New York, Feb 13, 2026, 10:25 (EST) — Regular session
Belden Inc slipped roughly 1.7% to $148.27 during morning hours, giving back some ground after a 6.1% jump on the heels of its results. Shares have bounced between $146.62 and $152.00 so far today. 1
The fade is notable: after Thursday’s sharp move, investors are figuring out where Belden goes next. The company posted record fourth-quarter revenue of $720 million and adjusted earnings at $2.08 per share. On the call, CFO Jeremy Parks said he hadn’t seen “any evidence” that inflation was hurting demand at the end market. He also flagged just how choppy copper prices have been. 2
Risk appetite has swung back and forth. January U.S. inflation data landed softer than forecasts, but investors remain split on how that shapes the Federal Reserve’s rate cut timeline. “Better than expected,” said Federated Hermes strategist Phil Orlando of the report. 3
Belden, headquartered in St. Louis and specializing in networking solutions, posted record results for both the fourth quarter and the full year. First-quarter revenue is projected between $675 million and $690 million. “2025 was a year of clear progress,” CEO Ashish Chand said, citing record orders and stronger momentum. The company also announced it switched to a unified functional operating model at the start of this year. 4
The forecast tops what Wall Street was expecting for revenue, but profit projections are slimmer. Five analysts surveyed by RTTNews had been looking for $661.15 million in revenue for the first quarter, and $1.68 a share in earnings—figures that generally leave out special items. 5
Belden published its earnings release Thursday, tacking the report onto a Form 8-K, according to a regulatory filing. 6
Traders now have to decide if order momentum sticks around after the initial “beat-and-raise” move fades and the stock absorbs its recent gains. Investors are eager for details on the pace of higher-margin “solutions” revenue growth, plus clues on whether demand for automation remains widespread.
The situation swings both directions after a major move. Should clients delay projects, or if prices don’t keep up with shifts in input costs, things could unravel fast—management has already called out short-term uncertainty.
Belden’s next major update lands with the close of the first quarter on March 29. That’s when its guidance framework comes into play—and it’s also when investors will start seeing disclosures reflecting the company’s move to single-segment reporting. 7
