Deluxe Corporation filed its quarterly report on Form 10-Q with the SEC on August 6, 2026, covering the quarter and six months ended June 30, 2026, disclosing revenue, earnings, balance sheet, and segment data for the period.

Key Highlights

  • Q2 2026 total revenue: $499.3 million, compared with $521.3 million in Q2 2025, according to the filing.
  • Six-month net income attributable to Deluxe: $54.9 million for the first half of 2026, up from $36.4 million in the same period of 2025.
  • Q2 diluted earnings per share: $0.41, versus $0.50 in Q2 2025, as reported in the filing.
  • Total shareholders' equity: $707.9 million as of June 30, 2026, compared with $680.7 million at December 31, 2025.
  • Cash dividends declared: $0.30 per share in Q2 2026, consistent with Q2 2025.
  • Shares outstanding: 45,856,290 common shares as of July 31, 2026, per the filing's cover page.
  • Gain on sale of businesses and long-lived assets: $5.1 million recognized in the six months ended June 30, 2026, with no comparable amount in the prior-year period.

Deluxe Corporation's Revenue Mix and Earnings Shift in First Half of 2026

According to the filing, Deluxe Corporation (NYSE: DLX) reported total revenue of $499.3 million for the quarter ended June 30, 2026, a decline from $521.3 million in the second quarter of 2025. Service revenue increased to $262.3 million from $239.9 million in the year-ago quarter, while product revenue fell to $237.0 million from $281.4 million. For the six months ended June 30, 2026, total revenue was $1,037.4 million, compared with $1,057.7 million in the first half of 2025.

The filing reported operating income of $55.7 million for Q2 2026, versus $60.8 million in Q2 2025. For the six-month period, operating income rose to $127.4 million from $108.8 million in the prior-year period, with the filing attributing part of the year-to-date improvement to a $5.1 million gain on sale of businesses and long-lived assets recorded in the first half of 2026. Restructuring and integration expense was $1.8 million for Q2 2026 and $5.2 million for the first six months, down from $4.0 million and $11.7 million, respectively, in the comparable 2025 periods. Interest expense was $28.0 million in Q2 2026, compared with $30.9 million a year earlier.

On the balance sheet, the filing showed total assets of $2,562.4 million as of June 30, 2026, compared with $2,863.6 million at December 31, 2025. The decline in total current assets from $665.8 million to $374.1 million was driven largely by a reduction in settlement processing assets from $273.6 million to $17.5 million, with a corresponding decrease in settlement processing obligations from $275.0 million to $19.3 million. Long-term debt stood at $1,352.2 million at June 30, 2026, versus $1,413.1 million at year-end 2025. Goodwill remained unchanged at $1,422.8 million across both dates.

What Was Disclosed

Deluxe Corporation's 10-Q for the quarter ended June 30, 2026, disclosed consolidated revenue, earnings, balance sheet figures, segment data, restructuring charges, a first-half gain on asset sales, dividend payments of $0.30 per share in Q2, and a share count of 45,856,290 as of July 31, 2026.