Core Viewpoint - Bel Fuse Inc. is set to release preliminary financial results for the fourth quarter on February 17, 2026, with a conference call scheduled for February 18, 2026, at 8:30 a.m. ET [1] Company Overview - Bel Fuse Inc. designs, manufactures, and markets a wide range of products that power, protect, and connect electronic circuits [2] - The company's products are utilized in various industries, including defense, commercial aerospace, networking, telecommunications, computing, general industrial, high-speed data transmission, transportation, and eMobility [2] - Bel's product categories include Power Solutions and Protection, Connectivity Solutions, and Magnetic Solutions, with operations in facilities worldwide [2]

Core Viewpoint - Bel Fuse Inc. has appointed Tom Smelker as President of Connectivity Solutions, effective January 26, 2026, to drive growth and innovation in the aerospace and defense sectors [1][4]. Group 1: Appointment and Background - Tom Smelker brings over two decades of experience in the aerospace and defense sectors, previously serving as Senior Vice President and General Manager at Mercury Systems, managing a $400+ million P&L across ten sites [2]. - At Mercury Systems, he achieved a significant turnaround in profitability and repositioned key product lines into top-performing units [2]. - Prior to Mercury Systems, Smelker spent 19 years at Raytheon, where he advanced to Senior Fellow in Secure Processing and launched a secure systems business [2][3]. Group 2: Expertise and Strategic Fit - Smelker's expertise includes ruggedized computing, RF systems, secure microelectronics, and space technologies, aligning closely with Bel's strategic priorities [3]. - His leadership experience in P&L management and global operational oversight positions him well to lead Bel's Connectivity Solutions business unit [3]. Group 3: Leadership Comments - Farouq Tuweiq, CEO of Bel, expressed enthusiasm about Smelker's appointment, highlighting his leadership skills and industry knowledge as crucial for the company's growth [4]. - Smelker noted the opportunity to contribute to Bel's commitment to innovation and its strong position in the aerospace and defense markets [4]. Group 4: Company Overview - Bel Fuse Inc. designs, manufactures, and markets products that power, protect, and connect electronic circuits, serving various industries including defense, commercial aerospace, telecommunications, and automotive [5]. - The company's product groups include Power Solutions, Connectivity Solutions, and Magnetic Solutions, with operations in facilities worldwide [5].

Core Insights - Bel Fuse Inc. announced the retirement of Pete Bittner, President of Connectivity Solutions, effective April 3, 2026, after over 30 years of service [1][2] Group 1: Leadership and Contributions - Pete Bittner joined Bel in 1990 and has been pivotal in the growth of the Connectivity Solutions business, demonstrating vision and integrity throughout his 35-year career [2] - Under Bittner's leadership, the profitability of the Connectivity Solutions business doubled over the past four years, showcasing his significant impact on the organization [3] - Bittner's collaborative spirit and mentorship have fostered a culture of continuous improvement and teamwork within Bel [2][3] Group 2: Company Overview - Bel Fuse Inc. designs, manufactures, and markets a wide range of products that power, protect, and connect electronic circuits, serving various industries including defense, commercial aerospace, telecommunications, and automotive [4] - The company's product groups include Power Solutions, Connectivity Solutions, and Magnetic Solutions, with applications in high-speed data transmission, transportation, and consumer electronics [4]

Core Viewpoint - Bel Fuse Inc. is actively participating in the 28th Annual Needham Growth Conference, indicating its commitment to engaging with investors and showcasing its business strategies and growth potential [1][2]. Company Overview - Bel Fuse Inc. designs, manufactures, and markets a wide range of products that power, protect, and connect electronic circuits, serving various industries including networking, telecommunications, computing, military, aerospace, medical, transportation, and broadcasting [3]. - The company's product groups include Power Solutions and Protection, Connectivity Solutions, and Magnetic Solutions, highlighting its diverse offerings in the electronic components market [3]. Event Details - The 28th Annual Needham Growth Conference will take place on January 13, 2026, at the Lotte NY Palace Hotel in New York, featuring a presentation by CEO Farouq Tuweiq and CFO Lynn Hutkin at 1:30 PM ET [2]. - Investors can access the presentation deck and webcast through the investor relations section of Bel Fuse's website [2].

Core Viewpoint - Bel Fuse Inc. anticipates a pre-tax impairment charge of up to approximately $14 million related to its investment in Innolectric AG due to ongoing challenges in the e-Mobility market and Innolectric's insolvency proceedings [1][3][4] Investment Details - Bel acquired a noncontrolling one-third stake in Innolectric in February 2023, recognizing its potential in the e-Mobility sector driven by innovative power products and a strong intellectual property portfolio [2] - Despite Innolectric's strengths, factors such as market exits, reduced government incentives, and weaknesses in the global electric vehicle sector have led to operating losses and delayed sales [2][3] Financial Impact - The anticipated impairment charge reflects the full potential loss associated with the investment, including outstanding notes receivable from loans extended to Innolectric [3] - Bel recorded losses of $0.4 million for the nine months ended September 30, 2025, and $0.6 million for the year ended December 31, 2024, related to its minority interest in Innolectric [3] Strategic Decisions - Bel decided against acquiring the remaining two-thirds stake in Innolectric, considering the current market conditions, the time required to achieve breakeven, and other capital allocation priorities [4]

Core Viewpoint - Bel Fuse Inc. is actively engaging with investors through a series of conferences scheduled for November 2025, showcasing its commitment to transparency and investor relations [1][2]. Group 1: Investor Conference Schedule - Bel Fuse Inc. will participate in the Baird 55 Annual Global Industrial Conference on November 12, 2025, with a presentation at 4:30 ET [1]. - The company will also attend the Raymond James Napa Valley Small Cap Symposium on November 17, 2025, and the Wells Fargo 9 Annual TMT Summit on November 18, 2025, with meetings scheduled throughout both days [2]. Group 2: Company Overview - Bel Fuse Inc. designs, manufactures, and markets a wide range of products that power, protect, and connect electronic circuits, serving various industries including networking, telecommunications, computing, military, aerospace, medical, transportation, and broadcasting [3]. - The company's product groups include Power Solutions and Protection, Connectivity Solutions, and Magnetic Solutions, with operations in facilities around the world [3]. Group 3: Contact Information - Investor relations can be directed to Lynn Hutkin, CFO, via email at ir@belf.com, or through Three Part Advisors, with contacts Jean Marie Young and Steven Hooser available for inquiries [4].

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]

Core Insights - Bel Fuse Inc. reported strong preliminary financial results for Q3 2025, with net sales of $179.0 million, a 44.8% increase from $123.6 million in Q3 2024, and a gross profit margin of 39.7%, up from 36.1% in the same period last year [7][22]. Financial Performance - Net sales for Q3 2025 reached $179.0 million, compared to $123.6 million in Q3 2024, reflecting a growth of 44.8% [7]. - Gross profit margin improved to 39.7% in Q3 2025 from 36.1% in Q3 2024, indicating effective cost management and higher sales volumes [7][22]. - GAAP net earnings attributable to Bel shareholders were $22.3 million in Q3 2025, significantly higher than $8.1 million in Q3 2024 [7]. - Adjusted EBITDA for Q3 2025 was $39.2 million, representing 21.9% of sales, compared to $21.5 million or 17.4% of sales in Q3 2024 [7][23]. Business Segments - The Power Solutions and Protection segment saw sales of $94.4 million in Q3 2025, a 93.9% increase from $48.7 million in Q3 2024, with a gross margin of 41.8% [21][22]. - Connectivity Solutions generated $61.9 million in sales, an 11.0% increase from $55.7 million in Q3 2024, with a gross margin of 40.3% [21][22]. - Magnetic Solutions reported sales of $22.7 million, up 18.0% from $19.2 million in Q3 2024, with a gross margin of 29.0% [21][22]. Future Outlook - For Q4 2025, the company estimates net sales between $165 million and $180 million, with gross margins expected to remain healthy in the range of 37% to 39% [3][2]. - The company emphasizes strong internal collaboration and a focus on growth and new opportunities as it moves forward [3].

Core Viewpoint - Bel Fuse Inc. is set to release preliminary financial results for the third quarter on October 29, 2025, with a conference call scheduled for October 30, 2025, at 8:30 a.m. ET [1] Company Overview - Bel Fuse Inc. designs, manufactures, and markets a wide range of products that power, protect, and connect electronic circuits [2] - The company's products are utilized in various industries, including defense, commercial aerospace, networking, telecommunications, computing, general industrial, high-speed data transmission, transportation, and eMobility [2] - Bel's product categories include Power Solutions and Protection, Connectivity Solutions, and Magnetic Solutions, with operations in facilities worldwide [2]

Core Viewpoint - Bel Fuse Inc. is set to release preliminary financial results for the third quarter on October 29, 2025, with a conference call scheduled for October 30, 2025, at 8:30 a.m. ET [1] Company Overview - Bel Fuse Inc. designs, manufactures, and markets a wide range of products that power, protect, and connect electronic circuits [2] - The company's products are utilized in various industries, including defense, commercial aerospace, networking, telecommunications, computing, general industrial, high-speed data transmission, transportation, and eMobility [2] - Bel's product categories include Power Solutions and Protection, Connectivity Solutions, and Magnetic Solutions, with operations in facilities worldwide [2]