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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.
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.
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