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Bel Fuse (BELFB) investor relations material
Bel Fuse Conference presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Company overview
Designs and manufactures critical electronic components, systems, and solutions since 1949.
Headquarters in West Orange, New Jersey; listed on NASDAQ as BELFA/BELFB.
Annual sales of $744M and adjusted EBITDA of $160M (21.5% margin) for the trailing twelve months ended June 30, 2026.
Recognized among America's most successful small companies for 2026.
Business and segment overview
Operates through two main units: Industrial Technology & Data Solutions (ITDS) and Aerospace, Defense & Rugged Solutions (ADRS).
ITDS products include power supplies, circuit protection, and networking components for sectors like data storage, automation, and medical imaging.
ADRS focuses on power, networking, connectors, and fiber optics for aerospace, defense, and rugged industrial applications.
Key end markets include defense, data solutions, industrial technology, transportation, and medical.
Major customers include Alstom, HPE, Axon, Siemens Healthineers, Boeing, Lockheed Martin, and Raytheon.
Financial performance
Revenue grew from $535M in 2021 to $744M for the TTM ended June 30, 2026.
Gross margin improved from 24.7% in 2021 to 39.7% in the latest period.
Adjusted EBITDA increased from $45.5M (8.4% margin) in 2021 to $160.1M (21.5% margin) in the latest period.
Cash balance at June 30, 2026, was $306M with no outstanding debt.
- Q2 2026 sales up 25%, margin gains, debt repaid, and record backlog support strong outlook.BELFB
Q2 2026 - Operational transformation and end-market focus drive margin gains and broad-based growth.BELFB
Oppenheimer 21st Annual Industrial Growth Virtual Conference - Sales up 17.2% to $178.5M, margin improved, and demand strong in defense and data solutions.BELFB
Q1 2026 - Board urges rejection of GAMCO's share conversion proposal, citing risks and strong performance.BELFB
Proxy filing - Annual meeting to vote on directors, auditor, executive pay, equity plan, and a shareholder proposal.BELFB
Proxy filing - Board recommends all management proposals and opposes share conversion, citing fairness and value.BELFB
Proxy filing - Robust growth in aerospace, defense, and technology drives record shareholder returns.BELFB
Investor presentation - Record 2025 sales and margin growth; Q4 GAAP net loss from $13.1M impairment.BELFB
Q4 2025 - Transformation and innovation drive margin expansion and A&D growth, with stable share structure.BELFB
28th Annual Needham Growth Conference Virtual
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