
| Capital Markets Software Solutions | $64.1M | $59.0M | $5.1M | +9% |
| Capital Markets Compliance and Communications Management | $61.9M | $57.2M | $4.7M | +8% |
| Investment Companies Software Solutions | $31.1M | $31.7M | −$600K | -2% |
| Investment Companies Compliance and Communications Management | $27.9M | $27.4M | $500K | +2% |
| Revenue | $185M | $175M | $9.7M | +6% |
| Operating profit | $32.6M | $28.2M | $4.4M | +16% |
| Costs & expenses | $152M | $147M | $5.3M | +4% |
| Pre-tax earnings | $29.8M | −$57.9M | $87.7M | — |
| Other expense, net | $2.8M | $86.1M | −$83.3M | -97% |
| Cost of revenue | $65.2M | $65.3M | −$100K | -0.2% |
| SG&A | $72.9M | $67.3M | $5.6M | +8% |
| Other operating costs | $14.3M | $14.5M | −$200K | -1% |
| Net earnings | $21.3M | −$40.9M | $62.2M | — |
| Income tax | $8.5M | −$17.0M | $25.5M | — |
| Depreciation & amortization | $14.3M | $15.2M | −$900K | -6% |
| Share-based compensation | $7.5M | $6.8M | $700K | +10% |
| Working capital & other | $55.1M | $93.3M | −$38.2M | -41% |
| Operating cash flow | $98.2M | $74.4M | $23.8M | +32% |
| Free Cash Flow (company-reported) | $85.8M | $59.2M | $26.6M | +45% |
| Capital expenditures | $12.4M | $15.2M | −$2.8M | -18% |
Questions
How much did Donnelley Financial Solutions's revenue grow year over year in Q3 2026?
Donnelley Financial Solutions's revenue rose $9.7M (+6%) from $175M in Q3 2025 to $185M in Q3 2026.
What drove Donnelley Financial Solutions's revenue change in Q3 2026?
Capital Markets Software Solutions +$5.1M (+9%); Capital Markets Compliance and Communications Management +$4.7M (+8%); Investment Companies Software Solutions −$600K (-2%).