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Side-by-side financial comparison of BELDEN INC. (BDC) and BREAD FINANCIAL HOLDINGS, INC. (BFH). Click either name above to swap in a different company.
BREAD FINANCIAL HOLDINGS, INC. is the larger business by last-quarter revenue ($975.0M vs $720.1M, roughly 1.4× BELDEN INC.). On growth, BELDEN INC. posted the faster year-over-year revenue change (8.1% vs 5.4%). Over the past eight quarters, BELDEN INC.'s revenue compounded faster (15.9% CAGR vs -0.8%).
Belden Inc. is an American, multinational, publicly traded company specializing in the design, manufacture, and distribution of end-to-end networking, security and connectivity products. The company serves the Industrial Automation Solutions, Smart Buildings and Broadband & 5G markets.
Bread Financial Holdings, Inc. is an American publicly traded provider of private label credit cards, coalition loyalty programs, and direct marketing, derived from the capture and analysis of transaction-rich data.
BDC vs BFH — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $720.1M | $975.0M |
| Net Profit | $67.9M | — |
| Gross Margin | 36.6% | — |
| Operating Margin | 12.2% | 4.9% |
| Net Margin | 9.4% | — |
| Revenue YoY | 8.1% | 5.4% |
| Net Profit YoY | 16.3% | — |
| EPS (diluted) | $1.70 | $1.21 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $720.1M | $975.0M | ||
| Q3 25 | $698.2M | $971.0M | ||
| Q2 25 | $672.0M | $929.0M | ||
| Q1 25 | $624.9M | $970.0M | ||
| Q4 24 | $666.0M | $925.0M | ||
| Q3 24 | $654.9M | $983.0M | ||
| Q2 24 | $604.3M | $939.0M | ||
| Q1 24 | $535.7M | $991.0M |
| Q4 25 | $67.9M | — | ||
| Q3 25 | $56.7M | $188.0M | ||
| Q2 25 | $61.0M | $139.0M | ||
| Q1 25 | $51.9M | $138.0M | ||
| Q4 24 | $58.4M | — | ||
| Q3 24 | $53.7M | $2.0M | ||
| Q2 24 | $49.0M | $133.0M | ||
| Q1 24 | $37.3M | $134.0M |
| Q4 25 | 36.6% | — | ||
| Q3 25 | 37.7% | — | ||
| Q2 25 | 38.5% | — | ||
| Q1 25 | 39.3% | — | ||
| Q4 24 | 37.5% | — | ||
| Q3 24 | 37.3% | — | ||
| Q2 24 | 37.5% | — | ||
| Q1 24 | 37.6% | — |
| Q4 25 | 12.2% | 4.9% | ||
| Q3 25 | 10.9% | 20.2% | ||
| Q2 25 | 11.8% | 18.7% | ||
| Q1 25 | 11.6% | 20.3% | ||
| Q4 24 | 10.4% | -2.9% | ||
| Q3 24 | 11.5% | 4.1% | ||
| Q2 24 | 11.4% | 19.2% | ||
| Q1 24 | 9.9% | 19.0% |
| Q4 25 | 9.4% | — | ||
| Q3 25 | 8.1% | 19.4% | ||
| Q2 25 | 9.1% | 15.0% | ||
| Q1 25 | 8.3% | 14.2% | ||
| Q4 24 | 8.8% | — | ||
| Q3 24 | 8.2% | 0.2% | ||
| Q2 24 | 8.1% | 14.2% | ||
| Q1 24 | 7.0% | 13.5% |
| Q4 25 | $1.70 | $1.21 | ||
| Q3 25 | $1.41 | $3.96 | ||
| Q2 25 | $1.53 | $2.94 | ||
| Q1 25 | $1.27 | $2.78 | ||
| Q4 24 | $1.41 | $0.08 | ||
| Q3 24 | $1.30 | $0.05 | ||
| Q2 24 | $1.19 | $2.66 | ||
| Q1 24 | $0.90 | $2.70 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $389.9M | $3.6B |
| Total DebtLower is stronger | — | $4.3B |
| Stockholders' EquityBook value | $1.3B | $3.3B |
| Total Assets | $3.5B | $22.7B |
| Debt / EquityLower = less leverage | — | 1.29× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $389.9M | $3.6B | ||
| Q3 25 | $314.3M | $3.8B | ||
| Q2 25 | $301.5M | $3.8B | ||
| Q1 25 | $259.0M | $4.2B | ||
| Q4 24 | $370.3M | $4.0B | ||
| Q3 24 | $323.0M | $3.5B | ||
| Q2 24 | $564.8M | $4.1B | ||
| Q1 24 | $506.8M | $3.8B |
| Q4 25 | — | $4.3B | ||
| Q3 25 | — | $3.8B | ||
| Q2 25 | — | $4.2B | ||
| Q1 25 | — | $5.1B | ||
| Q4 24 | — | $5.6B | ||
| Q3 24 | — | $4.6B | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $1.3B | $3.3B | ||
| Q3 25 | $1.2B | $3.3B | ||
| Q2 25 | $1.2B | $3.2B | ||
| Q1 25 | $1.2B | $3.1B | ||
| Q4 24 | $1.3B | $3.1B | ||
| Q3 24 | $1.2B | $3.1B | ||
| Q2 24 | $1.2B | $3.2B | ||
| Q1 24 | $1.2B | $3.0B |
| Q4 25 | $3.5B | $22.7B | ||
| Q3 25 | $3.4B | $21.7B | ||
| Q2 25 | $3.4B | $21.8B | ||
| Q1 25 | $3.3B | $22.4B | ||
| Q4 24 | $3.3B | $22.9B | ||
| Q3 24 | $3.3B | $21.7B | ||
| Q2 24 | $3.5B | $22.1B | ||
| Q1 24 | $3.1B | $22.3B |
| Q4 25 | — | 1.29× | ||
| Q3 25 | — | 1.14× | ||
| Q2 25 | — | 1.34× | ||
| Q1 25 | — | 1.67× | ||
| Q4 24 | — | 1.82× | ||
| Q3 24 | — | 1.47× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $160.4M | $568.0M |
| Free Cash FlowOCF − Capex | $121.3M | — |
| FCF MarginFCF / Revenue | 16.8% | — |
| Capex IntensityCapex / Revenue | 5.4% | — |
| Cash ConversionOCF / Net Profit | 2.36× | — |
| TTM Free Cash FlowTrailing 4 quarters | $218.7M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $160.4M | $568.0M | ||
| Q3 25 | $105.0M | $605.0M | ||
| Q2 25 | $82.0M | $526.0M | ||
| Q1 25 | $7.4M | $393.0M | ||
| Q4 24 | $174.7M | $479.0M | ||
| Q3 24 | $91.7M | $456.0M | ||
| Q2 24 | $83.0M | $477.0M | ||
| Q1 24 | $2.7M | $447.0M |
| Q4 25 | $121.3M | — | ||
| Q3 25 | $65.3M | — | ||
| Q2 25 | $56.9M | — | ||
| Q1 25 | $-24.8M | — | ||
| Q4 24 | $116.4M | — | ||
| Q3 24 | $67.2M | — | ||
| Q2 24 | $61.0M | — | ||
| Q1 24 | $-21.5M | — |
| Q4 25 | 16.8% | — | ||
| Q3 25 | 9.4% | — | ||
| Q2 25 | 8.5% | — | ||
| Q1 25 | -4.0% | — | ||
| Q4 24 | 17.5% | — | ||
| Q3 24 | 10.3% | — | ||
| Q2 24 | 10.1% | — | ||
| Q1 24 | -4.0% | — |
| Q4 25 | 5.4% | — | ||
| Q3 25 | 5.7% | — | ||
| Q2 25 | 3.7% | — | ||
| Q1 25 | 5.2% | — | ||
| Q4 24 | 8.8% | — | ||
| Q3 24 | 3.7% | — | ||
| Q2 24 | 3.6% | — | ||
| Q1 24 | 4.5% | — |
| Q4 25 | 2.36× | — | ||
| Q3 25 | 1.85× | 3.22× | ||
| Q2 25 | 1.34× | 3.78× | ||
| Q1 25 | 0.14× | 2.85× | ||
| Q4 24 | 2.99× | — | ||
| Q3 24 | 1.71× | 228.00× | ||
| Q2 24 | 1.69× | 3.59× | ||
| Q1 24 | 0.07× | 3.34× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BDC
| Automation Solutions Segment | $397.7M | 55% |
| Broadband Solutions | $164.8M | 23% |
| Smart Buildings Solutions | $157.7M | 22% |
BFH
Segment breakdown not available.
