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Oct 01, 2023

Belden Q3 2023 Earnings Report

Belden's Q3 2023 results were impacted by weak demand, but gross margin outperformance was driven by an expanding solutions-driven mix.

Key Takeaways

Belden Inc. reported Q3 2023 revenues of $627 million, a 7% decrease year-over-year, with an organic growth decline of 9%. GAAP EPS was $1.70, down 28% year-over-year, while adjusted EPS increased 1% to $1.78. The company executed $64 million in share repurchases during the quarter.

Revenues reached $627 million, reflecting a 7% year-over-year decrease and a 9% organic growth decline.

GAAP EPS was $1.70, a 28% decrease year-over-year, while adjusted EPS increased 1% to $1.78.

Gross margin saw outperformance due to an expanding solutions-driven mix.

The company anticipates ongoing demand headwinds and is implementing productivity measures to align with expected conditions.

Total Revenue
$627M
Previous year: $670M
-6.5%
EPS
$1.78
Previous year: $1.77
+0.6%
Adjusted EBITDA Margin
18.4%
Previous year: 17.6%
+4.5%
Gross Profit
$241M
Previous year: $241M
-0.1%
Cash and Equivalents
$531M
Previous year: $547M
-3.0%
Free Cash Flow
$76.1M
Previous year: $68.1M
+11.7%
Total Assets
$3.13B
Previous year: $2.96B
+5.7%

Belden

Belden

Forward Guidance

The fourth quarter is expected to be marked by ongoing demand headwinds, pauses in capital spending by customers, and channel destocking pressures.

Positive Outlook

  • Automation
  • Smart infrastructure
  • Data integration
  • Increase product and solution offerings
  • Expand into additional use cases and verticals

Challenges Ahead

  • Ongoing demand headwinds
  • Pauses in capital spending by customers
  • Channel destocking pressures
  • Temporary headwinds
  • Significant changes to the current market environment