BELFB · Bel Fuse Inc /Nj
Price & Indicators
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Q2 FY26 earnings call · Jul 30, 2026TL;DR. Bel Fuse reported Q2-26 sales of $210.7M (up 25.1% YoY), gross margin of 39.9% (up 120 bps), and Adjusted EBITDA of $48.9M (up ~39%); the company also closed a $441.6M net-proceeds equity offering, repaid all $197.5M of debt, and guided Q3-26 sales to $205–225M with 39–41% gross margin, while GAAP net earnings attributable to shareholders declined to $25.5M from $26.9M due to a $6.7M redemption value adjustment on the redeemable noncontrolling interest.
- + Q2 sales rose 25.1% YoY to $210.7M, driven by defense and data solutions
- + Adjusted EBITDA grew ~39% to $48.9M with margin expanding 230 bps to 23.2%
- + ITDS gross margin expanded 220 bps to 38.8% on favorable mix and operating efficiencies
- + Data solutions revenue grew ~55% YoY, including a high-performance computing program ramp
- + Slovakia site achieved European defense-manufacturer certification and added eight new European defense project wins ahead of plan
- − ADRS gross margin contracted 30 bps to 41.1% as FX and material cost pressures offset operating leverage
- − Working capital absorbed significant cash, with accounts receivable and inventories each rising ~$32M to support growth
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders illustrative — not investment adviceIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Electronic Components — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
BELFB
this stock
Bel Fuse Inc /Nj
|
$2.82B | +44.1% | -1.7% | — | — |
|
APH
Amphenol Corp /De/
|
$430.26B | — | +51.7% | 87.5 | 0.6% |
|
GLW
Corning Inc /Ny
|
$134.96B | +78.9% | +19.1% | 71.9 | 2.0% |
|
MRAAF
Murata Manufacturing Co., Ltd./ADR
|
$91.94B | +125.8% | — | — | 0.1% |
|
TEL
TE Connectivity plc
|
$63.20B | -4.1% | +8.9% | 21.4 | 2.5% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| BELFB | -5.2% | -2.3% | -3.9% | +0.2% | +44.1% |
| SPY | +1.2% | +1.9% | +9.9% | +2.1% | +14.2% |
| vs SPY | -6.4% | -4.2% | -13.7% | -1.9% | +30.0% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.