DLX · Deluxe Corp
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Aug 5, 2026TL;DR. Deluxe reported Q2 comparable adjusted revenue growth of 2.6% and comparable adjusted EBITDA growth of 5.3%, with year-to-date free cash flow up 64.9%, and raised full-year revenue and adjusted EBITDA guidance ranges to incorporate the Celero (Solero) acquisition that closed July 31, 2026.
- + Comparable adjusted EBITDA grew 5.3% to $108.8 million with margins expanding 60 bps to 21.8%.
- + Year-to-date free cash flow rose 64.9% to $85.9 million, supporting more than $75 million of net debt reduction.
- + Payments and Data segments together grew 9.7% in Q2 and 11% year-to-date, reaching 52% of total revenue.
- + Closed the Solero (Celero) acquisition on July 31, 2026, moving Deluxe to a top-10 non-bank merchant acquirer processing over $70 billion in annual volume across more than 210,000 merchants.
- + Pre-acquisition net leverage improved to 2.9x at quarter-end, down from 3.5x a year earlier.
- − GAAP diluted EPS declined 18% to $0.41 from $0.50 and net income fell to $19.2 million from $22.4 million, weighed by $5.6 million of one-time Celero transaction costs.
- − Reported (GAAP) revenue declined 4.2% to $499.3 million due to the Safeguard business exit.
- − Data Solutions guidance was held to high single-digit growth despite 21.4% Q2 growth, as the segment laps 46% and 31% prior-year comps in Q3 and Q4.
- − Net leverage trajectory resets to a two-year horizon to return to 3.0x following the Solero closing and related debt-financing activities.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Versus peers
Conglomerates — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
DLX
this stock
Deluxe Corp
|
$1.06B | +2.2% | +0.5% | 10.6 | 7.8% |
|
HTHIY
Hitachi Ltd
|
$152.28B | +9.1% | — | — | 0.0% |
|
ITOCF
Itochu Corp
|
$92.27B | +3.3% | — | — | 0.2% |
|
MMM
3M Co
|
$87.80B | +6.3% | +1.5% | 30.2 | 1.9% |
|
HON
Honeywell International Inc
|
$66.55B | — | +12.9% | — | 1.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| DLX | -4.6% | -15.4% | -17.3% | -1.2% | +2.2% |
| SPY | -0.5% | -1.2% | +12.6% | -0.7% | +11.7% |
| vs SPY | -4.1% | -14.1% | -30.0% | -0.5% | -9.5% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.