NYSE$BDC

Belden Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Belden's Q2 2024 performance saw revenues and EPS exceeding expectations amidst a dynamic environment.

Belden Inc. reported Q2 2024 revenues of $604 million, a 13% year-over-year decrease, with a GAAP EPS of $1.19 and adjusted EPS of $1.51. The company closed the acquisition of Precision Optical Technologies, Inc. and is focusing on enabling solutions across segments aligned with key secular trends.

  • Revenues reached $604 million, reflecting a 13% year-over-year decrease, both reported and organic.
  • GAAP EPS was reported at $1.19, a 26% decrease year-over-year.
  • Adjusted EPS stood at $1.51, showing a 21% decrease year-over-year.
  • The acquisition of Precision Optical Technologies, Inc. was successfully completed.

Headline financials

Total Revenue

$604M

Previous: $692M-12.7%
EPS (adj)

$1.51

Previous: $1.91-20.9%
Adjusted EBITDA

$99.4M

No prior period
Adjusted EBITDA margin

16.5%

Previous: 17.8%-7.3%
Smart Infra. Solutions EBITDA margin

11.6%

No prior period
Automation Solutions EBITDA margin

20.3%

No prior period
Net income margin

8.1%

No prior period
Adjusted gross profit margin

38.2%

No prior period
Capital Expenditures

-$46.2M

Previous: -$32.7M-41.3%
Free Cash Flow

$2.8M

Previous: $36M-92.2%
Net Income

$49M

Previous: $68.8M-28.7%
Operating Income

$68.9M

Previous: $92.6M-25.6%
Gross Profit

$227M

Previous: $261M-13.2%

Revenue & EPS history

Belden · Revenue · Quarterly

$604M

Q2 2024-12.7%vs Q2 2023
Beat estimate in 13 of 14 quarters(93%)
ActualEstimate

Forward guidance

Belden anticipates modest sequential revenue growth in the third quarter of 2024, with revenues expected to be between $635 million and $650 million. GAAP EPS is projected to be $1.00 - $1.10 and Adjusted EPS to be $1.55 - $1.65.

Tailwinds

  • End demand is expected to increase modestly.
  • Revenues are anticipated to increase sequentially.
  • GAAP EPS is projected to be $1.00 - $1.10.
  • Adjusted EPS is expected to be $1.55 - $1.65.
  • Order patterns remain steady across markets.

Headwinds

  • Guidance assumes no significant changes to the current market environment.
  • Results are subject to factors listed under "Forward-Looking Statements".
  • Actual results are likely to be impacted by additional events for which information is not available.
  • Global economy challenges.
  • Volatility in credit and foreign exchange markets.

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 Q2 2024

Historical avgQ2 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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