earnings
confidence high
sentiment positive
materiality 0.75
Deluxe Q1 net income $35.8M; adj. EPS $1.05 (+45.8%); updates 2026 outlook after Safeguard sale
DELUXE CORP
2026-Q1 EPS reported
$0.77
revenue$538,100,000
- GAAP diluted EPS $0.77 vs $0.31 in Q1 2025; adjusted diluted EPS $1.05 vs $0.72.
- Revenue $538.1M (reported +0.3%, comparable adjusted +2.7%); EBITDA margin expanded 310 bps to 21.9%.
- Comparable adjusted EBITDA $117.9M, up 19.7% YoY; free cash flow $27.3M, up $3M.
- Total debt reduced by $32.3M; net debt down $22.6M; reached 3x leverage target.
- Quarterly dividend $0.30/share, payable June 2 to holders of record May 19.