Every 8-K that Donnelley Financial Solutions, Inc. (DFIN) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow DFIN and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full DFIN filings page.
Donnelley Financial Solutions reported second-quarter 2026 net sales of $224.2 million, up 2.8% year over year, and net earnings of $36.4 million, or $1.44 per diluted share. Adjusted EBITDA rose to $82.3 million, with Adjusted EBITDA margin improving to 36.7%. Operating cash flow reached $74.7 million and Free Cash Flow was $61.2 million, both higher than a year earlier.
Software solutions net sales were a record $99.4 million, up 7.8% and representing 44.3% of total net sales, while tech-enabled services grew 5.9% and print and distribution declined 15.0%. The company repurchased 763,451 shares for about $34.7 million and ended June 30, 2026 with gross leverage of 0.8x, net leverage of 0.7x, and net available liquidity of $227.4 million. For the third quarter of 2026, it guided total net sales to $175–$185 million and Adjusted EBITDA margin to 26%–28%.
Donnelley Financial Solutions is updating its leadership team and reporting results from its recent stockholder meeting. Craig Clay, Executive Vice President and President of Global Capital Markets, will transition out of his role and serve as an advisor through December 31, 2026, receiving previously disclosed severance benefits under the Executive Severance Plan.
The company appointed Ken Napolitano as its first Chief Revenue Officer, effective June 1, 2026, and will move Eric Johnson to a new role as President, Key Accounts. At the May 13, 2026 Annual Meeting, all nine director nominees were elected, stockholders approved the advisory vote on executive compensation, and ratified Deloitte & Touche LLP as independent auditor for fiscal 2026.
Donnelley Financial Solutions reported first-quarter 2026 net sales of $205.5 million, up 2.2% from 2025, with net earnings rising to $33.5 million, or $1.27 per diluted share, from $1.05. Adjusted EBITDA reached $70.6 million with a 34.4% margin, about 50 basis points higher year over year.
Software solutions net sales grew 8.4% to $91.7 million and made up 44.6% of total net sales, up from 42.1%. Operating cash flow improved to $(5.6) million from $(37.7) million, and free cash flow improved to $(16.0) million from $(51.0) million. Gross leverage stood at 0.9x and net leverage at 0.8x as of March 31, 2026.
The company repurchased 594,782 shares for about $28.3 million at an average price of $47.58, and the Board approved a new share repurchase authorization of up to $150 million through December 31, 2027, replacing the prior program. Second-quarter 2026 guidance calls for net sales of $215–$225 million, adjusted EBITDA margin of 34–36%, and capital markets transactional net sales of $40–$45 million.
Donnelley Financial Solutions, Inc. announced that its Board of Directors authorized a new share repurchase program for up to $150 million of outstanding common stock. Repurchases may begin on April 17, 2026 and can occur on the open market or through privately negotiated transactions.
This authorization replaces a prior $150 million program that had approximately $15 million remaining and will be effective through December 31, 2027. Management will decide the timing and amount of repurchases based on market conditions and other factors, and may use a Rule 10b5-1 plan. The program can be suspended or discontinued at any time.
Donnelley Financial Solutions reported stronger fourth-quarter 2025 results, with net sales rising 10.4% to $172.5 million and Adjusted EBITDA climbing 44.5% to $45.8 million, lifting the Adjusted EBITDA margin to 26.6%. GAAP net earnings were stable at $6.2 million, or $0.23 per diluted share.
For full-year 2025, net sales were $767.0 million, down 1.9%, while Adjusted EBITDA increased to $239.8 million with a record margin of 31.3%. GAAP net earnings fell to $32.4 million, mainly reflecting an $82.8 million pension plan settlement charge. DFIN guided first-quarter 2026 net sales to $200–$210 million and an Adjusted EBITDA margin of 33–35%, supported by capital markets transactional net sales of $45–$50 million.
Donnelley Financial Solutions (DFIN) furnished a current report announcing it issued a press release with financial results for the third quarter ended September 30, 2025. The company disclosed this under Item 2.02 of Form 8-K.
The information in Item 2.02 and Exhibit 99.1 is designated as furnished and not deemed filed under the Exchange Act, unless expressly stated otherwise. The press release is included as Exhibit 99.1. DFIN’s common stock trades on the NYSE under the symbol DFIN.
Donnelley Financial Solutions (DFIN) furnished an 8‑K stating it issued a press release with details on third‑quarter results for the period ended September 30, 2025, tied to the completion of its previously disclosed pension plan termination.
The disclosure is provided under Item 2.02 and, along with Exhibit 99.1, is deemed furnished and not filed under the Exchange Act. The filing also lists the Cover Page Inline XBRL data as Exhibit 104.