Belden (BDC) Q4 2025 Earnings
How Did BDC Stock React to Q4 2025 Earnings?
S&P 500 over the same 30 days: −1.54%.
Did BDC Beat Earnings? Q4 2025 Results
Yes. Belden reported Q4 2025 earnings of $2.08 a share on Feb 12, 2026, beating the $1.95 consensus estimate by 6.4%. Revenue was $720.1M against a $697.0M estimate.
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.
- 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
“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.”
Belden CEO, on the earnings call
What Was Belden's Outlook in Q4 2025?
For Q1 2026, Belden guided revenues of $675–$690 million, GAAP EPS of $1.21–$1.31, and Adjusted EPS of $1.65–$1.75. Management cited secular tailwinds including digitization, IT/OT convergence, physical AI, and data-driven efficiency supporting long-term demand, while acknowledging ongoing market uncertainty. Guidance reflects typical seasonal patterns and the company's confidence in managing near-term variability through its resilient business model and disciplined execution.
BDC YoY Financials
| Metric | Q4 2025 | Q4 2024 | Year over year |
|---|---|---|---|
| Revenue | $720.1M | $666.0M | +8.1% |
| Gross Profit | $263.6M | $249.8M | +5.5% |
| Operating Income | $87.5M | $69.2M | +26.5% |
| Net Income | $67.9M | $58.4M | +16.3% |
BDC Revenue by Segment
Figures from SEC filings and company reports. Not investment advice.