Deluxe Q2 EPS Beats, Raises 2026 Outlook on Payments Growth
DLX sits 71% above its 52-week low of $15.78.
Summary
Deluxe reported Q2 adjusted EPS of $0.87, beating the $0.81 consensus, and raised its full-year 2026 guidance. Revenue is now seen at $2.095B-$2.12B, with adjusted EBITDA of $455M-$475M and adjusted diluted EPS of $3.60-$4.00. The beat was driven by 9.7% growth in Payments and Data segments, which lifted comparable adjusted revenue 2.6%. This follows the July 31 close of the $625M Celero Commerce acquisition, which shifts the revenue mix further toward higher-growth payments. One-time deal costs and a higher tax provision weighed on net income, but the raised outlook signals confidence in the combined entity's trajectory. The stock trades at 7x forward earnings, below its recent 8x multiple, leaving room for re-rating if execution continues.
At the time of this announcement, DLX was trading at $27.00 on NYSE in the Trade & Services sector, with a market capitalization of approximately $1.2B. The 52-week trading range was $15.78 to $32.07. This news item was assessed with positive market sentiment and an importance score of 8 out of 10. Source: Reuters.