Belden Inc.

NYSE:BDC Voorraadrapport

Marktkapitalisatie: US$4.1b

Belden Beheer

Beheer criteriumcontroles 4/4

De CEO Belden is Ashish Chand, benoemd in Feb2023, heeft een ambtstermijn van 3.25 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 7.65M, bestaande uit 13.4% salaris en 86.6% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.34% van de aandelen van het bedrijf, ter waarde $ 13.90M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 3.7 jaar en 7.2 jaar.

Belangrijke informatie

Ashish Chand

Algemeen directeur

US$7.6m

Totale compensatie

Percentage CEO-salaris13.40%
Dienstverband CEO3.3yrs
Eigendom CEO0.3%
Management gemiddelde ambtstermijn3.7yrs
Gemiddelde ambtstermijn bestuur7.2yrs

Recente managementupdates

Recent updates

Narratiefupdate 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
Narratiefupdate 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).
Narratiefupdate 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).
Narratiefupdate 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).
Narratiefupdate 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).
Narratiefupdate 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.
Analyseartikel 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...
Narratiefupdate 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).
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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
Analyseartikel 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...
Analyseartikel 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...

Analyse CEO-vergoeding

Hoe is Ashish Chand's beloning veranderd ten opzichte van Belden's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
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

Compensatie versus markt: De totale vergoeding ($USD 7.65M ) Ashish } is ongeveer het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 7.02M ).

Compensatie versus inkomsten: De vergoeding van Ashish is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.


CEO

Ashish Chand (50 yo)

3.3yrs
Tenure
US$7,648,088
Compensatie

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...


Leiderschapsteam

NaamPositieTenureCompensatieEigendom
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 yeargeen gegevensgeen gegevens
Douglas Zink
VP & Chief Accounting Officer12.7yrsgeen gegevens0.020%
$ 802.7k
Aaron Reddington
Vice President of Investor Relationsno datageen gegevensgeen gegevens
Leah Tate
Executive VP and Chief People & Strategy Officer4.2yrsUS$3.23m0.094%
$ 3.8m
3.7yrs
Gemiddelde duur
50yo
Gemiddelde leeftijd

Ervaren management: Het managementteam van BDC wordt beschouwd als ervaren (gemiddelde ambtstermijn 3.7 jaar).


Bestuursleden

NaamPositieTenureCompensatieEigendom
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
Gemiddelde duur
66yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van BDC wordt beschouwd als ervaren (gemiddelde ambtstermijn 7.2 jaar).


Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/29 14:52
Aandelenkoers aan het einde van de dag2026/05/29 00:00
Inkomsten2026/03/29
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Belden Inc. wordt gevolgd door 16 analisten. 3 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

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