Belden (BDC) Q4 2025 Earnings
Reported Feb 12, 2026 at 7:56 AM ET · SEC Source
Q4 25 EPS
$2.08
BEAT +6.40%
Est. $1.95
Q4 25 Revenue
$720.1M
BEAT +3.32%
Est. $697.0M
vs S&P Since Q4 25
-34.1%
TRAILING MARKET
BDC -24.8% vs S&P +9.2%
Full Year 2025 Results
FY 25 EPS
$7.54
FY 25 Revenue
$2.72B
Market Reaction
Did BDC Beat Earnings? Q4 2025 Results
Belden closed out fiscal 2025 on a strong note, delivering a fourth quarter that beat both top and bottom-line expectations as accelerating demand for automation infrastructure drove revenue 8.1% higher year-over-year to $720.12 million, ahead of the… Read more Belden closed out fiscal 2025 on a strong note, delivering a fourth quarter that beat both top and bottom-line expectations as accelerating demand for automation infrastructure drove revenue 8.1% higher year-over-year to $720.12 million, ahead of the $696.97 million consensus. Adjusted EPS of $2.08 topped the $1.95 analyst estimate by 6.40%, with the outperformance anchored by Automation Solutions, which grew revenue 10% organically in the quarter and served as the clearest evidence of secular tailwinds around IT/OT convergence and digitization playing through the company's order book. Analysts tracking the quarter noted the accelerating adoption of integrated solutions as a defining theme of the earnings call. Looking ahead, management guided Q1 2026 revenue of $675 to $690 million and adjusted EPS of $1.65 to $1.75, reflecting typical seasonal patterns while expressing confidence that long-term demand drivers, including physical AI and data-driven efficiency, remain intact despite near-term market variability.
Key Takeaways
- • Broad-based strength in Automation Solutions with 10% organic revenue growth in Q4
- • Record orders underpinning revenue growth
- • Accelerating adoption of solutions portfolio
- • 8% year-over-year revenue growth driven by 5% organic growth and acquisitions
BDC YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
BDC Revenue by Segment
With YoY comparisons, source: SEC Filings
“2025 was a year of clear progress and broadened market traction across the business. Record orders underpinned a milestone year, delivering record revenue of $2.7 billion, up 10% year over year, and record adjusted EPS of $7.54, up 19% year over year. Performance was led by broad-based strength in Automation Solutions combined with accelerating adoption of our solutions portfolio. Consistent with our capital allocation priorities, we repurchased 1.7 million shares for $195 million during the year. We remain confidently on track to achieve our long-term targets, building on this progress to deliver sustained, profitable growth and enduring shareholder value.”
— Ashish Chand, Q4 2025 Earnings Press Release
BDC Earnings Trends
BDC vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
BDC EPS Trend
Earnings per share: estimate vs actual
BDC Revenue Trend
Quarterly revenue: estimate vs actual
BDC Quarterly Results
4 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 BEAT | $1.70 | $1.77 | +3.91% | $696.4M | +1.94% |
| Q4 25 BEAT FY | $1.95 | $2.08 | +6.40% | $720.1M | +3.32% |
| FY Full Year | — | $7.54 | — | $2.72B | — |
| Q3 25 BEAT | $1.92 | $1.97 | +2.59% | $698.2M | +2.74% |
| Q2 25 BEAT | $1.76 | $1.89 | +7.50% | $672.0M | +2.26% |