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Jun 29, 2025
Belden Q2 2025 Earnings Report
Belden reported strong second quarter 2025 results with significant revenue and EPS growth.
Key Takeaways
Belden Inc. delivered a robust second quarter in 2025, with revenues increasing by 11% year-over-year to $672 million and GAAP EPS rising by 29% to $1.53. Adjusted EPS also saw a substantial 25% increase to $1.89, driven by strong organic growth across both Smart Infrastructure Solutions and Automation Solutions segments, and improved profitability.
Revenues for Q2 2025 increased by 11% year-over-year to $672 million, with organic growth of 5%.
GAAP EPS for the quarter was $1.53, a 29% increase compared to the prior year.
Adjusted EPS reached $1.89, up 25% year-over-year, benefiting from a lower-than-expected tax rate.
Adjusted EBITDA grew by 15% to $114 million, with the Adjusted EBITDA margin improving to 17.0%.
Revenue by Segment
Forward Guidance
Belden anticipates continued strong demand for secure and reliable network infrastructure as customers invest in digitizing operations. The company provided guidance for the third quarter of 2025, expecting revenues between $670 million and $685 million, GAAP EPS between $1.33 and $1.43, and Adjusted EPS between $1.85 and $1.95.
Positive Outlook
- Clear and expanding medium-term opportunity aligned with customer objectives.
- Intensifying demand for secure and reliable network infrastructure due to digitization.
- Strong portfolio and expertise position to partner with customers on their digital journey.
- Confidence in the growth potential of core markets.
- Operational discipline of the team and ability to strategically deploy capital to drive growth and enhance shareholder returns.
Challenges Ahead
- Mindful of near-term complexities in the market.
- Near-term uncertainties faced by customers navigating a rapidly changing environment.
- Impact of volatility in global trade policies and tariffs.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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