Belden Inc.

Informe acción NYSE:BDC

Capitalización de mercado: US$4.2b

Belden Dirección

Dirección controles de criterios 4/4

El CEO de Belden es Ashish Chand , nombrado en Feb 2023, tiene una permanencia de 3.25 años. compensación anual total es $7.65M, compuesta por 13.4% salario y 86.6% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.34% de las acciones de la empresa, por valor de $14.17M. La antigüedad media del equipo directivo y de la junta directiva es de 3.7 años y 7.2 años, respectivamente.

Información clave

Ashish Chand

Chief Executive Officer (CEO)

US$7.6m

Compensación total

Porcentaje del salario del CEO13.40%
Permanencia del CEO3.3yrs
Participación del CEO0.3%
Permanencia media de la dirección3.7yrs
Promedio de permanencia en la Junta Directiva7.2yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa May 16

BDC: AI Data Center Solutions Will Drive Future Upside

Analysts have trimmed their price target for Belden to $151.00 from $171.75, citing updated assumptions on discount rates, revenue growth, margins and future P/E multiples, as reflected in recent research such as Truist's target cut. Analyst Commentary Analysts trimming the price target to US$151.00 from US$171.75 reflects updated assumptions on discount rates, revenue growth, margins and future P/E multiples, rather than a single company specific event.
Seeking Alpha Apr 30

Belden: Investors Have Some Questions On The Ruckus Deal

Summary Belden shares dropped sharply after announcing the $1.85B RUCKUS acquisition, despite solid Q1 earnings and organic growth. The RUCKUS deal brings strategic expansion into wireless and cloud networking but is priced at a premium 13x 2026E EBITDA, raising leverage concerns. BDC's pro forma leverage is expected to be near 3x EBITDA, with limited immediate financial accretion and a mixed historical track record tempering enthusiasm. Valuation looks compelling at 13–14x earnings post-pullback, but I remain cautious pending clearer evidence of deal execution and integration success. Read the full article on Seeking Alpha
Actualización de narrativa Apr 30

BDC: AI Data Center Solutions And Buybacks Will Drive Future Upside

Analysts have slightly reduced their price target for Belden from $176.00 to $171.75, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E. What's in the News Belden announced a partnership with OptiCool to offer integrated racks, power, connectivity and rear door heat exchanger cooling that can support up to 120 kW per rack for AI workloads in new and existing data centers (Key Developments).
Actualización de narrativa Apr 12

BDC: Share Repurchases And Cybersecurity Expansion Will Drive Future Upside

Analysts kept their Belden price target steady at $176, reflecting largely unchanged views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Belden introduced new cybersecurity products for operational technology environments, including the Belden Virtual Firewall, a hardware agnostic solution with three licensing tiers and features such as deep packet inspection, intrusion prevention and high availability (Key Developments).
Actualización de narrativa Mar 29

BDC: Share Repurchases And Margin Expansion Will Drive Future Upside

Narrative Update on Belden Analysts have revised their price target for Belden slightly higher to $176.0 from $175.8, citing updated assumptions that reflect a revised profit margin outlook and a modestly lower future P/E multiple. What's in the News Belden launched new cybersecurity products for operational technology environments, including a next generation Belden Virtual Firewall that is hardware agnostic and offers deep packet inspection, intrusion prevention and high availability across three licensing tiers (Key Developments).
Actualización de narrativa Mar 14

BDC: Share Repurchases And M&A Focus Will Support Future Upside

Analysts have kept their $175.80 price target on Belden steady, citing essentially unchanged fair value, revenue growth, profit margin, discount rate and forward P/E assumptions in their updated models. What's in the News Belden launched new cybersecurity and networking products for operational technology environments, including a hardware agnostic Virtual Firewall with three licensing tiers that support deep packet inspection, intrusion prevention and high availability, plus new LioN-X LC Digital I/O Modules that are the first digital I/O modules under the Belden brand (Key Developments).
Actualización de narrativa Feb 28

BDC: Buybacks And M&A Pipeline Will Support Future Upside Potential

Analysts have adjusted their price target on Belden from $169.40 to $175.80, reflecting updated views on revenue growth, profit margins, and future P/E assumptions. What's in the News Belden completed a share repurchase of 1,345,511 shares, representing 3.39% of shares, for a total of US$154.91 million under the buyback program announced on September 12, 2024.
Artículo de análisis Feb 16

Belden Inc. (NYSE:BDC) Just Reported And Analysts Have Been Lifting Their Price Targets

It's been a good week for Belden Inc. ( NYSE:BDC ) shareholders, because the company has just released its latest...
Actualización de narrativa Feb 14

BDC: Future Margins And M&A Pipeline Will Drive Upside Potential

Analysts have lifted their price target for Belden from $142.60 to $169.40, reflecting updated assumptions for slightly higher revenue growth, profit margins near 10.17%, and a P/E framework around 24.74x. What's in the News Belden issued new earnings guidance for the first quarter of 2026, with expected revenues in the range of $675 million to $690 million and GAAP EPS between $1.21 and $1.31 per share (Corporate Guidance).
Artículo de análisis Oct 22

When Should You Buy Belden Inc. (NYSE:BDC)?

Belden Inc. ( NYSE:BDC ), is not the largest company out there, but it received a lot of attention from a substantial...
Artículo de análisis Jul 15

Estimating The Intrinsic Value Of Belden Inc. (NYSE:BDC)

Key Insights The projected fair value for Belden is US$148 based on 2 Stage Free Cash Flow to Equity Current share...
Artículo de análisis Jun 14

Is Belden Inc. (NYSE:BDC) Potentially Undervalued?

Belden Inc. ( NYSE:BDC ), is not the largest company out there, but it received a lot of attention from a substantial...
Artículo de análisis May 28

Here's Why Belden (NYSE:BDC) Can Manage Its Debt Responsibly

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Artículo de análisis May 13

What Belden Inc.'s (NYSE:BDC) P/E Is Not Telling You

Belden Inc.'s ( NYSE:BDC ) price-to-earnings (or "P/E") ratio of 20.8x might make it look like a sell right now...
Artículo de análisis Mar 27

Belden Inc.'s (NYSE:BDC) Intrinsic Value Is Potentially 28% Above Its Share Price

Key Insights Belden's estimated fair value is US$135 based on 2 Stage Free Cash Flow to Equity Current share price of...
Artículo de análisis Feb 24

Here's Why Belden (NYSE:BDC) Can Manage Its Debt Responsibly

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Artículo de análisis Jan 27

Belden Inc.'s (NYSE:BDC) Earnings Haven't Escaped The Attention Of Investors

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...
Artículo de análisis Jan 11

Is Now An Opportune Moment To Examine Belden Inc. (NYSE:BDC)?

While Belden Inc. ( NYSE:BDC ) might not have the largest market cap around , it saw significant share price movement...
Seeking Alpha Dec 20

Belden: Upsides Now Captured, Margin Of Safety Now Limited

Summary BDC stock has surged 64% in 12 months, driven by earnings and multiple expansion, but current valuations overstate its earnings power. BID is now unattractive due to high embedded expectations and a low probability of achieving implied EBIT CAGR by FY'26E. Potential downsides exist due to mispriced operating assets and high reinvestment needs to sustain earnings. I revise BDC to a hold, maintaining an $85/share valuation. Read the full article on Seeking Alpha
Artículo de análisis Oct 21

Belden Inc.'s (NYSE:BDC) Share Price Could Signal Some Risk

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...
Artículo de análisis Oct 05

Belden Inc. (NYSE:BDC) Shares Could Be 21% Below Their Intrinsic Value Estimate

Key Insights The projected fair value for Belden is US$148 based on 2 Stage Free Cash Flow to Equity Belden's US$117...

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Ashish Chand en comparación con los beneficios de Belden?
FechaCompensación totalSalarioIngresos de la empresa
Mar 29 2026n/an/a

US$237m

Dec 31 2025US$8mUS$1m

US$238m

Sep 28 2025n/an/a

US$228m

Jun 29 2025n/an/a

US$225m

Mar 30 2025n/an/a

US$213m

Dec 31 2024US$8mUS$938k

US$198m

Sep 29 2024n/an/a

US$179m

Jun 30 2024n/an/a

US$197m

Mar 31 2024n/an/a

US$217m

Dec 31 2023US$13mUS$847k

US$243m

Oct 01 2023n/an/a

US$266m

Jul 02 2023n/an/a

US$297m

Apr 02 2023n/an/a

US$287m

Dec 31 2022US$3mUS$524k

US$268m

Oct 02 2022n/an/a

US$287m

Jul 03 2022n/an/a

US$227m

Apr 03 2022n/an/a

US$214m

Dec 31 2021US$6mUS$494k

US$198m

Oct 03 2021n/an/a

US$134m

Jul 04 2021n/an/a

US$110m

Apr 04 2021n/an/a

US$68m

Dec 31 2020US$2mUS$396k

US$71m

Compensación vs. Mercado: La compensación total ($USD7.65M) de Ashish está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD7.00M).

Compensación vs. Ingresos: La compensación de Ashish ha sido consistente con los resultados de la empresa en el último año.


CEO

Ashish Chand (50 yo)

3.3yrs
Permanencia
US$7,648,088
Compensación

Dr. Ashish Chand serves as President, Director and Chief Executive Officer at Belden Inc. since February 23, 2023. He was Executive Vice President of Industrial Automation at Belden Inc. since July 2019 un...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Ashish Chand
President3.3yrsUS$7.65m0.34%
$ 14.2m
Jeremy Parks
Executive VP & Chief Financial Officer5.3yrsUS$2.50m0.092%
$ 3.9m
Brian Anderson
Executive VP and Chief Legal & Risk Officer11.1yrsUS$2.03m0.12%
$ 5.2m
Hiran Bhadra
Executive VP & Chief Innovation Officerless than a yearUS$1.77m0.042%
$ 1.8m
Brian Lieser
Executive VP & Chief Commercial Officer3.3yrsUS$4.13m0.086%
$ 3.6m
Brad Dineley
Executive VP and Chief Digital & Operations Officerless than a yearsin datossin datos
Douglas Zink
VP & Chief Accounting Officer12.7yrssin datos0.020%
$ 818.1k
Aaron Reddington
Vice President of Investor Relationsno datasin datossin datos
Leah Tate
Executive VP and Chief People & Strategy Officer4.2yrsUS$3.23m0.094%
$ 3.9m
3.7yrs
Permanencia media
50yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de BDC se considera experimentado (3.7 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Ashish Chand
President3.3yrsUS$7.65m0.34%
$ 14.2m
David Aldrich
Independent Chairman of the Board & Lead Independent Director19.3yrsUS$375.47k0.13%
$ 5.6m
Jonathan Klein
Independent Director10.8yrsUS$265.27k0.018%
$ 748.6k
Lance Balk
Independent Director26.2yrsUS$311.45k0.11%
$ 4.5m
Gregory McCray
Independent Director4.3yrsUS$255.77k0.011%
$ 451.1k
Diane Brink
Independent Director8.4yrsUS$260.27k0.057%
$ 2.4m
Y.Y. Lee
Independent Director3.2yrsUS$260.60k0.013%
$ 527.7k
Judy L. Brown
Independent Director18.3yrsUS$265.27k0.078%
$ 3.3m
Adel Al-Saleh
Independent Directorless than a yearUS$290.22k0.010%
$ 432.7k
Nancy Calderon
Independent Director6yrsUS$265.27k0.018%
$ 747.4k
7.2yrs
Permanencia media
66yo
Promedio de edad

Junta con experiencia: La junta directiva de BDC se considera experimentada (7.2 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/28 22:42
Precio de las acciones al final del día2026/05/28 00:00
Beneficios2026/03/29
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Belden Inc. está cubierta por 16 analistas. 3 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Alek GasielBarrington Research Associates, Inc.
Jonathan DorsheimerCanaccord Genuity
George GodfreyCL King & Associates, Inc.