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Deluxe Corp. (DLX)
NYSE:DLX
Earnings Data
Report Date
Apr 30, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.88Last Year’s EPS
0.75Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong operational and financial progress: solid adjusted EBITDA and EPS growth, substantial free cash flow generation, successful deleveraging, and a clear strategic shift toward higher-growth payments and data, led by a booming data segment (+31% revenue). However, topline growth remained modest overall, the legacy print business continued to decline (-5.7% revenue) with non-core promotional products underperforming, and the company faces tougher comparables in data later in 2026. On balance, the positive momentum in profitability, cash generation, margin expansion, and mix shift toward payments and data outweighs the remaining revenue challenges and sector headwinds.Company Guidance
Adjusted EBITDA Growth and Margin Expansion
Full-year comparable adjusted EBITDA was $431.5M, up $25M or 6.2% year-over-year, with adjusted EBITDA margin expanding to 20.2% (+90 basis points vs. 2024).
EPS and Operating Income Improvement
Full-year comparable adjusted EPS rose to $3.67, up 12.6% from $3.26, and operating income increased by 23% year-over-year; GAAP net income improved to $85.3M ($1.87/sh) from $52.9M ($1.18/sh).
Strong Free Cash Flow and Deleveraging
Generated $175.3M of free cash flow in 2025 (vs. $100M in 2024), reduced net debt by ~$76M to $1,390M, and lowered net debt/adjusted EBITDA leverage to 3.2x (from 3.6x a year ago).
Strategic Mix Shift Toward Payments & Data
Payments and data now represent 47% of total revenue (up ~400 basis points from 43% a year ago). Combined payments & data grew ~12% in Q4 and ~10% for full year, supporting the shift toward higher-growth segments.
Data Segment Outperformance
Data revenue finished at $307.3M, up 31.3% year-over-year. Data adjusted EBITDA grew ~42.8% versus prior year to $86.4M, with a full-year margin of 28.1% and Q4 year-over-year revenue growth of 30.6%.
Merchant Services Momentum
Merchant Services revenue grew to $398.6M (+3.8% YoY), with Q4 merchant revenue at $101.5M (+6.3% YoY). Merchant adjusted EBITDA expanded 9.4% to $85.9M and margins improved ~120 basis points to 21.6% for the year.
Operational Efficiency and SG&A Reduction
SG&A expenses were reduced by roughly $40M in 2025 (an improvement of >4% YoY), contributing to operating leverage and margin expansion across all segments.
Ambitious 2026 Guidance Backed by Cash Flow
2026 guidance: revenue $2,110M–$2,175M (comparable adjusted -1% to +2%), adjusted EBITDA $445M–$470M, adjusted EPS $3.90–$4.30 (+6% to +17% comparable adjusted), and free cash flow ~ $200M (+~14% vs. 2025).
Print Margin Resilience
Although print revenue declined, print adjusted EBITDA finished at $366.9M with margins of 32.3% (expanded ~100 basis points year-over-year), reflecting disciplined mix/pricing actions.
DLX Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DLX Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jan 28, 2026 | $23.90 | $27.12 | +13.47% |
Nov 05, 2025 | $18.19 | $20.75 | +14.07% |
Aug 06, 2025 | $15.78 | $18.91 | +19.84% |
Apr 30, 2025 | $14.10 | $14.25 | +1.03% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Deluxe Corp. (DLX) report earnings?
Deluxe Corp. (DLX) is schdueled to report earning on Apr 30, 2026, Before Open (Confirmed).
What is Deluxe Corp. (DLX) earnings time?
Deluxe Corp. (DLX) earnings time is at Apr 30, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is DLX EPS forecast?
DLX EPS forecast for the fiscal quarter 2026 (Q1) is 0.88.
