Bel Fuse (BELFA) Q2 2025 Earnings Beat Expectations; Stock Surges 20%

by MarketNewsData

Bel Fuse Inc. (BELFA) reported strong second quarter 2025 results on July 24, driven by robust demand across defense, networking, and industrial end markets. Shares closed Friday at $109.87, up $18.47 (20.21%).

đź“Š Q2 2025 Highlights (Ended June 30)

  • Revenue: $168.3 million
    ↑ Up 26.3% from $133.2M in Q2 2024
  • GAAP EPS: $1.58
    ↑ Beat consensus by $0.43 (Est. $1.15)
  • Gross Margin: 38.7%
    ↓ Slightly down from 40.1% YoY
  • Net Income: $26.9 million
    ↑ From $18.8M YoY
  • Adjusted EBITDA: $35.2 million (20.9% of sales)

🏗️ Operational Drivers

  • Strength in defense and commercial aerospace spending
  • Recovery in networking and distribution channels after inventory drawdowns
  • One-time $4.1M gain from sale of Glen Rock facility
  • Minimal tariff impact on margins (approx. $2.2M in low-margin sales)

đź“… Guidance for Q3 2025

  • Revenue: $165M–$180M
  • Gross Margin: 37%–39%
  • Management noted a strong bookings pace and sequential growth momentum.

Bel’s Q2 results reflect broad-based strength, margin discipline, and a healthy order book—sending a strong signal across the electronics manufacturing value chain.

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