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Bel Fuse (DE:BF2A)
FRANKFURT:BF2A

Bel Fuse (BF2A) Price & Analysis

1 Followers

BF2A Stock Chart & Stats

€169.00
€9.00(4.62%)
At close: 4:00 PM EDT
€169.00
€9.00(4.62%)

Bulls Say, Bears Say

Bulls Say
Broad-based Revenue And Bookings GrowthStrong revenue growth across defense, data solutions, and distribution indicates broad customer demand rather than reliance on one product area. Bookings exceeding sales for six quarters provides durable forward visibility and supports continued production ramps and component reorders.
Margin Expansion And Operating LeverageHigher gross and adjusted EBITDA margins show that Bel Fuse is converting incremental demand into profit more effectively. Sustained mix improvement, pricing actions, and operating leverage could strengthen earnings capacity as higher-growth programs continue to scale.
Debt-free Balance Sheet And LiquidityDebt repayment materially reduces interest burden and financial risk while the enlarged cash position improves flexibility. Bel Fuse can use this stronger balance sheet to fund capacity, research, acquisitions, or working capital without depending as heavily on borrowing.
Bears Say
Working-capital Pressure On Cash ConversionGrowth is absorbing substantial cash through receivables and inventory, delaying conversion of reported earnings into free cash flow. If elevated working capital persists, internal funding capacity will be weaker and the company may have less flexibility to invest behind demand.
Material Costs And Foreign-exchange PressureInput-cost and currency pressure can reduce the profitability of existing programs before new pricing takes effect. Continued exposure to these factors creates a risk that volume growth will not translate fully into earnings unless pricing and product mix offset the margin drag.
Future Earnout And Purchase ObligationsFuture Enercon-related payments represent a continuing claim on cash and could compete with organic investment, despite the stronger balance sheet. The variable EBITDA-linked obligation also makes capital planning less predictable as management funds expansion and other priorities.

Bel Fuse News

BF2A FAQ

What was Bel Fuse’s price range in the past 12 months?
Bel Fuse lowest stock price was €90.50 and its highest was €254.00 in the past 12 months.
    What is Bel Fuse’s market cap?
    Bel Fuse’s market cap is €3.08B.
      When is Bel Fuse’s upcoming earnings report date?
      Bel Fuse’s upcoming earnings report date is Oct 28, 2026 which is in 34 days.
        How were Bel Fuse’s earnings last quarter?
        Bel Fuse released its earnings results on Jul 29, 2026. The company reported €2.481 earnings per share for the quarter, beating the consensus estimate of €2.042 by €0.439.
          Is Bel Fuse overvalued?
          According to Wall Street analysts Bel Fuse’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Bel Fuse pay dividends?
            Bel Fuse does not currently pay dividends.
            What is Bel Fuse’s EPS estimate?
            Bel Fuse’s EPS estimate is 2.31.
              How many shares outstanding does Bel Fuse have?
              Bel Fuse has 2,115,263 shares outstanding.
                What happened to Bel Fuse’s price movement after its last earnings report?
                Bel Fuse reported an EPS of €2.481 in its last earnings report, beating expectations of €2.042. Following the earnings report the stock price went up 1.163%.
                  Which hedge fund is a major shareholder of Bel Fuse?
                  Currently, no hedge funds are holding shares in DE:BF2A
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Bel Fuse

                    Bel Fuse Inc. specializes in the development, manufacturing, marketing, and distribution of electronic products that are integral to numerous industries. These sectors include data networking, telecommunications, high-speed data transmission, commercial aviation, military applications, broadcast media, transportation systems, e-Mobility, and consumer electronics. The company serves a global clientele, with operations in the United States, Macao, the United Kingdom, Slovakia, Germany, Switzerland, and other international markets. Its extensive product portfolio is categorized into several key areas. Magnetic components offered by Bel Fuse encompass integrated connector modules (ICMs), various types of power transformers (including SMD power inductors and switched-mode power supply transformers), and standalone Ethernet components. The company also provides comprehensive power management and circuit protection solutions, which include front-end power supplies, board-mount power modules, industrial and external power units, and diverse circuit protection devices. Furthermore, Bel Fuse offers a wide array of connectivity solutions. These feature expanded beam fiber optic connectors, their associated cable assemblies, and active optical devices; copper-based connectors and cable assemblies; radio frequency (RF) connectors, corresponding RF cable assemblies, microwave devices, and low-loss cables. A range of Ethernet, input/output (I/O), industrial, and power connectivity options are also available. These products are sold under a variety of established brands, such as Bel, TRP Connector, MagJack, Signal, Bel Power Solutions, Melcher, CUI, Stratos, Fibreco, Cinch, Johnson, Trompeter, Midwest Microwave, Semflex, and Stewart Connector. The company employs a multi-channel sales strategy, leveraging direct strategic account managers, regional sales managers collaborating with independent sales representative organizations, and a network of authorized distributors. Bel Fuse Inc. was established in 1949 and has its principal corporate offices in Jersey City, New Jersey.

                    Bel Fuse (BF2A) Earnings & Revenues

                    BF2A Earnings Call

                    Q2 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call presents a strongly positive operational and financial momentum story: double-digit revenue growth (+25% YoY), meaningful margin expansion, a large cash raise and full debt repayment, continued strong bookings (six consecutive quarters) and strategic wins in Europe (Slovakia defense certification and eight new project wins). Management acknowledged near-term headwinds including higher material costs, FX pressure, working-capital build and supply-chain risks, but outlined actionable levers (pricing on new orders, operational leverage, portfolio rotation, hiring and CapEx for throughput) and provided constructive guidance for Q3. Overall, the positives — strong organic growth, improved profitability and materially improved liquidity — outweigh the manageable near-term challenges.View all DE:BF2A earnings summaries

                    BF2A Stock 12 Month Forecast

                    Average Price Target

                    €307.01
                    ▲(81.66% Upside)
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