Key Highlights:

  • Net sales increased USD 18.6 million, or 20.3%, in the second quarter compared with a year earlier.
  • Six month net sales increased 20.2%, driven primarily by higher sales in defense applications.
  • Labor costs fell to 7.4% of revenue in the first half, from 8.1% a year earlier.
  • Defense and rugged industrial applications were cited as the primary growth drivers for the quarter.

Bel Fuse Inc. (NASDAQ:BELFA) is scheduled to report third quarter results on Wednesday, Oct. 28, after the market close. Consensus estimates call for adjusted earnings per share of USD 2.71 on revenue of USD 215.20 million, against a market capitalization of USD 2.93 billion.

In the second quarter, net sales increased USD 18.6 million, or 20.3%, compared with the same period of 2025, which the company said was primarily driven by higher sales volumes led by defense and rugged industrial applications.

Cost Discipline

Labor costs represented 7.4% of revenue during the first six months of 2026, compared with 8.1% for the same period of 2025, which the company attributed to operating leverage on higher sales volumes, automation driven productivity, and other efficiency initiatives.

Figures to Follow in the Release

Investors can watch net sales growth against the 20.3% rate posted last quarter and for continued momentum in defense and rugged industrial end markets.