Bel Fuse A(BELFA) reported its fiscal 2025 Q2 earnings on Jul 31st, 2025.
Bel Fuse A continues to demonstrate strong financial performance, exceeding expectations with a 42.5% increase in net income to $26.79 million for Q2 2025. This marks the highest fiscal Q2 net income for the company in over two decades. Additionally, Bel Fuse anticipates revenue growth for Q3 2025, projecting between $165 million and $180 million, with gross margins expected to range from 37% to 39%. This guidance suggests a positive outlook, supported by strong bookings and growth in key segments, despite geopolitical uncertainties.
RevenueThe total revenue of
increased by 26.3% to $168.30 million in 2025 Q2, up from $133.21 million in 2024 Q2.
Earnings/Net IncomeBel Fuse A'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. These results indicate favorable EPS performance for the quarter.
Price ActionThe stock price of Bel Fuse A has climbed 3.67% during the latest trading day, has surged 25.31% during the most recent full trading week, and has surged 27.47% month-to-date.
Post-Earnings Price Action ReviewThe strategy of buying BELFA when earnings beat and selling after 30 days delivered a remarkable performance. It achieved a 588.18% return, significantly surpassing the benchmark return of 85.57%. This excess return of 502.61% underscores the strategy's effectiveness in capitalizing on earnings beats. Notably, the strategy exhibited robust risk management, maintaining a maximum drawdown of 0.00% and showcasing a Sharpe ratio of 0.91 during the backtest period. This indicates that the strategy not only generated strong returns but also managed risks effectively, making it a compelling approach for investors seeking to leverage earnings announcements.
CEO CommentaryFarouq Tuweiq, President and CEO, expressed satisfaction with the strong second-quarter results, attributing the success to improved on-time shipments and enhanced operational efficiency. He highlighted the robust demand in the defense and commercial aerospace sectors, along with a rebound in networking and distribution sales, signaling a recovery after a prolonged period of inventory destocking. However, he acknowledged challenges in maintaining gross margins due to external pressures. Tuweiq emphasized the company's commitment to strategic growth plans and navigating evolving market dynamics, reinforcing a generally optimistic outlook for the future.
GuidanceFor the third quarter of 2025, Bel Fuse anticipates revenue between $165 million and $180 million and gross margins ranging from 37% to 39%. This guidance reflects confidence in strong bookings and expected sequential growth in key segments, despite the uncertainties posed by the geopolitical landscape and market fluctuations.
Additional NewsBel Fuse Inc. announced several key developments in recent weeks. On May 27, 2025, Farouq Tuweiq assumed the CEO role, following Daniel Bernstein's transition to Chairman of the Board, marking a significant leadership change. Additionally, Bel Fuse announced a regular quarterly cash dividend of $0.06 per share for Class A common shares and $0.07 per share for Class B common shares, payable on October 31, 2025, to shareholders of record as of October 15, 2025. Furthermore, Lynn Hutkin was appointed as the new Chief Financial Officer, effective May 27, 2025, succeeding Farouq Tuweiq, who transitioned to the role of President and CEO.
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