Deluxe Q1 adjusted EPS rises 46%, beats estimates

Deluxe

06/05/2026 11:15

Overview

U.S. payments and data firm's Q1 revenue rose 0.3% yr/yr; comparable adjusted revenue up 2.7%

Q1 adjusted EPS beat analyst expectations, rising 46% yr/yr

Company completed Safeguard divestiture, shifting portfolio toward payments and data businesses

Outlook

Deluxe sees 2026 revenue of $1.985-$2.050 bln, reflecting (1%) to +2% comparable adjusted growth

Company expects 2026 adjusted EBITDA of $430-$455 mln, up 4%-10% vs 2025

Deluxe forecasts 2026 adjusted diluted EPS of $3.60-$4.00, up 9%-21% vs 2025

Result Drivers

DATA SOLUTIONS AND MERCHANT SERVICES - Co said robust growth in Data Solutions and Merchant Services segments drove revenue expansion

COST REDUCTIONS - Lower SG&A and restructuring expenses contributed to higher operating income

PORTFOLIO SHIFT - Safeguard divestiture further shifted portfolio toward payments and data businesses

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Adjusted EPS
Beat
$1.05
$0.87 (3 Analysts)
Q1 EPS
$0.77


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 1 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the commercial printing services peer group is "buy"

Wall Street's median 12-month price target for Deluxe Corp is $32.00, about 3.7% above its May 5 closing price of $30.85

The stock recently traded at 7 times the next 12-month earnings vs. a P/E of 7 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)