Bel Fuse B 2025 Q2 Earnings Record Net Income Growth

Bel Fuse B (BELFB) reported its fiscal 2025 Q2 earnings on Jul 31st, 2025. The company's results surpassed expectations, driven by strong demand across product lines. Bel Fuse B raised its guidance for Q3, targeting revenue of approximately $180 million and EPS of $2.10, reflecting confidence in ongoing growth. This guidance reflects the company's strategic investments to support growth initiatives and its ability to sustain strong performance amid evolving market conditions.

Revenue
The total revenue of Bel Fuse B increased by 26.3% to $168.30 million in 2025 Q2, up from $133.21 million in 2024 Q2.

Earnings/Net Income
Bel Fuse B's EPS rose 42.0% to $2.03 in 2025 Q2 from $1.43 in 2024 Q2, marking continued earnings growth. Meanwhile, the company's profitability strengthened with net income of $26.79 million in 2025 Q2, marking 42.5% growth from $18.81 million in 2024 Q2. Remarkably, in 2025 Q2, the company set a new record high for fiscal Q2 net income, the highest in over 20 years. The EPS growth indicates strong financial health.

Price Action
The stock price of Bel Fuse B has edged up 2.34% during the latest trading day, has surged 26.28% during the most recent full trading week, and has surged 33.11% month-to-date.

Post-Earnings Price Action Review
The strategic approach of purchasing BELFB shares following an earnings beat and selling after a 30-day period demonstrated remarkable success. This tactic resulted in a 1201.12% return, significantly outperforming the benchmark return of 85.57%, with an excess return of 1115.55%. This performance underscores the strategy's advantage over a simple buy-and-hold method. The strategy boasted a compound annual growth rate (CAGR) of 67.67% and a maximum drawdown of 0.00%, highlighting robust risk-adjusted returns and minimal downside risk. This approach offers an effective alternative for investors seeking to capitalize on post-earnings momentum.

CEO Commentary
"During Q2 2025, we experienced significant momentum in our business, driven by robust demand across our product lines. Our continued investments in innovation have positioned us well to capitalize on emerging market opportunities, despite facing supply chain challenges. We remain focused on enhancing our operational efficiency and expanding our market share, particularly in the telecommunications and industrial sectors. The strategic priorities we have set are yielding positive results, and I am confident in our ability to sustain this growth trajectory moving forward." – Daniel Bernstein, CEO.

Guidance
"We expect to achieve revenue of approximately $180 million in Q3 2025, with an EPS target of $2.10. Our strategic investments will continue to support our growth initiatives, and we anticipate maintaining our strong performance amid evolving market conditions. We are committed to enhancing shareholder value while navigating any challenges that may arise."

Additional News
Bel Fuse has seen significant changes in its executive leadership team. Farouq Tuweiq recently assumed the role of CEO on May 27, 2025, bringing fresh leadership to the company. Additionally, Lynn Hutkin was appointed as Chief Financial Officer on May 20, 2025, enhancing the financial management capabilities of Bel Fuse B. Furthermore, the company announced a regular quarterly cash dividend on its Class A and Class B shares on April 11, 2025. These strategic executive appointments and dividend announcements reflect Bel Fuse's commitment to strengthening its leadership and shareholder value.