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Side-by-side financial comparison of Borr Drilling Ltd (BORR) and DELUXE CORP (DLX). Click either name above to swap in a different company.
DELUXE CORP is the larger business by last-quarter revenue ($535.2M vs $267.7M, roughly 2.0× Borr Drilling Ltd). Borr Drilling Ltd runs the higher net margin — 13.1% vs 2.2%, a 10.9% gap on every dollar of revenue. On growth, DELUXE CORP posted the faster year-over-year revenue change (2.8% vs -1.5%).
Borr Drilling Ltd is a global offshore drilling contractor owning and operating a modern fleet of high-spec jack-up rigs. It offers drilling services to oil and gas exploration and production firms, with main operations across the North Sea, Southeast Asia, Middle East, and West Africa for shallow-water and marginal field projects.
Deluxe Corporation is an American company that provides payment processing, data services, checks and promotional products, and merchant services. It operates in four divisions: B2B payments, data, print, and merchant services. As of 2025, the company serves millions of small businesses and thousands of financial institutions, processing more than $2.8 trillion in payments annually. While its legacy business centers on check printing and other printed products, payments and data services now ...
BORR vs DLX — Head-to-Head
Income Statement — Q2 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $267.7M | $535.2M |
| Net Profit | $35.1M | $12.0M |
| Gross Margin | — | 52.2% |
| Operating Margin | 36.0% | 8.9% |
| Net Margin | 13.1% | 2.2% |
| Revenue YoY | -1.5% | 2.8% |
| Net Profit YoY | 10.7% | -5.0% |
| EPS (diluted) | $0.14 | $0.25 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | — | $535.2M | ||
| Q3 25 | — | $540.2M | ||
| Q2 25 | $267.7M | $521.3M | ||
| Q1 25 | — | $536.5M | ||
| Q4 24 | — | $520.6M | ||
| Q3 24 | — | $528.4M | ||
| Q2 24 | $271.9M | $537.8M | ||
| Q1 24 | — | $535.0M |
| Q4 25 | — | $12.0M | ||
| Q3 25 | — | $33.7M | ||
| Q2 25 | $35.1M | $22.4M | ||
| Q1 25 | — | $14.0M | ||
| Q4 24 | — | $12.6M | ||
| Q3 24 | — | $8.9M | ||
| Q2 24 | $31.7M | $20.5M | ||
| Q1 24 | — | $10.8M |
| Q4 25 | — | 52.2% | ||
| Q3 25 | — | 53.9% | ||
| Q2 25 | — | 53.6% | ||
| Q1 25 | — | 52.4% | ||
| Q4 24 | — | 52.3% | ||
| Q3 24 | — | 53.3% | ||
| Q2 24 | — | 53.7% | ||
| Q1 24 | — | 53.0% |
| Q4 25 | — | 8.9% | ||
| Q3 25 | — | 14.0% | ||
| Q2 25 | 36.0% | 11.7% | ||
| Q1 25 | — | 9.0% | ||
| Q4 24 | — | 9.0% | ||
| Q3 24 | — | 7.9% | ||
| Q2 24 | 38.4% | 11.0% | ||
| Q1 24 | — | 8.3% |
| Q4 25 | — | 2.2% | ||
| Q3 25 | — | 6.2% | ||
| Q2 25 | 13.1% | 4.3% | ||
| Q1 25 | — | 2.6% | ||
| Q4 24 | — | 2.4% | ||
| Q3 24 | — | 1.7% | ||
| Q2 24 | 11.7% | 3.8% | ||
| Q1 24 | — | 2.0% |
| Q4 25 | — | $0.25 | ||
| Q3 25 | — | $0.74 | ||
| Q2 25 | $0.14 | $0.50 | ||
| Q1 25 | — | $0.31 | ||
| Q4 24 | — | $0.28 | ||
| Q3 24 | — | $0.20 | ||
| Q2 24 | $0.12 | $0.46 | ||
| Q1 24 | — | $0.24 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $92.4M | $36.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.0B | $680.7M |
| Total Assets | $3.4B | $2.9B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $36.9M | ||
| Q3 25 | — | $25.8M | ||
| Q2 25 | $92.4M | $26.0M | ||
| Q1 25 | — | $30.3M | ||
| Q4 24 | — | $34.4M | ||
| Q3 24 | — | $41.3M | ||
| Q2 24 | $195.3M | $23.1M | ||
| Q1 24 | — | $23.5M |
| Q4 25 | — | $680.7M | ||
| Q3 25 | — | $664.1M | ||
| Q2 25 | $1.0B | $638.7M | ||
| Q1 25 | — | $622.5M | ||
| Q4 24 | — | $620.9M | ||
| Q3 24 | — | $612.7M | ||
| Q2 24 | $999.2M | $620.5M | ||
| Q1 24 | — | $608.4M |
| Q4 25 | — | $2.9B | ||
| Q3 25 | — | $2.6B | ||
| Q2 25 | $3.4B | $2.5B | ||
| Q1 25 | — | $2.6B | ||
| Q4 24 | — | $2.8B | ||
| Q3 24 | — | $2.6B | ||
| Q2 24 | $3.2B | $2.7B | ||
| Q1 24 | — | $2.7B |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $6.3M | $102.1M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 0.18× | 8.53× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $102.1M | ||
| Q3 25 | — | $67.1M | ||
| Q2 25 | $6.3M | $51.1M | ||
| Q1 25 | — | $50.3M | ||
| Q4 24 | — | $60.2M | ||
| Q3 24 | — | $67.9M | ||
| Q2 24 | $16.0M | $39.6M | ||
| Q1 24 | — | $26.6M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $27.8M | ||
| Q1 25 | — | $24.3M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $46.7M | ||
| Q2 24 | — | $11.4M | ||
| Q1 24 | — | $6.1M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 5.3% | ||
| Q1 25 | — | 4.5% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 8.8% | ||
| Q2 24 | — | 2.1% | ||
| Q1 24 | — | 1.1% |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 4.5% | ||
| Q1 25 | — | 4.8% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 4.0% | ||
| Q2 24 | — | 5.2% | ||
| Q1 24 | — | 3.8% |
| Q4 25 | — | 8.53× | ||
| Q3 25 | — | 1.99× | ||
| Q2 25 | 0.18× | 2.28× | ||
| Q1 25 | — | 3.59× | ||
| Q4 24 | — | 4.77× | ||
| Q3 24 | — | 7.60× | ||
| Q2 24 | 0.50× | 1.94× | ||
| Q1 24 | — | 2.46× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BORR
| Transferred Over Time | $256.6M | 96% |
| Transferred At Point In Time | $11.1M | 4% |
DLX
| Services | $247.9M | 46% |
| B2B Payments | $76.3M | 14% |
| Datadrivenmarketingsolutions | $68.5M | 13% |
| Promotional Solutions Revenue | $60.9M | 11% |
| Treasurymanagementsolutions | $59.8M | 11% |
| Other | $17.3M | 3% |
| Other Web Based Solutions | $4.6M | 1% |
