earnings
confidence high
sentiment positive
materiality 0.80
Deluxe Q2 comparable adjusted revenue up 2.6%, adjusted EPS up 6.1%; raises FY guidance for Celero acquisition
DELUXE CORP
- Comparable adjusted revenue $499.3M, up 2.6% YoY; Payments+Data segments grew 9.7%.
- Comparable adjusted EBITDA $108.8M, up 5.3%; margin 21.8% (+60 bps).
- GAAP diluted EPS $0.41 vs $0.50; comparable adjusted diluted EPS $0.87 vs $0.82 (+6.1%).
- Free cash flow H1 2026 $85.9M, up 64.9% YoY; operating cash flow $133.9M, up 32.1%.
- Updated FY 2026 guidance: revenue $2.095-2.12B, adj. EBITDA $455-475M, adj. EPS $3.60-4.00, FCF ~$200M.