NYSE$BDC

Belden Inc · Q3 2022 earnings

Q3 2022 earnings · · Investor relations

Briefing

Reported strong results and record EPS.

Belden Inc. reported a revenue increase of 11% to $670 million compared to the year-ago period. Net income was $104 million, and EPS reached a quarterly record of $2.35. The company is increasing its full-year 2022 guidance, expecting organic revenue growth of 15% to 16%.

  • Revenues increased organically by 15% in the third quarter.
  • Each of Belden's businesses grew organically, demonstrating the strength and strategic positioning of the portfolio.
  • The company delivered strong profitability, with expanded margins and 33% Adjusted EPS growth.
  • Belden continued to return capital to shareholders, while ending the quarter with net leverage of 1.1x.

Headline financials

Total Revenue

$670M

Previous: $631M+6.3%
EPS (adj)

$1.77

Previous: $1.31+35.1%
Adjusted EBITDA margin

17.6%

Previous: 16.0%+10.0%
Capital Expenditures

-$50.3M

Previous: -$55.6M+9.6%
Free Cash Flow

$48M

Previous: -$14.3M+435.9%
Net Income

$98.3M

Previous: $41.3M+138.2%
Operating Income

$130M

Previous: $71.2M+82.2%
Gross Profit

$239M

Previous: $223M+6.9%
Cash & Equivalents

$547M

Previous: $458M+19.6%
Total Assets

$2.96B

Previous: $3.34B-11.2%
Stock-Based Comp

$7.57M

Previous: $4.73M+60.0%

Revenue & EPS history

Belden · Revenue · Quarterly

$670M

Q3 2022+6.3%vs Q3 2021
Beat estimate in 13 of 14 quarters(93%)
ActualEstimate

Forward guidance

Belden is increasing its full-year 2022 guidance. The Company expects fourth quarter 2022 revenues to be $635 - $650 million and GAAP EPS to be $1.27 - $1.37. For the year ending December 31, 2022, the Company now expects revenues to be $2.583 - $2.598 billion and GAAP EPS to be $5.89 - $5.99.

Tailwinds

  • Full-year revenue guidance now reflects expected organic revenue growth of 15% to 16%, up from 12% to 13% in prior guidance.
  • Significant levels of customer backlog.
  • Gaining momentum with our strategic growth initiatives.
  • Confident in ability to support customers.
  • Deliver at least $8.00 of adjusted EPS by 2025.

Headwinds

  • Macroeconomic environment remains very dynamic with considerable uncertainties.
  • Volatile foreign exchange rates.
  • Volatile commodity prices.
  • Fourth quarter 2022 revenues expected to be lower compared to third quarter 2022 revenues due to a stronger U.S. dollar.
  • Typical seasonal patterns.

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 Q3 2022

Historical avgQ3 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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