Bel Fuse Inc. designs, manufactures, markets, and sells products that are used in the networking, telecommunication, high-speed data transmission, commercial ae…
$225.49-3.43%
报价 2026-11-13
市值
$2.78B
EV
$2.54B
PE (TTM)
55.8x
预期 PE (FY2026)
20.6x
52 周区间距高点 -32.3%
$134.36$333.04
筛选结果
pipeline · 2026-11-13Keep✗ 高增长✗ Cheap✓ GARP
GARP Pool: growth 10-30%, MC/GP <= 11
爆发潜力
2026-11-13未命中✗ 收入线✗ EPS 线
| 财年 | 收入倍数 | EPS | PE |
|---|---|---|---|
| FY+22027-12 | 1.2x | 8.52 → 12.57（1.5x） | 17.9 |
| FY+32028-12 | 1.3x | 8.52 → 14.45（1.7x） | 15.6 |
毛利率 40% · TTM 收入 $786M · 基数 EPS 8.52（调整后）
电话会信号
辅助标签Q3 20262026-10-29
扩产需求加速AI 词频高积压订单词频高供不应求
指引 无
信心 5
分析师 4
“We expect fourth quarter net sales to be in the range of $220 million-$240 million, with gross margin between 40%-42%.”
原文引用（3）
- 扩产：Our factories did an outstanding job securing materials, increasing manufacturing capacity, and strengthening business resiliency.
- 需求加速：we continue to see strong bookings across the business with record all-time high bookings, again, exceeding our level of sales during the quarter.
- 供不应求：It's still not enough, I think, to meet the demand.
蓝色标签在暴涨研究中略有区分度；悬停查看口径。
研究结论
还没有研究记录。先生成 L2 基本面报告（约 1–3 分钟），结论会显示在这里。
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事件
0 条 · 随区间与图例筛选该区间内无事件。
同行对比
FMP 同行列表 · 2026-05-16| 公司 | 市值 | 今日 | 预期营收增速 | 毛利率 | PE | EV/EBITDA | P/FCF | 池 |
|---|---|---|---|---|---|---|---|---|
| BELFBBel Fuse Inc. | $2.78B | -3.4% | +24.4% | 40.9% | 55.8x | 17.5x | 35.1x | GARP |
| TDCTeradata Corporation | $3.18B | +1.8% | +0.7% | 59.3% | 5.6x | 3.2x | 3.5x | Cheap |
| KNKnowles Corporation | $2.8B | -2.9% | +17.3% | 41.9% | 57.8x | 27.3x | 35.2x | |
| PLUSePlus inc. | $2.51B | -0.7% | +9.0% | 27% | 19.2x | 10.8x | 80.0x | |
| OUSTOuster, Inc. | $2.44B | -8.5% | +51.9% | 42.6% | – | – | – | 高增长 |
| PAYOPayoneer Global Inc. | $2.44B | +0.3% | +1.8% | 71.2% | 50.4x | 11.6x | 14.8x | |
| VECOVeeco Instruments Inc. | $2.39B | -3.1% | +21.4% | 38.4% | 96.7x | 48.8x | 19.9x | GARP |
| NTCTNetScout Systems, Inc. | $2.34B | -1.3% | +5.6% | 78.9% | 23.6x | 11.9x | 11.1x | |
| BHEBenchmark Electronics, Inc. | $2.25B | -2.7% | +16.2% | 10.4% | 81.9x | 16.4x | 19.5x | |
| 同行中位数 | – | – | +12.6% | 42.2% | 50.4x | 11.9x | 19.5x |
研究全文
L2 基本面 memo
尚无基本面 memo
点击「生成基本面报告」——基于最新 filings、电话会纪要与分析师共识生成 L2 memo。
财务报表
| Metric | 2026-09-30 Q3 2026 | 2026-06-30 Q2 2026 | 2026-03-31 Q1 2026 | 2025-12-31 Q4 2025 | 2025-09-30 Q3 2025 | 2025-06-30 Q2 2025 | 2025-03-31 Q1 2025 | 2024-12-31 Q4 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $220.5M | $210.7M | $178.5M | $175.9M | $179M | $168.3M | $152.2M | $149.9M |
| Gross Margin | 40.9% | 39.9% | 39% | 39.4% | 39.7% | 38.7% | 38.6% | 37.5% |
| Operating Margin | 17.9% | 18.2% | 13.6% | 16.4% | 17.2% | 15.5% | 14.5% | 8.3% |
| Net Income | $38.1M | $32.2M | $11.4M | $-5.4M | $22.3M | $26.9M | $17.9M | $-1.8M |
| Diluted EPS | 1.83 | 1.89 | 0.92 | -0.51 | 1.7 | 2.07 | 1.46 | -0.14 |
| Operating Cash Flow | $34.2M | $17.9M | $13.8M | $29.6M | $22.2M | $20.7M | $8.1M | $8.3M |
研究材料
Filing 摘要
电话会纪要摘要
暂无纪要摘要。