Bel Fuse (BELFA)
NASDAQ:BELFA
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Earnings Data
Report Date
Jul 29, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
2.3Last Year’s EPS
1.67Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a predominantly positive operating picture: strong revenue growth (17.2% YoY), robust segment performance (ADRS +20.1% YoY), EBITDA expansion, healthy cash generation and an accretive acquisition (dataMate). Management also acknowledged near-term headwinds — higher material costs, unfavorable FX, SG&A increases and pockets of weakness in transportation/rail — but laid out clear mitigation levers (pricing, procurement, operational efficiency) and guided to a stronger Q2 with continued momentum into the back half of the year. Overall, highlights outweigh the lowlights and the tone is constructive with confidence in execution and growth drivers (defense, aerospace, data/AI).Company Guidance
Revenue Growth
Total sales of $178.5 million in Q1 FY2026, up 17.2% year-over-year, driven by broad-based demand across segments.
Segment Outperformance — ADRS
Aerospace, Defense & Rugged Solutions (ADRS) sales of $99.8 million, up 20.1% YoY; ADRS gross profit margin expanded to 41.5%, an improvement of 140 basis points versus Q1 FY2025. Defense sales increased $9.4 million (+19%) and commercial aerospace sales increased $3.9 million (+22%).
ITDS Growth and AI Tailwinds
Industrial Technology & Data Solutions (ITDS) sales of $78.7 million, up 13.8% YoY driven by AI-driven strength in data solutions and improving data center connectivity demand; Data Solutions power products increased by ~$4.8 million (~27% YoY within power products).
Profitability and EBITDA Expansion
Gross profit margin of 39.0% (up 40 basis points YoY). Adjusted EBITDA increased to $34.5 million from $30.9 million in the prior year (+11.7%). Net cash provided by operating activities rose to $13.8 million from $8.1 million (+70.4%).
Strategic Acquisition — dataMate
Acquired dataMate (announced March close) for ~$16 million (cash invested $15.2 million), adding approximately $18 million in annual sales with margins in line with Bel and expected to be immediately accretive; strengthens U.S. manufacturing and ethernet/broadband portfolio.
Strong Bookings and Backlog Supporting Guidance
Management reported robust bookings across most end markets (book-to-bill described as 'robust' in Q1), supporting Q2 guidance of $195 million to $215 million in sales and gross margin guidance of 38% to 40%.
Operational Actions and Organizational Realignment
Completed business unit realignment into ADRS and ITDS to align teams with customer buying behavior; initiatives to expand integrated selling and accelerate decision-making noted as strengthening go-to-market execution.
Cash, Liquidity and Capital Allocation
Quarter-end cash and securities of $59.4 million; modest capex of $2.6 million; management signaled continued M&A appetite and access to capital while using $7 million of net borrowings to fund the dataMate acquisition.
BELFA Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
BELFA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 29, 2026 | $229.56 | $243.45 | +6.05% |
Feb 17, 2026 | $215.98 | $206.77 | -4.26% |
Oct 29, 2025 | $135.90 | $131.69 | -3.10% |
Jul 24, 2025 | $91.30 | $109.75 | +20.21% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Bel Fuse (BELFA) report earnings?
Bel Fuse (BELFA) is schdueled to report earning on Jul 29, 2026, Before Open (Confirmed).
What is Bel Fuse (BELFA) earnings time?
Bel Fuse (BELFA) earnings time is at Jul 29, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is BELFA EPS forecast?
BELFA EPS forecast for the fiscal quarter 2026 (Q2) is 2.3.