NYSE$BDC

Belden Inc · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Belden's Q3 2023 results were impacted by weak demand, but gross margin outperformance was driven by an expanding solutions-driven mix.

Belden Inc. reported Q3 2023 revenues of $627 million, a 7% decrease year-over-year, with an organic growth decline of 9%. GAAP EPS was $1.70, down 28% year-over-year, while adjusted EPS increased 1% to $1.78. The company executed $64 million in share repurchases during the quarter.

  • Revenues reached $627 million, reflecting a 7% year-over-year decrease and a 9% organic growth decline.
  • GAAP EPS was $1.70, a 28% decrease year-over-year, while adjusted EPS increased 1% to $1.78.
  • Gross margin saw outperformance due to an expanding solutions-driven mix.
  • The company anticipates ongoing demand headwinds and is implementing productivity measures to align with expected conditions.

Headline financials

Total Revenue

$627M

Previous: $670M-6.5%
EPS (adj)

$1.78

Previous: $1.77+0.6%
Adjusted EBITDA margin

18.4%

Previous: 17.6%+4.5%
Capital Expenditures

-$61.9M

Previous: -$50.3M-23.1%
Free Cash Flow

$10.5M

Previous: $48M-78.2%
Net Income

$72.3M

Previous: $98.3M-26.4%
Operating Income

$95.4M

Previous: $130M-26.4%
Gross Profit

$241M

Previous: $239M+1.1%
Cash & Equivalents

$531M

Previous: $547M-3.0%
Total Assets

$3.13B

Previous: $2.96B+5.7%
Stock-Based Comp

$2.69M

Previous: $7.57M-64.5%

Revenue & EPS history

Belden · Revenue · Quarterly

$627M

Q3 2023-6.5%vs Q3 2022
Beat estimate in 13 of 14 quarters(93%)
ActualEstimate

Forward guidance

The fourth quarter is expected to be marked by ongoing demand headwinds, pauses in capital spending by customers, and channel destocking pressures.

Tailwinds

  • Automation
  • Smart infrastructure
  • Data integration
  • Increase product and solution offerings
  • Expand into additional use cases and verticals

Headwinds

  • Ongoing demand headwinds
  • Pauses in capital spending by customers
  • Channel destocking pressures
  • Temporary headwinds
  • Significant changes to the current market environment

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 2023

Historical avgQ3 2023

+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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