8-K ·Filed Apr 6, 2026
8-K Item 2.02: Earnings release
Actionable Insight ▲ Bullish
The strong earnings beat combined with strategic reorganization suggests improved focus on high-growth markets. Monitor the new segment reporting starting next quarter for execution on the realignment strategy.
Final — all horizons settled through T+60d
BELFB ▲ +26.96% at T+60d
LONG call ✓ call won +26.96% · α vs SPY +13.69% · entry $210.26 → $266.94
T+1d
+8.54%
call +8.54% · α +6.00%
$228.22
settled 6mo ago
T+5d
+12.85%
call +12.85% · α +7.52%
$237.27
settled 6mo ago
T+20d
+36.35%
call +36.35% · α +26.57%
$286.69
settled 5mo ago
T+60d
+26.96%
call +26.96% · α +13.69%
$266.94
settled 3mo ago
Price Chart
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Executive Summary
Bel Fuse reported strong Q4 2025 results with revenue and EPS beating consensus, while simultaneously announcing a strategic realignment and leadership changes. The company is transitioning to two end-market-focused segments and appointing new executives to lead them.
Key Financial Metrics
EPS
$1.98
est $1.65 · +20.3%
Revenue
$175.9M
est $172.1M · +2.2% · +17.4% YoY
Rating
strong beat
Guidance
$165M-$180M
initiated
Gross Margin
39.4%
Key Facts
- Q4 2025 revenue of $175.9M beat consensus of $172.1M
- Non-GAAP EPS of $1.98 beat consensus of $1.65 by 20.3%
- Gross margin improved to 39.4% from 37.5% in Q4-24
- Company reorganizing into two business units: Aerospace, Defense & Rugged Solutions and Industrial Technology & Data Solutions
- Steve Dawson and Tom Smelker appointed as new business unit presidents
Financial Impact
Revenue beat by $3.8M and EPS beat by $0.33
revenueepsgross_margin
Risk Factors
- Integration challenges from previous Enercon acquisition
- Geopolitical risks related to operations in Israel
Market Snapshot
Exchange
Nasdaq
Sector
Electronic Coils, Transformers & Other Inductors
Documents Analyzed
This report is based on 9 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001437749-26-011412 |
| Exhibit: ex_939985.htm | 0001437749-26-011412 |
| Exhibit: ex_939291.htm | 0001437749-26-011412 |
| Exhibit: ex_939984.htm | 0001437749-26-011412 |
| Document: belfa20260330_8k.htm | 0001437749-26-011412 |
| Document: 0001437749-26-011412-index-headers.html | 0001437749-26-011412 |
| Document: 0001437749-26-011412-index.html | 0001437749-26-011412 |
| Document: 0001437749-26-011412.txt | 0001437749-26-011412 |
| 8-K Data (Synthetic) | 0001437749-26-011412 |
8 reports for BELFB
67% Hit rate best @ T+5▲ +8.85%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
May 13, 2026 20w ago | 424B5 | $266.92 $291.59 | ▼ −9.24% | ▼ −4.80% | $257.94 (+3.36%) |
May 12, 2026 20w ago | 8-K | $298.22 $289.40 | ▼ −2.96% | ▼ −7.34% | $257.94 (−13.51%) |
Apr 29, 2026 22w ago | 8-K | $275.84 $270.26 | ▼ −2.02% | ▼ −5.13% | $257.94 (−6.49%) |
Apr 17, 2026 24w ago | DEFA14A | $254.25 $279.39 | ▲ +9.89% | ▲ +3.74% | $257.94 (+1.45%) |
Apr 10, 2026 25w ago | DEFA14A | $235.66 $251.53 | ▲ +6.73% | ▼ −3.59% | $257.94 (+9.45%) |
Apr 6, 2026 25w ago | 8-K | $210.26 $266.94 | ▲ +26.96% | ▲ +13.69% | $257.94 (+22.68%) |
Mar 16, 2026 28w ago | Insider Cluster | $205.05 $279.13 | ▼ −36.13% | ▼ −25.64% | $257.94 (−25.79%) |
Feb 24, 2026 31w ago | Insider Cluster | $234.33 $249.71 | ▼ −6.56% | ▲ +0.18% | $257.94 (−10.08%) |
Showing 8 of 8
US Market Status
Market Closed — Opens Mon (64h 18m)
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