Payments and data firm Deluxe's Q2 adjusted EPS beats estimates, raises 2026 outlook

Deluxe

05/08/2026 21:42

Overview
U.S. payments and data firm's Q2 adjusted EPS beat analyst expectations
Comparable adjusted revenue for Q2 rose 2.6%, driven by Payments and Data segment growth
Company raised 2026 outlook to reflect Celero acquisition

Outlook
Deluxe sees 2026 revenue of $2.095 bln to $2.12 bln
Company expects 2026 adjusted EBITDA of $455 mln to $475 mln
Deluxe forecasts 2026 adjusted diluted EPS of $3.60 to $4.00

Result Drivers
PAYMENTS AND DATA SEGMENTS - Co said 9.7% growth in Payments and Data segments drove comparable adjusted revenue increase
REVENUE MIX SHIFT - Co said Celero acquisition further shifts revenue mix toward Payments and Data, supporting strategic goals, per CEO Barry McCarthy
ACQUISITION COSTS - Co said net income declined due to one-time Celero transaction costs and higher tax provision, partially offset by lower SG&A, restructuring, and interest expense

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Adjusted EPS
Beat
$0.87
$0.81 (3 Analysts)
Q2 EPS
 
$0.41
 

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 Corporation is $32.00, about 18.6% above its August 4 closing price of $26.98
The stock recently traded at 7 times the next 12-month earnings vs. a P/E of 8 three months ago

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(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.)