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Earnings analysis · 10-Q

DLX earnings analysis

Filed May 7, 2026 · Our reading of the company's report

The latest report

Deluxe Corporation reported Q1 2026 results with revenue of $538.1 million, slightly above estimates, and a diluted EPS of $1.05, significantly surpassing expectations. The revenue reflects a 0.3% increase…

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Deluxe Corporation reported Q1 2026 results with revenue of $538.1 million, slightly above estimates, and a diluted EPS of $1.05, significantly surpassing expectations. The revenue reflects a 0.3% increase year-over-year, driven by growth in the payments and data businesses despite a downturn in the Print segment. Management noted strong operational efficiency and an improved adjusted EBITDA margin.

Read the original on SEC.gov

From revenue to operating profit

Where each $100 of revenue went in this report.

Of every $100 of revenue Cost of sales $47 Operating expenses $44 Left as operating profit $9

Cost of sales, operating expenses, and what remained. Figures are rounded to whole dollars.

Reported figures

Earnings per share
$1.05
Segment
Merchant Services
Segment
B2B Payments
Segment
Data Solutions
Segment
Print

What stood out

  • Revenue Growth Beats Projections

    Revenue for Q1 2026 was $538.1 million, surpassing the $534.8 million estimate.

  • Notable EPS Surge

    Diluted EPS increased to $1.05 from $0.75 YoY, exceeding the estimate of $0.89.

  • Strong Performance in Segments

    Payments and data segments grew 12.5% YoY, enhancing overall revenue.

  • Cost Management Success

    SG&A expenses decreased by 7.1% YoY, contributing to improved net income of $35.8 million.

  • Free Cash Flow Improvement

    Free cash flow increased by $3 million to reach $27.3 million.

  • Adjusted EBITDA Margins Up

    Adjusted EBITDA margin rose to 21.9%, up from 18.7% YoY.

What to watch

  • Declining Print Segment Revenue

    Print segment revenue fell by 10% YoY, driven by reduced order volumes and demand softness.

  • Dependence on Price Adjustments

    Revenue growth in certain segments relies heavily on ongoing pricing strategies amid inflation.

  • Market Volatility and Economic Uncertainty

    Ongoing geopolitical unrest and inflationary pressures could impact operations.

Management's outlook

Management anticipates a decline of 1% to 2% in comparable adjusted revenue for the full year.

This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.