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Belden

Belden (BDC) Q2 2025 Earnings

Reported Jul 31, 2025 at 7:54 AM ET · SEC Source

Q2 25 EPS

$1.89

BEAT +7.50%

Est. $1.76

Q2 25 Revenue

$672.0M

BEAT +2.26%

Est. $657.2M

vs S&P Since Q2 25

-26.1%

TRAILING MARKET

BDC -8.3% vs S&P +17.8%

Market Reaction

Did BDC Beat Earnings? Q2 2025 Results

Belden posted a strong second quarter, with adjusted EPS of $1.89 beating the $1.76 consensus estimate by 7.50% and revenue of $671.99 million topping expectations by 2.26% while climbing 11.2% year over year. The results were powered by a combinatio… Read more Belden posted a strong second quarter, with adjusted EPS of $1.89 beating the $1.76 consensus estimate by 7.50% and revenue of $671.99 million topping expectations by 2.26% while climbing 11.2% year over year. The results were powered by a combination of 5% organic growth and acquisition contributions, with both operating segments advancing; Automation Solutions reached $365.97 million in revenue at a 21.4% EBITDA margin, while Smart Infrastructure Solutions added $306.02 million at 11.8%. A favorable tax rate and geographic earnings mix provided an approximate $0.11 lift to adjusted EPS, amplifying an already solid operational performance. Adjusted EBITDA expanded 15% to $114.06 million, with margins ticking up 50 basis points to 17.0%, and orders grew 16% year over year, signaling resilient demand heading into the back half. An insider share sale near the stock's 52-week high added a footnote of its own to an otherwise upbeat quarter. Looking ahead, Belden guided Q3 revenue of $670 million to $685 million and adjusted EPS of $1.85 to $1.95, assuming current market conditions hold.

Key Takeaways

  • • Organic revenue growth of 5% year-over-year
  • • Automation Solutions organic revenue growth of 8%
  • • Smart Infrastructure Solutions organic revenue growth of 3%
  • • Orders increased 16% year-over-year and rose sequentially
  • • Adjusted EBITDA margin expanded 50 bps to 17.0%
  • • Lower-than-expected tax rate contributed $0.11 benefit to Adjusted EPS
  • • Adjusted gross profit margin improved to 38.9% from 38.2%
24/7 Wall St

BDC YoY Financials

Q2 2025 vs Q2 2024, source: SEC Filings

24/7 Wall St

BDC Revenue by Segment

With YoY comparisons, source: SEC Filings

Q2 25 Q4 25

“We are pleased with our second quarter results, which demonstrate continued momentum across the business. Revenues grew 11% year-over-year, with organic growth of 5%. Our profitability continues to improve, contributing to a 25% increase in Adjusted EPS for the period. Demand remains solid in both segments, with orders increasing 16% compared to the prior year and up once again sequentially. These results reflect the consistent execution of our global team and underscore the ongoing need for Belden's products and solutions, even amidst a complex geopolitical landscape.”

— Ashish Chand, Q2 2025 Earnings Press Release

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