Belden (BDC) Posts $720 Million Q4 Revenue and Record $2.08 EPS

Sajjl Nooranne

Wed, February 25, 2026 at 11:29 AM GMT+9 2 min read

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On February 12, Belden Inc. (NYSE:BDC) reported fourth-quarter results that exceeded expectations, with revenue of $720.12 million compared to consensus estimates of $696.97 million. Management characterized 2025 as a year of measurable progress and expanded market traction, supported by record orders and operational execution. Full-year revenue reached a record of approximately $2.7 billion, representing 10% year-over-year growth, while adjusted earnings per share of $7.54 marked a 19% year-over-year increase. Fourth-quarter adjusted EPS was a record $2.08, up 8% year over year. The company repurchased 1.7 million shares for $195 million during the year in alignment with its capital allocation priorities, underscoring confidence in long-term value creation.

Belden Inc. (NYSE:BDC) guided first-quarter 2026 revenue of $675–$690 million and adjusted EPS of $1.65–$1.75, assuming continuation of current market conditions and typical seasonality. Management noted that an approximate 2% year-over-year foreign exchange benefit should be incorporated into financial models. The outlook builds upon record 2025 performance, including fourth-quarter revenue of $720 million, adjusted EPS of $2.08, full-year revenue of approximately $2.7 billion, and full-year adjusted EPS of $7.54, alongside order growth of 12% year over year and 5% sequentially. Trailing twelve-month free cash flow totaled $219 million, and year-end net leverage stood at approximately 1.9x, compared to a long-term target of roughly 1.5x. The company retains $145 million under its current share repurchase authorization.

Founded in 1902, Belden Inc. (NYSE:BDC) designs, manufactures, and distributes comprehensive networking, security, and connectivity solutions. Its Automation Solutions segment delivers hardware and software that power industrial networks, smart factories, and process automation systems, central components of Industry 4.0. This positioning within mission-critical industrial infrastructure supports durable demand and long-term growth as enterprises continue to digitize and modernize operations.

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