Belden Inc. stands as a global leader in signal transmission solutions, serving a diverse customer base across the Americas, Europe, the Middle ...
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$0.20 per share
Est. EPS $2.25 · Revenue $961.45M · 2 analysts
$0.20 per share
Est. EPS $2.27 · Revenue $961.90M · 4 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $2.7B | +10.3% | +7.7% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $237.5M | +19.7% | +34.3% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +36.0% | -3.9% | +8.7% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +12.2% | +12.8% | +23.1% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +8.7% | +8.5% | +24.7% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $218.7M | -1.9% | +240.4% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +8.1% | -11.1% | +230.4% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 110.9% | +14.8% | -9.5% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.93x | +0.7% | +2.4% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $3.5B | +6.5% | +3.1% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 5.91 vs 7.42 | -20.4% | 1.74 vs 2.25 | -22.8% |
| Revenue Surprise | $2.7B vs $2.7B | +0.9% | $750.2M vs $961.4M | -22.0% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 12, 2026 | Anderson Brian Edward | officer: EVP - Chief Legal Officer | Common Stock | D | 1,310 | — |
| Aug 7, 2026 | Anderson Brian Edward | officer: EVP - Chief Legal Officer | Common Stock | D | 385 | — |
| Aug 3, 2026 | BALK LANCE C | director | Common Stock | D | 10,000 | — |
| Jul 6, 2026 | Zink Doug | officer: VP and CAO | Common Stock | A | 213 | $99.65 |
| Jul 6, 2026 | Tate Leah | officer: EVP - Chief Peop/Strat Officer | Common Stock | A | 213 | $99.65 |
Operator: Ladies and gentlemen, thank you for standing by. Welcome to this morning's Belden Reports Second Quarter 2026 Results. Just a reminder, this call is being recorded. I'd now like to turn the call over to Aaron Reddington. Please go ahead, sir. Aaron Reddington: Good morning, everyone, and thank you for joining us for Belden's Second Quarter 2026 Earnings Conference Call. With me today are Belden's President and CEO, Ashish Chand; and Executive Vice President and CFO, Jeremy Parks. Ashish will provide a strategic overview of the quarter, and then Jeremy will cover our financial results and third quarter outlook, followed by Q&A. We issued our earnings release earlier this morning and have prepared a slide presentation that we will reference on this call. The press release, presentation and transcript of these prepared remarks are currently available online at investor.belden.com. Turning to Slide 2, I'd like to remind everyone that today's call will include forward-looking statements, which are subject to risks and uncertainties as detailed in our press release and most recent Form 10-K. We will also reference certain non-GAAP financial measures; reconciliations to the most directly comparable GAAP measures can be found in the appendix to our presentation and on our website. I will now turn the call over to our President and CEO, Ashish Chand. Ashish Chand: Thank you, Aaron, and good morning, everyone. We appreciate you joining us. Please turn to Slide 4. The second quarter was a strongest quarter in company history, and we are well positioned for what's ahead. Our team achieved record revenue of $750 million, up 12% year-over-year, and Adjusted EPS of $2.34, up 24% year-over-year, both above the high end of our guidance. Please note that our results include a net tariff benefit of approximately $0.25 per share related to the expected recovery of IEEPA tariffs. Jeremy will cover the details. End market demand is strong, with record orders of $836 million, up 19% year-over-year and up 23% sequentially. Our book-to-bill ratio came in at 1.11 (sic) [ 1.11x. ] Order strength is broad-based across our end markets, and we expect that to continue into the third quarter. Organic revenue growth was 8% for the quarter with Discrete, Process, and Enterprise Growth Verticals all up double digits, reflecting a broad improvement in our industrial markets and our AI infrastructure strategy gaining traction with customers. The second quarter also delivered 2 milestones that I want to highlight, as they are proof of our solutions strategy executing at scale. First, a contract worth approximately $20 million with a Tier-1 hyperscaler for fiber connectivity inside an AI data center. That order is closed and in production today. Second, a significant specification win with a leading global retailer, where Belden has been selected to network autonomous elements across their U.S. distribution centers, with first orders already received. This is Physical AI …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Ashish Chand | President, Chief Executive Officer & Director | USD 2,306,126 | Male | 1975 | Active |
Brian Lieser | Executive VP & Chief Commercial Officer | USD 1,322,672 | Male | 1966 | Active |
Jeremy E. Parks | Executive VP & Chief Financial Officer | USD 1,130,043 | Male | 1976 | Active |
Brian Edward Anderson | Executive VP and Chief Legal & Risk Officer | USD 989,949 | Male | 1975 | Active |
Leah Tate | Executive VP and Chief People & Strategy Officer | USD 955,778 | Female | 1977 | Active |
Hiran Bhadra | Executive VP & Chief Innovation Officer | USD 924,147 | Male | 1974 | Active |
Aaron Reddington | Vice President of Investor Relations | — | Male | — | Active |
Brad Dineley | Executive VP and Chief Digital & Operations Officer | — | Male | 1973 | Active |
Douglas R. Zink | Vice President & Chief Accounting Officer | — | Male | 1976 | Active |
Bartolomeo A. Giordano | Senior VP & GM of Ruckus and Integration Leader | — | Male | 1977 | Active |
Goldman Sachs BDC NYSE: GSBD reported second-quarter 2026 net investment income of $0.38 per share, up from the prior quarter, as higher investment income and the absence of an incentive fee supported results. The company also announced that Co-Chief Executive Officer David Miller will step down from the role effective Dec. 31, with Co-CEO Vivek Bantwal set to become sole CEO.
TRIN delivered a solid quarter, but the market didn't care. After the Q2 release, the share price dropped by 5%, suggesting that there is something that the market really disliked about the recent financials. However, I would argue if we scored (priced) TRIN based on the Q2 fundamental results, we should definitely offer some bonus points.
NEW YORK--(BUSINESS WIRE)--Goldman Sachs BDC, Inc. (“GSBD”, the “Company”, “we”, “us”, or “our”) (NYSE: GSBD) today reported financial results for the second quarter ended June 30, 2026 and filed its Form 10-Q with the U.S. Securities and Exchange Commission. QUARTERLY HIGHLIGHTS Net investment income per share for the quarter ended June 30, 2026 was $0.38. Excluding purchase discount amortization per share of $0.01 from the Merger, adjusted net investment income per share was $0.37 for the qua.
Hercules Capital remains a top private credit BDC, excelling in new tech sector fundings and portfolio growth in the second-quarter. HTGC delivered strong fundings and net investment income growth while maintaining robust dividend coverage with a 125% coverage ratio in Q2'26. Non-accrual ratios remain exceptionally low at 0.1%, underscoring superior credit quality versus peers like ARCC, OBDC, and BXSL.
ST. LOUIS--(BUSINESS WIRE)--Belden Inc. (NYSE: BDC), a leading global provider of complete connection solutions is pleased to announce that it has been recognized as a World's Top Disability Inclusive Business based on its performance on the Disability Index®, the leading global benchmark for disability inclusion in business. Belden earned the Established level of proficiency which reflects the company's ongoing commitment to creating a workplace where everyone can thrive, with strong performan.
