NYSE$DLX
Deluxe Corporation · Q4 2021 earnings
Q4 2021 earnings · · Investor relations
Briefing
Reported strong fourth quarter and full year results.
Deluxe reported its Q4 2021 results, showing revenue growth of 25.5% and net income attributable to Deluxe of $13.8 million. All four segments delivered year-over-year sales-driven revenue growth. The First American acquisition accelerated transformation and exceeded expectations.
- Consolidated fourth quarter revenue increased 25.5%, up 6.8%, excluding contribution from First American.
- All four segments delivered year-over-year sales-driven revenue growth in the fourth quarter.
- Fourth quarter net income was up 10.4% from the third quarter of 2021 and adjusted EBITDA margin was 20.5%, up 120 basis points sequentially from the third quarter of 2021.
- Declared regular quarterly dividend.
Headline financials
Revenue & EPS history
Deluxe · Revenue · Quarterly
$571M
Revenue by segment
Deluxe · $64M total across 1 segment · Q3 2023
- Data Solutions$64M—100.0%
Forward guidance
The company expects revenue growth of 8% to 10%, adjusted EBITDA margin of approximately 20%, and capital expenditures of approximately $105 million for full year 2022.
Tailwinds
- Revenue growth of 8% to 10%, which includes a full year impact from First American
- Adjusted EBITDA margin of approximately 20%
- Capital expenditures of approximately $105 million
- Full year impact from First American
- Revenue growth
Headwinds
- Macroeconomic unknowns associated with the COVID-19 pandemic, including the Omicron variant
- Anticipated continued supply chain constraints
- Labor supply issues
- Inflation
- COVID-19 pandemic
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 quarterly earnings reports · overlaid with Q4 2021
+1.3%
Avg return
Earnings day
+1.3%
Avg return
5 days after
+0.3%
Avg return
30 days after
59%
40 / 68 earnings
Positive
+18.5%
Q3 2024
Best reaction
-12.8%
Q4 2019
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | +3.2% | -3.9% | -12.0% | |
| Q4 2025 | +13.3% | +14.5% | +16.1% | |
| Q3 2025 | +14.3% | +13.4% | +14.8% | |
| Q1 2025 | +1.0% | +4.3% | -2.3% | |
| Q4 2024 | -11.3% | -17.8% | -27.5% | |
| Q3 2024 | +18.5% | +26.4% | +21.9% | |
| Q2 2024 | -9.0% | -18.7% | -14.3% | |
| Q1 2024 | +9.2% | +11.2% | +15.1% | |
| Q4 2023 | +10.0% | +10.2% | +2.6% | |
| Q3 2023 | +14.5% | +12.8% | +16.2% | |
| Q2 2023 | +10.5% | +15.4% | +10.8% | |
| Q1 2023 | +1.6% | +3.4% | +17.7% | |
| Q4 2022 | +0.9% | +0.2% | -9.2% | |
| Q3 2022 | +8.1% | +10.7% | +7.8% | |
| Q2 2022 | -7.1% | -10.4% | -28.3% | |
| Q1 2022 | -7.1% | -12.2% | -17.1% | |
| Q4 2021 | +3.1% | +1.5% | +6.3% | |
| Q3 2021 | -1.6% | -2.5% | -11.6% | |
| Q2 2021 | -2.6% | -2.4% | -7.9% | |
| Q1 2021 | -1.1% | -4.4% | -1.0% | |
| Q4 2020 | +3.4% | +4.2% | +10.7% | |
| Q3 2020 | -2.5% | +18.6% | +24.4% | |
| Q2 2020 | +13.7% | +13.5% | +18.2% | |
| Q1 2020 | +2.1% | -9.6% | +17.5% | |
| Q4 2019 | -12.8% | -13.5% | -31.4% | |
| Q3 2019 | +4.5% | +8.5% | +1.6% | |
| Q2 2019 | +3.0% | +2.4% | +3.1% | |
| Q1 2019 | -4.5% | -3.6% | -15.0% | |
| Q4 2018 | +9.1% | +9.5% | +12.9% | |
| Q3 2018 | -12.4% | -4.5% | -3.9% | |
| Q2 2018 | -9.0% | -8.2% | -6.8% | |
| Q1 2018 | -5.5% | -7.9% | -10.3% | |
| Q4 2017 | -0.4% | -2.2% | -4.7% | |
| Q3 2017 | -4.8% | -5.5% | -7.0% | |
| Q2 2017 | +3.4% | +3.0% | -3.6% | |
| Q1 2017 | +0.1% | +1.4% | -5.2% | |
| Q4 2016 | -2.3% | -2.2% | +1.4% | |
| Q3 2016 | -3.3% | -3.3% | +10.7% | |
| Q2 2016 | -2.4% | -2.3% | -0.7% | |
| Q1 2016 | +0.2% | — | — | |
| Q4 2015 | +9.6% | — | — | |
| Q3 2015 | +1.7% | — | — | |
| Q2 2015 | +0.9% | — | — | |
| Q1 2015 | -3.2% | — | — | |
| Q4 2014 | +5.8% | — | — | |
| Q3 2014 | +3.3% | — | — | |
| Q2 2014 | -2.1% | — | — | |
| Q1 2014 | +0.8% | — | — | |
| Q4 2013 | -5.0% | — | — | |
| Q3 2013 | +2.4% | — | — | |
| Q2 2013 | +2.9% | — | — | |
| Q1 2013 | -1.1% | — | — | |
| Q4 2012 | +7.9% | — | — | |
| Q3 2012 | +5.2% | — | — | |
| Q2 2012 | +5.7% | — | — | |
| Q1 2012 | +7.8% | — | — | |
| Q4 2011 | +1.6% | — | — | |
| Q3 2011 | +0.9% | — | — | |
| Q2 2011 | -3.7% | — | — | |
| Q4 2010 | -3.7% | — | — | |
| Q1 2010 | +1.5% | — | — | |
| Q1 2011 | +1.8% | — | — | |
| Q4 2008 | -5.6% | — | — | |
| Q3 2009 | +6.8% | — | — | |
| Q3 2010 | +6.8% | — | — | |
| Q2 2009 | -3.3% | — | — | |
| Q4 2009 | -3.3% | — | — | |
| Q2 2010 | -3.3% | — | — |
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