Deluxe (NYSE:DLX) Announces Earnings Results

Posted by Francis Steltz on Nov 5th, 2026

Deluxe (NYSE:DLX – Get Free Report) announced its quarterly earnings data on Wednesday. The business services provider reported $1.06 EPS for the quarter, topping analysts’ consensus estimates of $0.95 by $0.11, FiscalAI reports. The business 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%. The firm’s quarterly revenue was up 2.5% compared to the same quarter last year. During the same period in the previous year, the firm earned $1.09 earnings per share.

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 Performance

Shares of DLX stock traded up $4.36 on Thursday, hitting $27.78. The company’s stock had a trading volume of 749,597 shares, compared to its average volume of 454,443. Deluxe has a fifty-two week low of $18.56 and a fifty-two week high of $32.07. The company has a debt-to-equity ratio of 2.02, a quick ratio of 1.08 and a current ratio of 1.20. The stock’s 50 day moving average is $23.32 and its 200-day moving average is $25.31. The company has a market capitalization of $1.27 billion, a PE ratio of 12.35, a PEG ratio of 0.66 and a beta of 1.29.

Deluxe Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, December 1st. Stockholders of record on Tuesday, November 17th will be given a $0.30 dividend. This represents a $1.20 dividend on an annualized basis and a dividend yield of 4.3%. The ex-dividend date of this dividend is Tuesday, November 17th. Deluxe’s payout ratio is presently 53.33%.

Wall Street Analyst Weigh In

Several equities research analysts have commented on DLX shares. Barrington Research started coverage on shares of Deluxe in a research note on Tuesday, September 29th. They issued an “outperform” rating and a $31.00 target price for the company. Weiss Ratings raised shares of Deluxe from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Thursday, October 8th. Finally, Wall Street Zen cut Deluxe from a “buy” rating to a “hold” rating in a research report on Saturday, October 31st. One analyst has rated the stock with a Strong Buy rating, one has given a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $31.00.

Read Our Latest Stock Report on Deluxe

Trending Headlines about Deluxe

Here are the key news stories impacting Deluxe this week:

Positive Sentiment: Deluxe reported Q3 adjusted earnings of $1.06 per share and revenue of $553.9 million, topping consensus estimates of $0.95–$0.98 per share and about $532.7 million. Revenue increased 2.5% year over year. Zacks Q3 results article
Positive Sentiment: The company projected 2026 revenue of $2.13 billion to $2.15 billion and is targeting $15 million in synergies from its Celero acquisition, providing an outlook for revenue and potential cost savings. 2026 outlook article
Neutral Sentiment: Deluxe declared a quarterly dividend of $0.30 per share, payable December 1 to shareholders of record November 17. The annualized dividend is $1.20 per share.
Negative Sentiment: Q3 earnings per share were below the $1.09 reported in the same quarter last year, tempering the otherwise strong results.

About Deluxe

(Get Free Report)

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.