Donnelley Financial Solutions (NYSE:DFIN) Reports Mixed Q2 2025 Results: EPS Beat Offsets Revenue Miss

Donnelley Financial Solutions (NYSE:DFIN) reported mixed second-quarter 2025 results, with earnings per share (EPS) surpassing analyst expectations while revenue fell short. The company posted revenue of $218.1 million, below the consensus estimate of $230.0 million, representing a 5.2% miss. However, EPS came in at $1.49, slightly ahead of the $1.45 forecast.

Key Takeaways from Q2 2025 Earnings

• Revenue Miss: Sales of $218.1M fell short of the $230.0M estimate, reflecting softer-than-expected performance in one or more business segments.
• EPS Beat: The company delivered $1.49 in EPS, edging past the $1.45 consensus, likely due to cost controls or favorable margin trends.
• Market Reaction: Pre-market trading showed a decline of -1.35%, suggesting investor disappointment over the revenue shortfall despite the EPS beat.

Performance Trends & Outlook

• Recent Stock Movement: DFIN shares have been relatively flat over the past week (+1.6%) but gained 3.9% over the last two weeks, indicating cautious optimism ahead of earnings.
• Forward Estimates: Analysts expect Q3 2025 revenue of $190.2M and full-year sales of $797.4M, which will be key benchmarks for future performance.

The press release did not provide explicit forward guidance, leaving investors to rely on analyst projections. The muted pre-market reaction suggests that while the EPS beat may provide some support, the revenue miss is weighing on sentiment.

For a deeper dive into Donnelley Financial Solutions' earnings and estimates, visit the DFIN earnings page.

Disclaimer: This article is for informational purposes only and does not constitute investment advice.