DFIN Stock - Donnelley Financial Solutions, Inc.
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Financial Statements
| Metric | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|
| Revenue | $781.90M | $797.20M | $833.60M | $993.30M | $894.50M |
| Gross Profit | $484.00M | $463.90M | $463.40M | $580.20M | $398.50M |
| Gross Margin | 61.9% | 58.2% | 55.6% | 58.4% | 44.6% |
| Operating Income | $136.60M | $110.00M | $145.00M | $219.30M | $3.60M |
| Net Income | $92.40M | $82.20M | $102.50M | $145.90M | $-25,900,000 |
| Net Margin | 11.8% | 10.3% | 12.3% | 14.7% | -2.9% |
| EPS | $3.16 | $2.81 | $3.33 | $4.36 | $-0.76 |
Donnelley Financial Solutions, Inc. operates as a risk and compliance solutions company worldwide. The company operates through four segments: Capital Markets Software Solutions (CM-SS), Capital Markets Compliance and Communications Management (CM-CCM), Investment Companies Software Solutions (IC-SS), and Investment Companies Compliance and Communications Management (IC-CCM). The CM-SS segment provides Venue, ActiveDisclosure, eBrevia, and other solutions to public and private companies to manage public and private transaction processes, extract data, and analyze contracts; collaborate; and tag, validate, and file SEC documents. The CM-CCM segment offers tech-enabled services and print and distribution solutions to public and private companies for deal solutions and SEC compliance requirements. The IC-SS segment provides clients with the Arc Suite platform that contains a comprehensive suite of cloud-based solutions and services that enable storage and management of compliance and regulatory information in a self-service and central repository for accessing, assembling, editing, translating, rendering, and submitting documents to regulators. The IC-CCM segment offers clients with tech-enabled solutions for creating and filing regulatory communications and solutions for investor communications, as well as XBRL-formatted filings pursuant to the Investment Act, through the SEC EDGAR system. This segment also provides turnkey proxy services, including discovery, planning and implementation, print and mail management, solicitation, tabulation services, shareholder meeting review, and expert support. Donnelley Financial Solutions, Inc. was founded in 1983 and is headquartered in Chicago, Illinois.
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Price Targets
Recent Analyst Actions
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| April 12th 2024 | DA Davidson | Upgrade | Buy | $72← $60 |
| June 30th 2023 | Needham | Initiation | Buy | $55 |
Earnings History & Surprises
DFINEPS Surprise History
Quarterly EPS Details
| Period | Report Date | Estimated EPS | Actual EPS | Surprise | Result |
|---|---|---|---|---|---|
Q2 2026 | Apr 28, 2026 | — | — | — | — |
Q1 2026 | Feb 16, 2026 | — | — | — | — |
Q4 2025 | Oct 29, 2025 | $0.41 | $0.86 | +109.8% | ✓ BEAT |
Q3 2025 | Jul 31, 2025 | $0.56 | $1.49 | +163.7% | ✓ BEAT |
Q2 2025 | Apr 30, 2025 | $0.70 | $1.24 | +77.1% | ✓ BEAT |
Q1 2025 | Feb 18, 2025 | $0.48 | $0.40 | -16.7% | ✗ MISS |
Q4 2024 | Oct 31, 2024 | $0.78 | $0.48 | -38.5% | ✗ MISS |
Q3 2024 | Jul 31, 2024 | $1.41 | $1.66 | +17.7% | ✓ BEAT |
Q2 2024 | May 1, 2024 | $0.78 | $0.91 | +16.7% | ✓ BEAT |
Q1 2024 | Feb 20, 2024 | $0.62 | $0.61 | -1.6% | ✗ MISS |
Q4 2023 | Nov 1, 2023 | $0.60 | $0.72 | +20.0% | ✓ BEAT |
Q3 2023 | Aug 2, 2023 | $1.00 | $1.34 | +34.0% | ✓ BEAT |
Q2 2023 | May 3, 2023 | $0.50 | $0.62 | +24.0% | ✓ BEAT |
Q1 2023 | Feb 21, 2023 | $0.78 | $0.59 | -24.4% | ✗ MISS |
Q4 2022 | Nov 2, 2022 | $0.94 | $0.77 | -18.1% | ✗ MISS |
Q3 2022 | Aug 3, 2022 | $0.89 | $1.54 | +73.0% | ✓ BEAT |
Q2 2022 | May 5, 2022 | $0.95 | $0.82 | -13.7% | ✗ MISS |
Q1 2022 | Feb 22, 2022 | $1.26 | $1.07 | -15.1% | ✗ MISS |
Q4 2021 | Nov 3, 2021 | $0.79 | $1.36 | +72.2% | ✓ BEAT |
Q3 2021 | Aug 4, 2021 | $0.93 | $1.38 | +48.4% | ✓ BEAT |
Latest News
Needham Maintains Buy on Donnelley Financial Solns, Lowers Price Target to $57
➖ NeutralDonnelley Financial Solutions shares are trading lower after the company reported Q3 financial results and issued Q4 sales guidance below estimates.
📉 NegativeDonnelley Financial Solns Sees Q4 Sales $150.000M-$160.000M vs $165.435M Est
📉 NegativeDonnelley Financial Solns Q3 Adj. EPS $0.86 Beats $0.57 Estimate, Sales $175.300M Beat $169.700M Estimate
📈 PositiveNeedham Reiterates Buy on Donnelley Financial Solns, Maintains $72 Price Target
📈 PositiveFrequently Asked Questions about DFIN
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