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Belden Inc. — Third Quarter 2026 Earnings Summary

  • Reported record quarterly revenue of $966 million (up 38% y/y) and record orders of $1,017 million (up 46% y/y), driving a 44% y/y increase in Adjusted EBITDA to $171 million and Adjusted EPS to $2.26.
  • GAAP net loss of $11 million resulted from $100 million in non-cash purchase accounting charges related to the Ruckus acquisition, contrasting with $57 million net income in the prior year period.
  • Provided Q4 2026 guidance for revenue of $960–$980 million, GAAP EPS of $0.24–$0.39, and Adjusted EPS of $2.20–$2.35, citing strong demand in data centers and physical AI.
  • Secured a $100 million fiber solutions agreement for 2027 delivery and expects the data center business to grow over 50% in 2027, while long-term debt rose to $3.03 billion following the acquisition.
Company
BELDEN INC
Sector
Technology
Industry
Communication Equipment