Belden Posts Record Q2 2026 Results on AI Data Center Demand
Event summary
- Record revenues of $750 million, up 12% year-over-year and 8% organically.
- Adjusted EPS of $2.34, up 24% year-over-year.
- Completed acquisition of RUCKUS Networks on July 1, 2026.
- Record orders of $836 million with a book-to-bill ratio of 1.11.
The big picture
Belden's strong Q2 2026 results reflect robust demand in AI data centers and physical AI deployments. The acquisition of RUCKUS Networks positions Belden to offer comprehensive networking solutions, from passive infrastructure to Wi-Fi 7 and intelligent cloud management. This strategic move underscores the company's focus on capturing emerging opportunities in intelligent, autonomous systems across factories and distribution centers.
What we're watching
- Integration Success
- How the RUCKUS Networks acquisition will affect Belden's full-stack networking solutions strategy.
- AI Data Center Growth
- Whether Belden can sustain its momentum in AI data centers and physical AI deployments.
- Market Demand
- The pace at which demand across end markets will continue to drive record orders and revenue growth.
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