📊 BELFB Key Takeaways
Investment Thesis
BEL Fuse demonstrates exceptional financial health with robust revenue growth of 26.3% YoY and strong profitability metrics including 39.1% gross margin and 16.4% operating margin. The company generates substantial free cash flow of $68.6M with a healthy 10.2% FCF margin, supported by solid balance sheet strength with 3.02x current ratio and conservative 0.46x debt-to-equity leverage.
BELFB Strengths
- Strong revenue growth of 26.3% YoY indicating robust demand and market position expansion
- High profitability with 39.1% gross margin and 16.4% operating margin demonstrating operational excellence
- Excellent liquidity position with 3.02x current ratio and substantial free cash flow generation of $68.6M
- Conservative leverage at 0.46x debt-to-equity with strong 9.4x interest coverage providing financial flexibility
- Consistent cash conversion with 10.2% FCF margin showing quality of earnings
- Solid ROE of 14.5% and ROA of 6.6% indicating efficient capital deployment
BELFB Risks
- Net income growth flat at 0.0% YoY despite 26.3% revenue growth suggests margin compression or one-time items requiring clarification
- Significant long-term debt of $197.5M represents 46% of equity requiring ongoing debt service management
- High insider trading activity with 18 Form 4 filings in 90 days warrants monitoring for potential insider concerns
- Electronic components sector exposure to cyclical demand and potential supply chain disruptions
- Capital intensity reflected in continued capital expenditure requirements may limit future cash flexibility
Key Metrics to Watch
- Gross margin trends in upcoming quarters given revenue growth-net income disconnect
- Operating cash flow sustainability and working capital efficiency
- Debt reduction trajectory and refinancing opportunities given strong FCF generation
- Revenue growth sustainability and market share dynamics in core segments
- Capital expenditure levels relative to revenue growth and ROA improvements
BELFB Financial Metrics
💡 AI Analyst Insight
Strong liquidity with a 3.02x current ratio provides a solid financial cushion.
BELFB Profitability Ratios
BELFB vs Technology Sector
How BEL FUSE INC /NJ compares to Technology sector averages
Sector benchmarks are approximate industry averages. Actual sector performance may vary.
BELFB Balance Sheet & Liquidity
BELFB 5-Year Financial Trend
5-Year Trend Summary: BEL FUSE INC /NJ's revenue has grown significantly by 24% over the 5-year period, indicating strong business expansion.
BELFB Growth Metrics (YoY)
BELFB Quarterly Performance
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q3 2025 | $123.6M | N/A | N/A |
| Q2 2025 | $133.2M | N/A | N/A |
| Q1 2025 | $128.1M | $15.9M | N/A |
| Q3 2024 | $123.6M | $8.1M | N/A |
| Q2 2024 | $133.2M | $14.6M | N/A |
| Q1 2024 | $128.1M | $14.6M | N/A |
| Q3 2023 | $158.7M | $5.1M | N/A |
| Q2 2023 | $168.8M | $5.1M | N/A |
Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.
BELFB Capital Allocation
BELFB SEC Filings
Access official SEC EDGAR filings for BEL FUSE INC /NJ (CIK: 0000729580)
📋 Recent SEC Filings
❓ Frequently Asked Questions about BELFB
What is the AI rating for BELFB?
BEL FUSE INC /NJ (BELFB) has an AI rating of STRONG BUY with 87% confidence, based on fundamental analysis of SEC EDGAR filings.
What are BELFB's key strengths?
Strong revenue growth of 26.3% YoY indicating robust demand and market position expansion. High profitability with 39.1% gross margin and 16.4% operating margin demonstrating operational excellence.
What are the risks of investing in BELFB?
Net income growth flat at 0.0% YoY despite 26.3% revenue growth suggests margin compression or one-time items requiring clarification. Significant long-term debt of $197.5M represents 46% of equity requiring ongoing debt service management.
What is BELFB's revenue and growth?
BEL FUSE INC /NJ reported revenue of $675.5M.
Does BELFB pay dividends?
BEL FUSE INC /NJ pays dividends, with $3.5M distributed to shareholders in the trailing twelve months.
Where can I find BELFB SEC filings?
Official SEC filings for BEL FUSE INC /NJ (CIK: 0000729580) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.
What is BELFB's EPS?
BEL FUSE INC /NJ has a diluted EPS of $0.00.
How is the AI analysis conducted?
Our AI (Claude) analyzes publicly available SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports to evaluate financial health, profitability ratios, balance sheet strength, and growth metrics.