• Donnelley Financial Solutions first-quarter 2026 earnings call drew CEO Daniel N. Leib, CFO David A. Gardella, President of Global Capital Markets Craig D. Clay, Head of Investor Relations Michael Zhao, with analysts from CJS Securities and Needham.
• Net sales rose 2.2% to USD 205.5 million; adjusted EBITDA increased 3.5% to USD 70.6 million; adjusted EBITDA margin expanded 50 basis points to 34.4% despite heightened market volatility.
• Software solutions net sales grew 8.4% to 44.6% of total; ActiveDisclosure sales climbed about 21% for a sixth straight quarter of double-digit growth, supported by migration of transactional documents and proxy work onto platform.
• Second-quarter outlook calls for net sales of USD 215 million to USD 225 million, adjusted EBITDA margin of 34% to 36%; capital markets transactional revenue forecast at USD 40 million to USD 45 million, reflecting softer deal completions since March.
• Board authorized new USD 150 million share repurchase program through Dec. 31, 2027; 595,000 shares repurchased in first quarter for USD 28.3 million at average price USD 47.58.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Donnelley Financial Solutions Inc. published the original content used to generate this news brief on May 08, 2026, and is solely responsible for the information contained therein.