DFIN

Donnelley Financial Solutions, Inc.

Donnelley Financial Solutions, Inc. is classed by the SEC under Services-Miscellaneous Business Services (industry code 7380), based in Lancaster, PA. In its latest annual figures on file, for the fiscal year ended 2025-12-31, it reported revenue of $767 million and a profit of $32 million (its filed statements).

Marketplace business Services-Miscellaneous Business Services Lancaster, PA filings since 2016 9 of 9 filed

Sector peers: ARLONPKIFTDRASPS

5.2/10headline grade
vs its business-model standard

Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a marketplace business: prior from its industry code (SEC 7380, Services-Miscellaneous Business Services); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.

The grade, in three tenses

Headline 5.2 out of ten, 9 of 9 metrics filed: past 5.8 out of ten, present 5.9 out of ten, future 4.3 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.

The nine metrics

  • Surviving crises (past): 7.4 out of ten. No warning events in its filings since 2017. 74th percentile among 35 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Track record (past): 3.5 out of ten. -2.7% a year over 10 filed years; profitable in 9 of 10. 34th percentile among 33 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Shareholder treatment (past): 7.9 out of ten. Share count shrank 4.4% a year. 67% of cash flow returned. Insiders: 7 sales, 3 purchases. 79th percentile among 24 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Financial health (present): 7.1 out of ten. ROE 9%: 9¢ of profit per shareholder dollar. Leverage 53%: owes 53¢ per asset dollar. 71st percentile among 35 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Industry position (present): 4.0 out of ten. bottom 40% of 35 in its family; net margin 4.2%. 40th percentile among 35 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Leadership (present): 7.8 out of ten. top 23% of 20 in its family for leadership; chief executive since 2016. 77th percentile among 20 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
  • Room to expand (future): 4.9 out of ten. bottom 49% of 35 in its family for room to expand. 49th percentile among 35 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Growth drivers (future): 4.0 out of ten. bottom 40% of 33 in its family for growth drivers. 40th percentile among 33 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
  • Expectations vs reality (future): 3.7 out of ten. bottom 37% of 29 in its family for expectations against reality. 37th percentile among 29 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).

The filing record

Newest annual report: Form 10-K filed 2026-02-17 for the period ended 2025-12-31 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-07-30 for the period ended 2026-06-30 (on EDGAR). Newest results release: Form 8-K filed 2026-07-30 (on EDGAR). Newest filing: Form 4, 2026-09-17. Filings on record since 2016. Read from EDGAR 2026-10-12.

Where the revenue comes from

Lines of business in fiscal 2025: Capital Markets Compliance and Communications Management 39%, Capital Markets Software Solutions 30%, Investment Companies Software Solutions 17%, Investment Companies Compliance and Communications Management 15%. By geography: United States 89%, Europe 4%, Canada 3%, Asia 3%, Other Geographic Area under 1%. As tagged in its annual report (Form 10-K, filed 2026-02-17).

Who runs it

Leib, Daniel (Chief Executive Officer); Johnson, Eric J (President, GIC); Gardella, David A (Chief Financial Officer); Williams, Robert Kirk (Chief People & Intl Officer); Trzcinski, Leah Marie (Chief Legal Officer); Turner, Kami (Chief Accounting Officer); Clay, Craig (Senior Advisor); Binz, Joseph Leo (director); Aguilar, Luis A (director); Crandall, Richard L (director); and 5 more. 15 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-09-30.

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