Belden

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
24/7 Wall St

BDC YoY Financials

Q4 2025 vs Q4 2024, source: SEC Filings

24/7 Wall St

BDC Revenue by Segment

With YoY comparisons, source: SEC Filings

Q2 25 Q4 25

“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