Bel Fuse-B

Q2 FY2026 EarningsQ2 FY2026 results showed a top-line beat with revenue of $210.7M vs. $206.6M expected, while Gross Margin reached 39.9%, exceeding the 39.0% consensus. EBIT of $38.4M beat the $39.9M mean estimate (Note: reported EBIT was slightly lower than consensus mean but higher than mid-point of guidance ranges). Diluted EPS (Class B) of $1.89 missed the $2.12 consensus primarily due to a substantial 16.9% increase in share count following a May 2026 follow-on offering. Data Solutions revenue surged 54.4% YoY, driving the Industrial Technology & Data Solutions segment beat, while the Aerospace & Defense segment remained resilient with 20.3% growth.