Belden Inc. (BDC) Q3 2026 Earnings Call Transcript

Belden Inc. ( BDC ) Q3 2026 Earnings Call October 29, 2026 8:30 AM EDT Company Participants Aaron Reddington - Vice President of Investor Relations Ashish Chand - President, CEO & Director Jeremy Parks - Executive VP & CFO Conference Call Participants Christopher Dankert - D.A. Davidson & Co., Research Division Robert Jamieson - Needham & Company, LLC, Research Division Piyush Avasthy - Citigroup Inc., Research Division Mark Delaney - Goldman Sachs Group, Inc., Research Division Steven Fox - Fox Advisors LLC William Stein - Truist Securities, Inc., Research Division Presentation Aaron Reddington Vice President of Investor Relations Good morning, and thank you for joining us for Belden's Third Quarter 2026 Earnings Conference Call.

Seeking Alpha • 4 hours ago

Belden Reports Record Third Quarter 2026 Results and Announces $100 Million Data Center Agreement for 2027

ST. LOUIS--(BUSINESS WIRE)--Belden Inc. (NYSE: BDC) (“Belden” or the “Company”), a global full-stack networking solutions company, today reported fiscal third quarter results for the period ended September 27, 2026. Third Quarter 2026 Highlights Record revenues of $966 million, up 38% y/y and up 11% y/y organically Record orders of $1,017 million, up 46% y/y and up 16% y/y organically, with a book-to-bill of 1.05x GAAP EPS of ($0.29), including non-cash purchase accounting charges related to th.

Business Wire • 12 hours ago

Belden and Radiflow Partner to Close the Gap Between OT Threat Detection and Network Response

ST. LOUIS--(BUSINESS WIRE)--Belden Inc. (NYSE: BDC), a leading global provider of complete connection solutions, today announced a strategic partnership with Radiflow, a leading global provider of OT cybersecurity solutions and services for critical infrastructure and industrial automation, particularly within discrete industries. Together, the companies will enable automated, intelligence-driven security enforcement across operational technology environments, closing the critical gap between t.

Business Wire • Oct 23, 2026

Belden to Announce Third Quarter 2026 Results

ST. LOUIS--(BUSINESS WIRE)--Belden Inc. (NYSE: BDC), a leading global supplier of specialty networking solutions, will report its fiscal third quarter results for the period ended September 27, 2026, before the market opens on Thursday, October 29, 2026. Management will discuss the Company's results during a conference call at 8:30 a.m. Eastern Time. A webcast of the conference call and accompanying presentation materials will be available in the Investor Relations section of Belden's corporate.

Business Wire • Oct 15, 2026

BDC Weekly Review: Default Rate Estimates Are All Over The Place

We take a look at the action in business development companies through the fourth week of September and highlight some of the key themes we are watching. BDC sector valuations have declined, presenting attractive entry points as future yield on price rises with Fed rate hikes. Default rates in private credit are low by payment metrics (~1.5%), but amendment activity and lender-control events are increasing.

Seeking Alpha • Oct 4, 2026

BDC: The RUCKUS Debt Looks Scarier Than The Math

Belden is rated Buy, with a 2027 price target of ~$135 and a longer-term target of ~$173 by 2029, driven by RUCKUS acquisition integration. BDC's deleveraging plan is credible: management expects to reduce net leverage from ~3.9x to ~2.9x by 2027, primarily through strong free cash flow conversion. RUCKUS offers high gross margins (65%+) and capital-light operations, but recent revenue and profit declines highlight integration and execution risks.

Seeking Alpha • Oct 2, 2026

New Smart Factory Insights Solution from Belden and Edge2Web Helps Manufacturers Eliminate Costly Downtime

ST. LOUIS, Mo.--(BUSINESS WIRE)--Belden Inc. (NYSE: BDC), a leading global provider of complete connection solutions, today announced the new Belden and Edge2Web Smart Factory Insights solution, powered by AWS IoT SiteWise. The solution helps manufacturers drive continuous improvement across the plant floor by digitizing operations and visualizing key performance indicators (KPIs). Manufacturers are under pressure to improve efficiency, but turning plant floor data into action remains difficult.

Business Wire • Oct 1, 2026

Belden Demonstrates Early Progress on RUCKUS Integration and Value Creation

ST. LOUIS--(BUSINESS WIRE)--Belden Inc. (NYSE: BDC), a leading global provider of complete connection solutions, announces today that it will manufacture select RUCKUS Networks ICX Ethernet switches at its Pune, India facility. This signals an important step in the integration of RUCKUS, a Belden brand, into Belden through early initiatives focused on leveraging the combined company's manufacturing, supply chain, commercial and operational capabilities to create value and accelerate growth. The.

Business Wire • Sep 24, 2026

Belden Recognized with Two 2026 GEN IMPACT Awards from the Global ERG Network ®

ST. LOUIS--(BUSINESS WIRE)--Belden Inc. (NYSE: BDC), a leading global provider of complete connection solutions, today announced it has received two recognitions in the 2026 GEN IMPACT Awards from the Global ERG Network ® (GEN). The GEN IMPACT Awards recognize Employee Resource Groups (ERGs), Councils and Executive Sponsors that are making meaningful impact and delivering measurable organizational outcomes across industries. Belden received the following recognition: Top 10 Enterprise-Wide ERGs.

Business Wire • Sep 8, 2026

Belden Launches New Edge Connectivity, Resilient Switching and High-Density Infrastructure Innovations

ST. LOUIS--(BUSINESS WIRE)--Belden Inc. (NYSE: BDC), a leading global provider of complete connection solutions, today announced the launch of new products and portfolio expansions designed to help customers build more efficient, resilient and scalable IT/OT networks—spanning industrial device connectivity, wireless orchestration, rugged switching and power options, high-density fiber infrastructure and life-safety cabling. Operational Technology (OT) environments across manufacturing, energy a.

Business Wire • Aug 27, 2026