Bel Fuse Inc. (BELFB)

Bel Fuse beat expectations on both the top and bottom line in the second fiscal quarter of 2026, reported July 29, 2026, with adjusted EPS of $2.90 topping the $2.40 estimate (+20.8%) and revenue of $210.7 million topping the $206.5 million estimate (+2%). Revenue rose ~25% to about $210.7 million (up from roughly $168.3 million a year ago), reflecting contributions across its power management solutions, circuit protection solutions, and interconnect solutions portfolio, while net income increased ~20% to about $32.2 million (up from roughly $26.9 million). Profitability ran at a gross margin of roughly 40% and an operating margin of about 18%, with gross profit of around $84.0 million and operating income of roughly $38.4 million. Operating cash flow came in at about $17.9 million, and the company paid roughly $0.8 million in dividends during the quarter. For the next period, consensus calls for EPS of $2.72 on revenue of $215.7 million.