Donnelley Financial Solutions, Inc. (DFIN)

From the record

Donnelley Financial Solutions, Inc.'s filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

From the record

Donnelley Financial Solutions, Inc.'s 10 filed years say what it did: revenue went from $984 million in fiscal 2016 to $767 million in fiscal 2025, down 2.7% a year; it rose in 3 of 9 years; the deepest fall was 24% from fiscal 2017 to fiscal 2025; net income was positive in 9 of 10 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2025-12-31, Donnelley Financial Solutions, Inc.'s diluted share count shrank about 4.4% a year, and dividends and buybacks returned about 67% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 20 sales (6 under scheduled 10b5-1 plans) and 3 purchases of their own stock on the open market in the year to 2026-11-10, buying about $1000 thousand (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2025-12-31, Donnelley Financial Solutions, Inc. earned about 9 cents of profit for every dollar of shareholders' money. Leverage: it owed about 53 cents per dollar of assets, and net share issuance: its share count shrank 6.6% over the year (the filed statements).

From the record

Donnelley Financial Solutions, Inc.'s standing among 35 graded names in its industry family: revenue of $767 million in fiscal 2025 ranks in the bottom 47% by size; a net margin of 4.2% ranks in the top 41%; revenue growth of -2.7% a year over the last 3 filed years ranks in the bottom 13% (its annual reports).

From the record

Donnelley Financial Solutions, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Leib, Daniel (Chief Executive Officer, as filed), filing under that title since 2016-09-20, 10.1 years (top 34% of its family); the 15 officers and directors filing in the last fifteen months have been on the record a median of 8.1 years (top 22%); 3 officer or director changes were reported on Form 8-K since 2023-11-13, against the 15 people in charge now (top 11%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

Donnelley Financial Solutions, Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $25 million against debt of $166 million leaves -17.6% of its assets as net cash, bottom 40% of its family; cash from operations less capital spending is 14.1% of revenue (top 41%) (its annual report).

From the record

Donnelley Financial Solutions, Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew -2.7% a year over the last three filed years against -2.7% over all 10, slowing (bottom 49% of its family); the newest year grew -1.9% (bottom 13%); capital spending grew 1.8% a year (top 44%) (its annual reports). Donnelley Financial Solutions, Inc. reported 4 lines of business in fiscal 2025: Capital Markets Compliance and Communications Management at $296 million (39%), Capital Markets Software Solutions at $230 million (30%), Investment Companies Software Solutions at $128 million (17%), and 1 more; 2 of 4 grew against the year before (its annual report).

From the record

Donnelley Financial Solutions, Inc.'s newest year against its own record: revenue of $767 million in fiscal 2025 came in 1.3% above the $757 million its prior three years' pace pointed to (bottom 47% of its family); net income of $32 million against a prior three-year average of $92 million (bottom 36%); a net margin of 4.2% against 11.5% before (bottom 29%) (its annual reports).