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Bel Fuse (BELFA)
NASDAQ:BELFA
Earnings Data
Report Date
Apr 29, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.62Last Year’s EPS
1.35Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized strong operational execution and robust financial results in 2025 — including record revenue, expanded margins, high book-to-bill, segment-level growth (Power, Connectivity, Magnetic), and meaningful debt reduction — while acknowledging tangible near-term headwinds from raw material inflation, unfavorable FX, some segment-specific softness (rail, e-mobility) and integration/seasonality effects. Management has actions in place (pricing, hedging, operational optimization, M&A pipeline) to mitigate pressures, and the forward guide shows continued demand with cautious margin expectations.Company Guidance
Record Full-Year Revenue and Earnings
Net sales for FY2025 were $675.5 million, up 26.3% year-over-year, with management reporting record revenue and record GAAP and non-GAAP EPS for the year.
Strong Fourth Quarter Performance
Q4 2025 sales were $175.9 million, up 17.4% year-over-year, with Q4 gross margin rising to 39.4% (from 37.5% in Q4 2024).
Full-Year Margin Expansion
Full-year gross margin expanded to 39.1% in 2025 versus 37.8% in 2024, driven by improved absorption of fixed costs and favorable product mix.
Power Solutions Segment Strength
Power Solutions Q4 sales reached $92.5 million, up 18.5% year-over-year. Notable subdrivers: AI-specific sales of $4.0 million (up from $3.3M Y/Y), fuse product sales up $1.4M (31% Y/Y), and consumer application sales up $1.8M (32% Y/Y). Q4 gross margin for the segment was 44.5% (up 390 basis points vs Q4 '24).
Connectivity & Space Momentum
Connectivity Solutions Q4 sales were $60.5 million, up 15.1% Y/Y. Commercial aerospace sales were $18.2 million (+26% Y/Y) and space sales were $2.6 million (+53% Y/Y). Distribution channel sales increased $3.8M (+20% Y/Y).
Magnetic Solutions Growth
Magnetic Solutions delivered Q4 sales of $22.9 million, up 19.1% year-over-year, primarily driven by higher shipments to a major networking customer.
Order Book Strength and Backlog
Full-year book-to-bill was 1.1, with Q4 book-to-bill at 1.3, indicating sustained strong incoming order volumes across all three product segments.
Balance Sheet Improvements and Cash Generation
The company paid down $90 million of long-term debt during 2025 (total debt $197.5M at year-end), generated $80.6 million of operating cash flow for the year, and completed $12 million of capex and $3.5 million in dividends.
Positive 2026 Demand Outlook and M&A Pipeline
Management expects continued growth in aerospace, defense, space and AI heading into 2026, sees demand improvement across networking and consumer premise wiring, and reports an active M&A pipeline and new senior hire (Tom Smelker) to support A&D strategy.
Operational Execution (China Transition)
Successfully closed a China facility in Q4 and transitioned operations to a third-party supplier without interruption, as part of global footprint optimization efforts.
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 |
|---|---|---|---|
Feb 17, 2026 | $216.04 | $206.83 | -4.26% |
Oct 29, 2025 | $135.93 | $131.72 | -3.10% |
Jul 24, 2025 | $91.32 | $109.78 | +20.21% |
Apr 24, 2025 | $66.30 | $66.50 | +0.30% |
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 Apr 29, 2026, Before Open (Confirmed).
What is Bel Fuse (BELFA) earnings time?
Bel Fuse (BELFA) earnings time is at Apr 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 (Q1) is 1.62.