The earnings call highlighted Belden's strong financial performance, particularly in the Automation Solutions segment, and strategic advancements in Physical AI. However, challenges in the Smart Infrastructure Solutions segment and the impact of copper prices and tariffs on margins were noted.

Company Guidance

In the third quarter of 2025, Belden achieved record-breaking results, with revenue reaching $698 million, a 7% increase year-over-year, and adjusted earnings per share climbing to $1.97, surpassing guidance expectations. The company experienced robust organic growth, with overall organic revenue up 4%, particularly driven by a 10% growth in the Automation Solutions segment. Orders increased by 7% year-over-year, maintaining a book-to-bill ratio of 1.0. Belden's adjusted gross margins improved to 38.2%, despite challenges from tariff and copper pass-throughs, and the company generated trailing 12-month free cash flow of $214 million. Additionally, Belden repurchased approximately 400,000 shares in the third quarter for $50 million, totaling 1.4 million shares year-to-date for $150 million. Looking ahead, the company anticipates fourth-quarter revenues between $690 million and $700 million, with adjusted EPS ranging from $1.90 to $2.00.

Record-Breaking Revenue and Earnings

Belden achieved record revenue of $698 million, up 7% year-over-year, and adjusted earnings per share grew to $1.97, exceeding prior guidance.

Strong Performance in Automation Solutions

The Automation Solutions segment demonstrated 10% organic revenue growth, driven by broad momentum including double-digit gains in discrete manufacturing.

Strategic Win in Utility Market

Secured a $14 million multiyear contract with a leading utility provider to modernize communications infrastructure, showcasing the strength of Belden's solutions strategy.

Innovative Physical AI Collaboration

Announced a partnership with Accenture and NVIDIA to deliver Physical AI solutions, with initial pilot programs showing promise in manufacturing environments.

Healthy Cash Flow and Share Repurchases

Generated trailing 12-month free cash flow of $214 million and repurchased 1.4 million shares year-to-date for $150 million.

Belden (BDC) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

BDC Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 11, 2026	2025 (Q4)	1.96 / -	1.92	―	―	―
Oct 30, 2025	2025 (Q3)	1.92 / 1.97	1.7	15.88% (+0.27)
Jul 31, 2025	2025 (Q2)	1.76 / 1.89	1.51	25.17% (+0.38)
May 01, 2025	2025 (Q1)	1.49 / 1.60	1.24	29.03% (+0.36)
Feb 06, 2025	2024 (Q4)	1.69 / 1.92	1.46	31.51% (+0.46)
Oct 31, 2024	2024 (Q3)	1.61 / 1.70	1.78	-4.49% (-0.08)
Aug 01, 2024	2024 (Q2)	1.37 / 1.51	1.91	-20.94% (-0.40)
May 02, 2024	2024 (Q1)	1.06 / 1.24	1.68	-26.19% (-0.44)
Feb 08, 2024	2023 (Q4)	1.13 / 1.46	1.75	-16.57% (-0.29)
Nov 02, 2023	2023 (Q3)	1.76 / 1.78	1.77	0.56% (+0.01)

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

BDC Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Oct 30, 2025	$119.37	$122.26	+2.42%
Jul 31, 2025	$127.99	$123.60	-3.43%
May 01, 2025	$103.02	$101.26	-1.71%
Feb 06, 2025	$116.14	$114.91	-1.06%

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 Belden (BDC) report earnings?

Belden (BDC) is schdueled to report earning on Feb 11, 2026, Before Open (Confirmed).

What is Belden (BDC) earnings time?

Belden (BDC) earnings time is at Feb 11, 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 BDC EPS forecast?

BDC EPS forecast for the fiscal quarter 2025 (Q4) is 1.96.

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