Bel Fuse (BELFA) Q2 FY26 earnings call

Bel Fuse delivered another strong quarter, marked by robust organic growth in defense and data solutions, and significant improvements in liquidity through a debt paydown following an equity raise. The company is strategically focusing on higher-margin business and investing in capacity and talent to capitalize on strong market momentum, particularly in European defense and high-performance computing, while navigating near-term inventory and FX pressures.