NASDAQ$BELFB

Bel Fuse Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Reported sales and gross margin percentage above the midpoint of expected ranges.

Bel Fuse Inc. announced preliminary financial results for the third quarter of 2024, with net sales of $123.6 million and a gross profit margin of 36.1%. The company repurchased 26,647 shares of Bel stock at an aggregate cost of $1.9 million in Q3-24.

  • Net sales reached $123.6 million, compared to $158.7 million in Q3 2023.
  • Gross profit margin increased to 36.1% from 35.0% in Q3 2023.
  • Focused on operational and internal initiatives, including the Enercon acquisition.
  • Positive trends in bookings during September and October across all product segments.

Headline financials

Total Revenue

$124M

Previous: $159M-22.1%
EPS (adj)

$0.99

Previous: $1.68-41.1%
Capital Expenditures

-$7.91M

Previous: -$9.66M+18.1%
Free Cash Flow

$174K

Previous: $9.79M-98.2%
Net Income

$8.08M

Previous: $19.4M-58.5%
Operating Income

$11.4M

Previous: $24.5M-53.3%
Gross Profit

$44.7M

Previous: $55.5M-19.5%
Cash & Equivalents

$134M

Previous: $100M+34.0%
Total Assets

$584M

Previous: $559M+4.5%

Revenue & EPS history

Bel Fuse · Revenue · Quarterly

$124M

Q3 2024-22.1%vs Q3 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

Looking to the fourth quarter of 2024, Bel Fuse expects GAAP net sales in the range of $117 to $125 million with gross margins of approximately 34 - 36%, based on information available as of today. This guidance excludes any potential incremental contribution related to the previously-announced acquisition of Enercon, which is expected to close during the fourth 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 Q3 2024

Historical avgQ3 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%

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