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Side-by-side financial comparison of Donnelley Financial Solutions, Inc. (DFIN) and ROGERS CORP (ROG). Click either name above to swap in a different company.
ROGERS CORP is the larger business by last-quarter revenue ($200.5M vs $172.5M, roughly 1.2× Donnelley Financial Solutions, Inc.). Donnelley Financial Solutions, Inc. runs the higher net margin — 3.6% vs 2.2%, a 1.3% gap on every dollar of revenue. On growth, Donnelley Financial Solutions, Inc. posted the faster year-over-year revenue change (10.4% vs 5.2%). Donnelley Financial Solutions, Inc. produced more free cash flow last quarter ($47.9M vs $1.1M). Over the past eight quarters, ROGERS CORP's revenue compounded faster (-3.3% 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.
Rogers Corporation is a specialty engineered materials company headquartered in Chandler, Arizona.
DFIN vs ROG — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $172.5M | $200.5M |
| Net Profit | $6.2M | $4.5M |
| Gross Margin | — | 32.2% |
| Operating Margin | 8.3% | — |
| Net Margin | 3.6% | 2.2% |
| Revenue YoY | 10.4% | 5.2% |
| Net Profit YoY | -1.6% | 421.4% |
| EPS (diluted) | $0.31 | $0.25 |
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 | — | $200.5M | ||
| Q4 25 | $172.5M | $201.5M | ||
| Q3 25 | $175.3M | $216.0M | ||
| Q2 25 | $218.1M | $202.8M | ||
| Q1 25 | $201.1M | $190.5M | ||
| Q4 24 | $156.3M | $192.2M | ||
| Q3 24 | $179.5M | $210.3M | ||
| Q2 24 | $242.7M | $214.2M |
| Q1 26 | — | $4.5M | ||
| Q4 25 | $6.2M | $4.6M | ||
| Q3 25 | $-40.9M | $8.6M | ||
| Q2 25 | $36.1M | $-73.6M | ||
| Q1 25 | $31.0M | $-1.4M | ||
| Q4 24 | $6.3M | $-500.0K | ||
| Q3 24 | $8.7M | $10.7M | ||
| Q2 24 | $44.1M | $8.1M |
| Q1 26 | — | 32.2% | ||
| Q4 25 | — | 31.5% | ||
| Q3 25 | — | 33.5% | ||
| Q2 25 | — | 31.6% | ||
| Q1 25 | — | 29.9% | ||
| Q4 24 | — | 32.1% | ||
| Q3 24 | — | 35.2% | ||
| Q2 24 | — | 34.1% |
| Q1 26 | — | — | ||
| Q4 25 | 8.3% | 3.5% | ||
| Q3 25 | 16.1% | 7.3% | ||
| Q2 25 | 24.2% | -33.3% | ||
| Q1 25 | 22.8% | -0.2% | ||
| Q4 24 | 6.0% | -6.6% | ||
| Q3 24 | 10.1% | 6.9% | ||
| Q2 24 | 26.6% | 5.3% |
| Q1 26 | — | 2.2% | ||
| Q4 25 | 3.6% | 2.3% | ||
| Q3 25 | -23.3% | 4.0% | ||
| Q2 25 | 16.6% | -36.3% | ||
| Q1 25 | 15.4% | -0.7% | ||
| Q4 24 | 4.0% | -0.3% | ||
| Q3 24 | 4.8% | 5.1% | ||
| Q2 24 | 18.2% | 3.8% |
| Q1 26 | — | $0.25 | ||
| Q4 25 | $0.31 | $0.20 | ||
| Q3 25 | $-1.49 | $0.48 | ||
| Q2 25 | $1.28 | $-4.00 | ||
| Q1 25 | $1.05 | $-0.08 | ||
| Q4 24 | $0.21 | $-0.04 | ||
| Q3 24 | $0.29 | $0.58 | ||
| Q2 24 | $1.47 | $0.44 |
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 | $195.8M |
| Total DebtLower is stronger | $171.3M | — |
| Stockholders' EquityBook value | $379.2M | $1.2B |
| Total Assets | $800.4M | $1.4B |
| Debt / EquityLower = less leverage | 0.45× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $195.8M | ||
| Q4 25 | $24.5M | $197.0M | ||
| Q3 25 | $22.7M | $167.8M | ||
| Q2 25 | $33.8M | $157.2M | ||
| Q1 25 | $16.2M | $175.6M | ||
| Q4 24 | $57.3M | $159.8M | ||
| Q3 24 | $33.6M | $146.4M | ||
| Q2 24 | $35.0M | $119.9M |
| Q1 26 | — | — | ||
| Q4 25 | $171.3M | — | ||
| Q3 25 | $154.7M | — | ||
| Q2 25 | $190.1M | — | ||
| Q1 25 | $189.5M | — | ||
| Q4 24 | $124.7M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $1.2B | ||
| Q4 25 | $379.2M | $1.2B | ||
| Q3 25 | $423.1M | $1.2B | ||
| Q2 25 | $432.1M | $1.2B | ||
| Q1 25 | $419.9M | $1.3B | ||
| Q4 24 | $436.1M | $1.3B | ||
| Q3 24 | $444.5M | $1.3B | ||
| Q2 24 | $441.5M | $1.3B |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $800.4M | $1.4B | ||
| Q3 25 | $816.3M | $1.4B | ||
| Q2 25 | $874.7M | $1.5B | ||
| Q1 25 | $852.8M | $1.5B | ||
| Q4 24 | $841.6M | $1.5B | ||
| Q3 24 | $843.6M | $1.5B | ||
| Q2 24 | $882.9M | $1.5B |
| Q1 26 | — | — | ||
| Q4 25 | 0.45× | — | ||
| Q3 25 | 0.37× | — | ||
| Q2 25 | 0.44× | — | ||
| Q1 25 | 0.45× | — | ||
| Q4 24 | 0.29× | — | ||
| Q3 24 | — | — | ||
| Q2 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 | $5.8M |
| Free Cash FlowOCF − Capex | $47.9M | $1.1M |
| FCF MarginFCF / Revenue | 27.8% | 0.5% |
| Capex IntensityCapex / Revenue | 6.9% | 2.3% |
| Cash ConversionOCF / Net Profit | 9.65× | 1.29× |
| TTM Free Cash FlowTrailing 4 quarters | $107.8M | $70.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $5.8M | ||
| Q4 25 | $59.8M | $46.9M | ||
| Q3 25 | $74.4M | $28.9M | ||
| Q2 25 | $68.4M | $13.7M | ||
| Q1 25 | $-37.7M | $11.7M | ||
| Q4 24 | $56.4M | $33.7M | ||
| Q3 24 | $86.4M | $42.4M | ||
| Q2 24 | $56.2M | $22.9M |
| Q1 26 | — | $1.1M | ||
| Q4 25 | $47.9M | $42.2M | ||
| Q3 25 | $59.2M | $21.2M | ||
| Q2 25 | $51.7M | $5.6M | ||
| Q1 25 | $-51.0M | $2.1M | ||
| Q4 24 | $41.3M | $18.3M | ||
| Q3 24 | $67.3M | $25.2M | ||
| Q2 24 | $36.8M | $8.8M |
| Q1 26 | — | 0.5% | ||
| Q4 25 | 27.8% | 20.9% | ||
| Q3 25 | 33.8% | 9.8% | ||
| Q2 25 | 23.7% | 2.8% | ||
| Q1 25 | -25.4% | 1.1% | ||
| Q4 24 | 26.4% | 9.5% | ||
| Q3 24 | 37.5% | 12.0% | ||
| Q2 24 | 15.2% | 4.1% |
| Q1 26 | — | 2.3% | ||
| Q4 25 | 6.9% | 2.3% | ||
| Q3 25 | 8.7% | 3.6% | ||
| Q2 25 | 7.7% | 4.0% | ||
| Q1 25 | 6.6% | 5.0% | ||
| Q4 24 | 9.7% | 8.0% | ||
| Q3 24 | 10.6% | 8.2% | ||
| Q2 24 | 8.0% | 6.6% |
| Q1 26 | — | 1.29× | ||
| Q4 25 | 9.65× | 10.20× | ||
| Q3 25 | — | 3.36× | ||
| Q2 25 | 1.89× | — | ||
| Q1 25 | -1.22× | — | ||
| Q4 24 | 8.95× | — | ||
| Q3 24 | 9.93× | 3.96× | ||
| Q2 24 | 1.27× | 2.83× |
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% |
ROG
Segment breakdown not available.
