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Compared to Estimates, Bel Fuse (BELFB) Q3 Earnings: A Look at Key Metrics
ZACKS· 2025-10-30 00:01
Core Insights - Bel Fuse reported revenue of $178.98 million for the quarter ended September 2025, marking a 44.8% increase year-over-year [1] - The earnings per share (EPS) for the quarter was $2.09, up from $0.92 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $170.43 million by 5.02% [1] - The EPS also surpassed the consensus estimate of $1.68 by 24.4% [1] Revenue Breakdown - Power Solutions and Protection segment generated net sales of $94.41 million, exceeding the two-analyst average estimate of $89.55 million, with a year-over-year increase of 93.9% [4] - Magnetic Solutions segment reported net sales of $22.7 million, slightly below the two-analyst average estimate of $25 million, reflecting an 18% year-over-year increase [4] - Connectivity Solutions segment achieved net sales of $61.87 million, surpassing the average estimate of $58.1 million based on two analysts, with an 11.1% year-over-year change [4] Stock Performance - Bel Fuse shares have returned +9.8% over the past month, outperforming the Zacks S&P 500 composite's +3.8% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]
Bel Fuse (BELFB) Q3 Earnings and Revenues Top Estimates
ZACKS· 2025-10-29 22:36
Core Insights - Bel Fuse (BELFB) reported quarterly earnings of $2.09 per share, exceeding the Zacks Consensus Estimate of $1.68 per share, and showing a significant increase from $0.92 per share a year ago, resulting in an earnings surprise of +24.40% [1] - The company achieved revenues of $178.98 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 5.02% and up from $123.64 million year-over-year [2] - Bel Fuse's stock has increased approximately 87.7% since the beginning of the year, significantly outperforming the S&P 500's gain of 17.2% [3] Earnings Outlook - The future performance of Bel Fuse's stock will largely depend on management's commentary during the earnings call and the company's earnings outlook [4] - The current consensus EPS estimate for the upcoming quarter is $1.55 on revenues of $161.27 million, and for the current fiscal year, it is $6.25 on revenues of $652.08 million [7] Industry Context - The Electronics - Miscellaneous Products industry, to which Bel Fuse belongs, is currently ranked in the top 20% of over 250 Zacks industries, indicating a favorable outlook for the sector [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]
Bel Fuse (BELFB) - 2025 Q3 - Quarterly Results
2025-10-29 20:24
Exhibit 99.1 FOR IMMEDIATE RELEASE Bel Fuse Inc. 300 Executive Drive Suite 300 West Orange, NJ 07052 www.belfuse.com tel 201.432.0463 Bel Reports Third Quarter 2025 Results Sales and Gross Margin Percentage Above Mid-Point of Expected Ranges Provides Q4-25 Sales and Gross Margin Guidance WEST ORANGE, NJ, Wednesday, October 29, 2025-- Bel Fuse Inc. (Nasdaq: BELFA and BELFB) today announced preliminary financial results for the third quarter of 2025. Third Quarter 2025 Highlights "Bel delivered a strong third ...
Bel Fuse: Collapsing The Share Structure Would Be A Win-Win (BELFB)
Seeking Alpha· 2025-10-28 01:15
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Bel Fuse Schedules Third Quarter 2025 Financial Results Conference Call
Globenewswire· 2025-10-09 12:00
WEST ORANGE, N.J., Oct. 09, 2025 (GLOBE NEWSWIRE) -- Bel Fuse Inc. (Nasdaq: BELFA and BELFB), a designer, manufacturer, and provider of products that power, protect and connect electronic circuits, today announced plans to release preliminary financial results for the third quarter after market close on Wednesday, October 29, 2025. An earnings conference call has been scheduled as follows: When:Thursday, October 30, 2025 at 8:30 a.m. ET  Dial in:877.407.0784, or international: 201.689.8560  Online:https://i ...
Bel Fuse Inc. (BELFB): A Bull Case Theory
Yahoo Finance· 2025-09-16 18:03
We came across a bullish thesis on Bel Fuse Inc. on X.com by longonlybets. In this article, we will summarize the bulls’ thesis on BELFB. Bel Fuse Inc.'s share was trading at $143.15 as of September 9th. BELFB’s trailing and forward P/E were 36.52 and 22.52 respectively according to Yahoo Finance. Analyst Explains Why He’s Bullish on Broadcom (AVGO) Amid AI Agent Revolution ronstik/Shutterstock.com Bel Fuse ($BELFB) delivered a strong Q2 2025 result, reinforcing the investment thesis built around the En ...
What Makes Bel Fuse (BELFB) a Strong Momentum Stock: Buy Now?
ZACKS· 2025-08-29 17:01
Momentum investing revolves around the idea of following a stock's recent trend in either direction. In "long context," investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even though momentum is a popular stock characte ...
Bel Fuse: Defense Tailwinds And Magnetics Recovery, But No Margin For Error
Seeking Alpha· 2025-08-20 11:31
Group 1 - The company Bel Fuse Inc. (NASDAQ: BELFB) has been rated as a Hold twice in 2023, indicating steady execution but insufficient organic growth [1] - The analyst emphasizes a focus on companies with strong fundamentals and real potential, particularly in the tech, infrastructure, and internet services sectors [1] Group 2 - The article does not provide any specific financial data or performance metrics related to Bel Fuse Inc. or the broader industry [2][3]
Bel Fuse (BELFB) - 2025 Q2 - Quarterly Report
2025-07-31 19:24
Revenue Breakdown - For the six months ended June 30, 2025, 53% of the company's revenues were derived from Power Solutions and Protection, 34% from Connectivity Solutions, and 13% from Magnetic Solutions[116]. - Sales of Power Solutions and Protection products increased by $51.1 million (43.0%) during the first half of 2025 compared to the same period in 2024, driven by aerospace and defense applications[128]. - Connectivity Solutions products saw a revenue increase of $1.4 million (2.4%) in Q2 2025 compared to Q2 2024, primarily due to higher volumes in commercial aerospace applications[131]. - For the six months ended June 30, 2025, total Connectivity Solutions sales decreased by $2.2 million (1.9%), while commercial aerospace and defense applications grew by $3.4 million (11.4%) and $2.9 million (12.6%), respectively[132]. - Sales of Magnetic Solutions products increased by $10.4 million (34.1%) in the first half of 2025, driven by higher demand from networking customers[134]. Financial Performance - The company's backlog of orders amounted to $414 million at June 30, 2025, an increase of $32.6 million, or 9%, from December 31, 2024[119]. - Gross margins for 2025 improved due to a favorable product mix and operational efficiencies, despite higher wage rates in Mexico[133]. - Other income (expense), net totaled $10.2 million for the six months ended June 30, 2025, compared to $1.3 million for the same period in 2024, driven by foreign exchange gains[143]. Costs and Expenses - Labor costs represented 8.1% of revenue during the first six months of 2025, up from 7.9% for the same period in 2024[124]. - Minimum wage increases in various regions are expected to add approximately $2.0 million in annual labor costs, impacting profit margins negatively[123]. - R&D expenses rose to $15.3 million for the six months ended June 30, 2025, up from $11.2 million in the same period in 2024, primarily due to the inclusion of Enercon's R&D costs[138]. - SG&A expenses increased to $60.4 million for the six months ended June 30, 2025, compared to $49.1 million in the same period in 2024, largely due to Enercon's SG&A expenses[139]. - Interest expenses surged to $8.1 million for the six months ended June 30, 2025, up from $0.8 million in the same period in 2024, reflecting higher borrowings related to the Enercon acquisition[140]. Taxation - The effective tax rate for the six months ended June 30, 2025, was 21.5%, up from 19.8% in the same period in 2024, primarily due to changes in foreign taxes[146]. - The effective tax rate will fluctuate based on the geographic regions where pretax profits are earned, with Asia having the lowest tax rates[126]. Acquisitions and Investments - The company acquired an 80% stake in Enercon in November 2024, which is expected to contribute to sales in 2025[119]. - The company had $59.3 million in cash and cash equivalents at June 30, 2025, and expects to use this liquidity for various operational needs and potential acquisitions[147]. - The company had $150 million of available borrowings under its revolving credit facility at June 30, 2025, with no mandatory principal payments due during 2025[152]. Market Risks - The Company is exposed to market risks from foreign currency exchange rates, interest rates on long-term debt, and commodity price fluctuations[158]. - The Company uses foreign currency forward contracts to manage short-term exposure to operational cash flow fluctuations[158]. - To mitigate variable interest rate risks, the Company maintains two pay-fixed, receive-variable interest rate swap agreements[158]. - The Company actively monitors fluctuations in metal prices, including copper, zinc, tin, gold, and silver, which can significantly impact production costs[158]. - The Company believes it has adequate primary and secondary sources for its key materials despite potential volatility in metal prices[158]. - Strategies implemented to mitigate negative impacts from material cost increases include price adjustments and productivity improvements[158]. - There have been no material changes regarding market risk during the six months ended June 30, 2025[158]. - The Company’s primary objective for holding derivative financial instruments is to manage foreign currency exchange rate and interest rate risks[158]. - The Company enters into derivative contracts in the normal course of business to mitigate risks, not for speculative purposes[158]. - Further discussions on market risks can be found in the Company's Annual Report on Form 10-K for the year ended December 31, 2024[158].
Bel Fuse Inc. (BELFB) Q2 2025 Earnings Conference Call Transcript
Seeking Alpha· 2025-07-26 08:47
Core Viewpoint - Bel Fuse Inc. is conducting its Q2 2025 earnings call, indicating a focus on discussing the company's financial performance and future outlook [1][2]. Group 1: Company Overview - The earnings call is led by key executives including Farouq Tuweiq (President, CEO & Director) and Lynn Hutkin (CFO, Treasurer, Secretary & Principal Accounting Officer) [1]. - Analysts from various firms are participating in the call, highlighting the interest from the investment community [1]. Group 2: Forward-Looking Statements - The company will make forward-looking statements regarding its expected operating and financial performance for future periods, including guidance for 2025 [4]. - These statements are based on current expectations and reflect the company's views only as of the date of the call [4]. - The company disclaims any obligation to update these forward-looking statements or outlook [4].