Every material Form 8-K Deluxe filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Deluxe reported third quarter 2026 revenue of $553.9 million, up 2.5% from a year earlier, while net income fell to $13.0 million from $33.7 million, partly due to acquisition-related costs and higher interest expense. The company raised its full-year 2026 outlook for revenue, adjusted EBITDA and adjusted diluted EPS, and affirmed its free cash flow forecast of approximately $200 million.
Q3 revenue $553.9 million, up 2.5%; comparable adjusted revenue up 9.1% after removing business exits
GAAP diluted EPS $0.28 versus $0.74; comparable adjusted diluted EPS $1.06, up 1.9%
Updated 2026 outlook: revenue $2.13 to $2.15 billion; adjusted EBITDA $470 to $480 million; adjusted diluted EPS $3.80 to $4.00
Quarterly dividend of $0.30 per share, payable December 1, 2026, to holders of record on November 17, 2026
Deluxe reported second-quarter 2026 results, with reported revenue down 4.2% to $499.3 million and net income down 14.3% to $19.2 million, partly due to one-time Celero transaction costs. The company raised its full-year 2026 revenue and adjusted EBITDA ranges to include Celero, which closed July 31, 2026, while comparable adjusted revenue rose 2.6% and comparable adjusted diluted EPS rose 6.1% to $0.87.
Reported revenue fell 4.2% to $499.3 million; comparable adjusted revenue rose 2.6% to $499.3 million from $486.8 million.
Net income was $19.2 million versus $22.4 million a year earlier; GAAP diluted EPS was $0.41 versus $0.50.
Updated 2026 guidance: revenue of $2.095 to $2.12 billion, adjusted EBITDA of $455 to $475 million, adjusted diluted EPS of $3.60 to $4.00.
Board approved a regular quarterly dividend of $0.30 per share, payable September 1, 2026, to holders of record on August 18, 2026.
Deluxe completed its acquisition of Celero Commerce on July 31, 2026, for an approximate $625 million cash purchase price plus certain seller transaction expenses, subject to adjustments. The closing was funded by borrowings under a new $800 million term loan and a $400 million revolving credit facility, with JPMorgan Chase Bank, N.A. as administrative agent. The company expects the deal to be accretive to adjusted EPS in the first full year after closing and will provide updated 2026 guidance with its second quarter results on August 5, 2026.
Cash purchase price of approximately $625 million, plus certain seller transaction expenses and other adjustments
New senior secured credit facilities: $400.0 million revolving facility and $800.0 million term loan, maturing July 31, 2031 for the revolver
Expected more than $15 million in cost synergies; deal expected to be accretive to adjusted EPS in the first full year after closing
Updated full-year 2026 guidance to be given with second quarter results on August 5, 2026
Deluxe agreed on June 17, 2026 to acquire Celero Commerce, a payment processor for small to mid-sized businesses, for approximately $625 million in cash plus seller expenses and adjustments. The deal is funded with an incremental $375 million Term Loan A and drawings on Deluxe's existing revolving credit facility, and Deluxe expects net leverage of about 3.9x at closing. Deluxe reaffirmed its 2026 full-year guidance, which excludes Celero, and plans to update guidance after closing.
Purchase price of approximately $625 million in cash, funded by a $375 million incremental Term Loan A and the existing revolver
Deluxe expects net leverage of about 3.9x at closing and a return to below 3.0x within 24 months after closing
Celero reported over $200 million in 2025 revenue and a 28% adjusted EBITDA margin, per the company; Deluxe expects over $15 million in cost synergies by 2028
Closing is subject to regulatory approvals and customary conditions, with completion expected in the third quarter of 2026
Deluxe reported first-quarter 2026 revenue of $538.1 million, up 0.3%, and net income of $35.8 million, up from $14.0 million a year earlier. The company updated its full-year 2026 outlook for the March sale of its Safeguard small business distributor channel, affirmed its free cash flow forecast of approximately $200 million, and said it maintained its comparable adjusted growth estimates. For shareholders, profit rose sharply while the outlook was adjusted for the divestiture.
Revenue was $538.1 million, up 0.3%; comparable adjusted revenue rose 2.7%.
Net income was $35.8 million versus $14.0 million; GAAP diluted EPS was $0.77 versus $0.31.
Comparable adjusted EBITDA rose 19.7% to $117.9 million; comparable adjusted diluted EPS rose 45.8% to $1.05.
2026 outlook, adjusted for the Safeguard divestiture: revenue of $1.985 to $2.050 billion, comparable adjusted diluted EPS of $3.60 to $4.00, and free cash flow of approximately $200 million.
Deluxe Corporation disclosed that director Cheryl E. Mayberry McKissack notified the Board on March 4, 2026, that she will not stand for re-election at the company's 2026 Annual Meeting of Shareholders. The filing gives no reason for the decision and does not name a replacement, so the change's effect on the Board is not stated.
Director Cheryl E. Mayberry McKissack notified the Board on March 4, 2026.
She will not stand for re-election at the 2026 Annual Meeting of Shareholders.
The filing gives no reason for the decision and names no successor.
Deluxe and certain subsidiaries signed an asset purchase agreement to sell specified assets tied to their Safeguard and Safeguard Business Systems brands to PFG-SG Operating Group LLC. The buyer will pay about $25 million, with $12 million due at closing and the rest in three equal annual installments, and the deal is expected to close in the first quarter of 2026.
Aggregate purchase price is approximately $25 million: $12 million at closing, remainder in three equal installments on each later anniversary of closing.
Transaction is expected to close in the first quarter of 2026, subject to customary closing conditions.
Either side may terminate if closing conditions are not met by April 30, 2026, and the Seller Entities agree to a three-year non-compete and non-solicit covenant after closing.
Deluxe reported fourth-quarter and full-year 2025 results on January 28, 2026. Full-year net income rose to $85.3 million from $52.9 million, and full-year revenue increased 0.5% to $2.13 billion. The company also issued full-year 2026 guidance for revenue, adjusted EBITDA, adjusted diluted EPS and free cash flow.
Full-year 2025 GAAP diluted EPS was $1.87, versus $1.18 in 2024; comparable adjusted diluted EPS rose 12.6% to $3.67.
Fourth-quarter 2025 revenue was $535.3 million, up 2.8%, and net income was $15.1 million, up from $12.6 million.
2026 outlook: revenue of $2.11 to $2.175 billion, adjusted EBITDA of $445 to $470 million, adjusted diluted EPS of $3.90 to $4.30, and free cash flow of approximately $200 million.
Board approved a regular quarterly dividend of $0.30 per share, payable February 23, 2026, to holders of record on February 9, 2026.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
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