Donnelley Financial Solutions, Inc. Q4 2025 Earnings Call Summary

Completed 'Chapter 2' of corporate transformation, shifting the business model from legacy print toward a high-margin, software-centric compliance platform. Achieved record adjusted EBITDA margins of 31.3% for the full year despite lower overall revenue, demonstrating structural profitability gains from a more favorable sales mix. Software Solutions now represent approximately 47% of total net sales, driven by 13% aggregate growth in recurring compliance products ActiveDisclosure and Arc Suite. Acti ...