Why Invest in Belden?
Belden is at the forefront of transforming how the world connects. Our strategic shift to a solutions-driven model
positions us uniquely to capitalize on critical market trends, offering investors a compelling opportunity for
sustainable, long-term value creation. We are building the essential, intelligent data infrastructure that powers
the modern, connected world.
- Proven Solutions-Driven Growth Our core strategy is a fundamental pivot to delivering
comprehensive, high-value solutions that solve our customers' most complex challenges. This transformation
is already driving:
• Enhanced Profitability: Solutions
sales lead to a richer product mix and higher margins.
• Expanded Opportunities: We secure
larger, more impactful projects, significantly growing our addressable market.
• Sticky Customer Relationships: By
deeply engaging with customers, we build enduring partnerships and secure long-term business.
• Scalable Impact: Our proven playbook
allows us to efficiently scale solutions across diverse industries and geographies, targeting
20% of our
total revenue from solutions by 2028.
- Aligned with Powerful Global Megatrends Belden is strategically positioned to benefit
from the most significant forces shaping the global economy:
• Reindustrialization & Reshoring: We
provide the critical data infrastructure needed for modern, automated manufacturing as production
returns to mature markets.
• IT/OT Convergence: We bridge the gap
between operational and information technology, unlocking powerful insights and efficiencies for our
customers.
• Explosive Data Growth: Our solutions
are essential for managing the ever-increasing volume, velocity, and variety of data, ensuring our
relevance in a data-intensive world.
• Strategic Vertical Focus: We
concentrate on high-growth, data-intensive sectors where our expertise delivers unmatched value.
- Robust Financial Performance & Disciplined Capital Allocation Our strategic transformation
translates directly into strong financial results and a clear commitment to shareholder returns:
• Consistent EPS Growth: We have a
strong track record of consistent double-digit EPS growth and are positioned for
strong future growth.
• Significant Free Cash Flow: We
consistently generate substantial free cash flow, providing financial flexibility for growth and
shareholder returns.
• Strategic Capital Deployment: We
prioritize high-return organic investments, value-accretive tuck-in acquisitions that enhance our
solutions, and returning capital to shareholders through share repurchases.
- Unique Competitive Advantage Belden's distinct capabilities and continuous innovation set
us apart:
• Comprehensive Portfolio:We offer an
unparalleled breadth of products, from physical infrastructure to advanced software, enabling end-to-end
data solutions.
• Collaborative Innovation: Our
customer innovation centers and strategic partnerships with industry leaders foster co-creation and
accelerate solution development.
• Deep Expertise: Our long-standing
presence and specialized knowledge in critical industries make us a trusted advisor to our
customers.
Belden offers investors a compelling opportunity to participate in the growth of the foundational data
infrastructure powering the modern world. Our proven solutions strategy, strong financial performance, and
alignment with powerful secular trends make us a compelling long-term investment. Join us as we continue to
connect, innovate, and deliver lasting value.