Deluxe (DLX) Q4 Earnings and Revenues Surpass Estimates

Core Insights - Deluxe (DLX) reported quarterly earnings of $0.96 per share, exceeding the Zacks Consensus Estimate of $0.83 per share, and showing an increase from $0.84 per share a year ago, resulting in an earnings surprise of +15.21% [1] - The company achieved revenues of $535.3 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 4.33% and up from $520.5 million year-over-year [2] Earnings Performance - Over the last four quarters, Deluxe has consistently surpassed consensus EPS estimates, achieving this four times [2] - The company also topped consensus revenue estimates three times in the last four quarters [2] Stock Performance - Deluxe shares have increased approximately 9.3% since the beginning of the year, outperforming the S&P 500, which gained 1.9% [3] Future Outlook - The future performance of Deluxe's stock will largely depend on management's commentary during the earnings call and the company's earnings outlook [4][6] - The current consensus EPS estimate for the upcoming quarter is $0.74 on revenues of $526.4 million, and for the current fiscal year, it is $3.70 on revenues of $2.13 billion [7] Industry Context - The Business - Office Products industry, to which Deluxe belongs, is currently ranked in the top 41% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Another company in the same industry, HNI, is expected to report quarterly earnings of $0.91 per share, reflecting a year-over-year increase of +4.6% [9]