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BELFA BEL FUSE INC /NJ

Trailing twelve months to 2026-06-30 · as filed 2026-08-04, not restated
Technology

Scale

Market cap
$3.0bn
Revenue TTM
$744m
Net income TTM
$54m
Free cash flow
$73m
Composite score
60.3
Sector rank
#1399

Valuation

P / E
55.8
EV / EBITDA
18.5
EV / sales
3.6
FCF yield
2.45%
Earnings yield vs 10-yr
-2.94pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
7.2%
EBITDA margin
19.5%
ROE
5.9%
ROIC
19.6%
Revenue growth
25.3%

Insider activity, last 90 days

Net open-market
$-0.34m
Buyers
0
Sellers
2

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

The increase was primarily driven by higher sales volumes, led by defense and rugged industrial applications. Defense sales increased by $14.7 million, or 28.4%, industrial sales increased by $7.5 million, or 51.4%, offset by decrease in commercial air sales by $3.6 million, or 14.1%, each compared to the prior-year period. Net sales increased by $35.3 million, or 20.2%, for the six months ended June 30, 2026, compared to the six months ended June 30, 2025. The increase was primarily attributable to higher sales in defense applications, which increased by $24.1 million, or 23.7%, and higher sales in industrial applications, which increased by $10.6 million, or 37.9%. …BEL FUSE INC /NJ, 10-Q, period ended 2026-06-30, filed 2026-08-04

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