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Bel Fuse Inc (BELFB)
NASDAQ:BELFB
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
Strong Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlighted strong operational and financial momentum for 2025 — including record revenue, margin expansion, meaningful segment growth, a healthy book-to-bill and substantial debt reduction — while acknowledging near-term headwinds from rising raw material costs, unfavorable FX, some margin pressure in Magnetics and seasonal/visibility constraints. Management outlined concrete mitigation actions (pricing, hedging, operational moves), continued investment in R&D and go-to-market improvements, and an active M&A pipeline, leading to optimism about sustained growth drivers (A&D, space, AI, networking).Company Guidance
Record Full-Year Revenue and Earnings
Full year 2025 net sales of $675.5M, a 26.3% increase vs. 2024; company reported record EBITDA and record GAAP and non-GAAP EPS for 2025.
Strong Fourth Quarter Performance
Q4 2025 sales of $175.9M, up 17.4% year-over-year; Q4 gross margin 39.4% vs. 37.5% in Q4 2024.
Margin Expansion for the Year
Full year gross margin expanded to 39.1% in 2025 from 37.8% in 2024, driven by higher volumes and improved factory absorption.
Power Solutions Segment Outperformance
Q4 Power Solutions & Protection sales of $92.5M, up 18.5% YoY; segment gross margin of 44.5% in Q4, a 390 basis point improvement vs. Q4 2024.
Connectivity Solutions Growth
Q4 Connectivity sales of $60.5M, up 15.1% YoY; commercial aerospace sales $18.2M (+26% YoY), space applications $2.6M (+53% YoY) and distribution channel sales +20% YoY; segment gross margin improved to 37.2% from 36.6%.
Magnetic Solutions Volume Gains
Q4 Magnetic Solutions sales of $22.9M, up 19.1% YoY, driven by higher shipments to a major networking customer.
Order Momentum and Book-to-Bill Strength
Full year book-to-bill ratio of 1.1 with Q4 book-to-bill at 1.3, indicating sustained order strength across all segments.
Improved Balance Sheet Liquidity Actions
Paid down $90M of long-term debt in 2025, reducing total debt to $197.5M; generated $80.6M of cash from operations for the year.
Active Growth Initiatives and Leadership Additions
Management highlighted continued focus on aerospace, defense, space and AI growth drivers, an active M&A pipeline, and the addition of Tom Smelker to the executive team to support A&D strategy.
Guidance for Q1 2026
Q1 2026 sales guidance of $165M to $180M and gross margin guidance of 37% to 39%, with management noting continued strength across all three segments despite seasonal Lunar New Year impact.
BELFB 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
BELFB Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 19, 2026 | $230.06 | $235.04 | +2.16% |
Oct 29, 2025 | $152.40 | $150.56 | -1.21% |
Jul 24, 2025 | $102.89 | $119.74 | +16.37% |
Apr 24, 2025 | $70.05 | $71.10 | +1.50% |
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 Apr 29, 2026, Before Open (Confirmed).
What is Bel Fuse Inc (BELFB) earnings time?
Bel Fuse Inc (BELFB) 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 BELFB EPS forecast?
BELFB EPS forecast for the fiscal quarter 2026 (Q1) is 1.62.