Belden Inc
NYSE:BDC

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Belden Inc
NYSE:BDC
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Price: 121.98 USD 1.18% Market Closed
Market Cap: 4.8B USD

Belden Inc
Investor Relations

Nestled in the heartlands of networking and connectivity, Belden Inc. has etched its name in the annals of communication solutions, representing an integral pillar in the transmission of data. With a legacy that stretches back over a century, Belden’s evolution mirrors the technological advancements of the connectivity industry. The company specializes in designing, manufacturing, and marketing signal transmission products, focusing on dependable networking, connectivity, and cable solutions. These innovations cater to a range of sectors, including industrial, enterprise, and broadcast markets. Driven by its commitment to reliability, Belden addresses the critical needs of its customers who rely on seamless data transmission for their operations.

Belden generates revenue by offering a diverse portfolio that spans fiber optics, copper cables, connectivity components, and networking equipment. Its business model is rooted in the ability to adapt to the rapid advancements in technology, ensuring robust infrastructure for its clients. The company leverages its global presence to tap into emerging markets, providing tailored solutions that cater to the specificity of each industry sector, be it oil and gas, entertainment, or telecommunications. Through strategic acquisitions and a keen focus on innovation, Belden sustains its growth trajectory, staying ahead of the curve in a world increasingly reliant on quick and secure data exchange. Balancing tradition with modernity, Belden stands as a testament to the enduring demand for cutting-edge communication solutions.

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Last Earnings Call
Fiscal Period
Q3 2025
Call Date
Oct 30, 2025
AI Summary
Q3 2025

Record Results: Belden delivered record quarterly revenue of $698 million and EPS of $1.97, both above the high end of guidance.

Organic Growth: Overall organic revenue grew 4% and orders increased 7% year-over-year, driven by strong performance in Automation Solutions.

Margin Expansion: Gross margin improved by 40 basis points to 38.2% despite headwinds from tariffs and higher copper prices.

Physical AI Initiative: Belden announced a new collaboration with Accenture and NVIDIA, launching pilot deployments in Physical AI applications for industrial safety.

Utility Market Win: Secured a $14 million multiyear utility modernization project, highlighting traction in critical infrastructure.

Resilient Cash Flow: Trailing 12-month free cash flow reached $214 million, and the company repurchased $150 million in shares year-to-date.

2025 Q4 Guidance: Revenue expected between $690 million and $700 million, with EPS between $1.90 and $2.00; outlook is for roughly flat sequential performance.

Optimistic Outlook: Management expressed confidence in continued growth, especially in automation and smart infrastructure, and noted positive early signs for 2026.

Key Financials
Revenue
$698 million
Organic Revenue Growth
4%
Earnings Per Share
$1.97
Gross Margin
38.2%
EBITDA
$118 million
EBITDA Margin
17%
Net Income
$79 million
Free Cash Flow (Trailing 12 Months)
$214 million
Book-to-Bill Ratio
1.0
Orders
up 7% year-over-year
Automation Solutions Organic Revenue Growth
10%
Automation Solutions Revenue Growth
14%
Automation Solutions EBITDA Growth
10%
Automation Solutions EBITDA Margin
20.8%
Smart Infrastructure Solutions Revenue Growth
-1%
Smart Infrastructure Solutions Margin
12.6%
Broadband Solutions Revenue Growth
-4%
Shares Repurchased (Year-to-Date)
1.4 million shares
Share Repurchase Amount (Year-to-Date)
$150 million
Cash and Cash Equivalents
$314 million
Net Debt to EBITDA
2.1x
Trailing 12-Month Revenue
nearly $2.7 billion
Trailing 12-Month Adjusted EPS
$7.38
Share Count Reduction
more than 12% lower than at end of 2021
Earnings Call Recording
Other Earnings Calls

Management

Mr. Jeremy E. Parks
Senior VP of Finance & CFO
No Bio Available
Ms. Leah Tate
Senior Vice President of Human Resources
No Bio Available
Mr. Brian Lieser
Executive Vice President of Automation Solutions
No Bio Available
Mr. Douglas R. Zink
VP & Chief Accounting Officer
No Bio Available
Mr. Hiran Bhadra
Senior VP of Strategy & Technology
No Bio Available
Aaron Reddington C.F.A.
Vice President Investor Relations
No Bio Available
Mr. Jay Wirts
Executive Vice President of Smart Infrastructure Solutions
No Bio Available

Contacts

Address
MISSOURI
St. Louis
1 N Brentwood Blvd Floor 15th
Contacts
+13148548000.0
www.belden.com