Belden Inc.

NYSE:BDC 株式レポート

時価総額:US$4.2b

Belden マネジメント

マネジメント 基準チェック /44

Beldenの CEO はAshish Chandで、 Feb2023年に任命され、 の在任期間は 3.25年です。 の年間総報酬は$ 7.65Mで、 13.4%給与と86.6%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.34%を直接所有しており、その価値は$ 14.39M 。経営陣と取締役会の平均在任期間はそれぞれ3.7年と7.2年です。

主要情報

Ashish Chand

最高経営責任者

US$7.6m

報酬総額

CEO給与比率13.40%
CEO在任期間3.3yrs
CEOの所有権0.3%
経営陣の平均在職期間3.7yrs
取締役会の平均在任期間7.2yrs

経営陣の近況

Recent updates

ナラティブの更新 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
ナラティブの更新 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).
ナラティブの更新 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).
ナラティブの更新 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).
ナラティブの更新 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).
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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).
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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
分析記事 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...
分析記事 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...

CEO報酬分析

Belden の収益と比較して、Ashish Chand の報酬はどのように変化したか?
日付総報酬給与会社業績
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

報酬と市場: Ashishの 総報酬 ($USD 7.65M ) は、 US市場 ($USD 7.00M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Ashishの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Ashish Chand (50 yo)

3.3yrs
在職期間
US$7,648,088
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Ashish Chand
President3.3yrsUS$7.65m0.34%
$ 14.4m
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%
$ 5.3m
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%
$ 3.7m
Brad Dineley
Executive VP and Chief Digital & Operations Officerless than a yearデータなしデータなし
Douglas Zink
VP & Chief Accounting Officer12.7yrsデータなし0.020%
$ 830.6k
Aaron Reddington
Vice President of Investor Relationsno dataデータなしデータなし
Leah Tate
Executive VP and Chief People & Strategy Officer4.2yrsUS$3.23m0.094%
$ 4.0m
3.7yrs
平均在職期間
50yo
平均年齢

経験豊富な経営陣: BDCの経営陣は 経験豊富 であると考えられます ( 3.7年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Ashish Chand
President3.3yrsUS$7.65m0.34%
$ 14.4m
David Aldrich
Independent Chairman of the Board & Lead Independent Director19.3yrsUS$375.47k0.13%
$ 5.7m
Jonathan Klein
Independent Director10.8yrsUS$265.27k0.018%
$ 760.1k
Lance Balk
Independent Director26.2yrsUS$311.45k0.11%
$ 4.6m
Gregory McCray
Independent Director4.3yrsUS$255.77k0.011%
$ 458.0k
Diane Brink
Independent Director8.4yrsUS$260.27k0.057%
$ 2.4m
Y.Y. Lee
Independent Director3.2yrsUS$260.60k0.013%
$ 535.8k
Judy L. Brown
Independent Director18.3yrsUS$265.27k0.078%
$ 3.3m
Adel Al-Saleh
Independent Directorless than a yearUS$290.22k0.010%
$ 439.3k
Nancy Calderon
Independent Director6yrsUS$265.27k0.018%
$ 758.8k
7.2yrs
平均在職期間
66yo
平均年齢

経験豊富なボード: BDCの 取締役会経験豊富 であると考えられます ( 7.2年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/27 07:41
終値2026/05/27 00:00
収益2026/03/29
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Belden Inc. 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。16

アナリスト機関
Alek GasielBarrington Research Associates, Inc.
Jonathan DorsheimerCanaccord Genuity
George GodfreyCL King & Associates, Inc.