Bel Fuse (NasdaqGS:BELF.A) FY Earnings Call Presentation

Company Overview - Bel Fuse's annual sales are $657 million[6] - Adjusted EBITDA is $137 million, representing 20.9% of sales[6] - Original Equipment Manufacturers (OEM) account for 75% of Bel Fuse's customer base, while distributors make up 25%[10] - North America accounts for 65% of the company's geographic revenue, Asia 19%, and Europe 15%[10] Segment Performance - Power Solutions & Protection revenue was $224.4 million[12] - Connectivity Solutions revenue was $220.4 million[12] - Magnetic Solutions revenue was $210.6 million[12] - Aerospace/Defense TTM revenue was $163.5 million[12] Financial Transformation - Gross Margin has increased from 24.7% in 2021 to 38.7% in TTM Q3-25[14] - Historical Revenue increased from $535 million in 2023 to $657 million in TTM Q3-25[14] - Historical Adjusted EBITDA increased from $101.9 million in 2023 to $137.4 million in TTM Q3-25[18] Growth Drivers - Approximately 40% of Bel's sales support Aerospace & Defense applications[30] - Emerging end markets (Space & AI) have seen significant growth[31]