Belden Inc.

NYSE:BDC 주식 리포트

시가총액: US$4.3b

Belden 대차대조표 건전성

재무 건전성 기준 점검 4/6

Belden 의 총 주주 지분은 $1.3B 이고 총 부채는 $1.3B, 이는 부채 대 자기자본 비율을 98.2% 로 가져옵니다. 총자산과 총부채는 각각 $3.5B 및 $2.2B 입니다. Belden 의 EBIT는 $325.9M 이며 이자보상배율은 6.6 입니다. $272.2M 의 현금 및 단기 투자금을 보유하고 있습니다.

핵심 정보

98.24%

부채/자본 비율

US$1.26b

부채

이자보상배율6.6x
현금US$272.15m
자본US$1.28b
총부채US$2.18b
총자산US$3.46b

최근 재무 건전성 업데이트

Recent updates

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
내러티브 업데이트 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).
내러티브 업데이트 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).
내러티브 업데이트 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).
내러티브 업데이트 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).
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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).
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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...
분석 기사 Sep 19

Belden (NYSE:BDC) Takes On Some Risk With Its Use Of Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...

재무 상태 분석

단기부채: BDC 의 단기 자산 ( $1.3B )이 단기 부채( $613.6M ).

장기 부채: BDC의 단기 자산($1.3B)이 장기 부채($1.6B)를 충당하지 못합니다.


부채/자본 비율 추이 및 분석

부채 수준: BDC 의 순부채 대 자기자본 비율( 77% )은 높음으로 간주됩니다.

부채 감소: BDC의 부채 대비 자본 비율은 지난 5년 동안 180.3%에서 98.2%로 감소했습니다.

부채 범위: BDC 의 부채는 영업 현금 흐름 ( 26.1% )에 의해 잘 충당되었습니다.

이자 보장: BDC 의 부채에 대한 이자 지급EBIT(6.6x 적용 범위)로 잘 충당됩니다.


대차대조표


건전한 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/13 21:05
종가2026/05/13 00:00
수익2026/03/29
연간 수익2025/12/31

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분석가 소스

Belden Inc.는 16명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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