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How Donnelley Financial Solutions (DFIN) makes money

Donnelley Financial Solutions (DFIN) made $185M of revenue in the third quarter 2026 (Q3 2026), +6% from a year earlier. Capital Markets Software Solutions brought in $64.1M (35%); Capital Markets Compliance and Communications Management brought in $61.9M (33%); Investment Companies Software Solutions brought in $31.1M (17%). Of every dollar of revenue, 18¢ was left as operating profit, 12¢ was left as net earnings.

Drawing the Sankey…

Donnelley Financial Solutions revenue by segment, Q3 2026Donnelley Financial Solutions revenue by segment, Q3 2026Capital Markets Software Solutions$64.1MCapital Markets Compliance and Co…$61.9MInvestment Companies Software Sol…$31.1MInvestment Companies Compliance a…$27.9M
Donnelley Financial Solutions: revenue by line, Q1 2025 to Q3 2026Donnelley Financial Solutions: revenue by line, Q1 2025 to Q3 2026Capital Markets Compl…Capital Markets Softw…Investment Companies …Investment Companies …Capital Markets Compliance and Communications Management: $61.9M latest$61.9MCapital Markets Software Solutions: $64.1M latest$64.1MInvestment Companies Software Solutions: $31.1M latest$31.1MInvestment Companies Compliance and Communications Management: $27.9M latest$27.9MQ1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026Q3 2026
Capital Markets Software Solutions went from 26% of revenue in Q1 2025 to 35% in Q3 2026, the largest shift in the mix.
Donnelley Financial Solutions revenue by quarterDonnelley Financial Solutions revenue by quarter$201MQ1 2025$218MQ2 2025$175MQ3 2025$172MQ4 2025$206MQ1 2026$224MQ2 2026$185MQ3 2026
Donnelley Financial Solutions: where each dollar of revenue goesDonnelley Financial Solutions: where each dollar of revenue goesOperating profit18¢Income tax5¢Net earnings12¢Operating cash flow53¢Free cash flow46¢

Revenue by segment, Q3 2026

SegmentRevenueShareQ/QY/Y
Capital Markets Software Solutions$64.1M34.6%-2%+9%
Capital Markets Compliance and Communications Management$61.9M33.5%-35%+8%
Investment Companies Software Solutions$31.1M16.8%-8%-2%
Investment Companies Compliance and Communications Management$27.9M15.1%-3%+2%

Where each dollar of revenue goes

LineQ3 2026% of revenue
Revenue$185M100.0%
Operating profit$32.6M17.6%
Income tax$8.5M4.6%
Net earnings$21.3M11.5%
Operating cash flow$98.2M53.1%
Free cash flow$85.8M46.4%

Revenue, quarter by quarter

QuarterRevenueY/Y
Q3 2026$185M+6%
Q2 2026$224M+3%
Q1 2026$206M+2%
Q4 2025$172M+10%
Q3 2025$175M-2%
Q2 2025$218M-10%
Q1 2025$201M-1%

From Donnelley Financial Solutions' 10-Q filed Oct 29, 2026 (on EDGAR).

Questions

How does Donnelley Financial Solutions make money?

Donnelley Financial Solutions (DFIN) made $185M of revenue in the third quarter 2026 (Q3 2026), +6% from a year earlier. Capital Markets Software Solutions brought in $64.1M (35%); Capital Markets Compliance and Communications Management brought in $61.9M (33%); Investment Companies Software Solutions brought in $31.1M (17%). Of every dollar of revenue, 18¢ was left as operating profit, 12¢ was left as net earnings.

What is Donnelley Financial Solutions' biggest business?

Capital Markets Software Solutions: $64.1M in the third quarter 2026, 35% of revenue, +9% from a year earlier.

What is Donnelley Financial Solutions' profit margin?

Net earnings were $21.3M, 11.5% of revenue, in the third quarter 2026; the operating margin was 17.6%.

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Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.