Deluxe (NYSE:DLX) Announces Earnings Results, Beats Estimates By $0.11 EPS

Deluxe (NYSE:DLX) announced its earnings results on Wednesday. The business services provider reported $1.06 EPS for the quarter, beating analysts’ consensus estimates of $0.95 by $0.11, FiscalAI reports. The company had revenue of $553.90 million during the quarter, compared to analysts’ expectations of $532.67 million. Deluxe had a return on equity of 23.51% and a net margin of 4.91%. Deluxe’s revenue for the quarter was up 2.5% on a year-over-year basis. During the same period last year, the business posted $1.09 EPS.

Here are the key takeaways from Deluxe’s conference call:

• Deluxe raised its 2026 revenue guidance to $2.13–$2.15 billion and adjusted EBITDA guidance to $470–$480 million, while narrowing adjusted EPS guidance upward to $3.80–$4.00. It affirmed its approximately $200 million free cash flow outlook.
• Payments and Data Solutions reached 57% of revenue, supporting the company’s mix shift toward growth businesses. Data Solutions revenue rose 15.4% to a record $102.9 million, its eighth consecutive quarter of growth above 15%.
• Year-to-date free cash flow increased 40.7% to $134.9 million, and adjusted EBITDA margin expanded 90 basis points year over year. Management said Celero integration is progressing as expected or ahead of schedule, with a $15 million cost-synergy target over 24 months.
• Celero financing lifted net debt to $1.93 billion, up $536.7 million from year-end 2025, with pro forma net leverage of about 3.8 times. The company reiterated its goal of reducing leverage to 3 times or lower by the end of 2028.
• Print revenue declined 3.6% on a comparable adjusted basis, and management expects low- to mid-single-digit declines to continue. B2B Payments’ unusually strong quarterly growth and margins are also expected to moderate toward the company’s low-single-digit growth and mid-20s margin outlook.

Deluxe Stock Up 6.9%

NYSE:DLX traded up $1.51 during midday trading on Wednesday, hitting $23.50. 614,532 shares of the company were exchanged, compared to its average volume of 454,225. The company has a fifty day simple moving average of $23.32 and a 200 day simple moving average of $25.31. Deluxe has a fifty-two week low of $18.15 and a fifty-two week high of $32.07. The company has a current ratio of 1.20, a quick ratio of 1.08 and a debt-to-equity ratio of 2.02. The company has a market capitalization of $1.08 billion, a PE ratio of 10.45, a price-to-earnings-growth ratio of 0.66 and a beta of 1.29.

Wall Street Analyst Weigh In

DLX has been the topic of a number of analyst reports. Barrington Research started coverage on Deluxe in a research note on Tuesday, September 29th. They issued an “outperform” rating and a $31.00 price target on the stock. Weiss Ratings raised Deluxe from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Thursday, October 8th. Finally, Wall Street Zen downgraded Deluxe from a “buy” rating to a “hold” rating in a report on Saturday. One investment analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Deluxe has an average rating of “Moderate Buy” and a consensus target price of $31.00.

About Deluxe

Deluxe Corporation is a provider of payments, marketing and business technology solutions serving small businesses, financial institutions and consumers. The company’s offerings include checks and related forms, business supplies, promotional products, website and digital marketing services, customer relationship management tools, data-driven marketing solutions and payment processing services.

Deluxe also provides receivables management, fraud prevention and other financial technology services designed to help businesses and financial institutions manage transactions and customer relationships.