--- title: "Belden | 8-K: FY2026 Q2 Revenue Beats Estimate at USD 750.16 M" type: "News" locale: "en" url: "https://longbridge.com/en/news/294361331.md" datetime: "2026-07-30T12:02:41.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/294361331.md) - [en](https://longbridge.com/en/news/294361331.md) - [zh-HK](https://longbridge.com/zh-HK/news/294361331.md) generator: "portal-rs" --- # Belden | 8-K: FY2026 Q2 Revenue Beats Estimate at USD 750.16 M Revenue: As of FY2026 Q2, the actual value is USD 750.16 M, beating the estimate of USD 747.56 M. EPS: As of FY2026 Q2, the actual value is USD 1.74, beating the estimate of USD 1.65. EBIT: As of FY2026 Q2, the actual value is USD 98.8 M. ### Financial Highlights for Belden Inc. #### Revenue Belden Inc. reported record revenues of $750 million for the second quarter of 2026, marking a 12% increase year-over-year, with organic revenue growth of 8% year-over-year. Revenues for the six months ended June 28, 2026, were $1,446,532 thousand, compared to $1,296,853 thousand for the six months ended June 29, 2025. #### Net Income Net income for the second quarter of 2026 was $69 million, an increase from $61 million in the year-ago period. Net income as a percentage of revenues remained at 9.1% for both periods. For the six months ended June 28, 2026, net income was $119,563 thousand, an increase from $112,943 thousand for the six months ended June 29, 2025. #### Operational Profitability - **Gross Profit**: GAAP gross profit for the second quarter of 2026 was $293,624 thousand, up from $258,568 thousand in the prior year. The GAAP gross profit margin was 39.1%, compared to 38.5% in the year-ago period. Adjusted gross profit was $297,369 thousand, with an adjusted gross profit margin of 39.6%, up from 38.9% in the year-ago period. For the six months ended June 28, 2026, GAAP gross profit was $551,712 thousand, and adjusted gross profit was $562,810 thousand. - **Operating Income**: Operating income for the second quarter of 2026 was $99,260 thousand, an increase from $79,236 thousand in the year-ago period. For the six months ended June 28, 2026, operating income was $177,219 thousand, up from $151,862 thousand for the six months ended June 29, 2025. - **Adjusted EBITDA**: Adjusted EBITDA reached $145,911 thousand in the second quarter of 2026, a 28% increase from $114,064 thousand in the year-ago period. The adjusted EBITDA margin was 19.5%, up 250 basis points from 17.0%. For the six months ended June 28, 2026, Adjusted EBITDA was $263,967 thousand, compared to $218,029 thousand for the six months ended June 29, 2025. #### Operating Costs - **Cost of Sales**: Cost of sales for the second quarter of 2026 was - $456,533 thousand, compared to - $413,424 thousand in the prior year. For the six months ended June 28, 2026, cost of sales was - $894,820 thousand, compared to - $792,445 thousand for the six months ended June 29, 2025. - **Selling, General and Administrative (SG&A) Expenses**: SG&A expenses were - $147,827 thousand for the second quarter of 2026, compared to - $131,922 thousand in the year-ago period. For the six months ended June 28, 2026, SG&A expenses were - $286,479 thousand, compared to - $263,444 thousand for the six months ended June 29, 2025. - **Research and Development (R&D) Expenses**: R&D expenses were - $31,714 thousand for the second quarter of 2026, decreasing from - $33,940 thousand in the year-ago period. For the six months ended June 28, 2026, R&D expenses were - $61,803 thousand, compared to - $62,357 thousand for the six months ended June 29, 2025. - **Amortization of Intangibles**: Amortization of intangibles was - $14,823 thousand for the second quarter of 2026, compared to - $13,470 thousand in the year-ago period. For the six months ended June 28, 2026, amortization of intangibles was - $26,211 thousand, compared to - $26,745 thousand for the six months ended June 29, 2025. #### Cash Flow - **Net Cash Provided by Operating Activities**: For the six months ended June 28, 2026, net cash provided by operating activities was $110,558 thousand, an increase from $89,470 thousand for the six months ended June 29, 2025. - **Capital Expenditures**: Capital expenditures for the six months ended June 28, 2026, were - $85,054 thousand, compared to - $57,353 thousand for the six months ended June 29, 2025. - **Free Cash Flow**: Non-GAAP free cash flow for the six months ended June 28, 2026, was $25,512 thousand, a decrease from $32,232 thousand for the six months ended June 29, 2025. #### Other Key Metrics Belden Inc. reported record orders of $836 million in the second quarter of 2026, an increase of 19% year-over-year, with a book-to-bill ratio of 1.11. The company recognized a net EPS benefit of approximately $0.25 related to the expected recovery of International Emergency Economic Powers Act (“IEEPA”) tariffs, partially offset by new tariffs during the second quarter of 2026. Belden Inc. completed the acquisition of RUCKUS Networks on July 1, 2026, after the end of the second quarter. #### Outlook / Guidance For the third quarter of 2026, Belden Inc. expects revenues to be between $950 million and $970 million. GAAP EPS is projected to be in the range of $0.69 to $0.84, while Adjusted EPS is anticipated to be between $2.15 and $2.30. This outlook is driven by strong underlying demand, an expanded portfolio from the RUCKUS acquisition, record orders, and increasing engagement from data center and physical AI customers. ### Related Stocks - [BDC.US](https://longbridge.com/en/quote/BDC.US.md) ## Related News & Research - [Emerald Investment Advisers LLC Acquires Shares of 50,456 Belden Inc $BDC](https://longbridge.com/en/news/296677283.md) - [Callan Family Office LLC Acquires New Shares in Belden Inc $BDC](https://longbridge.com/en/news/296753388.md) - [Public Storage announces R$ 0.41 per unit dividend for Q3 2026](https://longbridge.com/en/news/296635332.md) - [SelectQuote Q4 2026 Earnings Preview](https://longbridge.com/en/news/296823343.md) - [Xcel Energy sets BRL 0.26 per unit distribution for payment Oct. 26, 2026](https://longbridge.com/en/news/296646864.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**