Deluxe Q2 FY2026 Earnings Call
With Chip Zint (CFO) and Barry McCarthy (President and CEO).
Deluxe, a trusted payments and data company, champions business so communities thrive. Our solutions help businesses pay, get paid, and grow. For more than 100 years, Deluxe customers have relied on our solutions and platforms at all stages of their lifecycle, from start-up to maturity.
More about Deluxe
Our powerful scale supports millions of small businesses, thousands of vital financial institutions and hundreds of the world’s largest consumer brands, while processing more than $2 trillion in annual payment volume. Our reach, scale and distribution channels position Deluxe to be our customers’ most trusted business partner.
1Prepared remarks3 speakers
Thank you, operator. Welcome to the Deluxe second quarter 2026 earnings call. Joining me on today's call are Barry McCarthy, our President and Chief Executive Officer, and Chip Zint, our Chief Financial Officer. At the end of today's prepared remarks, we will take questions. Before we begin, as seen on the current slide, I'd like to remind everyone that comments made today regarding management's intentions, projections, financial estimates and expectations about the company's future strategy or performance are…
Thanks, Brian, and good evening, everyone. I'm pleased to report our strong performance through mid-year. Deluxe continues to deliver its financial goals while accelerating our strategic transformation into a payments and data company. During the second quarter, we once again delivered comparable adjusted growth across all key metrics: revenue, adjusted EBITDA, adjusted EPS, and free cash flow. We were particularly pleased to see free cash flow increase 65% through Q2. We're now in our fourth consecutive year…
Thank you, Barry. Good evening, everyone. As Barry mentioned, we were pleased with our second quarter progress, particularly our strong year-to-date free cash flow expansion, continued year-over-year comparable adjusted revenue, EBITDA and EPS growth, and margin expansion over the quarter and year-to-date periods. I'll begin, as always, by reviewing some of the consolidated highlights for the period before moving on to operating segment results, strong cash flows, and other balance sheet and recent capital…