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Side-by-side financial comparison of Donnelley Financial Solutions, Inc. (DFIN) and FIRST COMMONWEALTH FINANCIAL CORP (FCF). Click either name above to swap in a different company.
Donnelley Financial Solutions, Inc. is the larger business by last-quarter revenue ($172.5M vs $133.7M, roughly 1.3× FIRST COMMONWEALTH FINANCIAL CORP). FIRST COMMONWEALTH FINANCIAL CORP runs the higher net margin — 28.1% vs 3.6%, a 24.5% gap on every dollar of revenue. On growth, FIRST COMMONWEALTH FINANCIAL CORP posted the faster year-over-year revenue change (13.0% vs 10.4%). Over the past eight quarters, FIRST COMMONWEALTH FINANCIAL CORP's revenue compounded faster (5.5% CAGR vs -7.9%).
Donnelley Financial Solutions (DFIN) is a financial compliance company based in Chicago, Illinois, United States. The company provides software as a service (SaaS) products, software-enabled services (SeS), print, and compliance services related to US Securities and Exchange Commission regulations to companies in capital and investment markets.
First Commonwealth Financial Corp is a Pennsylvania-based regional financial services holding company. It offers consumer and commercial banking products, loans, wealth management, and insurance services for individuals, small and mid-sized enterprises across central and western Pennsylvania and Ohio.
DFIN vs FCF — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $172.5M | $133.7M |
| Net Profit | $6.2M | $37.5M |
| Gross Margin | — | — |
| Operating Margin | 8.3% | — |
| Net Margin | 3.6% | 28.1% |
| Revenue YoY | 10.4% | 13.0% |
| Net Profit YoY | -1.6% | 14.8% |
| EPS (diluted) | $0.31 | $0.37 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $133.7M | ||
| Q4 25 | $172.5M | $137.9M | ||
| Q3 25 | $175.3M | $136.0M | ||
| Q2 25 | $218.1M | $131.0M | ||
| Q1 25 | $201.1M | $118.0M | ||
| Q4 24 | $156.3M | $120.4M | ||
| Q3 24 | $179.5M | $121.2M | ||
| Q2 24 | $242.7M | $120.2M |
| Q1 26 | — | $37.5M | ||
| Q4 25 | $6.2M | $44.9M | ||
| Q3 25 | $-40.9M | $41.3M | ||
| Q2 25 | $36.1M | $33.4M | ||
| Q1 25 | $31.0M | $32.7M | ||
| Q4 24 | $6.3M | $35.8M | ||
| Q3 24 | $8.7M | $32.1M | ||
| Q2 24 | $44.1M | $37.1M |
| Q1 26 | — | — | ||
| Q4 25 | 8.3% | 40.9% | ||
| Q3 25 | 16.1% | 38.1% | ||
| Q2 25 | 24.2% | 32.1% | ||
| Q1 25 | 22.8% | 34.8% | ||
| Q4 24 | 6.0% | 37.1% | ||
| Q3 24 | 10.1% | 33.4% | ||
| Q2 24 | 26.6% | 38.7% |
| Q1 26 | — | 28.1% | ||
| Q4 25 | 3.6% | 32.5% | ||
| Q3 25 | -23.3% | 30.4% | ||
| Q2 25 | 16.6% | 25.5% | ||
| Q1 25 | 15.4% | 27.7% | ||
| Q4 24 | 4.0% | 29.8% | ||
| Q3 24 | 4.8% | 26.5% | ||
| Q2 24 | 18.2% | 30.9% |
| Q1 26 | — | $0.37 | ||
| Q4 25 | $0.31 | $0.44 | ||
| Q3 25 | $-1.49 | $0.39 | ||
| Q2 25 | $1.28 | $0.32 | ||
| Q1 25 | $1.05 | $0.32 | ||
| Q4 24 | $0.21 | $0.35 | ||
| Q3 24 | $0.29 | $0.31 | ||
| Q2 24 | $1.47 | $0.36 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $24.5M | — |
| Total DebtLower is stronger | $171.3M | $154.9M |
| Stockholders' EquityBook value | $379.2M | $1.6B |
| Total Assets | $800.4M | $12.3B |
| Debt / EquityLower = less leverage | 0.45× | 0.10× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $24.5M | — | ||
| Q3 25 | $22.7M | — | ||
| Q2 25 | $33.8M | — | ||
| Q1 25 | $16.2M | — | ||
| Q4 24 | $57.3M | — | ||
| Q3 24 | $33.6M | — | ||
| Q2 24 | $35.0M | — |
| Q1 26 | — | $154.9M | ||
| Q4 25 | $171.3M | $261.7M | ||
| Q3 25 | $154.7M | $262.1M | ||
| Q2 25 | $190.1M | $262.4M | ||
| Q1 25 | $189.5M | $262.7M | ||
| Q4 24 | $124.7M | $263.0M | ||
| Q3 24 | — | $136.3M | ||
| Q2 24 | — | $136.6M |
| Q1 26 | — | $1.6B | ||
| Q4 25 | $379.2M | $1.6B | ||
| Q3 25 | $423.1M | $1.5B | ||
| Q2 25 | $432.1M | $1.5B | ||
| Q1 25 | $419.9M | $1.4B | ||
| Q4 24 | $436.1M | $1.4B | ||
| Q3 24 | $444.5M | $1.4B | ||
| Q2 24 | $441.5M | $1.4B |
| Q1 26 | — | $12.3B | ||
| Q4 25 | $800.4M | $12.3B | ||
| Q3 25 | $816.3M | $12.3B | ||
| Q2 25 | $874.7M | $12.2B | ||
| Q1 25 | $852.8M | $11.8B | ||
| Q4 24 | $841.6M | $11.6B | ||
| Q3 24 | $843.6M | $12.0B | ||
| Q2 24 | $882.9M | $11.6B |
| Q1 26 | — | 0.10× | ||
| Q4 25 | 0.45× | 0.17× | ||
| Q3 25 | 0.37× | 0.17× | ||
| Q2 25 | 0.44× | 0.17× | ||
| Q1 25 | 0.45× | 0.18× | ||
| Q4 24 | 0.29× | 0.19× | ||
| Q3 24 | — | 0.10× | ||
| Q2 24 | — | 0.10× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $59.8M | — |
| Free Cash FlowOCF − Capex | $47.9M | — |
| FCF MarginFCF / Revenue | 27.8% | — |
| Capex IntensityCapex / Revenue | 6.9% | — |
| Cash ConversionOCF / Net Profit | 9.65× | — |
| TTM Free Cash FlowTrailing 4 quarters | $107.8M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $59.8M | $187.5M | ||
| Q3 25 | $74.4M | $49.5M | ||
| Q2 25 | $68.4M | $30.4M | ||
| Q1 25 | $-37.7M | $55.9M | ||
| Q4 24 | $56.4M | $129.5M | ||
| Q3 24 | $86.4M | $53.6M | ||
| Q2 24 | $56.2M | $22.7M |
| Q1 26 | — | — | ||
| Q4 25 | $47.9M | $171.5M | ||
| Q3 25 | $59.2M | — | ||
| Q2 25 | $51.7M | — | ||
| Q1 25 | $-51.0M | — | ||
| Q4 24 | $41.3M | $113.9M | ||
| Q3 24 | $67.3M | — | ||
| Q2 24 | $36.8M | — |
| Q1 26 | — | — | ||
| Q4 25 | 27.8% | 124.3% | ||
| Q3 25 | 33.8% | — | ||
| Q2 25 | 23.7% | — | ||
| Q1 25 | -25.4% | — | ||
| Q4 24 | 26.4% | 94.6% | ||
| Q3 24 | 37.5% | — | ||
| Q2 24 | 15.2% | — |
| Q1 26 | — | — | ||
| Q4 25 | 6.9% | 11.7% | ||
| Q3 25 | 8.7% | — | ||
| Q2 25 | 7.7% | — | ||
| Q1 25 | 6.6% | — | ||
| Q4 24 | 9.7% | 12.9% | ||
| Q3 24 | 10.6% | — | ||
| Q2 24 | 8.0% | — |
| Q1 26 | — | — | ||
| Q4 25 | 9.65× | 4.18× | ||
| Q3 25 | — | 1.20× | ||
| Q2 25 | 1.89× | 0.91× | ||
| Q1 25 | -1.22× | 1.71× | ||
| Q4 24 | 8.95× | 3.61× | ||
| Q3 24 | 9.93× | 1.67× | ||
| Q2 24 | 1.27× | 0.61× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DFIN
| Technology Service | $68.0M | 39% |
| Capital Markets Compliance And Communications Management | $61.6M | 36% |
| Investment Companies Software Solutions | $30.9M | 18% |
| Print And Distribution Service | $13.6M | 8% |
FCF
Segment breakdown not available.
