---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-26-204994"
form_type: "8-K"
ticker: "DFIN"
cik: "0001669811"
company_name: "Donnelley Financial Solutions, Inc."
filed_at: "2026-05-05T23:59:59+00:00"
generated_at: "2026-05-14T23:26:01.915927+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.6
calibrated_materiality_score: 0.6
confidence: "high"
source: SEC EDGAR
---

# DFIN Q1 net sales $205.5M (+2.2% YoY); EPS $1.27 vs $1.05; Adjusted EBITDA $70.6M (+3.5%)

## Summary
- Net sales $205.5M (+2.2% YoY); net earnings $33.5M ($1.27 diluted EPS) vs $31.0M ($1.05) in Q1 2025.
- Adjusted EBITDA $70.6M (34.4% margin, +50 bps YoY); operating cash flow improved to -$5.6M from -$37.7M.
- Software solutions net sales $91.7M (+8.4%), now 44.6% of total sales (up from 42.1%).
- Board authorized new $150M share repurchase program through Dec 2027; repurchased 594,782 shares for $28.3M in Q1.

## SEC filing metadata
- accession: 0001193125-26-204994
- form_type: 8-K
- ticker: DFIN
- cik: 0001669811
- company_name: Donnelley Financial Solutions, Inc.
- filed_at: 2026-05-05T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.6
- calibrated_materiality_score: 0.6
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1669811/000119312526204994/0001193125-26-204994-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1669811/000119312526204994/dfin-20260505.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-26-204994
- JSON: https://secwatch.observer/filing/0001193125-26-204994.json
- Plain text: https://secwatch.observer/filing/0001193125-26-204994.txt

## Source-grounded claims
- claim_id: 848480c858d3d56a67cd9efd2f792bdd7c9f8d1a
  claim: Donnelley Financial Solutions, Inc. reported the first quarter ended March 31, 2026 results: revenue $205.5 million, net income $33.5 million, EPS $1.27 per diluted share.
  evidence_excerpt: Inc. (NYSE: DFIN) (the “Company” or “DFIN”) today reported financial results for the first quarter of 2026. First-Quarter 2026 First-Quarter 2025 $ Change % Change Net Sales $205.5 million $201.1 million $4.4 million 2.2% Net Earnings $33.5 million $31.0 million $2.5 million 8.1% Adjusted EBITDA (a) $70.6 million $68.2 million $2.4 million 3.5% Operating Cash Flow
  evidence_url: https://www.sec.gov/Archives/edgar/data/1669811/000119312526204994/0001193125-26-204994-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.