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Bel Fuse Earnings Calls
| Release date | Oct 29, 2025 |
| EPS estimate | $1.68 |
| EPS actual | $2.09 |
| EPS Surprise | 24.40% |
| Revenue estimate | 171.057M |
| Revenue actual | 178.98M |
| Revenue Surprise | 4.63% |
| Release date | Jul 24, 2025 |
| EPS estimate | $1.37 |
| EPS actual | $1.67 |
| EPS Surprise | 21.90% |
| Revenue estimate | 156.282M |
| Revenue actual | 168.299M |
| Revenue Surprise | 7.69% |
| Release date | Apr 24, 2025 |
| EPS estimate | $1.05 |
| EPS actual | $1.35 |
| EPS Surprise | 28.57% |
| Revenue estimate | 147.925M |
| Revenue actual | 152.238M |
| Revenue Surprise | 2.92% |
| Release date | Feb 18, 2025 |
| EPS estimate | $0.96 |
| EPS actual | -$0.140 |
| EPS Surprise | -114.58% |
| Revenue estimate | 126.408M |
| Revenue actual | 149.859M |
| Revenue Surprise | 18.55% |
Last 4 Quarters for Bel Fuse
Below you can see how BELFB performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Feb 18, 2025 |
| Price on release | $82.11 |
| EPS estimate | $0.96 |
| EPS actual | -$0.140 |
| EPS surprise | -114.58% |
| Date | Price |
|---|---|
| Feb 11, 2025 | $81.34 |
| Feb 12, 2025 | $81.01 |
| Feb 13, 2025 | $82.93 |
| Feb 14, 2025 | $82.32 |
| Feb 18, 2025 | $82.11 |
| Feb 19, 2025 | $81.53 |
| Feb 20, 2025 | $84.51 |
| Feb 21, 2025 | $86.07 |
| Feb 24, 2025 | $84.68 |
| 4 days before | 0.95% |
| 4 days after | 3.13% |
| On release day | -0.706% |
| Change in period | 4.11% |
| Release date | Apr 24, 2025 |
| Price on release | $70.16 |
| EPS estimate | $1.05 |
| EPS actual | $1.35 |
| EPS surprise | 28.57% |
| Date | Price |
|---|---|
| Apr 17, 2025 | $70.22 |
| Apr 21, 2025 | $66.76 |
| Apr 22, 2025 | $65.73 |
| Apr 23, 2025 | $67.94 |
| Apr 24, 2025 | $70.16 |
| Apr 25, 2025 | $71.21 |
| Apr 28, 2025 | $68.36 |
| Apr 29, 2025 | $68.28 |
| Apr 30, 2025 | $65.77 |
| 4 days before | -0.0854% |
| 4 days after | -6.26% |
| On release day | 1.50% |
| Change in period | -6.34% |
| Release date | Jul 24, 2025 |
| Price on release | $102.98 |
| EPS estimate | $1.37 |
| EPS actual | $1.67 |
| EPS surprise | 21.90% |
| Date | Price |
|---|---|
| Jul 18, 2025 | $101.69 |
| Jul 21, 2025 | $103.72 |
| Jul 22, 2025 | $106.00 |
| Jul 23, 2025 | $107.07 |
| Jul 24, 2025 | $102.98 |
| Jul 25, 2025 | $119.84 |
| Jul 28, 2025 | $126.75 |
| Jul 29, 2025 | $130.49 |
| Jul 30, 2025 | $125.91 |
| 4 days before | 1.27% |
| 4 days after | 22.27% |
| On release day | 16.37% |
| Change in period | 23.82% |
| Release date | Oct 29, 2025 |
| Price on release | $152.46 |
| EPS estimate | $1.68 |
| EPS actual | $2.09 |
| EPS surprise | 24.40% |
| Date | Price |
|---|---|
| Oct 23, 2025 | $154.90 |
| Oct 24, 2025 | $157.00 |
| Oct 27, 2025 | $155.89 |
| Oct 28, 2025 | $154.78 |
| Oct 29, 2025 | $152.46 |
| Oct 30, 2025 | $150.62 |
| Oct 31, 2025 | $153.99 |
| Nov 03, 2025 | $158.57 |
| Nov 04, 2025 | $154.25 |
| 4 days before | -1.58% |
| 4 days after | 1.17% |
| On release day | -1.21% |
| Change in period | -0.420% |
Bel Fuse Earnings Call Transcript Summary of Q3 2025
Bel Fuse reported a strong Q3 2025: sales of $179.0 million, up 44.8% year-over-year (including $34.4M from the Enercon acquisition), with consolidated gross margin of 39.7%. All three product segments delivered double-digit organic growth; Power Solutions & Protection was especially strong (+94% Y/Y to $94.4M), Connectivity grew 11% (notably commercial aerospace and defense), and Magnetics rose 18%. Margin expansion was driven by higher factory absorption, operational efficiencies from prior consolidations, and disciplined SKU-level profitability. Key actions and outlook: the company is shifting manufacturing (transitioning an additional China facility to a subcontractor in Q4 2025), continuing the Glen Rock facility restructuring (completion by early 2026), investing in CRM/IT and go-to-market changes to emphasize end markets/customers over products, and pursuing both organic growth and M&A opportunistically while prioritizing debt paydown (paid $62.5M in LT debt in the period). Cash and securities were $57.7M at quarter-end; capex was $8.6M. Q4 2025 sales guidance: $165M–$180M (reflecting ongoing strength but seasonality/holiday production-days). The company expects R&D to remain at elevated levels (Q3 R&D $7.5M, driven by Enercon), and SG&A dollars rose (but SG&A as % of sales improved). Management highlighted continued positive book-to-bill (third consecutive quarter) and early cross-selling benefits from Enercon, while noting FX and local minimum wage pressures as margin headwinds in some regions.
