NYSE$BDC

Belden Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Reported revenues and EPS exceeding expectations amidst customer destocking and a dynamic environment.

Belden reported Q1 2024 results with revenues of $536 million, a 17% year-over-year decrease, and GAAP EPS of $0.90, down 38% year-over-year. The company exceeded expectations for both revenues and EPS, and announced an agreement to acquire Precision Optical Technologies, Inc.

  • Revenues totaled $536 million, down 17% year-over-year and organically.
  • GAAP EPS was $0.90, a 38% decrease year-over-year.
  • Adjusted EPS was $1.24, a 26% decrease year-over-year.
  • Entered into an agreement to acquire Precision Optical Technologies, Inc. for $290 million in cash.

Headline financials

Total Revenue

$536M

Previous: $642M-16.5%
EPS

$0.90

Previous: $1.68-46.4%
Adjusted EBITDA

$84.7M

No prior period
Adjusted EBITDA margin

15.8%

Previous: 17.4%-9.2%
Smart Infra. Solutions EBITDA margin

11.0%

No prior period
Automation Solutions EBITDA margin

19.5%

No prior period
Capital Expenditures

-$24.3M

Previous: -$13.8M-75.2%
Free Cash Flow

$13.1M

Previous: $49.3M-73.5%
Net Income

$37.3M

Previous: $63.2M-41.0%
Operating Income

$53M

Previous: $85.5M-38.0%
Gross Profit

$202M

Previous: $246M-18.1%
Cash & Equivalents

$507M

Previous: $589M-14.0%
Total Assets

$3.12B

Previous: $3.07B+1.7%

Revenue & EPS history

Belden · Revenue · Quarterly

$536M

Q1 2024-16.5%vs Q1 2023
Beat estimate in 13 of 14 quarters(93%)
ActualEstimate

Forward guidance

Belden anticipates customer destocking and other temporary headwinds will persist into Q2 2024, with end demand expected to be stable relative to Q1. The company projects revenues between $565 million and $580 million, GAAP EPS between $1.00 and $1.10, and adjusted EPS between $1.30 and $1.40.

Tailwinds

  • Solutions are being embraced by customers and partners.
  • Teams continue to lean into transformation.
  • Ever-increasing need for data and automation continues.
  • Reindustrialization trends are just starting.
  • Portfolio is well-positioned to succeed as the next investment cycle ramps up.

Headwinds

  • Customer destocking is expected to continue into the second quarter.
  • Temporary headwinds are expected to continue into the second quarter.
  • End demand is expected to be stable with revenues up slightly, in line with normal seasonal patterns.
  • Second quarter guidance does not reflect the impact of the Precision Optical Technologies acquisition.
  • Results are subject to various factors that could impact future operating results.

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 2024

Historical avgQ1 2024

+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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