Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell- side) analysts often affect a stock's price, do they really matter? Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Donnelley Financial Solutions (DFIN) . Donnelley Financial currently has ...

CHICAGO, May 6, 2024 /PRNewswire/ -- Donnelley Financial Solutions (NYSE: DFIN), a leading global risk and compliance solutions company, announced today that company management will participate in the following upcoming conferences: 19th Annual Needham Technology, Media, & Consumer Conference – Tuesday, May 14, 2024 in New York City. Dan Leib, CEO, and Dave Gardella, CFO will participate in a fireside chat at 11:45 AM EST and host investor meetings. 24th Annual B. Riley Securities Institutional Investor Con ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 1-37728 Donnelley Financial Solutions, Inc. (Exact name of registrant as specified in its charter) Delaware 36-4829638 (State or other jurisdiction of (I.R.S. Employer incorpora ...

财务数据和关键指标变化 - 第一季度净销售额为2.034亿美元,同比增长2.8%,主要得益于软件解决方案业务的强劲增长 [8][9] - 第一季度调整后EBITDA为5,520万美元,同比增长30.2%,调整后EBITDA利润率为27.1%,同比提升580个基点 [18] - 第一季度自由现金流为负4,020万美元,同比改善2,190万美元,主要得益于调整后EBITDA增加和营运资金改善 [25] 各条业务线数据和关键指标变化 - 资本市场软件解决方案业务净销售额为5,300万美元,同比增长23.8%,主要得益于Venue虚拟数据室业务增长43.4% [19] - 资本市场合规与通信管理业务净销售额为9,110万美元,同比下降3.2%,主要受到较低毛利的打印和发送业务下降的影响 [22] - 投资公司软件解决方案业务净销售额为2,730万美元,同比增长3.4%,主要得益于ArcSuite订阅收入增长约9% [23] - 投资公司合规与通信管理业务净销售额为3,200万美元,同比下降7%,主要受到打印和发送业务下降的影响 [24] 各个市场数据和关键指标变化 - IPO市场有所改善,公司在第一季度支持了75%的IPO备案 [36][37] - 债券发行和并购交易活动同比有所增加,公司资本市场交易业务收入增长约17% [22] 公司战略和发展方向及行业竞争 - 公司持续推进向高毛利软件解决方案和技术服务的转型,第一季度软件解决方案业务占总收入的39.5%,同比提升420个基点 [9][10] - 公司在监管变化如"定制股东报告"规定方面保持领先地位,已完成相关测试备案并为客户提供端到端合规解决方案 [11][12][13] - 公司在IPO和并购交易市场保持领先地位,第一季度支持了75%的IPO备案 [36][37] 管理层对经营环境和未来前景的评论 - 管理层对第一季度的业绩表现感到鼓舞,认为公司的转型战略和执行正在取得成效 [8][30] - 管理层对IPO和并购交易市场的前景持谨慎乐观态度,认为市场活动仍然较历史平均水平偏弱,但公司有信心在市场复苏时捕捉更多机会 [22][36][37] - 管理层对软件解决方案业务的未来增长前景充满信心,预计ActiveDisclosure和ArcSuite的增长将在下半年加速 [20][23] 问答环节重要的提问和回答 问题1 **Charles Strauzer 提问** 询问第一季度EBITDA利润率大幅提升的原因 [32] **Dave Gardella 回答** 主要得益于软件解决方案业务占比提升,特别是Venue虚拟数据室业务高毛利增长,以及持续的成本管控措施 [33][34] 问题2 **Pete Heckmann 提问** 询问公司在IPO市场的领先地位的原因 [39] **Craig Clay 回答** 公司拥有行业领先的解决方案组合,能够为客户提供从私有到上市的全程支持,在客户需求高峰时提供高质量的服务和软件支持 [40][41] 问题3 **Raj Sharma 提问** 询问ActiveDisclosure业务的增长前景及其对毛利的影响 [61][62][63] **Dan Leib 回答** ActiveDisclosure业务正在逐步恢复增长,预计下半年增速将明显好于上半年,随着新客户增加和价格提升,未来毛利有望进一步提升 [64][65][66]

Donnelley Financial Solutions (DFIN) came out with quarterly earnings of $0.91 per share, beating the Zacks Consensus Estimate of $0.82 per share. This compares to earnings of $0.62 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 10.98%. A quarter ago, it was expected that this financial communications and data services provider would post earnings of $0.62 per share when it actually produced earnings of $0.61, delivering a s ...

Exhibit 99.1 DFIN Reports First-Quarter 2024 Results CHICAGO – May 1, 2024 – Donnelley Financial Solutions, Inc. (NYSE: DFIN) (the “Company” or “DFIN”) today reported financial results for the first quarter of 2024. First-quarter 2024 First-quarter 2023 $ Change % Change Net Sales $203.4 million $198.6 million $4.8 million 2.4% Net Earnings $33.3 million $15.8 million $17.5 million 110.8% Adjusted EBITDA(a) $55.2 million $42.4 million $12.8 million 30.2% Operating Cash Flow (b) ($27.9 million) ($51.5 millio ...

TSR规定 - Donnelley Financial Solutions宣布已经达到了7月24日Tailored Shareholder Reports（TSR）规则的合规截止日期前的又一个重要里程碑[1] - TSR规定要求对股东报告的内容和呈现方式进行重大改变，以创建标准化和视觉吸引力的股东报告[2] ArcReporting产品 - DFIN的ArcReporting产品提供TSR解决方案，旨在提高生产财务报表的生产力，增强审计跟踪，减少交接次数，并在制作财务报表时降低风险[3]

电话会议和网络直播 - Donnelley Financial Solutions (NYSE: DFIN)将于2024年5月1日上午9:00举行电话会议和网络直播，讨论其2024财年第一季度的财务业绩，提供一般业务更新并回答分析师的问题[1] - 会议的现场网络直播也将在公司的投资者关系网站上提供，请在活动开始前至少十五分钟访问investor.dfinsolutions.com进行注册、下载和安装任何必要的音频软件[2] 网络直播重播和财务报告 - 如果无法参加直播，会议结束后将在公司的投资者关系网站上提供网络直播的重播，以及收益新闻稿和相关财务表格[3] - DFIN的第一季度财务报告将于2024年5月1日市场开盘前通过提交给SEC的8-K表格发布，并将在公司的投资者关系网站上发布[4]

DFIN关键里程碑 - Donnelley Financial Solutions宣布已经在7月24日的Tailored Shareholder Reports（TSR）规定的合规截止日期之前达到了关键里程碑[1] TSR规定要求 - TSR规定要求对股东报告的内容和呈现方式进行重大改变，以创建标准化和视觉上引人注目的股东报告[2] DFIN的行业领先地位 - DFIN成功进行了iXBRL标记的N-CSR/TSR测试申报，展示了行业领先地位和对复杂规定提供简化解决方案的承诺[3] DFIN在SEC EDGAR申报中的地位 - DFIN是每年提交的SEC EDGAR申报中最大的提交者，几乎占据了40%的投资公司申报[4]

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks. Of these, perhaps no stock market trend is more popular than value investing, which is a strategy that has proven to be successful in all sorts of market environments. Value investors use fundamental analysis and traditional valuation metrics to fi ...