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Dec 31, 2025
Deluxe Q4 2025 Earnings Report
Deluxe reported its operating results for the fourth quarter and full year ended December 31, 2025.
Key Takeaways
Deluxe reported a strong fourth quarter in 2025, with revenue increasing by 2.8% and net income up by 19.8% compared to the previous year. The company also saw significant improvements in comparable adjusted diluted EPS, which rose by 14.3%.
Fourth quarter revenue increased 2.8% from the previous year to $535.3 million.
Net income for the fourth quarter was $15.1 million, up 19.8% from $12.6 million in the same period of 2024.
Comparable adjusted EBITDA for the fourth quarter was $106.0 million, a 2.5% increase year-over-year.
Comparable adjusted diluted EPS for the fourth quarter was $0.96, an increase of 14.3% from $0.84 in the prior year.
Revenue by Segment
Forward Guidance
For the full year 2026, Deluxe expects revenue to be between $2.11 billion and $2.175 billion, adjusted EBITDA between $445 million and $470 million, adjusted diluted EPS between $3.90 and $4.30, and free cash flow of approximately $200 million.
Positive Outlook
- Projected revenue growth for 2026, with a range of $2.11 to $2.175 billion.
- Anticipated increase in Adjusted EBITDA, with a range of $445 to $470 million.
- Expected adjusted diluted EPS between $3.90 and $4.30, indicating strong profitability.
- Forecasted free cash flow of approximately $200 million, suggesting healthy liquidity.
- Continued focus on core growth initiatives and balance sheet optimization.
Challenges Ahead
- Guidance is subject to prevailing macroeconomic conditions.
- Potential impact from global instability, including tariffs.
- Challenges related to labor supply and inflation could affect results.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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