$DLX

Deluxe (NYSE:DLX) reported Q2 segment results, led by Data Solutions revenue up 21.4% to $82.3M and adjusted EBITDA of $18.1M. Merchant Services revenue rose 6.1% to $107.6M. Print revenue fell 4.3% to $235.9M. Deluxe closed its Celero acquisition on July 31 and raised 2026 guidance: revenue $2.095B-$2.12B, adj. EBITDA $455M-$475M, adj. EPS $3.60-$4.00, and FCF about $200M.

DELUXE CORP (DLX) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 exhibit991080520268-k.htm EX-99.1 Document Exhibit 99.1 Contact: Brian Anderson, VP, Strategy & Investor Relations Keith Negrin, VP, Communications 651-447-4197 612-669-1459 brian.anderson@deluxe.com keith.negrin@deluxe.com DELUXE REPORTS STRONG SECOND QUARTER 2026 RESU

DELUXE CORP (DLX) filed an SEC Form 8-K — Completion of Acquisition or Disposition of Assets. EX-10.1 2 tm2621737d1_ex10-1.htm EXHIBIT 10.1 Exhibit 10.1 Execution Version REFINANCING FACILITY AGREEMENT NO. 2 REFINANCING FACILITY AGREEMENT NO. 2 dated as of July 31, 2026 (this “ Amendment ”), to the Credit Agreement, dated as of June 1, 2021 (as amended by the First Amendm

Deluxe Corporation will acquire Celero Commerce for $625 million, with the deal expected to close in Q3 2026, according to Deluxe. The company said the purchase will shift revenue toward its Payments and Data segments and expand merchant processing. Deluxe expects the combined unit to process about $70 billion in gross transaction volume by 2025 and target $15 million+ in cost synergies within two years.

Deluxe agreed to buy Celero Commerce for $625 million in cash, plus assumed seller transaction expenses and other adjustments, subject to regulatory approvals and customary closing conditions. Deluxe will fund via committed debt and its revolving credit facility. Deluxe expects the deal to add to adjusted EPS in year one, with $15+ million cost synergies within 24 months. Celero reported 2025 revenue of $200+ million and 28% adjusted EBITDA margin.

Deluxe (NYSE: DLX) agreed to acquire Celero Commerce for $625 million in cash, announced June 18, 2026, with FT Partners as Celero’s exclusive advisor. Deluxe said the combined firms processed about $70 billion in gross transaction volume in 2025, including Celero’s $28+ billion pre-merger. The deal expands Deluxe’s payments and data reach and targets a top-10 position among non-bank merchant acquirers.

DELUXE CORP (DLX) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. EX-2.1 2 tm2618004d1_ex2-1.htm EXHIBIT 2.1 Exhibit 2.1 EXECUTION VERSION EQUITY PURCHASE AGREEMENT AND PLAN OF MERGER BY AND AMONG DELUXE CORPORATION, CALYPSO MERGER SUB LLC, CELERO INTERMEDIATE HOLDINGS LLC, LLR V PAYMENTS, LLC, LLR INTERNATIONAL V, L.P., and THE SELLERS’ REPRES

Finix Payments Inc. has launched a new Android-based point-of-sale terminal for self-service, unattended payments, aiming to meet retail and hospitality demand for contactless kiosks. Meanwhile, Deluxe Corp. has partnered with Dollar Bank to provide cloud infrastructure and data access for enhanced payment-acceptance options, expanding the bank's community presence. Deluxe reported a 7.3% increase in merchant services revenue in the first quarter.

Deluxe Corporation reported a strong start to Q1 2026, exceeding earnings expectations with an EPS of $1.05 against an anticipated $0.91. The company achieved two significant strategic milestones: reaching its 3x leverage ratio target three quarters ahead of schedule and having its Payments and Data businesses collectively account for over 50% of total revenue for the first time in its history, marking a major transformation inflection point. Deluxe reiterated its full-year guidance, adjusting for the Safeguard divestiture while maintaining or improving comparable adjusted growth rates and an unchanged free cash flow estimate of approximately $200 million.

Deluxe Corp's stock has been under pressure, trading closer to its 52-week low amidst investor anxiety regarding its digital transformation efforts. The company's recent earnings report showed mixed results, with revenue in line with expectations but conservative profitability and forward guidance, leading to a bearish sentiment. Analysts generally hold a neutral stance, suggesting the stock is fairly to slightly undervalued but faces unproven execution in its digital pivot and structural headwinds in legacy print products.