Latest Earnings Results: Q2 '26
Estimated EPS
$1.63
Reported EPS
$1.76
Surprise
+7.76%
Estimated Rev
$221.4M
Reported Rev
$224.2M
Surprise
+1.26%
• Reported GAAP EPS of $1.45 up 11.54% YoY • Reported revenue of $224.2M up 2.80% YoY • Donnelley Financial Solutions, Inc. provides third-quarter 2026 guidance of $175 million to $185 million for total net sales, 26% to 28% for Adjusted EBITDA margin, and $45 million to $50 million for transactional net sales.
Bullish Takeaway
Donnelley Financial Solutions, Inc. achieved record software sales, expanded Adjusted EBITDA margins through operating efficiencies, and benefited from better-than-expected capital markets transactional revenue despite a challenging and uncertain macroeconomic environment.
Bearish Takeaway
Donnelley Financial Solutions, Inc. reported a decline in traditional compliance and print revenue, faced higher selling expenses, and noted that macroeconomic uncertainty and market volatility remain risks to future performance.
Generated by Stocktwits using AI and company-reported earnings data for Q2 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q3 '26 | $0.88 | -- | -- | N/A |
Q2 '26 | $1.63 | $1.76 | 7.76% | BEAT |
Q1 '26 | $1.35 | $1.45 | 7.67% | BEAT |
Q4 '25 | $0.41 | $0.70 | 70.62% | BEAT |
Q3 '25 | $0.57 | $0.86 | 50.00% | BEAT |