Workflow
industrial switches
icon
Search documents
Belden(BDC) - 2025 Q2 - Earnings Call Presentation
2025-07-31 12:30
Q2 2025 Financial Performance - Revenue reached $672 million, exceeding the high end of guidance[13] - Adjusted EPS was $1.89, also exceeding the high end of guidance, a 25% year-over-year increase[10, 13] - Adjusted Gross Margin increased to 38.9%, up 70 bps year-over-year[11] - Adjusted EBITDA Margin was 17.0%, a 50 bps increase year-over-year[11, 13] - The company generated $216 million in free cash flow for the trailing-twelve-months[12, 13] Growth and Orders - Q2 Organic Revenue Growth was +5% overall, with positive growth in all regions[13] - Orders for Q2 increased by +16% year-over-year and +8% sequentially[13] - The book-to-bill ratio was 1.05, compared to 1.00 in the prior year quarter[13] Segment Performance - Automation Solutions revenue was $366 million, a 10% increase year-over-year, with segment EBITDA of $78 million[24] - Smart Infrastructure Solutions revenue was $306 million, a 13% increase year-over-year, with segment EBITDA of $36 million[24] Q3 2025 Guidance - The company projects total revenue between $670 million and $685 million[31] - GAAP EPS is expected to be between $1.33 and $1.43, while adjusted EPS is projected to be between $1.85 and $1.95[31]