Donnelley Financial Solutions (DFIN) To Report Earnings Tomorrow: Here Is What To Expect

Donnelley Financial Solutions (DFIN) To Report Earnings Tomorrow: Here Is What To Expect

Jabin Bastian

Mon, February 16, 2026 at 12:05 PM GMT+9 2 min read

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DFIN

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Financial regulatory software provider Donnelley Financial Solutions (NYSE:DFIN) will be announcing earnings results this Tuesday before market open. Here’s what you need to know.

Donnelley Financial Solutions beat analysts’ revenue expectations by 3.3% last quarter, reporting revenues of $175.3 million, down 2.3% year on year. It was an exceptional quarter for the company, with a beat of analysts’ EPS estimates and a solid beat of analysts’ revenue estimates.

Is Donnelley Financial Solutions a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, analysts are expecting Donnelley Financial Solutions’s revenue to be flat year on year at $155.3 million, improving from the 11.4% decrease it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.41 per share.

Donnelley Financial Solutions Total Revenue

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Donnelley Financial Solutions has missed Wall Street’s revenue estimates five times over the last two years.

Looking at Donnelley Financial Solutions’s peers in the diversified financial services segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Corpay delivered year-on-year revenue growth of 20.7%, beating analysts’ expectations by 0.7%, and WEX reported revenues up 5.7%, topping estimates by 1.2%. Corpay traded up 11.6% following the results while WEX’s stock price was unchanged.

Read our full analysis of Corpay’s results here and WEX’s results here.

The euphoria surrounding Trump’s November win lit a fire under major indices, but potential tariffs have caused the market to do a 180 in 2025. While some of the diversified financial services stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 6.1% on average over the last month. Donnelley Financial Solutions is down 26.4% during the same time and is heading into earnings with an average analyst price target of $64.33 (compared to the current share price of $39.12).

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