Belden Gelecekteki Büyüme
Future kriter kontrolleri 2/6
Belden şirketinin yıllık kazanç ve gelirinin sırasıyla 19% ve 5.2% oranında artması bekleniyor.
Anahtar bilgiler
19.0%
Kazanç büyüme oranı
n/a
EPS büyüme oranı
| Electronic kazanç büyümesi | 24.5% |
| Gelir büyüme oranı | 5.2% |
| Gelecekteki özkaynak getirisi | n/a |
| Analist kapsamı | Low |
| Son güncelleme | 04 May 2026 |
Gelecekteki son büyüme güncellemeleri
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
Analiz Güncellemesi • 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).Analiz Güncellemesi • 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).Analiz Güncellemesi • 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).Analiz Güncellemesi • 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).Analiz Güncellemesi • 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.Analiz Makalesi • 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...Analiz Güncellemesi • 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).Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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 AlphaAnaliz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Kazanç ve Gelir Büyüme Tahminleri
| Tarih | Gelir | Kazançlar | Serbest Nakit Akışı | Faaliyetlerden Nakit | Avg. Analist Sayısı |
|---|---|---|---|---|---|
| 12/31/2028 | 3,224 | N/A | 313 | N/A | 2 |
| 12/31/2027 | 3,106 | 331 | 282 | 522 | 3 |
| 12/31/2026 | 2,970 | 279 | 251 | 421 | 3 |
| 3/29/2026 | 2,787 | 237 | 180 | 329 | N/A |
| 12/31/2025 | 2,715 | 238 | 219 | 355 | N/A |
| 9/28/2025 | 2,661 | 228 | 214 | 369 | N/A |
| 6/29/2025 | 2,618 | 225 | 216 | 356 | N/A |
| 3/30/2025 | 2,550 | 213 | 220 | 357 | N/A |
| 12/31/2024 | 2,461 | 198 | 223 | 352 | N/A |
| 9/29/2024 | 2,346 | 179 | 211 | 337 | N/A |
| 6/30/2024 | 2,318 | 197 | 220 | 351 | N/A |
| 3/31/2024 | 2,406 | 217 | 227 | 354 | N/A |
| 12/31/2023 | 2,512 | 243 | 203 | 320 | N/A |
| 10/1/2023 | 2,620 | 266 | 246 | 362 | N/A |
| 7/2/2023 | 2,664 | 297 | 238 | 345 | N/A |
| 4/2/2023 | 2,638 | 287 | 199 | 307 | N/A |
| 12/31/2022 | 2,606 | 268 | 176 | 281 | N/A |
| 10/2/2022 | 2,559 | 287 | 163 | 249 | N/A |
| 7/3/2022 | 2,494 | 227 | 146 | 237 | N/A |
| 4/3/2022 | 2,403 | 214 | 161 | 256 | N/A |
| 12/31/2021 | 2,301 | 198 | 177 | 272 | N/A |
| 10/3/2021 | 2,188 | 134 | 144 | 237 | N/A |
| 7/4/2021 | 2,059 | 110 | 129 | 212 | N/A |
| 4/4/2021 | 1,908 | 68 | 103 | 184 | N/A |
| 12/31/2020 | 1,752 | 71 | 83 | 173 | N/A |
| 9/27/2020 | 1,914 | 41 | 133 | 226 | N/A |
| 6/28/2020 | 1,971 | 57 | 142 | 243 | N/A |
| 3/29/2020 | 2,095 | 87 | 164 | 271 | N/A |
| 12/31/2019 | 2,131 | 91 | N/A | 277 | N/A |
| 9/29/2019 | 1,817 | 130 | N/A | 278 | N/A |
| 6/30/2019 | 1,940 | 170 | N/A | 340 | N/A |
| 3/31/2019 | 2,060 | 158 | N/A | 327 | N/A |
| 12/31/2018 | 2,166 | 132 | N/A | 289 | N/A |
| 9/30/2018 | 2,535 | 113 | N/A | 253 | N/A |
| 7/1/2018 | 2,501 | 28 | N/A | 191 | N/A |
| 4/1/2018 | 2,443 | 35 | N/A | 184 | N/A |
| 12/31/2017 | 2,087 | 68 | N/A | 255 | N/A |
| 10/1/2017 | 2,396 | 61 | N/A | 271 | N/A |
| 7/2/2017 | 2,376 | 98 | N/A | 289 | N/A |
| 4/2/2017 | 2,367 | 113 | N/A | 290 | N/A |
| 12/31/2016 | 2,357 | 113 | N/A | 315 | N/A |
| 10/2/2016 | 2,341 | 138 | N/A | 297 | N/A |
| 7/3/2016 | 2,320 | 123 | N/A | 297 | N/A |
| 4/3/2016 | 2,304 | 103 | N/A | 302 | N/A |
| 12/31/2015 | 2,309 | 67 | N/A | 241 | N/A |
| 9/27/2015 | 2,321 | 32 | N/A | 221 | N/A |
| 6/28/2015 | 2,352 | 51 | N/A | 189 | N/A |
Analist Gelecek Büyüme Tahminleri
Kazançlar ve Tasarruf Oranları: BDC 'nin tahmini kazanç büyümesi (yıllık 19% ) tasarruf oranının ( 3.5% ) üzerindedir.
Kazançlar ve Piyasa: BDC şirketinin kazançlarının (yıllık 19% ) US pazarından (yıllık 16.7% ) daha hızlı büyümesi öngörülüyor.
Yüksek Büyüme Kazançları: BDC şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.
Gelir ve Pazar: BDC şirketinin gelirinin (yıllık 5.2% ) US pazarından (yıllık 11.6% ) daha yavaş büyümesi öngörülüyor.
Yüksek Büyüme Geliri: BDC şirketinin gelirinin (yıllık 5.2% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.
Hisse Başına Kazanç Büyüme Tahminleri
Gelecekteki Özkaynak Getirisi
Gelecekteki ROE: BDC 'un Özsermaye Getirisi'nin 3 yıl içinde yüksek olmasının öngörülüp öngörülmediğini belirlemek için yeterli veri yok
Büyüyen şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/11 09:30 |
| Gün Sonu Hisse Fiyatı | 2026/05/08 00:00 |
| Kazançlar | 2026/03/29 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
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| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
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| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Belden Inc. 16 Bu analistlerden 3, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Alek Gasiel | Barrington Research Associates, Inc. |
| Jonathan Dorsheimer | Canaccord Genuity |
| George Godfrey | CL King & Associates, Inc. |