Deluxe (DLX) Beats Q3 Earnings and Revenue Estimates

Core Insights - Deluxe (DLX) reported quarterly earnings of $1.09 per share, exceeding the Zacks Consensus Estimate of $0.92 per share, and showing an increase from $0.84 per share a year ago, resulting in an earnings surprise of +18.48% [1] - The company achieved revenues of $540.2 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 2.36% and up from $528.4 million year-over-year [2] - Deluxe has consistently surpassed consensus EPS estimates over the last four quarters, achieving this four times [2] Financial Performance - The earnings surprise for the previous quarter was +23.94%, with actual earnings of $0.88 per share compared to an expected $0.71 per share [1] - The current consensus EPS estimate for the upcoming quarter is $0.94, with projected revenues of $513.1 million, while the estimate for the current fiscal year is $3.49 on $2.11 billion in revenues [7] Market Position - Deluxe shares have underperformed the market, losing about 19.3% since the beginning of the year, while the S&P 500 has gained 15.1% [3] - The Zacks Industry Rank places the Business - Office Products sector in the top 14% of over 250 Zacks industries, indicating a favorable industry outlook [8] Future Outlook - The sustainability of Deluxe's stock price movement will depend on management's commentary during the earnings call and the trends in earnings estimate revisions [3][4] - The current Zacks Rank for Deluxe is 3 (Hold), suggesting that the shares are expected to perform in line with the market in the near future [6]