Deluxe (DLX) Q2 FY26 earnings call

Deluxe delivered strong Q2 FY26 results, with comparable adjusted growth across key metrics and significant free cash flow expansion, enabling debt reduction. The Celero acquisition, closed post-quarter, decisively accelerates the strategic shift towards payments and data, now comprising the majority of revenue, positioning the company for enhanced scale and synergy opportunities. Management affirmed its strategic planks and will provide updated long-term outlook at an Investor Day in December.