Bel Fuse Inc (BELFB)
NASDAQ:BELFB
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Earnings Data
Report Date
Jul 29, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
2.36Last Year’s EPS
1.67Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a predominantly positive tone: strong top-line growth (+17.2% YoY), gross margin expansion, higher adjusted EBITDA, robust bookings, accretive M&A (dataMate) and encouraging design wins and AI-driven demand in data solutions. Offsetting items include GAAP operating income compression, margin pressure in ITDS from material and FX headwinds, elevated SG&A/R&D investments and persistent weakness in transportation. Management expects pricing and operational actions to offset cost pressures over time and provided constructive Q2 guidance, signaling confidence in continued momentum.Company Guidance
Strong Revenue Growth
Total sales of $178.5 million in Q1 2026, up 17.2% year-over-year.
Gross Margin Expansion
Consolidated gross profit margin improved to 39.0%, up 40 basis points versus Q1 2025, driven by higher sales leverage and favorable mix.
Adjusted EBITDA Improvement
Adjusted EBITDA of $34.5 million versus $30.9 million in the prior-year period, an increase of $3.6 million (≈11.6%).
ADRS Segment Outperformance
Aerospace, Defense & Rugged Solutions (ADRS) sales of $99.8 million, up 20.1% YoY; defense sales +$9.4 million (+19%) and commercial aerospace sales +$3.9 million (+22%). ADRS gross margin expanded to 41.5%, up 140 basis points YoY.
ITDS Top-Line Growth (AI/Data Momentum)
Industrial Technology & Data Solutions (ITDS) sales of $78.7 million, up 13.8% YoY, driven by AI-driven data solutions and recovery in enterprise networking.
Accretive Acquisition — dataMate
Completed acquisition of dataMate (approx. $16M purchase; $15.2M paid in the quarter), adding ~ $18 million of annual sales, margins in line with Bel and expected to be immediately accretive; expands Ethernet/broadband portfolio and U.S. manufacturing footprint.
Healthy Cash Generation and Liquidity
Ended the quarter with $59.4 million in cash and securities; net cash provided by operating activities $13.8 million versus $8.1 million prior year; capital expenditures $2.6 million.
Robust Bookings and Q2 Guidance
Management characterized book-to-bill as robust across most end markets (except transportation). Q2 2026 guidance: sales $195 million to $215 million and gross margin 38% to 40%, indicating sequential growth momentum.
Early Integration & Design Wins
Two defense design wins in Slovakia progressing toward certification and the first bundled Cinch+Enercon win in Israel — early proof points of the new business unit alignment driving cross-sell.
Data Solutions — Measurable AI Impact
Within Data Solutions (power products), sales increased by $4.8 million, or about 27% YoY, with much of that driven by AI-related demand.
BELFB 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
BELFB Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 29, 2026 | $258.26 | $275.84 | +6.81% |
Feb 19, 2026 | $229.99 | $234.97 | +2.16% |
Oct 29, 2025 | $152.36 | $150.52 | -1.21% |
Jul 24, 2025 | $102.86 | $119.70 | +16.37% |
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 Inc (BELFB) report earnings?
Bel Fuse Inc (BELFB) is schdueled to report earning on Jul 29, 2026, Before Open (Confirmed).
What is Bel Fuse Inc (BELFB) earnings time?
Bel Fuse Inc (BELFB) 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 BELFB EPS forecast?
BELFB EPS forecast for the fiscal quarter 2026 (Q2) is 2.36.