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Donnelley Financial Solutions (DFIN) investor relations material
Donnelley Financial Solutions Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary31 Jul, 2025
Executive summary
Record software solutions net sales of $92.2M, up 7.7% year-over-year, now 42.3% of total net sales, driven by recurring compliance products and improved Venue sales.
Adjusted EBITDA was $76.3M with a 35.0% margin, supported by cost controls and sales mix shift.
Net earnings for Q2 2025 were $36.1M ($1.28 per diluted share), down 18.1% year-over-year, reflecting lower transactional volumes and after-tax charges.
Operating and free cash flow increased year-over-year, reflecting improved efficiency and business resilience.
Board authorized a new $150M share repurchase program, with 787,000 shares repurchased for $34.3M in Q2.
Financial highlights
Q2 2025 total net sales were $218.1M, down 10.1% year-over-year due to lower print and transactional volumes.
Adjusted EBITDA margin was 35.0%, the second highest in company history.
Free cash flow was $51.7M, up $14.9M year-over-year, driven by favorable working capital and lower capex.
Software Solutions comprised 42.3% of Q2 net sales, up 700 basis points year-over-year.
Q2 2025 diluted EPS was $1.28, down from $1.47 year-over-year.
Outlook and guidance
Q3 2025 consolidated net sales expected between $165M and $175M; midpoint implies a 5.3% year-over-year decline.
Q3 adjusted EBITDA margin guidance is 23% to 25%, similar to last year.
Capital Markets transactional net sales expected between $35M and $40M for Q3.
Long-term projections call for mid-teens software sales growth and consolidated sales growth in the low single digits.
Capital expenditures for 2025 projected at $60M–$65M, focused on software development.
What assumptions back Q3 transactional guidance?
How does the Tailored Shareholder Report impact Arc Suite?
Update on pension annuitization timing/cash impact?
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Next Donnelley Financial Solutions earnings date
Q3 202530 Oct, 2025
Next Donnelley Financial Solutions earnings date
Q3 202530 Oct, 2025
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Frequently asked questions
Donnelley Financial Solutions Inc provides risk and compliance solutions, including regulatory reporting software, data management platforms, and financial communication services. The company serves public and private companies, law firms, and investment firms across global markets. The company is headquartered in Chicago, Illinois, and its shares are listed on the NYSE.
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