Donnelley Financial Solutions Q1 Earnings Call Highlights

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MarketBeat

Wed, May 6, 2026 astatine 5:12 AM CDT 10 min read

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Donnelley Financial Solutions (NYSE:DFIN) reported first-quarter 2026 results that absorption said extended the “positive momentum” seen precocious past year, delivering year-over-year nett income growth, higher Adjusted EBITDA, borderline expansion, and improved currency travel contempt what executives described arsenic a volatile marketplace backdrop.

First-quarter results and premix displacement toward bundle

President and CEO Dan Leib said the institution posted first-quarter nett income of $205.5 million, up 2.2% from the archetypal 4th of 2025. Adjusted EBITDA roseate to $70.6 million, with an Adjusted EBITDA borderline of 34.4%. Leib said some profitability measures were “significantly stronger than humanities periods with akin gross profiles,” attributing the show to nett income maturation and outgo management.

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Leib highlighted continued advancement successful shifting the concern toward software, with bundle solutions nett income rising 8.4% twelvemonth implicit year. Software represented 44.6% of full nett income successful the quarter, astir 250 ground points higher than a twelvemonth ago. On a trailing four-quarter basis, bundle solutions made up 47.4% of sales, astir 460 ground points higher than the comparable trailing period, which Leib said supports the company’s people of getting to astir 60% of full nett income from bundle solutions by 2028.

While people and organisation nett income accrued moderately successful the 4th owed to a ample peculiar proxy project, Leib said the company’s semipermanent presumption connected people request remains unchanged. DFIN continues to expect secular diminution successful printed products successful the scope of 5% to 6% annually, with fluctuations based connected transactional volumes.

ActiveDisclosure maturation and broader merchandise updates

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A cardinal operator of bundle maturation was ActiveDisclosure, the company’s recurring compliance bundle product. Leib said ActiveDisclosure delivered astir 21% income growth, marking its sixth consecutive 4th of double-digit income growth, supported by maturation successful lawsuit number and higher mean worth per client. He tied that momentum to the company’s modulation from the bequest level to “new AD,” arsenic good arsenic improved income execution.

Leib besides noted that definite accepted activities are migrating onto ActiveDisclosure, including a higher fig of transactional documents and proxy statements completed connected the level compared to the prior-year quarter, a inclination helium expects to continue.

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