📊 BELFB Key Takeaways
Is Bel Fuse Inc. /Nj (BELFB) a Good Investment?
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.
BEL FUSE shows strong fundamental quality with double-digit revenue growth, solid gross and operating margins, and healthy free cash flow generation. The balance sheet appears sound with strong liquidity and manageable leverage, but the flat net income despite 26.3% revenue growth suggests investors should watch for margin pressure, mix changes, or higher below-the-line costs.
Why Buy Bel Fuse Inc. /Nj Stock? BELFB 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
- 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
- Strong top-line growth with 26.3% YoY revenue expansion
- Healthy profitability profile with 39.1% gross margin and 16.4% operating margin
- Strong financial health supported by 3.02x current ratio, positive free cash flow, and manageable debt load
BELFB Stock Risks: Bel Fuse Inc. /Nj Investment 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
- Net income did not grow despite strong revenue growth, which may signal earnings quality or cost pressure concerns
- Long-term debt of $197.5M reduces flexibility if demand weakens or rates remain elevated
- Cash balance is modest relative to debt, making sustained cash flow generation important
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
- Net margin and operating margin trend
- Operating cash flow and free cash flow conversion
Bel Fuse Inc. /Nj (BELFB) Financial Metrics & Key Ratios
💡 AI Analyst Insight
Strong liquidity with a 3.02x current ratio provides a solid financial cushion.
BELFB Profit Margin, ROE & Profitability Analysis
BELFB vs Technology Sector: How Bel Fuse Inc. /Nj Compares
How Bel Fuse Inc. /Nj compares to Technology sector averages
Sector benchmarks are approximate industry averages. Actual sector performance may vary.
Is Bel Fuse Inc. /Nj Stock Overvalued? BELFB Valuation Analysis 2026
Based on fundamental analysis, Bel Fuse Inc. /Nj shows some fundamental concerns relative to the Technology 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.
Bel Fuse Inc. /Nj Balance Sheet: BELFB Debt, Cash & Liquidity
BELFB Revenue & Earnings Growth: 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 Revenue Growth, EPS Growth & YoY Performance
BELFB Quarterly Earnings & 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.
Bel Fuse Inc. /Nj Dividends, Buybacks & Capital Allocation
BELFB SEC Filings: Latest 10-K & 10-Q Analysis
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 a Combined AI Rating of BUY from Claude (STRONG BUY) and ChatGPT (BUY) with 82% combined confidence, based on fundamental analysis of SEC EDGAR filings.
What are BELFB's key strengths?
Claude: 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. ChatGPT: Strong top-line growth with 26.3% YoY revenue expansion. Healthy profitability profile with 39.1% gross margin and 16.4% operating margin.
What are the risks of investing in BELFB?
Claude: 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. ChatGPT: Net income did not grow despite strong revenue growth, which may signal earnings quality or cost pressure concerns. Long-term debt of $197.5M reduces flexibility if demand weakens or rates remain elevated.
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?
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 BELFB a good stock to buy right now?
Based on our AI fundamental analysis in April 2026, Bel Fuse Inc. /Nj has a BUY rating with 82% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.
Is BELFB stock overvalued or undervalued?
Valuation metrics for BELFB: ROE of 14.5% (sector avg: 22%), net margin of 9.1% (sector avg: 18%). Compare these metrics with sector averages to assess valuation.
Should I buy BELFB stock in 2026?
Our dual AI analysis gives Bel Fuse Inc. /Nj a combined BUY rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.
What is BELFB's free cash flow?
Bel Fuse Inc. /Nj's operating cash flow is $80.6M, with capital expenditures of $12.0M. FCF margin is 10.2%.
How does BELFB compare to other Technology stocks?
Vs Technology sector averages: Net margin 9.1% (avg: 18%), ROE 14.5% (avg: 22%), current ratio 3.02 (avg: 2.5).