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Bel Fuse Inc (BELFB) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Jul 29, 2026

Before Open (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

2.36

Last Year’s EPS

1.67

Same Quarter Last Year

Analyst Consensus

Strong Buy

Based on 6 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:Apr 29, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call conveyed a predominantly positive tone: strong top-line growth (+17.2% YoY), gross margin expansion, higher adjusted EBITDA, robust bookings, accretive M&A (dataMate) and encouraging design wins and AI-driven demand in data solutions. Offsetting items include GAAP operating income compression, margin pressure in ITDS from material and FX headwinds, elevated SG&A/R&D investments and persistent weakness in transportation. Management expects pricing and operational actions to offset cost pressures over time and provided constructive Q2 guidance, signaling confidence in continued momentum.

Company Guidance

The company guided Q2 sales of $195 million to $215 million with gross margin of 38%–40%, and reiterated near‑term operating run‑rates of R&D at about $8 million per quarter and SG&A of roughly $33 million–$35 million per quarter; management said pricing, procurement and operational levers should begin offsetting higher input costs (with more benefit expected by Q3–Q4). For context and balance‑sheet cadence, Q1 sales were $178.5 million (up 17.2% Y/Y) with a 39% gross margin, adjusted EBITDA of $34.5 million, cash and securities of $59.4 million, net cash from operations of $13.8 million, capex of $2.6 million, $7 million of net borrowings for the quarter, and the recently closed dataMate acquisition (paid ~$15–16 million) adds ~ $18 million of annual sales and is expected to be immediately accretive.

Strong Revenue Growth

Total sales of $178.5 million in Q1 2026, up 17.2% year-over-year.

Gross Margin Expansion

Consolidated gross profit margin improved to 39.0%, up 40 basis points versus Q1 2025, driven by higher sales leverage and favorable mix.

Adjusted EBITDA Improvement

Adjusted EBITDA of $34.5 million versus $30.9 million in the prior-year period, an increase of $3.6 million (≈11.6%).

ADRS Segment Outperformance

Aerospace, Defense & Rugged Solutions (ADRS) sales of $99.8 million, up 20.1% YoY; defense sales +$9.4 million (+19%) and commercial aerospace sales +$3.9 million (+22%). ADRS gross margin expanded to 41.5%, up 140 basis points YoY.

ITDS Top-Line Growth (AI/Data Momentum)

Industrial Technology & Data Solutions (ITDS) sales of $78.7 million, up 13.8% YoY, driven by AI-driven data solutions and recovery in enterprise networking.

Accretive Acquisition — dataMate

Completed acquisition of dataMate (approx. $16M purchase; $15.2M paid in the quarter), adding ~ $18 million of annual sales, margins in line with Bel and expected to be immediately accretive; expands Ethernet/broadband portfolio and U.S. manufacturing footprint.

Healthy Cash Generation and Liquidity

Ended the quarter with $59.4 million in cash and securities; net cash provided by operating activities $13.8 million versus $8.1 million prior year; capital expenditures $2.6 million.

Robust Bookings and Q2 Guidance

Management characterized book-to-bill as robust across most end markets (except transportation). Q2 2026 guidance: sales $195 million to $215 million and gross margin 38% to 40%, indicating sequential growth momentum.

Early Integration & Design Wins

Two defense design wins in Slovakia progressing toward certification and the first bundled Cinch+Enercon win in Israel — early proof points of the new business unit alignment driving cross-sell.

Data Solutions — Measurable AI Impact

Within Data Solutions (power products), sales increased by $4.8 million, or about 27% YoY, with much of that driven by AI-related demand.

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
Jul 29, 2026	2026 (Q2)	2.36 / -	1.67	―	―	―
Apr 29, 2026	2026 (Q1)	1.62 / 1.81	1.35	34.07% (+0.46)
Feb 19, 2026	2025 (Q4)	1.58 / 1.98	1.53	29.41% (+0.45)	―
Oct 29, 2025	2025 (Q3)	1.61 / 2.09	0.99	111.11% (+1.10)	―
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)	―	―

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
Apr 29, 2026	$258.26	$275.84	+6.81%
Feb 19, 2026	$229.99	$234.97	+2.16%
Oct 29, 2025	$152.36	$150.52	-1.21%
Jul 24, 2025	$102.86	$119.70	+16.37%

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 B (BELFB) report earnings?

Bel Fuse B (BELFB) is schdueled to report earning on Jul 29, 2026, Before Open (Confirmed).

What is Bel Fuse B (BELFB) earnings time?

Bel Fuse B (BELFB) earnings time is at Jul 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 BELFB EPS forecast?

BELFB EPS forecast for the fiscal quarter 2026 (Q2) is 2.36.