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Side-by-side financial comparison of DELUXE CORP (DLX) and VALMONT INDUSTRIES INC (VMI). Click either name above to swap in a different company.
VALMONT INDUSTRIES INC is the larger business by last-quarter revenue ($1.0B vs $535.2M, roughly 1.9× DELUXE CORP). VALMONT INDUSTRIES INC runs the higher net margin — 10.5% vs 2.2%, a 8.3% gap on every dollar of revenue. On growth, VALMONT INDUSTRIES INC posted the faster year-over-year revenue change (6.2% vs 2.8%). Over the past eight quarters, DELUXE CORP's revenue compounded faster (0.0% CAGR vs -0.5%).
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 ...
Valmont Industries, Inc. is a large, publicly held American manufacturer of Valley center pivot and linear irrigation equipment, windmill support structures, lighting and traffic poles and steel utility poles.
DLX vs VMI — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $535.2M | $1.0B |
| Net Profit | $12.0M | $108.0M |
| Gross Margin | 52.2% | 30.8% |
| Operating Margin | 8.9% | 15.1% |
| Net Margin | 2.2% | 10.5% |
| Revenue YoY | 2.8% | 6.2% |
| Net Profit YoY | -5.0% | 23.8% |
| EPS (diluted) | $0.25 | $5.51 |
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.
| Q1 26 | — | $1.0B | ||
| Q4 25 | $535.2M | $1.0B | ||
| Q3 25 | $540.2M | $1.0B | ||
| Q2 25 | $521.3M | $1.1B | ||
| Q1 25 | $536.5M | $969.3M | ||
| Q4 24 | $520.6M | $1.0B | ||
| Q3 24 | $528.4M | $1.0B | ||
| Q2 24 | $537.8M | $1.0B |
| Q1 26 | — | $108.0M | ||
| Q4 25 | $12.0M | $168.0M | ||
| Q3 25 | $33.7M | $99.0M | ||
| Q2 25 | $22.4M | $-4.0M | ||
| Q1 25 | $14.0M | $87.3M | ||
| Q4 24 | $12.6M | $77.7M | ||
| Q3 24 | $8.9M | $83.1M | ||
| Q2 24 | $20.5M | $99.7M |
| Q1 26 | — | 30.8% | ||
| Q4 25 | 52.2% | 29.8% | ||
| Q3 25 | 53.9% | 30.4% | ||
| Q2 25 | 53.6% | 30.6% | ||
| Q1 25 | 52.4% | 30.0% | ||
| Q4 24 | 52.3% | 30.2% | ||
| Q3 24 | 53.3% | 29.6% | ||
| Q2 24 | 53.7% | 30.8% |
| Q1 26 | — | 15.1% | ||
| Q4 25 | 8.9% | 11.2% | ||
| Q3 25 | 14.0% | 13.5% | ||
| Q2 25 | 11.7% | 2.8% | ||
| Q1 25 | 9.0% | 13.2% | ||
| Q4 24 | 9.0% | 11.6% | ||
| Q3 24 | 7.9% | 12.3% | ||
| Q2 24 | 11.0% | 14.2% |
| Q1 26 | — | 10.5% | ||
| Q4 25 | 2.2% | 16.2% | ||
| Q3 25 | 6.2% | 9.5% | ||
| Q2 25 | 4.3% | -0.4% | ||
| Q1 25 | 2.6% | 9.0% | ||
| Q4 24 | 2.4% | 7.5% | ||
| Q3 24 | 1.7% | 8.1% | ||
| Q2 24 | 3.8% | 9.6% |
| Q1 26 | — | $5.51 | ||
| Q4 25 | $0.25 | $9.02 | ||
| Q3 25 | $0.74 | $4.98 | ||
| Q2 25 | $0.50 | $-1.53 | ||
| Q1 25 | $0.31 | $4.32 | ||
| Q4 24 | $0.28 | $3.85 | ||
| Q3 24 | $0.20 | $4.11 | ||
| Q2 24 | $0.46 | $4.91 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $36.9M | $160.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $680.7M | $1.7B |
| Total Assets | $2.9B | $3.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $160.2M | ||
| Q4 25 | $36.9M | $187.1M | ||
| Q3 25 | $25.8M | $226.1M | ||
| Q2 25 | $26.0M | $208.5M | ||
| Q1 25 | $30.3M | $184.4M | ||
| Q4 24 | $34.4M | $164.3M | ||
| Q3 24 | $41.3M | $200.5M | ||
| Q2 24 | $23.1M | $163.1M |
| Q1 26 | — | — | ||
| Q4 25 | — | $795.7M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $730.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $1.7B | ||
| Q4 25 | $680.7M | $1.6B | ||
| Q3 25 | $664.1M | $1.6B | ||
| Q2 25 | $638.7M | $1.5B | ||
| Q1 25 | $622.5M | $1.6B | ||
| Q4 24 | $620.9M | $1.5B | ||
| Q3 24 | $612.7M | $1.5B | ||
| Q2 24 | $620.5M | $1.5B |
| Q1 26 | — | $3.4B | ||
| Q4 25 | $2.9B | $3.4B | ||
| Q3 25 | $2.6B | $3.4B | ||
| Q2 25 | $2.5B | $3.3B | ||
| Q1 25 | $2.6B | $3.4B | ||
| Q4 24 | $2.8B | $3.3B | ||
| Q3 24 | $2.6B | $3.5B | ||
| Q2 24 | $2.7B | $3.5B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.49× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.47× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $102.1M | — |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 8.53× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $102.1M | $111.2M | ||
| Q3 25 | $67.1M | $112.5M | ||
| Q2 25 | $51.1M | $167.6M | ||
| Q1 25 | $50.3M | $65.1M | ||
| Q4 24 | $60.2M | $193.4M | ||
| Q3 24 | $67.9M | $225.1M | ||
| Q2 24 | $39.6M | $130.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | $70.4M | ||
| Q3 25 | — | $70.6M | ||
| Q2 25 | $27.8M | $135.6M | ||
| Q1 25 | $24.3M | $34.8M | ||
| Q4 24 | — | $167.8M | ||
| Q3 24 | $46.7M | $204.6M | ||
| Q2 24 | $11.4M | $112.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | 6.8% | ||
| Q3 25 | — | 6.7% | ||
| Q2 25 | 5.3% | 12.9% | ||
| Q1 25 | 4.5% | 3.6% | ||
| Q4 24 | — | 16.2% | ||
| Q3 24 | 8.8% | 20.1% | ||
| Q2 24 | 2.1% | 10.8% |
| Q1 26 | — | — | ||
| Q4 25 | — | 3.9% | ||
| Q3 25 | — | 4.0% | ||
| Q2 25 | 4.5% | 3.0% | ||
| Q1 25 | 4.8% | 3.1% | ||
| Q4 24 | — | 2.5% | ||
| Q3 24 | 4.0% | 2.0% | ||
| Q2 24 | 5.2% | 1.8% |
| Q1 26 | — | — | ||
| Q4 25 | 8.53× | 0.66× | ||
| Q3 25 | 1.99× | 1.14× | ||
| Q2 25 | 2.28× | — | ||
| Q1 25 | 3.59× | 0.75× | ||
| Q4 24 | 4.77× | 2.49× | ||
| Q3 24 | 7.60× | 2.71× | ||
| Q2 24 | 1.94× | 1.31× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
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% |
VMI
| Infrastructure | $803.2M | 78% |
| Agriculture | $226.0M | 22% |
