The financials
Deluxe Corporation by the numbers
Deluxe Corporation (DLX) reported revenue of $538M in Q1 2026 (quarter ended March 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 2026-Q1 was Checksrevenue at $166M, 31% of the disclosed total, just ahead of Merchant Services at 19%.
| 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 | 31% |
| Merchant Services | $105M | 19% |
| Datadrivenmarketingsolutions | $93M | 17% |
| Treasurymanagementsolutions | $58M | 11% |
| Formsandotherproducts | $52M | 9.7% |
| Promotional Solutions | $44M | 8.2% |
| Other Payment Solutions | $16M | 2.9% |
| Other Web Based Solutions | $5.0M | 0.9% |
Business Segments
Revenue split by product segment, from SEC XBRL filings.
Latest period: Q1 2026Total $538.1M (-0.40%)
Datadrivenmarketingsolutions grew +28% year on yearPromotional Solutions -21% year on year
Segment Latestquarter on quarteryear on year
- Checksrevenue$165.9M$165.9MQoQ -4.1%year on year -5.3%-4.1%-5.3%
- Merchant Services$104.9M$104.9MQoQ +7.0%year on year +7.3%+7.0%+7.3%
- Datadrivenmarketingsolutions$92.5M$92.5MQoQ +9.3%year on year +28%+9.3%+28%
- Treasurymanagementsolutions$57.8M$57.8MQoQ +3.0%year on year +6.4%+3.0%+6.4%
- Formsandotherproducts$52.4M$52.4MQoQ -4.0%year on year -13%-4.0%-13%
- Promotional Solutions$43.9M$43.9MQoQ -16%year on year -21%-16%-21%
- Other Payment Solutions$15.7M$15.7MQoQ -7.4%year on year -1.3%-7.4%-1.3%
- Other Web Based Solutions$5.0M$5.0MQoQ +9.5%year on year -3.8%+9.5%-3.8%
- Other--QoQ -year on year ---