Belden Q4 revenue up 8%, beats analyst expectations

Belden

12/02/2026 12:37

Overview

Networking solutions provider's Q4 revenue rose 8% yr/yr, beating analyst expectations

Adjusted EPS for Q4 beat analyst expectations

Company repurchased 0.4 mln shares for $45 mln during the quarter

Outlook

Belden forecasts Q1 2026 revenue between $675 mln and $690 mln

Company expects Q1 2026 GAAP EPS of $1.21 to $1.31

Belden anticipates Q1 2026 adjusted EPS between $1.65 and $1.75

Result Drivers

AUTOMATION SOLUTIONS - Revenue in Automation Solutions rose 10% y/y, driving overall revenue growth

SOLUTIONS TRANSFORMATION - Strategic realignment to a unified operating model aims to accelerate solutions transformation and improve efficiency

MARKET TRACTION - Broadened market traction contributed to record revenue and adjusted EPS

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$720 mln
$696.97 mln (6 Analysts)
Q4 Adjusted EPS
Beat
$2.08
$1.95 (6 Analysts)
Q4 EPS
$1.70
Q4 Adjusted EBITDA
$122 mln
Q4 Adjusted EBITDA Margin
17.00%


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the communications & networking peer group is "buy"

Wall Street's median 12-month price target for Belden Inc is $144.50, about 1.6% above its February 11 closing price of $142.23

The stock recently traded at 18 times the next 12-month earnings vs. a P/E of 16 three months ago

Press Release: ID:nBw2PNBsYa

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)