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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Donnelley Financial Solutions
Donnelley Financial Solutions (DFIN) investor relations material
Donnelley Financial Solutions Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary29 Oct, 2026
Executive summary
Q3 net sales rose 5.5% YoY to $185.0M; software sales grew 5.0% and accounted for 51.5% of sales.
Adjusted EBITDA increased 9.9% to $54.4M, with margin expanding 120 bps to 29.4%.
Net earnings were $21.3M, or $0.85 per diluted share, versus a $40.9M net loss, or a $1.49 diluted loss per share, in Q3 2025.
Trailing four-quarter sales were $787.2M, adjusted EBITDA was $253.1M and free cash flow was $178.9M.
Financial highlights
Q3 sales by offering: software $95.2M (+5.0%), tech-enabled services $72.3M (+5.4%) and print and distribution $17.5M (+9.4%).
Q3 gross margin was 57.2% versus 54.4%; adjusted non-GAAP gross margin was 64.8% versus 62.7%.
Q3 free cash flow was $85.8M versus $59.2M; nine-month free cash flow was $131.0M versus $59.9M.
Nine-month net sales rose 3.4% to $614.7M, and adjusted EBITDA reached $207.3M versus $194.0M.
Adjusted non-GAAP net earnings were $26.8M, or $1.07 per diluted share, versus $23.7M, or $0.86 per diluted share.
Outlook and guidance
Q4 2026 net sales guidance is $175M–$180M; adjusted EBITDA margin guidance is 26%–27%.
Q4 Capital Markets transactional net sales are estimated at $50M, with somewhat stronger IPO activity than Q3 and M&A activity broadly similar to Q3.
FY 2026 capital expenditures are expected to be $55M–$60M, with substantially all recent investment directed to software development.
2023–2028 projections: low-single-digit total sales CAGR, mid-teens software sales CAGR, adjusted EBITDA margin above 30%, and more than $500M cumulative free cash flow.
Priorities include growing software, migrating traditional services to SaaS and investing in new growth opportunities; ArcFlex adoption is expected to ramp in 2027.
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Latest events from Donnelley Financial Solutions
- Q2 2026 saw 2.8% sales growth, record software revenue, and margin expansion.DFIN
Q2 2026 - Transition to software, margin gains, and new products drive growth amid regulatory and market tailwinds.DFIN28th Annual Needham Growth Conference Virtual
- Q1 2026 saw 2.2% sales growth, margin expansion, and a new $150M share repurchase program.DFINQ1 2026
- Proxy covers director elections, executive pay, auditor ratification, and strong ESG focus.DFINProxy filing
- Virtual meeting to elect directors, approve pay, and ratify auditor, all board-recommended.DFINProxy filing
- Q4 net sales up 10.4% with record software growth, margin expansion, and strong 2026 outlook.DFINQ4 2025
- Software solutions growth and margin gains offset sales decline; pension charge drove net loss.DFINQ3 2025
- Record Q2 margin and net earnings driven by software growth and strong cash flow.DFINQ2 2024
- Software solutions growth and margin gains offset capital markets softness; share repurchases, new credit facility.DFINQ1 2025
Next Donnelley Financial Solutions earnings date
Q4 202617 Feb, 2027
Donnelley Financial Solutions
Next Donnelley Financial Solutions earnings date
Q4 202617 Feb, 2027
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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.