
Bel Fuse Inc.
NASDAQ•BELFA
CEO: Mr. Daniel Bernstein
セクター: Technology
業種: Hardware, Equipment & Parts
上場日: 1983-12-06
Bel Fuse Inc. designs, manufactures, markets, and sells products that power, protect, and connect electronic circuits. The company's products are used in the networking, telecommunications, computing, general industrial, high-speed data transmission, military, commercial aerospace, transportation, and e-Mobility industries. It provides power solutions and protection products, including front-end power supplies, board-mount power products, industrial and transportation power products, external power products, and circuit protection products. The company also offers connectivity solutions, such as expanded beam fiber optic connectors, cable assemblies, and active optical devices; copper-based connectors/cable assemblies; radio frequency connectors, cable assemblies, microwave devices, and low loss cables; and ethernet, I/O, and industrial and power connectivity products. In addition, it provides magnetic solutions comprising integrated connector modules, power transformers, SMD power inductors and SMPS transformers, and ethernet discrete components. The company sells its products through direct strategic account managers, regional sales managers working with independent sales representative organizations, and authorized distributors in the United States, the People's Republic of China, Macao, the United Kingdom, Slovakia, Germany, India, Switzerland, and internationally. Bel Fuse Inc. was incorporated in 1949 and is headquartered in West Orange, New Jersey.
連絡先情報
時価総額
$2.96B
PER (TTM)
43.9
27.2
配当利回り
0.1%
52週高値
$226.00
52週安値
$53.95
52週レンジ
順位47Top 61.9%
3.4
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
弱い • 3.4 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025
財務ダッシュボード
Q3 2025 データ
売上高
$178.98M+44.76%
直近4四半期の推移
EPS
$1.80+181.25%
直近4四半期の推移
フリーCF
$20.32M-14.44%
直近4四半期の推移
2025 Q3 決算ハイライト
主なハイライト
Nine Months Net Sales Surge Net sales reached $499.52M for nine months ended September 30, 2025, marking a strong 29.76% increase over prior year results.
Shareholder Earnings Jump Net earnings attributable to shareholders grew to $66.99M for nine months, reflecting a substantial 56.65% increase year-to-date.
Backlog Shows Strength Total backlog reached $415M as of September 30, 2025, representing a 9% increase from year-end 2024, signaling future demand.
Debt Reduced Significantly Nine months cash flow used $65.68M in financing activities, primarily due to $70.5M repayment of long-term debt obligations.
リスク要因
Enercon Integration Challenges Difficulties integrating Enercon or failure to realize expected synergies within the anticipated timeframe pose material risks to operations.
Input Costs and Inflation Rising input costs, including labor and materials, coupled with inflationary pressures, could materially and adversely affect future profitability.
Global Tariffs Uncertainty Evolving trade policies and tariffs, especially concerning PRC imports, may disrupt supply chains and negatively impact customer demand.
Customer Loss Exposure Business faces risks from market concerns and potential loss of certain substantial customers, impacting future revenue stability.
見通し
Enercon Sales Integration Expect full year of Enercon sales in 2025 within Power Solutions segment, driven by aerospace and defense market growth.
Liquidity Position Strong Current liquidity, including $57.7M cash and credit availability, supports operations, capital needs, and potential future Enercon earnouts.
R&E Expense Election Elected to expense domestic R&E over two years, resulting in an approximate $8.5M reduction in current period taxable income.
Credit Facility Extension Revolving Credit Agreement commitment period extended to September 1, 2028, providing long-term borrowing capacity for operations.
同業比較
売上高 (TTM)
$3.98B
BHE$2.66B
PLUS$2.36B
粗利益率 (最新四半期)
PAYO84.3%
ADEA83.2%
DV82.3%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| VICR | $7.40B | 89.3 | 13.8% | 1.0% |
| TDC | $3.17B | 26.8 | 68.8% | 32.5% |
| BELFA | $2.96B | 43.9 | 16.6% | 26.2% |
長期トレンド
直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
6.1%
安定成長
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
100%
優れたキャッシュフローの実績
深度リサーチ
次回決算:2026年2月16日
EPS:-
|売上高:-
財務レポート
財務データ
全年度
Form 10-Q - Q3 2025
会計期末: 2025年9月30日|提出日: 2025年11月4日|売上高: $178.98M+44.8%|EPS: $1.80+181.3%予想を上回るForm 10-Q - Q2 2025
会計期末: 2025年6月30日|提出日: 2025年7月31日|売上高: $168.30M+26.3%|EPS: $2.17+41.8%予想を上回るForm 10-Q - Q1 2025
会計期末: 2025年3月31日|提出日: 2025年5月1日|売上高: $152.24M+18.9%|EPS: $1.43+11.7%予想を上回るForm 10-K - FY 2024
会計期末: 2024年12月31日|提出日: 2025年2月28日|売上高: $534.79M-16.4%|EPS: $3.26-43.6%予想を上回るForm 10-Q - Q3 2024
会計期末: 2024年9月30日|提出日: 2024年10月29日|売上高: $123.64M-22.1%|EPS: $0.64-56.2%予想を下回るForm 10-Q - Q2 2024
会計期末: 2024年6月30日|提出日: 2024年7月31日|売上高: $133.21M-21.1%|EPS: $1.53-30.1%予想を上回るForm 10-Q - Q1 2024
会計期末: 2024年3月31日|提出日: 2024年4月30日|売上高: $128.09M-25.7%|EPS: $1.28+12.3%予想を上回るForm 10-K - FY 2023
会計期末: 2023年12月31日|提出日: 2024年3月11日|売上高: $639.81M-2.2%|EPS: $5.78+56.6%予想を上回る