Belden

Belden (BDC) Q3 2025 Earnings

Reported Oct 30, 2025 at 7:54 AM ET · SEC Source

Q3 25 EPS

$1.97

BEAT +2.59%

Est. $1.92

Q3 25 Revenue

$698.2M

BEAT +2.74%

Est. $679.6M

vs S&P Since Q3 25

-19.5%

TRAILING MARKET

BDC -9.9% vs S&P +9.6%

Market Reaction

Did BDC Beat Earnings? Q3 2025 Results

Belden delivered a clean beat across both top and bottom lines in Q3 2025, reporting adjusted EPS of $1.97 against a consensus estimate of $1.92, a 2.59% beat, while revenue of $698.22 million topped estimates of $679.61 million by 2.74% and grew 6.6… Read more Belden delivered a clean beat across both top and bottom lines in Q3 2025, reporting adjusted EPS of $1.97 against a consensus estimate of $1.92, a 2.59% beat, while revenue of $698.22 million topped estimates of $679.61 million by 2.74% and grew 6.6% year over year. The primary engine behind the quarter was Automation Solutions, which posted 10% organic revenue growth with strength across all regions and key verticals, more than offsetting a modest 1% organic decline in Smart Infrastructure Solutions. Adjusted EPS climbed 16% from $1.70 a year ago, reflecting the company's ongoing solutions transformation strategy and disciplined capital allocation, including $50 million in share repurchases during the quarter alone. Operating cash flow strengthened to $105.01 million from $91.68 million in the prior-year period, underscoring solid underlying cash generation. Looking ahead, management guided Q4 revenues of $690 million to $700 million and adjusted EPS of $1.90 to $2.00, citing secular tailwinds in digitization, IT/OT convergence, and physical AI as durable long-term growth catalysts.

Key Takeaways

  • Automation Solutions segment delivered 10% organic revenue growth with strength across key verticals and all regions
  • Solutions transformation strategy driving adjusted EPS growth of 16% year-over-year
  • Adjusted gross profit margin expanded to 38.2% from 37.8% year-over-year
  • 4% organic revenue growth overall
24/7 Wall St

BDC YoY Financials

Q3 2025 vs Q3 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 to announce record Revenues and Adjusted EPS for the third quarter, a testament to our strategic focus and steady execution. Revenues grew 7% year-over-year to $698 million, with organic growth of 4%. Adjusted EPS for the period reached $1.97, a 16% increase year-over-year attributable to our continued progress in our solutions transformation. We saw particular strength in our Automation Solutions segment, with growth in key verticals and across all regions. Additionally, our commitment to disciplined capital allocation further enhanced shareholder value, with year-to-date share repurchases totaling $150 million. Our global team's steady performance and commitment to innovation continue to drive our success, delivering cutting-edge solutions for our customers and creating long-term value for our shareholders.”

— Ashish Chand, Q3 2025 Earnings Press Release