Donnelley Financial Solutions, Inc. filed its quarterly report on Form 10-Q for the period ended September 30, 2026, disclosing net earnings of $21.3 million for the third quarter and $91.2 million for the nine months ended September 30, 2026.

Key Highlights

  • Total net sales of $185.0 million for the three months ended September 30, 2026, up from $175.3 million in the same period of 2025, according to the filing.
  • Nine-month total net sales of $614.7 million compared to $594.5 million for the nine months ended September 30, 2025, as reported.
  • Net earnings of $21.3 million for Q3 2026, compared to a net loss of $40.9 million in Q3 2025, which the filing attributes in part to an $82.8 million pension plan settlement charge recorded in Q3 2025.
  • Basic earnings per share of $0.86 for Q3 2026, versus a loss of $1.49 per share in Q3 2025, per the filing.
  • Software solutions net sales of $95.2 million in Q3 2026, compared to $90.7 million in Q3 2025, as disclosed.
  • 24,353,215 shares of common stock outstanding as of October 23, 2026, according to the filing.

Donnelley Financial Solutions Reports Q3 and Nine-Month 2026 Results

Donnelley Financial Solutions, Inc. (NYSE:DFIN), a Delaware-incorporated provider of software solutions and tech-enabled services, disclosed its unaudited condensed consolidated financial results for the three and nine months ended September 30, 2026. According to the filing, total net sales for Q3 2026 were $185.0 million, broken down into software solutions of $95.2 million, tech-enabled services of $72.3 million, and print and distribution of $17.5 million. Total cost of sales for the quarter was $65.2 million, essentially flat compared to $65.3 million in Q3 2025.

The company reported income from operations of $32.6 million for Q3 2026, compared to $28.2 million in Q3 2025. The filing shows that the prior-year third quarter included an $82.8 million pension plan settlement charge, which contributed to a loss before income taxes of $57.9 million in Q3 2025 versus earnings before income taxes of $29.8 million in Q3 2026. Net earnings for the quarter were $21.3 million, or $0.86 per basic share, compared to a net loss of $40.9 million, or $1.49 per basic share, in the year-ago period.

For the nine months ended September 30, 2026, the company reported total net sales of $614.7 million and net earnings of $91.2 million, or $3.62 per basic share, compared to $594.5 million in net sales and $26.2 million in net earnings, or $0.94 per basic share, for the same period of 2025. Selling, general and administrative expenses for the nine months were $215.0 million, up from $203.1 million in the prior-year period. Restructuring, impairment and other charges, net, were $3.2 million for the nine-month period, compared to $4.8 million in the nine months ended September 30, 2025. The filing notes that forward-looking statements it contains are subject to risks and uncertainties, including volatility in global financial markets, cybersecurity risks, and competitive pressures, and are the company's own statements subject to its cautionary language.

What Was Disclosed

Donnelley Financial Solutions filed its Form 10-Q for the quarter ended September 30, 2026, reporting total Q3 net sales of $185.0 million and net earnings of $21.3 million, with nine-month net earnings of $91.2 million compared to $26.2 million in the prior-year period.