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BELFB
OverviewIntelligenceChart
Next earnings: Jul 23, 2026 · After close
Signal
Leaning Bearish1↑2↓
Price
1↓
Move↓-4.47%Selling pressure
Volume
1↑
Volume↑2.7× avgSurge — unusual activity
Technical
1↓
RSI↓RSI 50Momentum negative
PRICE
Prev Close
268.73
Open
260.49
Day Range254.40 – 264.77
254.40
264.77
52W Range69.00 – 308.27
69.00
308.27
78% of range
VOLUME & SIZE
Avg Volume
215.2K
FUNDAMENTALS
P/E Ratio
61.7x
Premium valuation
EPS (TTM)
—
Div Yield
0.01%
Beta
1.08
Market-like
Performance
1D
-4.47%
5D↓
-12.83%
1M
+8.76%
3M
+10.26%
6M
+73.85%
YTD
+51.34%
1Y↑
+230.44%
Best: 1Y (+230.44%)Worst: 5D (-12.83%)
Quick Read
Trend—Insufficient MA data
Momentum
BULLISH
revenue +26% YoY
Valuation
EXPENSIVE
P/E 62x vs ~20x sector
Health
STRONG
CR 3.2 · FCF $6.02/sh
Bullish
Key MetricsTTM
Market Cap$3.25B
Revenue TTM$701.71M
Net Income TTM$55.04M
Free Cash Flow$74.44M
Gross Margin39.2%
Net Margin7.8%
Operating Margin15.7%
Return on Equity13.0%
Return on Assets5.8%
Debt / Equity0.52
Current Ratio3.18
EPS TTM$4.45
Alpha SignalsFull Analysis →
What Moves This Stock

Data center buildout activity and 400G/800G Ethernet adoption rates driving connector demand

5G infrastructure deployment pace in North America and Europe (base station power modules)

Defense spending trends and military program awards (COTS connectors, ruggedized power supplies)

Gross margin trajectory reflecting product mix shift toward higher-value power solutions

Macro Sensitivity
Economic Cycle

moderate - Revenue tied to capital equipment spending cycles in telecom infrastructure and data centers, which lag GDP but correlate with corporate IT investment. Industrial production drives demand for magnetic components in automation and power distribution. Military/aerospace segment (~15-20% of revenue) provides counter-cyclical stability through multi-year defense contracts.

Interest Rates

Rising rates negatively impact customer capex decisions, particularly for telecom carriers and hyperscale data center operators who finance infrastructure buildouts with debt. However, strong balance sheet (0.24 debt/equity, 3.02 current ratio) minimizes direct financing cost impact. Higher rates compress valuation multiples for growth-oriented component suppliers.

Key Risks

Commoditization of standard connectors as Chinese manufacturers expand capacity with lower-cost alternatives, compressing margins on non-differentiated products

Technological shift toward integrated silicon photonics potentially reducing discrete connector content in next-generation data center architectures

Regulatory restrictions on China manufacturing operations (tariffs, export controls) given ~25-30% of production estimated in Asia

Investor Profile

momentum/growth - Recent 190% one-year return attracts momentum investors chasing infrastructure buildout themes. Low 0.5x price/book suggests value investors see asset-backed downside protection, while 50%+ earnings growth appeals to growth-at-reasonable-price (GARP) strategies. Small $3B market cap limits institutional ownership but attracts small-cap specialists.

Watch on Earnings
US Industrial Production Index (INDPRO) as proxy for capital equipment demandCopper futures prices (HGUSD) impacting raw material costs for connectors and magnetic componentsFederal Funds Rate trajectory affecting customer infrastructure capex financing decisionsDefense budget authorization levels and military electronics procurement trends
Health Radar
3 strong2 watch1 concern
61/100
Liquidity
3.18Strong
Leverage
0.52Strong
Coverage
8.4xStrong
ROE
13.0%Watch
ROIC
10.5%Watch
Cash
$58MConcern
ANALYST COVERAGE7 analysts
BUY
▲ +18.4%upside to target
L $250.00
Med $304.00consensus
H $321.00
Buy
7100%
7 Buy (100%)0 Hold (0%)0 Sell (0%)
Full report →
Stock Health
Composite Score
4 of 5 signals bullish
8/10
Technicals
●
RSI RangeRSI 50 — Bearish momentum
✗
Volume
●
Volume FlowLean Accumulation
✓
Fundamentals
●
Last EarningsBeat estimates
✓
●
Analyst ConsensusBuy
✓
●
LiquidityCurrent Ratio 3.18 — healthy liquidity
✓
Upcoming Events
EEarnings ReportMay 17, 2026
Tomorrow
DEx-Dividend DateAug 14, 2026
In 90 days
PDividend PaymentAug 31, 2026
In 107 days
Research
Fundamentals→Financials→Analysts→Earnings→Growth→Key Metrics→Technical Analysis→Intelligence→
Technicals
Technical SetupBULLISH
Technicals →

Trend

▲ UptrendGolden Cross · 50D leads 200D by 29.3%

+7.5% vs SMA 50 · +39.0% vs SMA 200

Momentum

RSI49.8
Neutral territory
MACD+11.00
Above zero — bullish momentum · compressing
Market Position
Price Levels
52W High
$308.3+20.1%
Current
$256.7
EMA 50
$250.9-2.3%
EMA 200
$186.4-27.4%
52W Low
$69.00-73.1%
52-Week RangeNear 52-week high
$69.0078th %ile$308.3
Squeeze SetupVolume-based
Moderate Squeeze Setup

Accumulation pattern present — more buying days than selling over the past 20 sessions. Volume conditions support gradual price improvement.

20-Day Money Flow
Acc days:6
Dist days:5
Edge:+1 acc
Volume Context
Avg Vol (50D)224K
Recent Vol (5D)
504K+125%

Based on volume distribution analysis. Direct short interest data (short float %, days to cover) is not available in current data sources.

Earnings & Analysts

ANALYST ESTIMATES

Consensus of 4 analysts
Full estimates →

Analyst consensus estimates · Actuals replace estimates as reported

YearRevenue Est.Rev GthEPS Est.EPS GthRangeAnalysts
FY2023
$651.7M
$650.7M–$652.7M
—$6.41—
±1%
Low2
FY2024
$511.3M
$508.7M–$514.0M
▼ -21.5%$4.47▼ -30.2%
±0%
Moderate3
FY2025
$671.5M
$665.0M–$676.0M
▲ +31.3%$6.72▲ +50.3%
±3%
Moderate4
Range confidence:Tight (high)ModerateWide (low)
🔥Beat 5 consecutive quarters
Earnings HistoryBELFB
Last 8Q
+8.9%avg beat
Beat 7 of 8 quartersMissed 1↑ Estimates rising
+66%
Q3'24
+8%
Q4'24
-115%
Q1'25
+29%
Q2'25
+22%
Q3'25
+24%
Q4'25
+25%
Q1'26
+12%
Q2'26
Beat
Miss
Estimate
Deeper color = bigger beat/miss
* Negative EPS shown at reduced height
Insider Activity
SEC Filings →
0 Buys/6 SellsNet Selling
Lai Kenneth Koon Ke…VP of Asia Ope…
$112K
Mar 16
SELL
Bernstein DanielDir
$1.4M
Mar 16
SELL
Dawson StephenPres. - Power …
$700K
Mar 16
SELL
Kozlovsky SuzanneGlobal Head of…
$43K
Mar 16
SELL
Bittner PeterPres. - Connec…
$2.1M
Mar 5
SELL
Bittner PeterPres. - Connec…
$2.4M
Mar 6
SELL
Financials
Dividends0.11% yield
3 yrs of payments
Annual Yield0.11%
Quarterly Div.$0.0700
Est. Annual / Share$0.28
FrequencyQuarterly
Q3'24
Q4'24
Q1'25
Q2'25
Q3'25
Q4'25
Q1'26
Q2'26

Dividend per payment — last 8 periods

INSTITUTIONAL OWNERSHIP

13-F Filings →
1
BlackRock, Inc.
847K▼
2
PRICE T ROWE ASSOCIATES INC /MD/
773K▼
3
JANUS HENDERSON GROUP PLC
760K▲
4
FMR LLC
631K▼
5
T. Rowe Price Investment Management, Inc.
573K▲
6
WASATCH ADVISORS LP
479K▲
7
GEODE CAPITAL MANAGEMENT, LLC
308K▲
8
DIMENSIONAL FUND ADVISORS LP
257K▲
News & Activity

BELFB News

20 articles · 4h ago

About

founded in 1949, bel designs, manufactures and markets a broad array of products that power, protect and connect electronic circuits. with over 60 years in the electronics industry, bel has reliably demonstrated the ability to succeed in a variety of product areas across multiple industries. the company has a strong track record of technical innovation working with the engineering teams of market leaders.bel has consistently proven to be a valuable supplier to the foremost companies in its chosen industries by developing cost effective solutions for the challenges of new product development. by combining our strength in product design with our own specially-designed manufacturing facilities, bel has established itself as a formidable competitor on a global basis.

CEO
Daniel Bernstein
Website
belfuse.com ↗
Lynn HutkinCFO, Treasurer & Secretary
Joseph BerrySenior Vice President of Components
Stephen DawsonExecutive VP and President of Industrial Technology & Data Solutions
Peers— Technology(7 companies)
Screen sector →
SymbolPriceDay %Mkt Cap↓P/ERev GrwMarginELO
BELFB◀
$256.72-4.47%$3.3B57.7+2630.2%911.0%1500
NVDA
$225.32-4.42%$5.5T45.6+6547.4%5560.3%1502
AAPL
$300.23+0.68%$4.4T36.0+642.6%2691.5%1482
MSFT
$421.92+3.05%$3.1T25.0+1493.2%3614.6%1460
AVGO
$425.19-3.32%$2.0T80.7+2387.4%3619.8%1500
MU
$724.66-6.62%$817.2B33.8+4885.1%2284.5%1532
AMD
$424.10-5.69%$691.5B138.6+3433.8%1251.5%1516
Sector avg—-2.97%—59.6+3145.7%2847.6%1499

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