Want to see BELFA full AI Analyst Report?
Revenue by Segment
Shows sales broken down by business units or product families (such as power solutions, connectivity, and networking products), indicating which segments drive growth and how diversified the company is. Rapid growth in particular segments signals strategic success; concentration in a few lines points to dependency on specific markets or customers and greater revenue risk.Bel Fuse’s revenue mix has visibly shifted: ADRS and ITDS — effectively absent historically — now drive a large portion of growth, creating a step-change while Magnetic Solutions has settled at a lower base. Connectivity and Power remain important, but recent strength is clearly defense- and data-solutions-led (helped by acquisitions and sustained bookings). Management’s pricing/actions should lift margins in H2, yet inventory builds, supply-chain risks and contingent earnouts could pressure near‑term cash conversion despite a materially stronger balance sheet.
Date | Connectivity Solutions | Power Solutions & Protection | Magnetic Solutions | Aerospace, Defense & Rugged Solutions | Industrial Technology & Data Solutions |
|---|---|---|---|---|---|
Jun 30, 2026 | $0.00 | $0.00 | $0.00 | $110.46M | $100.23M |
Mar 31, 2026 | $0.00 | $0.00 | $0.00 | $99.82M | $78.67M |
Dec 31, 2025 | $60.48M | $92.55M | $22.91M | $0.00 | $0.00 |
Sep 30, 2025 | $61.87M | $94.41M | $22.70M | $0.00 | $0.00 |
Jun 30, 2025 | $59.20M | $86.80M | $22.30M | $0.00 | $0.00 |
Mar 31, 2025 | $50.73M | $83.05M | $18.45M | $0.00 | $0.00 |
Dec 31, 2024 | $52.55M | $78.07M | $19.24M | $0.00 | $0.00 |
Sep 30, 2024 | $55.72M | $48.68M | $19.24M | $0.00 | $0.00 |
Jun 30, 2024 | $57.82M | $58.55M | $16.83M | $0.00 | $0.00 |
Mar 31, 2024 | $54.28M | $60.25M | $13.56M | $0.00 | $0.00 |