Bel Fuse (BELFB) Conference presentation summary

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.