The call highlighted strong revenue growth and operational efficiencies across multiple segments, with significant increases in Power Solutions and Connectivity Solutions. However, challenges remain in the consumer, rail, and e-mobility markets, along with declines in Power segment margins and increased expenses. Overall, the positives slightly outweigh the negatives.

Company Guidance

During the Bel Fuse Second Quarter 2025 Earnings Call, the company provided optimistic guidance for the third quarter, projecting sales between $165 million and $180 million and gross margins between 37% and 39%. This outlook is supported by strong bookings in Q2, indicating expectations for sequential growth throughout the remainder of the year. Sales for the second quarter reached $168.3 million, a 26.3% increase from the same period in 2024, with significant contributions from the aerospace and defense sector, and robust performance in the Power and Magnetics segments. The gross margin for the Power segment in Q2 was 41.9%, while the Connectivity Solutions group saw a 30 basis point improvement in gross margin to 39.2%. The Magnetic Solutions group also reported a 230 basis point increase in gross margin, reaching 28.7%. R&D expenses were $8.1 million, reflecting increases due to the Enercon acquisition, while SG&A expenses rose to $30.9 million, influenced by annual compensation adjustments and higher medical claims.

Record Revenue Growth

Sales for Q2 2025 reached $168.3 million, reflecting an increase of 26.3% from Q2 2024.

Strong Performance in Power Solutions

Sales of Power Solutions and Protection in Q2 2025 amounted to $86.8 million, representing an increase of 48.2% compared to the same period last year.

Connectivity Solutions Growth

Sales for the Connectivity Solutions group reached $59.2 million, an increase of 2.4% compared to Q2 2024, with commercial air applications increasing by $5.1 million or 33%.

Magnetic Solutions Upsurge

The Magnetic Solutions group recorded sales of $22.3 million, representing an increase of 32.5% compared to Q2 2024.

Operational Efficiencies

Operational efficiencies achieved through facility consolidations and favorable foreign exchange impacts led to margin improvements in various segments.

Debt Reduction

Utilized $30 million of cash for repayment of long-term debt, resulting in a $1.7 million reduction in annual interest expense.

Bel Fuse (BELFA) 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 >

BELFA Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 22, 2025	2025 (Q3)	1.61 / -	0.99	―	―	―
Jul 24, 2025	2025 (Q2)	1.23 / 1.67	1.54	8.44% (+0.13)	―
Apr 24, 2025	2025 (Q1)	1.11 / 1.35	1.26	7.14% (+0.09)	―
Feb 18, 2025	2024 (Q4)	0.81 / 1.53	1.37	11.68% (+0.16)	―
Oct 23, 2024	2024 (Q3)	0.74 / 0.99	1.68	-41.07% (-0.69)	―
Jul 24, 2024	2024 (Q2)	0.87 / 1.54	1.99	-22.61% (-0.45)	―
Apr 25, 2024	2024 (Q1)	0.99 / 1.26	1.49	-15.44% (-0.23)	―
Feb 21, 2024	2023 (Q4)	1.41 / 1.37	1.35	1.48% (+0.02)	―
Oct 25, 2023	2023 (Q3)	1.23 / 1.68	1.48	13.51% (+0.20)	―
Jul 26, 2023	2023 (Q2)	1.23 / 1.99	1.38	44.20% (+0.61)	―

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
Jul 24, 2025	$91.40	$109.87	+20.21%
Apr 24, 2025	$66.36	$66.56	+0.30%
Feb 18, 2025	$83.76	$82.01	-2.09%
Oct 23, 2024	$101.73	$102.96	+1.21%

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 Oct 22, 2025, Before Open (Confirmed).

What is Bel Fuse (BELFA) earnings time?

Bel Fuse (BELFA) earnings time is at Oct 22, 2025, 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 2025 (Q3) is 1.61.

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