The earnings call reflects strong financial performance with significant revenue growth, particularly in Power Solutions and Magnetic Solutions, alongside strategic debt reduction. However, challenges remain in consumer and rail segments, and there are concerns about FX impacts and tariffs. While there are notable achievements, some areas of the business are facing headwinds.

Company Guidance -

Q3 2025

During the Bel Fuse Second Quarter 2025 Earnings Call, the company provided guidance for the third quarter, projecting sales in the range of $165 million to $180 million and gross margins between 37% and 39%. The strong performance in the second quarter, with sales reaching $168.3 million—an increase of 26.3% from the prior year—supported this optimistic outlook. The company's Power Solutions and Protection segment saw a 48.2% increase in sales, largely driven by aerospace and defense markets. Connectivity Solutions also reported a 2.4% increase from the previous year. The company noted a rebound in demand from networking customers and through distribution channels, particularly in the Magnetics Solutions segment, which recorded a 32.5% increase in sales. The guidance was underpinned by strong bookings in the second quarter and a positive outlook for the defense and commercial air markets, despite some geopolitical uncertainties related to tariffs.

Revenue Growth Surpasses Expectations

Sales for Q2 2025 reached $168.3 million, reflecting an increase of 26.3% from Q2 2024, surpassing revenue expectations and setting a positive outlook for the remainder of the year.

Strong Performance in Power Solutions

Sales of Power Solutions and Protection in Q2 2025 amounted to $86.8 million, an increase of 48.2% compared to Q2 2024, largely driven by aerospace and defense exposure.

Magnetic Solutions Growth

The Magnetic Solutions group recorded sales of $22.3 million in Q2 2025, representing an increase of 32.5% compared to Q2 2024, driven by demand from networking customers.

Commercial Air and Defense Surge

Sales for commercial air applications increased by 33% year-over-year, and Connectivity products sold into defense applications rose by 12% in Q2 2025.

Increased Cash Flow and Debt Reduction

Generated $20.7 million in cash flow from operating activities and utilized $30 million for long-term debt repayment, reducing annual interest expense by $1.7 million.

Bel Fuse Inc (BELFB) 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 >

BELFB 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

BELFB Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 24, 2025	$102.98	$119.84	+16.37%
Apr 24, 2025	$70.11	$71.16	+1.50%
Feb 18, 2025	$81.97	$81.39	-0.71%
Oct 23, 2024	$78.70	$78.32	-0.48%

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 Oct 22, 2025, Before Open (Confirmed).

What is Bel Fuse Inc (BELFB) earnings time?

Bel Fuse Inc (BELFB) 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 BELFB EPS forecast?

BELFB EPS forecast for the fiscal quarter 2025 (Q3) is 1.61.

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