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.


  1. 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.


  2. 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.


  3. 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.


  4. 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.

Robust EPS growth

Robust EPS
Growth

Clear path to continued
EPS growth

Sustainable
Organic Growth

Enhanced solution selling capabilities aligned with secular growth markets

Deploying
Capital

Meaningful cash flow deployed towards organic growth, M&A, and shareholder returns

Improving Profitability

Incremental margins are immediately accretive