Filing Flows › Donnelley Financial Solutions (DFIN) › Q3 2026
Donnelley Financial Solutions (DFIN) Q3 2026 earnings results (third quarter 2026)
10-Q filed Oct 29, 2026
Donnelley Financial Solutions (DFIN) reported revenue of $185M for the third quarter 2026 (Q3 2026), +6% from a year earlier and -17% from the quarter before. Operating margin was 17.6%, net earnings $21.3M (11.5% of revenue).
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 follows the revenue to costs, profit and cash.
| Q3 2026 | Amount | Q/Q | Y/Y |
|---|---|---|---|
| Revenue | $185M | -17% | +6% |
| Operating profit | $32.6M | -42% | +16% |
| Net earnings | $21.3M | -41% | — |
| Operating cash flow | $98.2M | +31% | +32% |
| Free cash flow | $85.8M | — | +45% |
What changed
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.
Questions
What was Donnelley Financial Solutions' revenue in the third quarter 2026?
Donnelley Financial Solutions (DFIN) reported revenue of $185M for the third quarter 2026 (Q3 2026), +6% from a year earlier and -17% from the quarter before.
Was Donnelley Financial Solutions profitable in the third quarter 2026?
Operating profit was $32.6M (17.6% of revenue) and net earnings $21.3M.