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Deluxe DLX Q2 2026 earnings

Reported August 5, 2026 · After market close

Revenue$499.3MBeat by $13.0M
EPS$0.87Beat by $0.06
Revenue estimate$486.3M
EPS estimate$0.81
We increased free cash flow in the first half of the year by 65% and posted solid growth in comparable adjusted revenue, EBITDA and EPS. The combined Payments and Data segments grew 11% year-to-date and accounted for 52% of total revenue. These results highlight our ability to consistently improve financial performance while executing on our strategic revenue mix shift goal. The addition of Celero decisively further shifts our mix towards Payments and Data, and our proven execution ability gives us confidence in our integration path.
Barry McCarthy

Next report

Nov 4, 2026 (in 2 months)
Revenue estimate$532.2M
EPS estimate$0.99

Financials

Q2 2026

Income statement

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Revenue$499.3M-4.2%
Gross profit$259.6M-7.1%
Operating income$55.7M-8.4%
Net income$19.1M-14.7%
EPS (diluted)$0.41-18.0%

Balance sheet

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Cash & equivalents$54.4M+31.1%
Total debt$1.5B-5.8%
Total equity$707.9M+10.8%
Total assets$2.6B+1.1%

Cash flow

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Operating cash flow$81.2M+58.9%
CapEx$22.6M-3.0%
Free cash flow$58.6M+111%

Valuation & ratios

Valuation

as of 09/17/26
See full
Market cap$1.08B+23.8%
Enterprise value$2.5B+4.4%
P/E10.7×-4.3×
P/S0.5×+0.1×

Profitability

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Gross margin52.5%-0.4pp
Operating margin11.9%+2.5pp
Net margin4.8%+2.0pp
FCF margin9.9%+3.5pp

Returns & leverage

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Return on equity14.9%+5.7pp
Debt / equity2.1×-0.4×
Current ratio1.2×+0.3×

Segments

By product

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Checks$165.5M
Merchant services revenue$107.6M+6.1%
Data-driven marketing$77.7M+23.3%
Treasury management solutions$57.1M+4.8%
Forms and other business products$39.4M

By segment

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Print$235.9M-16.1%
Data Solutions$82.3M+21.4%
B2B Payments$73.5M+3.5%

FAQ

When did Deluxe report Q2 2026 earnings?
Deluxe (DLX) reported Q2 2026 earnings on August 5, 2026 after market close.
What were Deluxe's Q2 2026 revenue and EPS?
Deluxe reported revenue of $499.3M and eps of $0.87 for Q2 2026.
Did Deluxe beat estimates in Q2 2026?
Revenue beat the consensus estimate of $486.3M by $13.0M. EPS beat the consensus estimate of $0.81 by $0.06.
How did Deluxe's Q2 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue declined 4.2% from $521.3M a year earlier and eps declined 1.1% from $0.88.
Where can I find Deluxe's Q2 2026 SEC filings?
You can read the 8-K earnings release (0000027996-26-000109) and the 10-Q periodic report (0000027996-26-000112) directly on SEC EDGAR. The filing index links above go to sec.gov.