NASDAQ$BELFB

Bel Fuse Inc · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Bel Fuse Inc. reported first quarter 2023 results with continued momentum and new records set.

Bel Fuse Inc. announced strong Q1 2023 results, with net sales up 26.1% year-over-year to $172.3 million and a gross profit margin of 31.1%, an increase from 25.0% in Q1 2022. The Connectivity and Power groups posted record sales, and the company is optimistic about continued growth throughout 2023.

  • Net sales increased by 26.1% compared to Q1 2022, reaching $172.3 million.
  • Gross profit margin improved to 31.1% from 25.0% in Q1 2022.
  • Commercial aerospace sales grew by 135% year-over-year, reaching $14.6 million.
  • Power group achieved its highest sales quarter on record, with sales of $83.2 million.

Headline financials

Total Revenue

$172M

Previous: $137M+26.1%
EPS (adj)

$1.49

Previous: $0.41+263.4%
Capital Expenditures

-$3.76M

Previous: -$2.04M-84.4%
Free Cash Flow

$10.8M

Previous: $3.02M+257.5%
Net Income

$14.6M

Previous: $5.06M+187.8%
Operating Income

$19.6M

Previous: $8.09M+142.8%
Gross Profit

$53.7M

Previous: $34.1M+57.3%
Cash & Equivalents

$77.8M

Previous: $51.2M+51.9%
Total Assets

$575M

Previous: $520M+10.4%

Revenue & EPS history

Bel Fuse · Revenue · Quarterly

$172M

Q1 2023+26.1%vs Q1 2022
Beat estimate in 10 of 14 quarters(71%)
ActualEstimate

Revenue by segment

Bel Fuse · $172M total across 3 segments · Q1 2023

  • Power Solutions and Protection
    $83.2M
  • Magnetic Solutions
    $50.2M
  • Connectivity Solutions
    $38.9M

Forward guidance

Bel Fuse anticipates a solid second quarter in 2023, with sales expected to be in the range of $162 million to $170 million. This estimate excludes any expedite fee revenue.

Tailwinds

  • Expecting another solid quarter with sales in the range of $162-$170 million.
  • Cautiously optimistic and are encouraged by what we are seeing for the rest of the year.
  • Pleased with our recent accomplishments that are the result of executing on our strategy.
  • Progressing into 2023 with a number of strategic initiatives underway
  • Focus will continue to be on exploring various growth strategies.

Headwinds

  • Estimate is based on information available as of today
  • Estimate excludes any expedite fee revenue that may be recorded in the second quarter.
  • Market concerns facing our customers
  • Effects of rising input costs, and cost changes generally
  • Capacity and supply constraints or difficulties, including supply chain constraints or other challenges

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 2023

Historical avgQ1 2023

+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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