NASDAQ$BELFB

Bel Fuse Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Reported sales above the midpoint of the expected range and continued gross margin performance.

Bel Fuse Inc. announced preliminary financial results for Q2 2024, with net sales of $133.2 million and a gross profit margin of 40.1%. The company repurchased 126,552 shares of its stock at a cost of $7.9 million.

  • Net sales reached $133.2 million, compared to $168.8 million in Q2-23.
  • Gross profit margin increased to 40.1% from 32.9% in Q2-23.
  • Solid results in commercial air, defense, and rail end markets partially offset lower sales to networking customers and distribution partners.
  • The Magnetic Solutions segment showed modest sequential recovery from Q1 2024.

Headline financials

Total Revenue

$133M

Previous: $169M-21.1%
EPS (adj)

$30.00

Previous: $1.99+1407.5%
Gross Profit Margin

40.1%

Previous: 32.9%+21.9%
Adjusted EBITDA Margin

20.8%

No prior period
Capital Expenditures

-$4.28M

Previous: -$7.08M+39.6%
Free Cash Flow

$14.5M

Previous: $20.7M-29.8%
Net Income

$18.8M

Previous: $27.8M-32.3%
Operating Income

$22.6M

Previous: $27.4M-17.3%
Gross Profit

$53.4M

Previous: $55.5M-3.9%
Cash & Equivalents

$85M

Previous: $65.1M+30.6%
Total Assets

$568M

Previous: $552M+2.7%
R&D Expense

$5.99M

No prior period

Revenue & EPS history

Bel Fuse · Revenue · Quarterly

$133M

Q2 2024-21.1%vs Q2 2023
Beat estimate in 10 of 14 quarters(71%)
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 Fuse expects Q3-24 GAAP net sales in the range of $118 to $126 million with gross margins in the range of 34-36%.

Headwinds

  • Typical seasonal slowdown in Europe.
  • Downward pressure on Power sales due to trade restrictions.
  • Continued softness in networking and distribution until later in the year.

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 Q2 2024

Historical avgQ2 2024

+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%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro