)
)
Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Bel Fuse
Bel Fuse (BELFB) investor relations material
Bel Fuse Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary29 Oct, 2026
Executive summary
Q3 sales rose 23.2% YoY to $220.5M, led by Data Solutions, Industrials and distribution; record bookings exceeded quarterly sales.
Global operations grew despite holiday-related productivity losses and market uncertainty; factories added capacity, secured materials and improved resilience.
Execution, customer responsiveness and segment initiatives remain leadership priorities.
Financial highlights
Gross margin rose 120 bps YoY to 40.9%; Adjusted EBITDA increased to $52.5M from $39.2M, with margin rising to 23.8% from 21.9%.
GAAP net earnings attributable to shareholders were $26.3M vs. $22.3M; non-GAAP net earnings were $44.0M vs. $26.3M.
Q3 GAAP operating income was $39.6M vs. $30.3M; R&D expense was $8.8M and SG&A was $39.4M.
Nine-month sales rose 22.1% to $609.7M; net earnings were $87.3M vs. $67.7M and Adjusted EBITDA was $135.9M, or 22.3% of sales.
Outlook and guidance
Q4 guidance is net sales of $220M–$240M and gross margin of 40.0%–42.0%, supported by momentum in data solutions, industrials, defense and distribution.
Record bookings exceeded Q3 sales; stronger Q4 demand and more productive days than last year support the sequential outlook.
Q1 2027 may buck historical seasonality, supported by aerospace and defense activity and a data-solutions ramp; holiday and factory-startup productivity losses remain.
SG&A is expected to run at a level similar to Q3.
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.Research faster. Power your platform.
Latest events from Bel Fuse
- Strong revenue and margin growth driven by innovation and expansion in high-growth markets.BELFB
Conference presentation - Q2 2026 sales up 25%, margin gains, debt repaid, and record backlog support strong outlook.BELFBQ2 2026
- Operational transformation and end-market focus drive margin gains and broad-based growth.BELFBOppenheimer 21st Annual Industrial Growth Virtual Conference
- Sales up 17.2% to $178.5M, margin improved, and demand strong in defense and data solutions.BELFBQ1 2026
- Board urges rejection of GAMCO's share conversion proposal, citing risks and strong performance.BELFBProxy filing
- Annual meeting to vote on directors, auditor, executive pay, equity plan, and a shareholder proposal.BELFBProxy filing
- Board recommends all management proposals and opposes share conversion, citing fairness and value.BELFBProxy filing
- Robust growth in aerospace, defense, and technology drives record shareholder returns.BELFBInvestor presentation
- Transformation and innovation drive margin expansion and A&D growth, with stable share structure.BELFB28th Annual Needham Growth Conference Virtual
Next Bel Fuse earnings date
Q4 202617 Feb, 2027
Bel Fuse
Next Bel Fuse earnings date
Q4 202617 Feb, 2027
AI chat
Ask anything. Verify everything.
Ask across every event and document from public companies. Each answer links back to the exact line in the transcript, slide or filing it came from.Learn moreFind what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.)
Trust every finding
50m+ first-party documents. Every output traceable to its source.Find what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.Trust every finding
50m+ first-party documents. Every output traceable to its source.Automations
Zero in on what matters
Define the prompt once. It runs the moment a company publishes or on a schedule you set. Outputs map to the exact signals you choose.Learn more)
Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.)
Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Live audio & transcripts
Be first
Join any earnings call live in one click, with no manual registration. Follow the transcript as it happens and jump straight to the moments that matter.Learn more)
Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.)
Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Quartr MCP connects your AI environment to 17K+ public companies
Pull live transcripts, filings, and slides into Claude or Codex via MCP. Combine Quartr's global IR data with any other dataset. Run agentic research and monitoring.
Included with Quartr Pro at no extra cost.Learn more
Quartr's AI stands out because it only pulls clean, first-party data from public companies. In investing, that's everything.
Jamie Ross
Investment Manager, GAM Investments
GAM
GAM
Research that used to take hours now takes seconds with Quartr Pro. Tracking shifts in tone or extracting tables, it's as simple as typing a query.
Tom O'Hara
Investment Director
Ciena
Ciena
Before Quartr we spent hours manually compiling insights through the peer earnings cycle. Now, these tasks are done faster, with greater precision.
Gregg Lampf
VP of Investor Relations
Protean
Protean
Being able to ask specific questions across years of transcripts and reports and instantly get verified answers is a game-changer.
Pontus Dackmo
CEO & Investment Manager
)
)
Frequently asked questions
Bel Fuse Inc designs, manufactures, and markets electronic components that power, protect, and connect electronic circuits. Its products include power solutions, magnetic-based connectivity devices, and circuit protection components. The company serves industries such as telecommunications, transportation, computing, and industrial automation. The company is headquartered in Jersey City, New Jersey, and its shares are listed on the NASDAQ.