NASDAQ$BELFB

Bel Fuse Inc · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Reported strong Q1 2022 results with continued top line growth and margin improvement.

Bel Fuse Inc. announced strong preliminary financial results for the first quarter of 2022, marked by a 23.6% increase in net sales compared to Q1 2021 and an improved gross profit margin. The company's performance was driven by exceptional results across all three business units and strong demand, leading to a build-up of order backlog.

  • Net sales reached $136.7 million, a 23.6% increase from Q1 2021.
  • Gross profit margin improved to 25.0% from 21.9% in Q1 2021.
  • Circuit protection sales more than doubled compared to Q1 2021, exceeding $8 million.
  • Magnetic Solutions group showed substantial gross margin improvement, rising from 13.7% to 20.1%.

Headline financials

Total Revenue

$137M

Previous: $111M+23.6%
EPS (adj)

$0.41

Previous: -$0.23+278.3%
Gross Profit Margin

25.0%

No prior period
Capital Expenditures

-$2.04M

Previous: -$1.2M-69.6%
Free Cash Flow

$3.02M

Previous: $2M+51.5%
Net Income

$5.06M

Previous: $3.2M+58.3%
Operating Income

$8.09M

Previous: $4.45M+81.7%
Gross Profit

$34.1M

Previous: $24.3M+40.7%
Cash & Equivalents

$51.2M

Previous: $74M-30.8%
Total Assets

$520M

Previous: $456M+14.0%

Revenue & EPS history

Bel Fuse · Revenue · Quarterly

$137M

Q1 2022+23.6%vs Q1 2021
Beat estimate in 12 of 16 quarters(75%)
ActualEstimate

Revenue by segment

Bel Fuse · $103M total across 2 segments · Q2 2023

  • Power Solutions and Protection
    $87.1M
  • Connectivity Solutions
    $15.9M

Forward guidance

Bel remains positive about the balance of the year, citing record backlog and strong bookings going into the second quarter.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2022

Historical avgQ1 2022

+0.7%

Avg return

Earnings day

+3.7%

Avg return

5 days after

+6.3%

Avg return

30 days after

48%

31 / 65 earnings

Positive

+19.5%

Q4 2021

Best reaction

-29.0%

Q2 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+3.0%+15.1%+6.2%
Q4 2025-6.6%-1.5%-13.3%
Q3 2025-1.3%+1.2%+1.0%
Q2 2025+16.2%+22.3%+28.8%
Q1 2025+0.3%-6.3%+3.3%
Q4 2024-2.1%+3.1%-10.4%
Q3 2024-0.3%-5.2%-2.2%
Q2 2024+4.1%+7.1%-4.6%
Q1 2024-2.9%-3.3%+13.2%
Q4 2023-20.3%-25.2%-17.1%
Q3 2023+18.8%+32.9%+38.3%
Q2 2023-7.1%-9.5%-16.1%
Q1 2023+12.7%+35.9%+57.7%
Q4 2022-12.0%-10.5%-12.5%
Q3 2022-3.8%+5.9%+23.4%
Q2 2022+15.0%+31.3%+43.2%
Q1 2022+5.2%+6.7%+4.4%
Q4 2021+19.5%+34.2%+67.0%
Q3 2021+14.7%+23.0%+4.4%
Q2 2021+13.8%+11.2%+18.5%
Q1 2021-7.7%-12.4%-24.3%
Q4 2020-4.6%+7.2%+24.2%
Q3 2020+16.5%+18.9%+45.5%
Q2 2020+5.2%+6.3%-3.6%
Q1 2020+9.0%+14.6%+25.6%
Q4 2019-21.7%-31.3%-53.8%
Q3 2019-4.0%-0.4%+10.5%
Q2 2019-29.0%-31.9%-33.3%
Q1 2019-3.6%-5.8%-26.6%
Q4 2018+11.6%-4.8%+3.8%
Q3 2018+12.5%+14.1%+2.3%
Q2 2018+9.0%+12.5%+32.9%
Q1 2018-2.6%-3.9%-5.1%
Q4 2017-1.5%-5.3%+0.8%
Q3 2017-14.5%-18.9%-12.3%
Q2 2017+7.5%+10.1%+0.2%
Q1 2017+0.0%-0.4%+9.2%
Q4 2016+0.0%-10.9%-20.5%
Q3 2016+4.6%+14.3%+21.8%
Q2 2016+2.6%+9.0%+20.4%
Q1 2016+0.3%
Q4 2015-3.7%
Q3 2015-3.8%
Q2 2015-1.1%
Q1 2015+1.0%
Q4 2014-0.2%
Q3 2014+0.3%
Q2 2014+0.0%
Q1 2014+2.3%
Q4 2013-1.4%
Q3 2013-1.0%
Q2 2013+1.5%
Q1 2013+0.0%
Q4 2012-5.5%
Q3 2012+0.1%
Q2 2012-1.7%
Q1 2012-1.5%
Q4 2011+0.6%
Q3 2011-0.6%
Q2 2011-4.1%
Q1 2011+2.3%
Q4 2010-1.0%
Q3 2010+6.5%
Q2 2010+1.1%
Q1 2010-2.4%

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