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Donnelley Financial Solutions Publishes Q3 2026 Earnings Call Transcript

By Public Technologies
  • Donnelley Financial Solutions’ third-quarter 2026 earnings call featured CEO Daniel N. Leib, CFO David A. Gardella and investor-relations head Michael Zhao.
  • Management forecast fourth-quarter sales of USD 175 million to USD 180 million, with an adjusted EBITDA margin of 26%–27%.
  • Third-quarter sales rose 5.5% to USD 185 million; adjusted EBITDA reached USD 54.4 million.
  • ActiveDisclosure revenue grew approximately 24%, with IPO filings shifting onto the platform accounting for slightly more than half the growth.
  • ArcFlex revenue is expected to ramp up in 2027; proposed e-delivery rules could partially shift print revenue toward software around 2028.


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