📊 BDC Key Takeaways
Is Belden Inc.. (BDC) a Good Investment?
Belden demonstrates solid revenue growth of 10.3% YoY and strong EPS growth of 23.1% YoY, but critical cash flow deterioration emerges with negative operating cash flow of -$18.7M and free cash flow of -$63.1M despite positive net income, signaling potential earnings quality concerns or working capital stress that must be resolved before a constructive view can be supported.
Belden shows solid fundamental quality with double-digit revenue growth, healthy margins, and strong returns on equity and assets. Financial health appears sound given solid liquidity, strong interest coverage, and positive free cash flow, although flat net income and meaningful leverage suggest the business still needs to convert growth into more consistent bottom-line expansion.
Why Buy Belden Inc.. Stock? BDC Key Strengths
- Revenue growth of 10.3% YoY demonstrates market demand and market share gains
- Strong EPS growth of 23.1% YoY indicates operational leverage and earnings accretion
- Solid gross margin of 37.1% reflects pricing power and cost management capabilities
- Strong liquidity position with current ratio of 2.09x and quick ratio of 1.40x provides short-term financial flexibility
- Positive net income of $51M demonstrates underlying profitability
- Revenue growth of 10.3% with gross margin at 38.0% indicates solid demand and pricing/mix resilience
- Operating margin of 11.6%, ROE of 18.8%, and ROA of 6.7% reflect efficient operations and good capital productivity
- Liquidity is healthy and free cash flow remains positive at $218.69M, with strong 13.2x interest coverage supporting debt service
BDC Stock Risks: Belden Inc.. Investment Risks
- Critical: Negative operating cash flow of -$18.7M contradicts positive net income of $51M, raising earnings quality concerns and suggesting potential working capital distress or accounting adjustments masking operational reality
- Severe: Free cash flow of -$63.1M with -9.1% FCF margin indicates company is actively burning cash reserves rather than generating capital for debt reduction or reinvestment
- Poor capital efficiency with ROE of 4.0% and ROA of 1.5% significantly below acceptable thresholds, indicating suboptimal asset deployment and shareholder value creation
- Moderate leverage with Debt/Equity of 0.98x combined with weak interest coverage of 3.3x (well below healthy 5x+ threshold) limits financial flexibility and increases refinancing risk
- High insider activity (33 Form 4 filings in 90 days) warrants monitoring for potential governance or strategic concerns
- Net income was flat year over year despite higher revenue, which may signal cost pressure or weaker earnings conversion
- Leverage is still meaningful with debt/equity at 1.02x and $1.29B of long-term debt
- Free cash flow margin of 8.1% is solid but not exceptional, leaving less room if demand softens or capital needs rise
Key Metrics to Watch
- Operating cash flow trend - must demonstrate return to positive territory
- Free cash flow generation - critical resolution of cash burn pattern
- Return on equity and return on assets - require improvement toward 12%+ ROE and 5%+ ROA industry benchmarks
- Debt-to-EBITDA and interest coverage ratios - need strengthening as leverage appears elevated relative to cash generation
- Working capital metrics - accounts receivable days, inventory turnover, and days payable outstanding to diagnose cash conversion issues
- Net income and operating margin progression versus revenue growth
- Free cash flow generation and debt reduction trend
Belden Inc.. (BDC) Financial Metrics & Key Ratios
💡 AI Analyst Insight
Strong liquidity with a 2.09x current ratio provides a solid financial cushion.
BDC Profit Margin, ROE & Profitability Analysis
BDC vs Market Sector: How Belden Inc.. Compares
How Belden Inc.. compares to Market sector averages
Sector benchmarks are approximate industry averages. Actual sector performance may vary.
Is Belden Inc.. Stock Overvalued? BDC Valuation Analysis 2026
Based on fundamental analysis, Belden Inc.. has mixed fundamental signals relative to the Market sector in 2026.
Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.
Belden Inc.. Balance Sheet: BDC Debt, Cash & Liquidity
BDC Revenue & Earnings Growth: 5-Year Financial Trend
5-Year Trend Summary: Belden Inc..'s revenue has grown significantly by 13% over the 5-year period, indicating strong business expansion. The most recent EPS of $5.66 reflects profitable operations.
BDC Revenue Growth, EPS Growth & YoY Performance
BDC Quarterly Earnings & Performance
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q1 2026 | $624.9M | $51.0M | $1.27 |
| Q3 2025 | $654.9M | $51.9M | $1.30 |
| Q2 2025 | $604.3M | $49.0M | $1.19 |
| Q1 2025 | $535.7M | $37.3M | $0.90 |
| Q3 2024 | $626.8M | $53.7M | $1.30 |
| Q2 2024 | $604.3M | $49.0M | $1.19 |
| Q1 2024 | $535.7M | $37.3M | $0.90 |
| Q3 2023 | $626.8M | $72.3M | $1.70 |
Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.
Belden Inc.. Dividends, Buybacks & Capital Allocation
BDC SEC Filings: Latest 10-K & 10-Q Analysis
Access official SEC EDGAR filings for Belden Inc.. (CIK: 0000913142)
📋 Recent SEC Filings
❓ Frequently Asked Questions about BDC
What is the AI rating for BDC?
Belden Inc.. (BDC) has a Combined AI Rating of BUY from Claude (HOLD) and ChatGPT (BUY) with 68% combined confidence, based on fundamental analysis of SEC EDGAR filings.
What are BDC's key strengths?
Claude: Revenue growth of 10.3% YoY demonstrates market demand and market share gains. Strong EPS growth of 23.1% YoY indicates operational leverage and earnings accretion. ChatGPT: Revenue growth of 10.3% with gross margin at 38.0% indicates solid demand and pricing/mix resilience. Operating margin of 11.6%, ROE of 18.8%, and ROA of 6.7% reflect efficient operations and good capital productivity.
What are the risks of investing in BDC?
Claude: Critical: Negative operating cash flow of -$18.7M contradicts positive net income of $51M, raising earnings quality concerns and suggesting potential working capital distress or accounting adjustments masking operational reality. Severe: Free cash flow of -$63.1M with -9.1% FCF margin indicates company is actively burning cash reserves rather than generating capital for debt reduction or reinvestment. ChatGPT: Net income was flat year over year despite higher revenue, which may signal cost pressure or weaker earnings conversion. Leverage is still meaningful with debt/equity at 1.02x and $1.29B of long-term debt.
What is BDC's revenue and growth?
Belden Inc.. reported revenue of $696.4M.
Does BDC pay dividends?
Belden Inc.. pays dividends, with $2.0M distributed to shareholders in the trailing twelve months.
Where can I find BDC SEC filings?
Official SEC filings for Belden Inc.. (CIK: 0000913142) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.
What is BDC's EPS?
Belden Inc.. has a diluted EPS of $1.30.
How is the AI analysis conducted?
Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.
Is BDC a good stock to buy right now?
Based on our AI fundamental analysis in May 2026, Belden Inc.. has a BUY rating with 68% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.
Is BDC stock overvalued or undervalued?
Valuation metrics for BDC: ROE of 4.0% (sector avg: 15%), net margin of 7.3% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.
Should I buy BDC stock in 2026?
Our dual AI analysis gives Belden Inc.. a combined BUY rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.
What is BDC's free cash flow?
Belden Inc..'s operating cash flow is $-18.7M, with capital expenditures of $44.4M. FCF margin is -9.1%.
How does BDC compare to other Market stocks?
Vs Default sector averages: Net margin 7.3% (avg: 12%), ROE 4.0% (avg: 15%), current ratio 2.09 (avg: 1.8).