Belden Performance degli utili passati
Criteri Il passato verificati 4/6
Belden ha registrato una crescita degli utili a un tasso medio annuo di 6.7%, mentre il settore Electronic ha registrato utili in crescita a un tasso medio annuo di 3.8%. I ricavi sono stati in crescita a un tasso medio annuo di 4%. Il ritorno sul capitale proprio di Belden è 18.4% e ha margini netti di 8.5%.
Informazioni chiave
6.72%
Tasso di crescita degli utili
9.41%
Tasso di crescita dell'EPS
| Electronic Crescita del settore | 15.34% |
| Tasso di crescita dei ricavi | 4.03% |
| Rendimento del capitale proprio | 18.44% |
| Margine netto | 8.49% |
| Ultimo aggiornamento sugli utili | 29 Mar 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Aggiornamento della narrazione • 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 AlphaAggiornamento della narrazione • 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).Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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).Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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 AlphaArticolo di analisi • 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...Articolo di analisi • 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...Ripartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come Belden guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 29 Mar 26 | 2,787 | 237 | 536 | 130 |
| 31 Dec 25 | 2,715 | 238 | 529 | 128 |
| 28 Sep 25 | 2,661 | 228 | 527 | 125 |
| 29 Jun 25 | 2,618 | 225 | 514 | 119 |
| 30 Mar 25 | 2,550 | 213 | 501 | 114 |
| 31 Dec 24 | 2,461 | 198 | 479 | 112 |
| 29 Sep 24 | 2,346 | 179 | 467 | 108 |
| 30 Jun 24 | 2,318 | 197 | 458 | 110 |
| 31 Mar 24 | 2,406 | 217 | 465 | 112 |
| 31 Dec 23 | 2,512 | 243 | 475 | 115 |
| 01 Oct 23 | 2,620 | 266 | 492 | 119 |
| 02 Jul 23 | 2,664 | 297 | 483 | 115 |
| 02 Apr 23 | 2,638 | 287 | 460 | 110 |
| 31 Dec 22 | 2,606 | 268 | 438 | 104 |
| 02 Oct 22 | 2,559 | 287 | 411 | 98 |
| 03 Jul 22 | 2,494 | 227 | 397 | 95 |
| 03 Apr 22 | 2,403 | 214 | 385 | 91 |
| 31 Dec 21 | 2,301 | 198 | 364 | 90 |
| 03 Oct 21 | 2,188 | 134 | 360 | 94 |
| 04 Jul 21 | 2,059 | 110 | 350 | 101 |
| 04 Apr 21 | 1,908 | 68 | 345 | 104 |
| 31 Dec 20 | 1,752 | 71 | 316 | 73 |
| 27 Sep 20 | 1,914 | 41 | 365 | 104 |
| 28 Jun 20 | 1,971 | 57 | 377 | 98 |
| 29 Mar 20 | 2,095 | 87 | 390 | 97 |
| 31 Dec 19 | 2,131 | 91 | 393 | 94 |
| 29 Sep 19 | 1,817 | 130 | 330 | 61 |
| 30 Jun 19 | 1,940 | 170 | 359 | 70 |
| 31 Mar 19 | 2,060 | 158 | 384 | 79 |
| 31 Dec 18 | 2,166 | 132 | 403 | 91 |
| 30 Sep 18 | 2,535 | 113 | 476 | 132 |
| 01 Jul 18 | 2,501 | 28 | 463 | 134 |
| 01 Apr 18 | 2,443 | 35 | 455 | 135 |
| 31 Dec 17 | 2,087 | 68 | 381 | 89 |
| 01 Oct 17 | 2,396 | 61 | 461 | 139 |
| 02 Jul 17 | 2,376 | 98 | 465 | 137 |
| 02 Apr 17 | 2,367 | 113 | 467 | 138 |
| 31 Dec 16 | 2,357 | 113 | 472 | 140 |
| 02 Oct 16 | 2,341 | 138 | 475 | 140 |
| 03 Jul 16 | 2,320 | 123 | 476 | 143 |
| 03 Apr 16 | 2,304 | 103 | 482 | 143 |
| 31 Dec 15 | 2,309 | 67 | 485 | 142 |
| 27 Sep 15 | 2,321 | 32 | 477 | 138 |
| 28 Jun 15 | 2,352 | 51 | 475 | 131 |
Guadagni di qualità: BDC ha guadagni di alta qualità.
Margine di profitto in crescita: Gli attuali margini di profitto netti di BDC (8.5%) BDC sono più alti rispetto allo scorso anno (8.4%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: Gli utili di BDC sono cresciuti del 6.7% all'anno negli ultimi 5 anni.
Accelerare la crescita: La crescita degli utili di BDC nell'ultimo anno ( 11.1% ) supera la media quinquennale ( 6.7% all'anno).
Guadagni vs Settore: La crescita degli utili BDC nell'ultimo anno ( 11.1% ) non ha superato quella del settore Electronic 10.6%.
Rendimento del capitale proprio
ROE elevato: Il Return on Equity ( 18.4% ) di BDC è considerato basso.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/29 06:37 |
| Prezzo dell'azione a fine giornata | 2026/05/29 00:00 |
| Utili | 2026/03/29 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Belden Inc. è coperta da 16 analisti. 3 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Alek Gasiel | Barrington Research Associates, Inc. |
| Jonathan Dorsheimer | Canaccord Genuity |
| George Godfrey | CL King & Associates, Inc. |