Belden Scheduled to Announce Q4 Earnings on February 12
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 days ago
0mins
Should l Buy BDC?
Source: seekingalpha
- Earnings Announcement: Belden is set to release its Q4 earnings on February 12 before market open, with a consensus EPS estimate of $1.95, reflecting a 1.6% year-over-year growth, indicating stable profitability.
- Revenue Expectations: The anticipated revenue for Q4 is $696.97 million, representing a 4.7% year-over-year increase, which showcases Belden's strong performance amid recovering market demand and may bolster investor confidence.
- Performance Beat Record: Over the past two years, Belden has exceeded EPS and revenue estimates 88% of the time, and this consistent outperformance not only raises market expectations for future performance but also supports its stock price.
- Estimate Revisions: In the last three months, EPS estimates have seen two upward revisions with no downward adjustments, while revenue estimates have had one upward revision, reflecting analysts' optimistic outlook on Belden's future performance, potentially attracting more investor interest.
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Analyst Views on BDC
Wall Street analysts forecast BDC stock price to fall
2 Analyst Rating
2 Buy
0 Hold
0 Sell
Moderate Buy
Current: 150.910
Low
145.00
Averages
147.50
High
150.00
Current: 150.910
Low
145.00
Averages
147.50
High
150.00
About BDC
Belden Inc. is a global supplier of complete connection solutions. Its Smart Infrastructure Solutions segment is a provider in network infrastructure and broadband solutions, as well as cabling and connectivity solutions for commercial audio/video and security applications. Its vertical markets include data centers, government, healthcare, and hospitality. Its Broadband Solutions primarily serve broadband and wireless service providers. Smart Infrastructure Solutions product lines include copper cable and connectivity solutions, fiber cable and connectivity solutions, interconnect panels, racks and enclosures, and secure, high performance signal extension and matrix switching systems. Its Automation Solutions segment at Belden provides network infrastructure and digitization solutions to enable its customers to make data-based business decisions. Its primary markets include discrete automation, process automation, energy, and mass transit.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Record Financial Performance: Belden Inc. achieved $720 million in revenue for Q4 2025, an 8% year-over-year increase that exceeded expectations, with adjusted EPS of $2.08, reflecting strong market demand and execution.
- Strategic Realignment: Effective January 1, 2026, Belden will transition from a legacy business structure to a unified functional operating model, aimed at organizing resources around core functions to enhance efficiency and accelerate solutions transformation.
- Solutions Revenue Growth: In 2025, solutions revenue accounted for over 15% of total revenue, identified as a major driver of success, with a target of at least 20% by 2028, showcasing the company's competitive edge in the market.
- Optimistic Future Outlook: Guidance for Q1 2026 projects revenues between $675 million and $690 million, with adjusted EPS expected between $1.65 and $1.75, as management expresses confidence in demand and operational resilience, indicating the company's capability to navigate market fluctuations.
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- Earnings Beat: HubSpot reported quarterly earnings of $3.09 per share, surpassing analyst expectations of $2.99, indicating robust profitability and boosting market confidence in the company's future performance.
- Significant Revenue Growth: The quarterly revenue reached $846.75 million, exceeding the Street estimate of $830.54 million and marking a 20.4% increase from $703.17 million in the same period last year, showcasing HubSpot's competitive strength in the market.
- Stock Price Surge: Following the positive earnings report, HubSpot's shares jumped 9.4% to $228.93 on Thursday, reflecting investor optimism about the company's growth potential and likely attracting more investor interest.
- Mixed Market Performance: While U.S. stocks showed mixed results overall, HubSpot's strong performance distinguished it among many stocks, demonstrating relative resilience and appeal in a fluctuating market.
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- Earnings Guidance: Belden Inc. anticipates Q1 earnings per share between $1.21 and $1.31, with adjusted earnings projected between $1.65 and $1.75, indicating a positive outlook aimed at attracting investor interest.
- Revenue Expectations: The company expects revenues to range from $675 million to $690 million in Q1, reflecting stable demand in the networking solutions market, which may enhance market confidence in its growth potential.
- Analyst Projections: According to a poll of five analysts, the consensus estimate for Belden's earnings is $1.68 per share on revenues of $661.15 million, aligning with the company's guidance and indicating analysts' confidence in its performance.
- Stock Performance: In pre-market trading on Thursday, Belden's stock was priced at $142.64 on the NYSE, up $0.19 or 0.13%, reflecting a positive market reaction to its earnings guidance.
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- Earnings Highlights: Belden's Q4 2025 non-GAAP EPS of $2.08 exceeded expectations by $0.13, indicating strong profitability and reflecting the company's competitive advantage in the market.
- Revenue Growth: The quarter's revenue reached $720 million, an 8.1% increase year-over-year, up $54 million from $666 million last year, demonstrating robust performance in automation solutions despite flat smart infrastructure solutions.
- Organic Growth Performance: The organic growth rate for revenue was 5%, with automation solutions up 10%, showcasing Belden's ongoing expansion in key business areas and strengthening its market position.
- Future Outlook: For Q1 2026, Belden projects revenues between $675 million and $690 million, with GAAP EPS expected to be between $1.21 and $1.31, and adjusted EPS between $1.65 and $1.75, reflecting the company's confidence in future growth.
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- Earnings Announcement: Belden is set to release its Q4 earnings on February 12 before market open, with a consensus EPS estimate of $1.95, reflecting a 1.6% year-over-year growth, indicating stable profitability.
- Revenue Expectations: The anticipated revenue for Q4 is $696.97 million, representing a 4.7% year-over-year increase, which showcases Belden's strong performance amid recovering market demand and may bolster investor confidence.
- Performance Beat Record: Over the past two years, Belden has exceeded EPS and revenue estimates 88% of the time, and this consistent outperformance not only raises market expectations for future performance but also supports its stock price.
- Estimate Revisions: In the last three months, EPS estimates have seen two upward revisions with no downward adjustments, while revenue estimates have had one upward revision, reflecting analysts' optimistic outlook on Belden's future performance, potentially attracting more investor interest.
See More
- Strategic Leadership Appointment: Belden Inc. has appointed Jeff Winter as Vice President of Commercial Strategy, leveraging his extensive expertise in industrial automation and digital transformation to drive the company's commercial transformation and enhance market competitiveness.
- Industry Influence: Winter is recognized as a top expert in the Industry 4.0 space, having been named a global thought leader multiple times, which will add significant value to Belden's technical capabilities and credibility in IT/OT convergence solutions.
- Rich Experience Background: With over two decades in manufacturing, Winter has held senior roles at Microsoft, Hitachi Solutions, and Omron, advising multi-billion-dollar manufacturers on their digital transformation strategies, thereby enhancing their market positions.
- Independent Voice and Commitment: Winter's addition signifies Belden's commitment to leading the Industry 4.0 conversation, aiming to drive practical digital transformation through infrastructure development that enhances customer value.
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