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Deluxe DLX Q4 2025 Annual earnings

Reported January 28, 2026 · After market close

Revenue$535.3MBeat by $17.9M
EPS$0.96Beat by $0.14
Revenue estimate$517.4M
EPS estimate$0.82

Next report

Aug 5, 2026 (In 6 days)
Revenue estimate$486.3M
EPS estimate$0.81

Financials

Q4 2025

Income statement

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Revenue$535.2M+2.8%
Gross profit$279.3M+2.6%
Operating income$47.7M+1.3%
Net income$12.0M-5.0%
EPS (diluted)$0.26-7.1%

Balance sheet

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Cash & equivalents$313.0M+1.2%
Total debt$1.5B-6.4%
Total equity$680.7M+9.6%
Total assets$2.9B+1.2%

Cash flow

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Operating cash flow$102.1M+69.6%
CapEx$22.7M-7.3%
Free cash flow$79.3M+123%

Valuation & ratios

Valuation

as of 12/31/25
See full
Market cap$1.01B+0.5%
Enterprise value$2.22B-4.4%
P/E12.2×-6.7×
P/S0.5×0.0×

Profitability

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Gross margin53%-0.1pp
Operating margin10.9%+1.8pp
Net margin3.8%+1.4pp
FCF margin8.2%+3.5pp

Returns & leverage

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Return on equity12.6%+4.0pp
Debt / equity2.2×-0.4×
Current ratio+0.1×

Segments

By product

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Checks$172.5M-1.8%
Merchant services solutions$99.7M+3.8%
Data-driven marketing$68.5M+33.6%
Promotional solutions$60.9M-11.2%
Treasury management solutions$59.8M+5.6%

By segment

See full
Print$284.5M-3.8%
Merchant Services$101.4M+6.2%
B2B Payments$76.3M+4.3%
Data Solutions$73.0M+30.8%

Versus estimates

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Questions, answered.

When did Deluxe report Q4 2025 earnings?
Deluxe (DLX) reported Q4 2025 earnings on January 28, 2026 after market close.
What were Deluxe's Q4 2025 revenue and EPS?
Deluxe reported revenue of $535.3M and eps of $0.96 for Q4 2025.
Did Deluxe beat estimates in Q4 2025?
Revenue beat the consensus estimate of $517.4M by $17.9M. EPS beat the consensus estimate of $0.82 by $0.14.
How did Deluxe's Q4 2025 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 2.8% from $520.5M a year earlier and eps grew 14.3% from $0.84.
Where can I find Deluxe's Q4 2025 SEC filings?
You can read the 8-K earnings release (0000027996-26-000007) and the 10-K periodic report (0000027996-26-000037) directly on SEC EDGAR. The filing index links above go to sec.gov.