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Sep 28
Belden Q3 2025 Earnings Report
Belden reported record revenues and adjusted EPS for the third quarter of 2025, driven by strong performance in Automation Solutions.
Key Takeaways
Belden Inc. announced record third-quarter results for 2025, with revenues reaching $698 million, a 7% year-over-year increase, and adjusted EPS of $1.97, up 16% year-over-year. The Automation Solutions segment showed particular strength, growing 10% organically, while Smart Infrastructure Solutions saw a slight decline. The company also repurchased $50 million in shares during the quarter, contributing to enhanced shareholder value.
Record revenues of $698 million, up 7% year-over-year and 4% organically.
Record adjusted EPS of $1.97, a 16% increase year-over-year.
Automation Solutions segment revenue grew 10% organically, demonstrating strong performance across all regions.
The company repurchased $50 million in shares during the quarter, totaling $150 million year-to-date.
Belden
Belden
Belden Revenue by Segment
Revenue by Segment
Smart Infrastructure Solutions Revenue
CapyFin.comAutomation Solutions Revenue
CapyFin.com Forward Guidance
Belden expects fourth-quarter 2025 revenues to be between $690 million and $700 million, with GAAP EPS projected at $1.40 to $1.50 and Adjusted EPS at $1.90 to $2.00, assuming current market conditions continue.
Positive Outlook
- Strong strategic positioning for long-term growth driven by secular trends in digitization, IT/OT convergence, physical AI, and data-driven efficiency.
- Resilient business model and operational discipline to effectively manage current market dynamics.
- Commitment to consistent execution and innovation to capitalize on future growth opportunities.
- Expected continued delivery of compelling value for shareholders.
- Guidance for Q4 2025 Adjusted EPS of $1.90 - $2.00, indicating continued profitability.
Challenges Ahead
- Guidance is subject to the continuation of current market conditions, implying potential sensitivity to market changes.
- Actual results may differ materially due to volatility in global trade policies and tariffs.
- Disruptions in the Company’s information systems, including cyber-attacks, pose a risk.
- Foreign and domestic political, economic, and other uncertainties, including currency exchange rates, could impact results.
- Inflation and changes in raw material prices and availability could lead to higher input and labor costs.
Revenue & Expenses
Visualization of income flow from segment revenue to net income