NASDAQ$BELFB

Bel Fuse Inc · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

Bel Fuse reported preliminary financial results for the fourth quarter and full year of 2024, showing increased net sales and gross profit margin in Q4 2024 compared to Q4 2023, despite a GAAP net loss.

Bel Fuse Inc. announced preliminary financial results for Q4 2024, with net sales increasing to $149.9 million from $140.0 million in Q4 2023, and gross profit margin improving to 37.5% from 36.6%. However, the company reported a GAAP net loss of $1.8 million attributable to Bel shareholders, compared to net earnings of $12.0 million in Q4 2023. Non-GAAP net earnings were $19.0 million, slightly down from $19.5 million in Q4 2023. Adjusted EBITDA increased to $30.3 million (20.2% of sales) from $27.3 million (19.5% of sales) in Q4 2023. The acquisition of Enercon was completed, making aerospace and defense Bel's largest end market.

  • Net sales increased to $149.9 million in Q4 2024, up from $140.0 million in Q4 2023, with Enercon contributing $20.8 million.
  • Gross profit margin improved to 37.5% in Q4 2024, compared to 36.6% in Q4 2023.
  • The company reported a GAAP net loss of $1.8 million attributable to Bel shareholders in Q4 2024, a decrease from $12.0 million in net earnings in Q4 2023.
  • Adjusted EBITDA rose to $30.3 million (20.2% of sales) in Q4 2024, up from $27.3 million (19.5% of sales) in Q4 2023.

Headline financials

Total Revenue

$150M

Previous: $140M+7.0%
EPS (adj)

$1.45

Previous: $1.37+5.8%
Gross Profit Margin

37.5%

No prior period
Adjusted EBITDA Margin

20.2%

No prior period
Adjusted EBITDA

$30.3M

No prior period
Capital Expenditures

-$6.2M

Previous: -$2.47M-151.4%
Net Income

-$1.8M

Previous: $16.4M-110.9%
Operating Income

$12.4M

Previous: $17.9M-31.0%
Gross Profit

$56.2M

Previous: $51.2M+9.7%
R&D Expense

$6.93M

Previous: $5.97M+16.2%

Revenue & EPS history

Bel Fuse · Revenue · Quarterly

$150M

Q4 2024+7%vs Q4 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 anticipates a slow and steady rebound in demand from networking and distribution partners throughout 2025. For Q1 2025, GAAP net sales are expected to be between $144 million and $154 million, with a gross margin in the range of 36% to 38%. The company is excited to execute on growth opportunities as a more nimble organization.

Tailwinds

  • Anticipated rebound in demand from networking and distribution partners.
  • Expected to be a more nimble organization in 2025.
  • Looking forward to executing on growth opportunities in the year ahead.
  • Enercon acquisition adds scale, diversity, and a strong financial profile.
  • New cohesive global sales structure and strategy aimed at driving top line growth.

Headwinds

  • Rebound in demand is expected to be slow and steady.
  • Organic sales were down 7.8% from Q4-23, excluding Enercon contribution.
  • GAAP net loss attributable to Bel shareholders in Q4 2024.
  • Non-GAAP net earnings slightly decreased from Q4 2023 to Q4 2024.
  • Challenging top line environment throughout 2024.

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 2024

Historical avgQ4 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