Deluxe's Q3 revenue rises on growth in Payments and Data segments 

By Reuters News


Overview

  • US payments and data firm's Q3 revenue rose 2.5% yr/yr, comparable adjusted revenue up 9.1%

  • Adjusted EPS for Q3 beat analyst expectations

  • GAAP net income and EPS fell due to acquisition costs and higher interest expense


Outlook

  • Deluxe raises 2026 revenue outlook to $2.13-$2.15 bln

  • Company now sees 2026 adjusted EBITDA at $470-$480 mln

  • Deluxe expects 2026 adjusted diluted EPS of $3.80-$4.00


Result Drivers

  • PAYMENTS AND DATA SEGMENTS - Accelerated mix shift toward Payments and Data segments drove overall enterprise growth, with combined segment revenue up over 21% yr/yr; Celero acquisition contributed to growth

  • CELERO INTEGRATION - Co said it is executing on Celero integration synergy targets, supporting profit margin and cash flow expansion

  • COSTS AND INTEREST EXPENSE - Co said acquisition-related costs and higher interest expense offset operating profit gains from increased revenue


Company press release: Full Story


Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q3 Adjusted EPS

Beat

$1.06

$0.95 (4 Analysts)

Q3 EPS

$0.28


Analyst Coverage

  • The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "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 45.5% above its November 3 closing price of $21.99

  • The stock recently traded at 6 times the next 12-month earnings vs. a P/E of 7 three months ago


Reuters Recommended Reads

  • Nov 3 - Fiserv Q3 adjusted EPS beats, revenue slightly tops estimates

  • Nov 3 - Payments platform Block's Q3 profit beats estimates

  • Nov 3 - Marqeta Q3 revenue slightly beats estimates on volume growth


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.)

Capital.com is an execution-only brokerage platform and the content provided on the Capital.com website is intended for informational purposes only and should not be regarded as an offer to sell or a solicitation of an offer to buy the products or securities to which it applies. No representation or warranty is given as to the accuracy or completeness of the information provided.

The information provided does not constitute investment advice nor take into account the individual financial circumstances or objectives of any investor. Any information that may be provided relating to past performance is not a reliable indicator of future results or performance.

To the extent permitted by law, in no event shall Capital.com (or any affiliate or employee) have any liability for any loss arising from the use of the information provided. Any person acting on the information does so entirely at their own risk.

Any information which could be construed as “investment research” has not been prepared in accordance with legal requirements designed to promote the independence of investment research and as such is considered to be a marketing communication.