NASDAQ$BELFB

Bel Fuse Inc · Q4 2022 earnings

Q4 2022 earnings · · Investor relations

Briefing

Bel Fuse Inc. reported a strong finish to a record-breaking year with increased net sales and improved gross profit margin for Q4 2022.

Bel Fuse Inc. reported a 15.0% increase in net sales, reaching $169.2 million in Q4 2022, and an improved gross profit margin of 31.0%. The company also achieved record net sales of $654.2 million for the full year 2022, with a gross profit margin of 28.0%.

  • Net sales increased by 15.0% to $169.2 million compared to Q4 2021.
  • Gross profit margin improved to 31.0% from 26.7% in Q4 2021.
  • Power Solutions and Protection sales increased by 38.5% compared to Q4 2021.
  • The company is focusing on profitable growth by investing in key and high-growth market segments.

Headline financials

Total Revenue

$169M

Previous: $147M+15.0%
EPS (adj)

$1.35

Previous: $0.69+95.7%
Gross Profit

$0.31

Previous: $39.3M-100.0%

Revenue & EPS history

Bel Fuse · Revenue · Quarterly

$169M

Q4 2022+15%vs Q4 2021
Beat estimate in 10 of 14 quarters(71%)
ActualEstimate

Revenue by segment

Bel Fuse · $169M total across 3 segments · Q4 2022

  • Power Solutions and Protection
    $82.1M
  • Connectivity Solutions
    $47M
  • Magnetic Solutions
    $40.1M

Forward guidance

Bel Fuse anticipates that lower bookings from magnetics networking customers will be offset by higher demand from the commercial aerospace and eMobility markets in 2023. The company expects to benefit from diversity in end markets.

Tailwinds

  • Focus on profitable growth by investing in key and high-growth market segments
  • Doubling down on new business development
  • Internal investments needed to support customers
  • Benefit from diversity in end markets in 2023
  • Higher demand from the commercial aerospace and eMobility markets

Headwinds

  • Lower bookings from our magnetics networking customers are expected
  • Challenging environment
  • Rising input costs
  • Capacity and supply constraints or difficulties, including supply chain constraints or other challenges
  • Difficulties associated with the availability of labor, and the risks of any labor unrest or labor shortages

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 Q4 2022

Historical avgQ4 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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