BDC Earnings

BDC reported its FY2025Q4 earnings on 2026-02-12, showcasing a revenue of against an estimate of 695.00M, resulting in a 0% surprise. The EPS was 0, surpassing the expected 1.93 by 0% . The stock experienced a 0% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following BDC's FY2025Q4 earnings announcement on 2026-02-12, the stock price moved by % on the day of the release. Over the subsequent five days, it saw a % change. Historically, BDC's stock price tends to shift by an average of -0.78% in the 10 days leading up to earnings and +2.08% in the 10 days following, providing insight into potential market.

For 2025/Q4, analysts estimate BDC’s annual revenue to reach 696.97M, while the EPS is projected at 1.95. These estimates reflect recent revisions, with revenue estimates revised Revenue No Change by -0% and EPS estimates No Change by 0% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between BDC's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2025 were No Change by -0%, while EPS estimates moved No Change by 0% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, BDC's stock price typically moves by -0.78% in the 10 days before its earnings and +2.08% in the 10 days after. For the upcoming 2025/Q4 earnings, analysts expect an EPS of 1.95 and revenue of 696.97M.

The earnings call reveals strong financial metrics, including record-high revenue and EPS, and positive growth in the Automation Solutions segment. Despite some challenges in the Smart Infrastructure Solutions segment, the company remains optimistic about future growth, particularly with strategic initiatives in Physical AI and data centers. The Q&A section highlighted growth opportunities in reshoring and utility markets, although some guidance was vague. Overall, the positive financial performance and strategic growth drivers outweigh the uncertainties, suggesting a likely positive stock price movement.