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What BELDEN promised, and what happened

Guidance Tracker · every commitment management made on a call, tracked from the quarter it was made

Guidance

What management said, and what became of it

13 of 17 judged targets kept · 19 open · verdicts reflect calls analysed to Jun 2026.

TargetOriginal wordingSaidLatest callVerdict
Q2 FY26 adjusted EPS guidanceNot disclosed in corpus (range given during the missing Q1 FY26 call)Mar 2026Jun 2026:Adjusted EPS of $2.34 grew 24% compared to $1.89 in the prior year period, above the high end of our guidance.
Call transcript, Jun 2026 · no direct link
Achieved
Adjusted EPS$2.15 to $2.30Jun 2026Jun 2026:Adjusted EPS is expected to be between $2.15 and $2.30
Call transcript, Jun 2026 · no direct link
New

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

The full ledger

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The rest of the ledger

Pro opens all 36 tracked commitments for BELDEN

Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.