The financials
Deluxe Corporation by the numbers
Deluxe Corporation (DLX) reported revenue of $538M in Q1 2026 (quarter ended Mar 31, 2026), up 0.3% from the same quarter a year earlier. That came with a gross margin of 52% and net income of $36M (6.7% of revenue). For the full year FY2025, revenue was $2.13B (+0.5% year on year) and net income $82M. Its largest product in Jun 2026 was Checksrevenue at $166M, 33% of the disclosed total, ahead of Merchant Services at 22%.
| Income statement | Q1 2026 | Q1 2025 | Change |
|---|---|---|---|
| Revenue | $538M | $537M | +0.3% |
| Gross profit | $279M | $281M | −0.6% |
| Operating income | $72M | $48M | +49% |
| Net income | $36M | $14M | +156% |
| Diluted EPS | $0.77 | $0.31 | +148% |
| Product | Revenue | Share |
|---|---|---|
| Checksrevenue | $166M | 33% |
| Merchant Services | $108M | 22% |
| Datadrivenmarketingsolutions | $78M | 16% |
| Treasurymanagementsolutions | $57M | 11% |
| Formsandotherproducts | $39M | 7.9% |
| Promotional Solutions | $31M | 6.2% |
| Other Payment Solutions Member | $16M | 3.3% |
| Other Web Based Solutions | $4.6M | 0.9% |
Business Segments
Revenue split by product segment, from SEC XBRL filings.
Latest period: Jun 2026Total $499.3M (-7.2%)
Datadrivenmarketingsolutions grew +23% year on yearPromotional Solutions -42% year on year
Segment Latestquarter on quarteryear on year
- Checksrevenue$165.5M$165.5MQoQ -0.24%year on year -4.7%-0.24%-4.7%
- Merchant Services$107.6M$107.6MQoQ +2.6%year on year +6.1%+2.6%+6.1%
- Datadrivenmarketingsolutions$77.7M$77.7MQoQ -16%year on year +23%-16%+23%
- Treasurymanagementsolutions$57.1M$57.1MQoQ -1.2%year on year +4.8%-1.2%+4.8%
- Formsandotherproducts$39.4M$39.4MQoQ -25%year on year -27%-25%-27%
- Promotional Solutions$31.0M$31.0MQoQ -29%year on year -42%-29%-42%
- Other Payment Solutions Member$16.4M$16.4MQoQ +4.5%year on year -0.61%+4.5%-0.61%
- Other Web Based Solutions$4.6M$4.6MQoQ -8.0%year on year -4.2%-8.0%-4.2%