Belden Inc.

NYSE:BDC 주식 리포트

시가총액: US$4.1b

Belden 경영진

경영진 기준 점검 4/4

Belden CEO는 Ashish Chand, Feb2023 에 임명되었습니다 의 임기는 3.25 년입니다. 총 연간 보상은 $7.65M, 13.4% 급여 및 86.6% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $13.90M 가치에 해당하는 회사 주식의 0.34% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 3.7 년과 7.2 년입니다.

핵심 정보

Ashish Chand

최고경영자

US$7.6m

총 보수

CEO 급여 비율13.40%
CEO 재임 기간3.3yrs
CEO 지분 보유율0.3%
경영진 평균 재임 기간3.7yrs
이사회 평균 재임 기간7.2yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 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
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...

CEO 보수 분석

Ashish Chand의 보수는 Belden의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Ashish의 총 보수(USD7.65M)는 US 시장에서 비슷한 규모 기업의 평균(USD7.02M) 수준입니다.

보상과 수익: Ashish의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Ashish Chand (50 yo)

3.3yrs
재임 기간
US$7,648,088
보수

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...


리더십 팀

이름직위재임 기간보수지분
Ashish Chand
President3.3yrsUS$7.65m0.34%
$ 13.9m
Jeremy Parks
Executive VP & Chief Financial Officer5.3yrsUS$2.50m0.092%
$ 3.8m
Brian Anderson
Executive VP and Chief Legal & Risk Officer11.1yrsUS$2.03m0.12%
$ 5.1m
Hiran Bhadra
Executive VP & Chief Innovation Officerless than a yearUS$1.77m0.042%
$ 1.7m
Brian Lieser
Executive VP & Chief Commercial Officer3.3yrsUS$4.13m0.086%
$ 3.5m
Brad Dineley
Executive VP and Chief Digital & Operations Officerless than a year데이터 없음데이터 없음
Douglas Zink
VP & Chief Accounting Officer12.7yrs데이터 없음0.020%
$ 802.7k
Aaron Reddington
Vice President of Investor Relationsno data데이터 없음데이터 없음
Leah Tate
Executive VP and Chief People & Strategy Officer4.2yrsUS$3.23m0.094%
$ 3.8m
3.7yrs
평균 재임 기간
50yo
평균 나이

경험이 풍부한 관리: BDC의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3.7 년).


이사회 구성원

이름직위재임 기간보수지분
Ashish Chand
President3.3yrsUS$7.65m0.34%
$ 13.9m
David Aldrich
Independent Chairman of the Board & Lead Independent Director19.3yrsUS$375.47k0.13%
$ 5.5m
Jonathan Klein
Independent Director10.8yrsUS$265.27k0.018%
$ 734.5k
Lance Balk
Independent Director26.2yrsUS$311.45k0.11%
$ 4.4m
Gregory McCray
Independent Director4.3yrsUS$255.77k0.011%
$ 442.6k
Diane Brink
Independent Director8.4yrsUS$260.27k0.057%
$ 2.3m
Y.Y. Lee
Independent Director3.2yrsUS$260.60k0.013%
$ 517.8k
Judy L. Brown
Independent Director18.3yrsUS$265.27k0.078%
$ 3.2m
Adel Al-Saleh
Independent Directorless than a yearUS$290.22k0.010%
$ 424.5k
Nancy Calderon
Independent Director6yrsUS$265.27k0.018%
$ 733.3k
7.2yrs
평균 재임 기간
66yo
평균 나이

경험이 풍부한 이사회: BDC의 이사회경험이 있음으로 간주됩니다(평균 재임 7.2 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/29 20:54
종가2026/05/29 00:00
수익2026/03/29
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
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시장 가격30년
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  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
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경영진10년
  • 리더십 팀
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주요 개발10년
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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.