NYSE$BDC

Belden Inc · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Reported strong financial results driven by organic growth and strategic acquisitions.

Belden Inc. reported a strong first quarter in 2022, with revenues increasing by 20% compared to the year-ago period. The company completed the Tripwire divestiture and made accretive capital deployments, contributing to margin expansion and robust EPS growth. Increased full year 2022 guidance reflects better than expected performance in the quarter.

  • Revenues totaled $610.4 million, a 20% increase compared to the previous year.
  • Net income reached $44.1 million, up from $29.1 million in the year-ago period.
  • Adjusted EPS was $1.31, a 46% increase compared to $0.90 in the first quarter of 2021.
  • The company divested Tripwire for $350 million and completed strategic acquisitions in Industrial Automation and Broadband & 5G markets.

Headline financials

Total Revenue

$610M

Previous: $536M+13.8%
EPS (adj)

$1.31

Previous: $0.94+39.4%
Adjusted EBITDA

$99.5M

No prior period
Adjusted EBITDA margin

16.3%

Previous: 14.9%+9.4%
Capital Expenditures

-$11M

Previous: -$11.2M+2.3%
Free Cash Flow

$24.9M

Previous: $17.4M+42.6%
Net Income

$35.8M

Previous: $28.7M+25.0%
Operating Income

$73.5M

Previous: $51.4M+42.9%
Gross Profit

$209M

Previous: $191M+9.2%
Cash & Equivalents

$560M

Previous: $371M+51.0%
Total Assets

$3B

Previous: $3.15B-4.6%
Stock-Based Comp

$5.22M

Previous: $7.29M-28.3%

Revenue & EPS history

Belden · Revenue · Quarterly

$610M

Q1 2022+13.8%vs Q1 2021
Beat estimate in 13 of 14 quarters(93%)
ActualEstimate

Forward guidance

The Company expects second quarter 2022 revenues to be $625 - $640 million. For the year ending December 31, 2022, the Company now expects revenues to be $2.480 - $2.530 billion. The Company expects second quarter 2022 GAAP EPS to be $0.98 - $1.08. For the year ending December 31, 2022, the Company now expects GAAP EPS to be $4.31 - $4.61. The Company expects second quarter 2022 adjusted EPS to be $1.35 - $1.45. For the year ending December 31, 2022, the Company now expects adjusted EPS to be $5.55 - $5.85.

Tailwinds

  • Second quarter 2022 revenues are expected to be $625 - $640 million.
  • Full year 2022 revenues are now expected to be $2.480 - $2.530 billion.
  • Full year revenue guidance represents organic growth of 7% to 9%.
  • Second quarter 2022 GAAP EPS is expected to be $0.98 - $1.08.
  • Full year 2022 GAAP EPS is now expected to be $4.31 - $4.61.

Headwinds

  • Second quarter 2022 adjusted EPS is expected to be $1.35 - $1.45.
  • Full year 2022 adjusted EPS is now expected to be $5.55 - $5.85.
  • Full year EPS guidance now represents growth of 17% to 23%.
  • The macroeconomic environment is very dynamic with considerable uncertainties.
  • Results are subject to the factors listed under Forward-Looking Statements.

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 2022

Historical avgQ1 2022

+0.7%

Avg return

Earnings day

+0.7%

Avg return

5 days after

+1.8%

Avg return

30 days after

54%

36 / 67 earnings

Positive

+22.4%

Q3 2015

Best reaction

-18.6%

Q2 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-11.3%-12.1%-17.6%
Q4 2025+6.1%+3.0%-19.5%
Q3 2025+1.7%-1.4%-5.0%
Q1 2025-1.7%+0.4%+3.0%
Q3 2024-2.1%+0.7%+4.0%
Q2 2024+7.2%+4.1%+15.7%
Q1 2024+8.5%+11.2%+17.7%
Q4 2023+11.7%+11.2%+20.3%
Q3 2023-9.4%-11.1%-4.7%
Q2 2023-7.2%-7.2%-0.1%
Q1 2023-1.2%+1.1%+13.4%
Q4 2022+5.9%+8.8%+0.8%
Q3 2022+3.5%+8.8%+14.7%
Q2 2022+4.2%+4.6%-0.4%
Q1 2022+7.6%+6.3%+9.5%
Q4 2021-2.3%-2.6%-2.3%
Q3 2021-2.1%+1.4%-4.6%
Q2 2021+5.0%+5.7%+19.0%
Q1 2021+17.6%+20.6%+24.9%
Q4 2020-13.7%-14.8%-14.7%
Q3 2020-5.2%-4.0%+20.3%
Q2 2020+1.4%+1.5%+7.2%
Q1 2020-4.1%-11.3%-4.5%
Q4 2019+7.9%+3.3%-17.0%
Q3 2019-7.5%-2.3%-3.0%
Q2 2019-18.6%-20.0%-19.0%
Q1 2019+8.8%+11.7%-7.8%
Q4 2018+6.6%+9.4%-5.2%
Q3 2018-7.9%-3.0%-1.8%
Q2 2018+8.9%+7.2%+12.3%
Q1 2018-5.7%-3.7%-10.7%
Q4 2017-12.3%-14.1%-13.0%
Q3 2017+2.5%+2.9%+5.2%
Q2 2017+0.6%-0.2%+6.7%
Q1 2017+7.2%+7.7%+8.3%
Q4 2016+0.7%-1.1%-6.3%
Q3 2016-5.4%-0.7%+16.0%
Q2 2016+9.3%+5.0%+5.8%
Q1 2016-2.4%
Q4 2015+19.7%
Q3 2015+22.4%
Q2 2015-11.7%
Q1 2015-8.6%
Q4 2014-0.1%
Q3 2014+2.2%
Q2 2014+0.5%
Q1 2014-1.2%
Q4 2013+6.3%
Q3 2013-0.6%
Q2 2013+4.1%
Q1 2013+8.7%
Q4 2012+1.2%
Q3 2012+2.9%
Q2 2012+1.1%
Q1 2012+2.3%
Q4 2011-0.5%
Q3 2011-4.8%
Q2 2011+1.1%
Q1 2010-1.5%
Q1 2011+1.0%
Q4 2010+3.9%
Q4 2008+3.9%
Q3 2009-1.8%
Q3 2010-1.8%
Q2 2010-5.9%
Q2 2009-5.9%
Q4 2009-5.9%

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