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Side-by-side financial comparison of Donnelley Financial Solutions, Inc. (DFIN) and LXP Industrial Trust (LXP). 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 $86.7M, roughly 2.0× LXP Industrial Trust). LXP Industrial Trust runs the higher net margin — 33.2% vs 3.6%, a 29.6% gap on every dollar of revenue. On growth, Donnelley Financial Solutions, Inc. posted the faster year-over-year revenue change (10.4% vs -14.0%). Over the past eight quarters, LXP Industrial Trust's revenue compounded faster (0.3% 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.
LXP Industrial Trust is a publicly traded real estate investment trust (REIT) that owns, operates, and invests in high-quality industrial real estate assets, primarily distribution centers, logistics facilities, and light industrial properties across key markets in the United States. Its tenant base covers e-commerce, third-party logistics, and advanced manufacturing sectors, delivering stable long-term returns for its investors.
DFIN vs LXP — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $172.5M | $86.7M |
| Net Profit | $6.2M | $28.8M |
| Gross Margin | — | 81.5% |
| Operating Margin | 8.3% | 34.6% |
| Net Margin | 3.6% | 33.2% |
| Revenue YoY | 10.4% | -14.0% |
| Net Profit YoY | -1.6% | — |
| EPS (diluted) | $0.31 | — |
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.
| Q4 25 | $172.5M | $86.7M | ||
| Q3 25 | $175.3M | $86.9M | ||
| Q2 25 | $218.1M | $87.7M | ||
| Q1 25 | $201.1M | $88.9M | ||
| Q4 24 | $156.3M | $100.9M | ||
| Q3 24 | $179.5M | $85.6M | ||
| Q2 24 | $242.7M | $85.8M | ||
| Q1 24 | $203.4M | $86.3M |
| Q4 25 | $6.2M | $28.8M | ||
| Q3 25 | $-40.9M | $36.3M | ||
| Q2 25 | $36.1M | $29.1M | ||
| Q1 25 | $31.0M | $19.0M | ||
| Q4 24 | $6.3M | — | ||
| Q3 24 | $8.7M | $6.3M | ||
| Q2 24 | $44.1M | $5.4M | ||
| Q1 24 | $33.3M | $-269.0K |
| Q4 25 | — | 81.5% | ||
| Q3 25 | — | 82.3% | ||
| Q2 25 | — | 81.9% | ||
| Q1 25 | — | 80.7% | ||
| Q4 24 | — | 85.3% | ||
| Q3 24 | — | 82.5% | ||
| Q2 24 | — | 82.0% | ||
| Q1 24 | — | 82.4% |
| Q4 25 | 8.3% | 34.6% | ||
| Q3 25 | 16.1% | 50.4% | ||
| Q2 25 | 24.2% | 33.7% | ||
| Q1 25 | 22.8% | 21.8% | ||
| Q4 24 | 6.0% | — | ||
| Q3 24 | 10.1% | 7.9% | ||
| Q2 24 | 26.6% | 6.9% | ||
| Q1 24 | 21.9% | 1.0% |
| Q4 25 | 3.6% | 33.2% | ||
| Q3 25 | -23.3% | 41.7% | ||
| Q2 25 | 16.6% | 33.2% | ||
| Q1 25 | 15.4% | 21.4% | ||
| Q4 24 | 4.0% | — | ||
| Q3 24 | 4.8% | 7.4% | ||
| Q2 24 | 18.2% | 6.3% | ||
| Q1 24 | 16.4% | -0.3% |
| Q4 25 | $0.31 | — | ||
| Q3 25 | $-1.49 | $0.12 | ||
| Q2 25 | $1.28 | $0.09 | ||
| Q1 25 | $1.05 | $0.06 | ||
| Q4 24 | $0.21 | — | ||
| Q3 24 | $0.29 | $0.02 | ||
| Q2 24 | $1.47 | $0.01 | ||
| Q1 24 | $1.09 | $-0.01 |
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 | $170.4M |
| Total DebtLower is stronger | $171.3M | $1.4B |
| Stockholders' EquityBook value | $379.2M | $2.0B |
| Total Assets | $800.4M | $3.5B |
| Debt / EquityLower = less leverage | 0.45× | 0.66× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $24.5M | $170.4M | ||
| Q3 25 | $22.7M | $229.7M | ||
| Q2 25 | $33.8M | $71.0M | ||
| Q1 25 | $16.2M | $70.9M | ||
| Q4 24 | $57.3M | $101.8M | ||
| Q3 24 | $33.6M | $55.0M | ||
| Q2 24 | $35.0M | $48.7M | ||
| Q1 24 | $43.7M | $293.8M |
| Q4 25 | $171.3M | $1.4B | ||
| Q3 25 | $154.7M | $1.5B | ||
| Q2 25 | $190.1M | $1.5B | ||
| Q1 25 | $189.5M | $1.5B | ||
| Q4 24 | $124.7M | $1.6B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $379.2M | $2.0B | ||
| Q3 25 | $423.1M | $2.1B | ||
| Q2 25 | $432.1M | $2.1B | ||
| Q1 25 | $419.9M | $2.1B | ||
| Q4 24 | $436.1M | $2.1B | ||
| Q3 24 | $444.5M | $2.1B | ||
| Q2 24 | $441.5M | $2.1B | ||
| Q1 24 | $408.9M | $2.2B |
| Q4 25 | $800.4M | $3.5B | ||
| Q3 25 | $816.3M | $3.7B | ||
| Q2 25 | $874.7M | $3.7B | ||
| Q1 25 | $852.8M | $3.8B | ||
| Q4 24 | $841.6M | $3.8B | ||
| Q3 24 | $843.6M | $3.9B | ||
| Q2 24 | $882.9M | $3.9B | ||
| Q1 24 | $867.8M | $4.2B |
| Q4 25 | 0.45× | 0.66× | ||
| Q3 25 | 0.37× | 0.72× | ||
| Q2 25 | 0.44× | 0.72× | ||
| Q1 25 | 0.45× | 0.73× | ||
| Q4 24 | 0.29× | 0.75× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $188.7M |
| Free Cash FlowOCF − Capex | $47.9M | — |
| FCF MarginFCF / Revenue | 27.8% | — |
| Capex IntensityCapex / Revenue | 6.9% | — |
| Cash ConversionOCF / Net Profit | 9.65× | 6.56× |
| TTM Free Cash FlowTrailing 4 quarters | $107.8M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $59.8M | $188.7M | ||
| Q3 25 | $74.4M | $63.5M | ||
| Q2 25 | $68.4M | $44.3M | ||
| Q1 25 | $-37.7M | $39.0M | ||
| Q4 24 | $56.4M | $211.2M | ||
| Q3 24 | $86.4M | $64.6M | ||
| Q2 24 | $56.2M | $38.5M | ||
| Q1 24 | $-27.9M | $38.9M |
| Q4 25 | $47.9M | — | ||
| Q3 25 | $59.2M | — | ||
| Q2 25 | $51.7M | — | ||
| Q1 25 | $-51.0M | — | ||
| Q4 24 | $41.3M | — | ||
| Q3 24 | $67.3M | — | ||
| Q2 24 | $36.8M | — | ||
| Q1 24 | $-40.2M | — |
| Q4 25 | 27.8% | — | ||
| Q3 25 | 33.8% | — | ||
| Q2 25 | 23.7% | — | ||
| Q1 25 | -25.4% | — | ||
| Q4 24 | 26.4% | — | ||
| Q3 24 | 37.5% | — | ||
| Q2 24 | 15.2% | — | ||
| Q1 24 | -19.8% | — |
| Q4 25 | 6.9% | — | ||
| Q3 25 | 8.7% | — | ||
| Q2 25 | 7.7% | — | ||
| Q1 25 | 6.6% | — | ||
| Q4 24 | 9.7% | — | ||
| Q3 24 | 10.6% | — | ||
| Q2 24 | 8.0% | — | ||
| Q1 24 | 6.0% | — |
| Q4 25 | 9.65× | 6.56× | ||
| Q3 25 | — | 1.75× | ||
| Q2 25 | 1.89× | 1.52× | ||
| Q1 25 | -1.22× | 2.05× | ||
| Q4 24 | 8.95× | — | ||
| Q3 24 | 9.93× | 10.18× | ||
| Q2 24 | 1.27× | 7.09× | ||
| Q1 24 | -0.84× | — |
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% |
LXP
Segment breakdown not available.
