Belden Inc. (BDC)
NYSEInformation TechnologyCommunication EquipmentSnapshot 2026-11-04
$105.15-2.02%
Close 2026-11-04 · 1-day change
NYSEInformation TechnologyCommunication EquipmentSnapshot 2026-11-04
QuarterlyIQ Insights · BDC
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within information technology on a research-validated quality screen. As of 2026-11-04.
The screen ranks BDC against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated neutral grew net income 55% of the time over the next year (vs 56% for the rest of the cohort, n=8515).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Met or beat guidance 100% of the last 4 guided quarters · 74.6% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Our data center business reached an important milestone, with a signed agreement to supply $100 million of fiber assemblies in 2027.
Stated in 2 of 4 supplied quarters. Management reported: “Our data center business reached an important milestone, with a signed agreement to supply $100 million of fiber assemblies in 2027.” “With this announcement, we now expect our data center business to grow by more than 50% next year.”
“Our data center business reached an important milestone, with a signed agreement to supply $100 million of fiber assemblies in 2027.”
“We have been building our presence in AI data centers for several quarters, and that investment is beginning to show up in our order book.”
Our Ruckus integration is progressing, and we are encouraged by the growing cross-selling funnel and positive conversations we are having with customers.
Stated in 2 of 4 supplied quarters. Management reported: “Our Ruckus integration is progressing, and we are encouraged by the growing cross-selling funnel and positive conversations we are having with customers.” “With RUCKUS now part of Belden, we deliver every layer of the network, from passive infrastructure to Wi-Fi 7 to intelligent cloud management, from a single source.”
“Our Ruckus integration is progressing, and we are encouraged by the growing cross-selling funnel and positive conversations we are having with customers.”
First Quarter 2026 Highlights • Revenues of $696 million, up 11% y/y and up 7% y/y organically • GAAP EPS of $1.30, up 2% y/y • Adjusted EPS of $1.77, up 11% y/y • Repurchased 0.3 million shares for…
Stated in 2 of 4 supplied quarters. Management reported: “Consistent with our capital allocation priorities, we repurchased 1.7 million shares for $195 million during the year.” “First Quarter 2026 Highlights • Revenues of $696 million, up 11% y/y and up 7% y/y organically • GAAP EPS of $1.30, up 2% y/y • Adjusted EPS of $1.77, up 11% y/y • Repurchased 0.3 million shares for $30 million during the quarter "Belden delivered a strong start to 2026, with revenues up 11% year over year and up 7% organically, reflecting continued momentum in our solutions strategy and solid execution across the business,” said Ashish Chand, President and CEO of Belden Inc. “Adjusted EPS of $1.77 was up 11% year over year, demonstrating the earnings power of our growing solutions portfolio.”
We remain focused on disciplined execution as we advance our solutions strategy and compound value over time," said Dr. Chand.
Stated in 2 of 4 supplied quarters. Management reported: “Belden Announces Strategic Realignment to Accelerate Solutions Transformation Effective January 1, 2026, Belden transitioned from a legacy business segment structure to a unified, functional operating model that applies across the enterprise, from executive leadership to our functional teams.” “This structure accelerates our solutions transformation within key verticals and allows us to bring integrated offerings to market faster to address customers' most pressing needs.”
Pursue profitable growth while monitoring adjusted EBITDA margin and operating performance as the business and RUCKUS combine.
Over the trailing year it converted 0.85x of net income into operating cash flow. Historically, Information Technology names rated fragile grew net income 43% of the time over the next year (vs 59% for the rest of the cohort, n=3136).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
10 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Information Technology names rated neutral grew net income 56% of the time over the next year (vs 55% for the rest of the cohort, n=8114).
Not investment advice. As of 2026-11-04.
“With RUCKUS now part of Belden, we deliver every layer of the network, from passive infrastructure to Wi-Fi 7 to intelligent cloud management, from a single source.”
“First Quarter 2026 Highlights • Revenues of $696 million, up 11% y/y and up 7% y/y organically • GAAP EPS of $1.30, up 2% y/y • Adjusted EPS of $1.77, up 11% y/y • Repurchased 0.3 million shares for…”
“Consistent with our capital allocation priorities, we repurchased 1.7 million shares for $195 million during the year.”
“We remain focused on disciplined execution as we advance our solutions strategy and compound value over time," said Dr. Chand.”
“Belden Announces Strategic Realignment to Accelerate Solutions Transformation Effective January 1, 2026, Belden transitioned from a legacy business segment structure to a unified, functional operatin…”