Q1 2025 Deluxe Corp Earnings Call Transcript

Apr 30, 2025 / 09:00 PM GMT

Release Date Price: €13.5 (+0.75%)

Transcript 10-Q8-K

Key Points

Positve

Deluxe Corp (DLX) reported organic growth across key metrics, including revenue, adjusted EBITDA, EPS, and margin for the first quarter of 2025.
The company achieved a significant year-over-year expansion of operating cash flow, contributing to a reduction in net debt levels.
Deluxe Corp (DLX) received an S&P ratings upgrade and a positive ratings outlook, reflecting strong progress in balance sheet optimization.
The data segment experienced a 29% revenue growth year-over-year, driven by demand from financial institutions and the addition of 17 new customer logos.
The company maintained its overall guidance ranges for 2025, indicating confidence in its strategic execution and market positioning.

Negative

The print segment experienced a 4% year-over-year revenue decline, with legacy check revenues declining by 1.8% and other print areas declining by 7%.
The merchant services business is expected to remain closer to a lower single-digit full-year revenue growth trajectory due to macroeconomic trends.
There is ongoing demand softness in shorter cycle discretionary branded promotional products, impacting the print segment.
The company faces macroeconomic uncertainty and volatility, which could impact consumer sentiment and discretionary spending.
Medical benefit cost headwinds affected corporate operations, although these are anticipated to be mostly non-recurring.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

DLX.N - Deluxe Corp
Q1 2025 Deluxe Corp Earnings Call
Apr 30, 2025 / 09:00PM GMT

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Presentation
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Unidentified_1 [1]
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Please stand by.

Ladies and gentlemen, thank you for standing by and welcome to the deluxe quarterly earnings conference call. All participants are currently in a listen-only mode, and today's call is being recorded. At this time, I'd like to turn the conference over to your host, Vice President of Strategy and Investor Relations, Brian Anderson. Please go ahead.

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Unidentified_2 [2]
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Thank you, operator, and welcome to the deluxe first quarter of 2025 earnings call.

Joining me on today's call are Barry McCarthy, our President and Chief Executive Officer,

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