tiprankstipranks
Bel Fuse Inc. (BELFA)
NASDAQ:BELFA
Want to see BELFA full AI Analyst Report?

Bel Fuse (BELFA) Price & Analysis

123 Followers

BELFA Stock Chart & Stats

$159.44
$0.00(0.00%)
At close: 4:00 PM EST
$159.44
$0.00(0.00%)

Bulls Say, Bears Say

Bulls Say
Strong Cash GenerationConsistent positive operating and free cash flow provides durable internal funding for capex, M&A and dividends. FCF tracking ~86% of net income signals high earnings quality and gives management flexibility to invest in growth, pay down debt or support shareholder returns over the medium term.
High And Improving MarginsSustained gross and EBITDA margins near 40%/19% reflect differentiated, value-added products and pricing power in key end markets. These margins provide a structural buffer against cyclical revenue swings and underpin the company's ability to reinvest in R&D and maintain stronger free cash flow over multiple quarters.
Strategic Realignment And Accretive M&AThe shift to ADRS and ITDS combined with accretive deals like dataMate strengthens market focus, broadens product mix (ethernet/broadband) and adds U.S. manufacturing scale. These structural moves should improve cross-selling, shorten decision cycles, and sustainably lift bookings and segment-level profitability.
Bears Say
Input Cost And FX PressurePersistent raw material inflation (gold, copper, PCBs), logistics cost increases and adverse currency moves can structurally compress margins if price actions lag or customers resist higher costs. Given global sourcing and exposure to RMB, MXN and shekel moves, margin recovery depends on sustained pricing and procurement improvements.
Rising SG&A And R&D SpendingElevated SG&A and R&D investment can be constructive long-term but compresses operating income near term if revenue growth slows. Higher compensation, integration and commission costs create a baseline of recurring spend that must be offset by sustained margin expansion or revenue gains to protect ROE and free cash flow conversion.
Backlog Timing And Seasonality RisksA lag between price implementation and backlog shipment means cost inflation can hit margins before contract repricing takes effect. Coupled with seasonal slowdowns and certification/regulatory timelines in A&D, revenue and margin realization may remain uneven across quarters, limiting predictability of near-term profitability.

Bel Fuse News

BELFA FAQ

What was Bel Fuse Inc.’s price range in the past 12 months?
Bel Fuse Inc. lowest stock price was $87.90 and its highest was $293.51 in the past 12 months.
    What is Bel Fuse Inc.’s market cap?
    Bel Fuse Inc.’s market cap is $3.60B.
      When is Bel Fuse Inc.’s upcoming earnings report date?
      Bel Fuse Inc.’s upcoming earnings report date is Jul 29, 2026 which is in 19 days.
        How were Bel Fuse Inc.’s earnings last quarter?
        Bel Fuse Inc. released its earnings results on Apr 29, 2026. The company reported $1.81 earnings per share for the quarter, beating the consensus estimate of $1.622 by $0.188.
          Is Bel Fuse Inc. overvalued?
          According to Wall Street analysts Bel Fuse Inc.’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Bel Fuse Inc. pay dividends?
            Bel Fuse Inc. pays a Quarterly dividend of $0.06 which represents an annual dividend yield of 0.15%. See more information on Bel Fuse Inc. dividends here
              What is Bel Fuse Inc.’s EPS estimate?
              Bel Fuse Inc.’s EPS estimate is 2.36.
                How many shares outstanding does Bel Fuse Inc. have?
                Bel Fuse Inc. has 2,115,263 shares outstanding.
                  What happened to Bel Fuse Inc.’s price movement after its last earnings report?
                  Bel Fuse Inc. reported an EPS of $1.81 in its last earnings report, beating expectations of $1.622. Following the earnings report the stock price went up 6.051%.
                    Which hedge fund is a major shareholder of Bel Fuse Inc.?
                    Currently, no hedge funds are holding shares in BELFA
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      Bel Fuse Inc.

                      Bel Fuse Inc. specializes in the development, manufacturing, marketing, and distribution of electronic products that are integral to numerous industries. These sectors include data networking, telecommunications, high-speed data transmission, commercial aviation, military applications, broadcast media, transportation systems, e-Mobility, and consumer electronics. The company serves a global clientele, with operations in the United States, Macao, the United Kingdom, Slovakia, Germany, Switzerland, and other international markets. Its extensive product portfolio is categorized into several key areas. Magnetic components offered by Bel Fuse encompass integrated connector modules (ICMs), various types of power transformers (including SMD power inductors and switched-mode power supply transformers), and standalone Ethernet components. The company also provides comprehensive power management and circuit protection solutions, which include front-end power supplies, board-mount power modules, industrial and external power units, and diverse circuit protection devices. Furthermore, Bel Fuse offers a wide array of connectivity solutions. These feature expanded beam fiber optic connectors, their associated cable assemblies, and active optical devices; copper-based connectors and cable assemblies; radio frequency (RF) connectors, corresponding RF cable assemblies, microwave devices, and low-loss cables. A range of Ethernet, input/output (I/O), industrial, and power connectivity options are also available. These products are sold under a variety of established brands, such as Bel, TRP Connector, MagJack, Signal, Bel Power Solutions, Melcher, CUI, Stratos, Fibreco, Cinch, Johnson, Trompeter, Midwest Microwave, Semflex, and Stewart Connector. The company employs a multi-channel sales strategy, leveraging direct strategic account managers, regional sales managers collaborating with independent sales representative organizations, and a network of authorized distributors. Bel Fuse Inc. was established in 1949 and has its principal corporate offices in Jersey City, New Jersey.

                      Bel Fuse (BELFA) Earnings & Revenues

                      BELFA Company Deck

                      BELFA Earnings Call

                      Q1 2026
                      0:00 / 0:00
                      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).View all BELFA earnings summaries
                      Similar Stocks
                      Company
                      Price & Change
                      Follow
                      Benchmark Electronics
                      CTS
                      Methode Electronics
                      Rogers
                      Vicor

                      Ownership Overview

                      15.06%0.06%74.66%
                      0.06% Other Institutional Investors
                      74.66% Public Companies and
                      Individual Investors

                      Options Prices

                      Currently, No data available
                      ---
                      Popular Stocks