$BDC

Canada’s banks say they face hurdles financing defence firms because many SMEs lack prior procurement contracts and compliance track records. The government plans to expand defence spending, including a $6-billion BDC defence financing program and a defence industrial strategy to triple revenue. Banks cite regulatory and risk constraints, while procurement cycles can take about seven years.

Belden (NYSE:BDC) shares rose about 6% to around $124 after its Q2 results beat expectations. Adjusted EPS was $2.34 on revenue of $750.2m, up from $672.0m a year earlier. The article highlights 39.6% adjusted gross margin and higher leverage, with net leverage at 1.7x pre RUCKUS expected to reach about 3.9x by end of Q3.

What Happened? Shares of electronic component manufacturer Belden (NYSE: BDC) jumped 13.5% in the afternoon session after the company reported second-quarter results that beat analyst expectations and provided a strong outlook for the third quarter. The company announced revenue of $750.2 million, an 11.6% increase from the same period a year ago. Belden's adjusted earnings per share (EPS) of $2.34 beat Wall Street's consensus estimates by 15.7% and was up 24% year-over-year.

Belden (NYSE:BDC) reported Q2 CY2026 results in line with expectations. Revenue rose 11.6% year on year to $750.2 million. Non-GAAP EPS was $2.34, 15.7% above analysts’ consensus. The company guided next-quarter revenue to about $960 million, 12.9% above estimates. Shares jumped 10.1% to $112.38.

Belden (BDC) reported Q2 results and issued Q3 guidance. Q2 net income rose to $68.54M, or $1.74/share, from $61.01M, or $1.53/share a year earlier. Q2 revenue increased 12% to a record $750.16M. For Q3, Belden expects EPS $0.69-$0.84, adjusted EPS $2.15-$2.30, and revenue $950M-$970M, citing demand and the RUCKUS acquisition.

Belden (BDC) shares rose about 4.7% pre-open after the company reported fiscal Q2 adjusted EPS of $2.34 vs $2.02 expected, and revenue of $750M vs $745M consensus. Belden guided Q3 revenue to $950M-$970M, above ~$943.6M consensus, citing RUCKUS Networks acquisition. Truist raised its price target to $155 from $150.

BELDEN INC. (BDC) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 companynewsreleasedatedjul.htm EX-99.1 Document Belden Reports Record Second Quarter 2026 Results St. Louis, Missouri – July 30, 2026 - Belden Inc. (NYSE: BDC) (“Belden” or the “Company”), a global full-stack networking solutions company, today reported fiscal second qu

Madison Small Cap Fund’s Q2 2026 investor letter said the fund returned 12.7% in the quarter, below the Russell 2000 (21.5%). The letter highlighted Belden Inc. (NYSE:BDC) as a newly added position, citing its Ruckus Networks acquisition. Belden closed at $101.20 on July 16, 2026, with Q1 2026 revenue of $696M (+11% YoY) and adjusted EPS of $1.77 (+11% YoY). The letter estimated intrinsic value at $175.

BELDEN INC. (BDC) filed an SEC Form 8-K — Completion of Acquisition or Disposition of Assets. EX-10.1 2 termloancreditagreement.htm EX-10.1 termloancreditagreement CERTAIN INFORMATION, MARKED IN THIS EXHIBIT WITH BRACKETS, HAS BEEN EXCLUDED FROM THIS EXHIBIT IN RELIANCE ON REGULATION S-K, ITEM 601(B) (10)(IV) BECAUSE SUCH INFORMATION IS BOTH NOT MATERIAL AND IS THE TYPE T

The article highlights three “value” AI-related stocks: Alphabet, Brady, and Belden. It says Alphabet’s AI infrastructure spending is raising capital expenditures and lowering free cash flow, but expects spending to moderate and FCF margins to reach ~30% by the 2030s (consensus via S&P Global). Brady’s wire identification products grew 19% and 13% regionally and are tied to data centers; it plans to integrate Honeywell’s PSS in fiscal 2027, with 2027 EPS forecast at $6.09. Belden is positioned f