DELUXE CORP — Form 8-K
Filed November 4, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 62/100
What the filing says
Deluxe reported Q3 2026 revenue of $553.9M (up 2.5% reported, 9.1% comparable adjusted) and comparable adjusted EBITDA of $127.1M (up 9.6%). The company integrated Celero mid-quarter, driving 21%+ growth in combined Payments and Data businesses. Management raised full-year 2026 guidance to revenue $2.13–$2.15B, adjusted EBITDA $470–$480M, adjusted EPS $3.80–$4.00, and reaffirmed ~$200M free cash flow. Net debt increased to $1,929.2M from $1,392.5M (Dec 2025) due to Celero acquisition funding of $642.9M in the nine-month period.
Why this rating
Meaningful guidance raise and strategic acquisition (Celero) worth ~$643M—material relative to $701.7M market cap—demonstrates successful M&A execution and revenue mix shift, offsetting legacy print decline. Increased leverage and integration risk present headwinds.
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