DELUXE CORP — Form 8-K
Filed August 5, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 68/100
What the filing says
Deluxe completed its Celero acquisition on July 31, 2026, and raised full-year 2026 guidance: revenue $2.095–$2.12B (from prior undisclosed baseline), adjusted EBITDA $455–$475M, adjusted diluted EPS $3.60–$4.00, and free cash flow ~$200M. Q2 2026 comparable adjusted revenue grew 2.6% YoY to $499.3M; adjusted EBITDA margin improved 60 bps to 21.8%. First-half free cash flow surged 64.9% to $85.9M. The company reduced net debt to $1,317.3M from $1,392.5M at year-end 2025.
Why this rating
Celero acquisition materially expands Payments/Data mix (strategic goal) and is material to company size. Guidance raise with 64.9% FCF growth and debt reduction demonstrates execution. Acquisition integration risk offsets near-term upside.
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