Shares of Donnelley Financial Solutions, Inc. (DFIN) soared 13.47% during intraday trading on Tuesday. The significant upward movement was driven by the company's release of fourth-quarter and full-year 2025 financial results that substantially exceeded analyst expectations, coupled with robust forward-looking guidance.

The compliance software provider reported adjusted earnings per share of $0.70 for the quarter, beating the consensus estimate of $0.41 by 70.73% and representing a 75% increase from the same period last year. Quarterly sales reached $172.5 million, surpassing expectations of $155.267 million by 11.10% and marking a 10.36% year-over-year increase. Adjusted EBITDA for the quarter rose 44.5% to $45.8 million.

Investor sentiment was further bolstered by the company's optimistic outlook. Management issued guidance for the first quarter of 2026, projecting total net sales between $200 million and $210 million and an adjusted EBITDA margin of 33% to 35%. The strong quarterly performance was attributed to an 11.4% growth in software solutions net sales and a 29% increase in capital markets transactional revenue. The company also noted it repurchased $60.7 million worth of its shares during the fourth quarter.