Bel Fuse's stock surged 15.04% during after-hours trading on Tuesday, following the release of its fourth-quarter and full-year 2025 financial results.
The electronics manufacturer reported quarterly non-GAAP earnings of $1.88 per share, significantly beating the analyst consensus estimate of $1.58. Revenue for the quarter reached $175.9 million, exceeding expectations of $172 million and marking a 17.4% increase from the same period last year. The company's gross profit margin also improved to 39.4%, up from 37.5% a year earlier.
Management attributed the strong performance to robust demand across commercial aerospace and defense sectors. Additionally, the company provided an optimistic outlook for the first quarter of 2026, forecasting sales between $165 million and $180 million, which is above the consensus estimate of $164.9 million. This combination of earnings beats, margin expansion, and positive forward guidance drove significant investor optimism in extended trading.