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Jun 30, 2024

Belden Q2 2024 Earnings Report

Belden's Q2 2024 performance saw revenues and EPS exceeding expectations amidst a dynamic environment.

Key Takeaways

Belden Inc. reported Q2 2024 revenues of $604 million, a 13% year-over-year decrease, with a GAAP EPS of $1.19 and adjusted EPS of $1.51. The company closed the acquisition of Precision Optical Technologies, Inc. and is focusing on enabling solutions across segments aligned with key secular trends.

Revenues reached $604 million, reflecting a 13% year-over-year decrease, both reported and organic.

GAAP EPS was reported at $1.19, a 26% decrease year-over-year.

Adjusted EPS stood at $1.51, showing a 21% decrease year-over-year.

The acquisition of Precision Optical Technologies, Inc. was successfully completed.

Total Revenue
$604M
Previous year: $692M
-12.7%
EPS
$1.51
Previous year: $1.91
-20.9%
Adjusted EBITDA
$99M
Adjusted EBITDA Margin
16.5%
Previous year: 17.8%
-7.3%
Cash and Equivalents
$565M
Previous year: $515M
+9.7%
Total Assets
$3.52B
Previous year: $3.15B
+12.0%

Belden

Belden

Forward Guidance

Belden anticipates modest sequential revenue growth in the third quarter of 2024, with revenues expected to be between $635 million and $650 million. GAAP EPS is projected to be $1.00 - $1.10 and Adjusted EPS to be $1.55 - $1.65.

Positive Outlook

  • End demand is expected to increase modestly.
  • Revenues are anticipated to increase sequentially.
  • GAAP EPS is projected to be $1.00 - $1.10.
  • Adjusted EPS is expected to be $1.55 - $1.65.
  • Order patterns remain steady across markets.

Challenges Ahead

  • Guidance assumes no significant changes to the current market environment.
  • Results are subject to factors listed under "Forward-Looking Statements".
  • Actual results are likely to be impacted by additional events for which information is not available.
  • Global economy challenges.
  • Volatility in credit and foreign exchange markets.