The article evaluates three consumer and industrial stocks based on their cash flow performance and long-term financial health. It identifies Colgate-Palmolive as a strong cash-producing company with a high free cash flow margin and strong profitability, recommending it as a potential buy. In contrast, it advises selling IPG Photonics and Bel Fuse due to declining sales, shrinking margins, and weak earnings performance over recent years. The piece also references a broader market context, noting that a tariff announcement by Trump in April 2025 triggered a selloff that has since recovered, and highlights a curated list of high-performing growth stocks with strong five-year returns.

Bel Fuse President Stephen Dawson sold 1,200 shares of Class B Common Stock at $127.07, totaling $152,484. The company reported strong Q2 2025 financial results, including EPS of $1.67 and revenue of $168.3 million.

Bel Fuse Inc. (NASDAQ:BELFA, BELFB) announced a regular quarterly cash dividend of $0.06 per share for Class A common shares and $0.07 per share for Class B common shares, payable on October 31, 2025 to shareholders of record on October 15, 2025. The company has approximately 12,663,000 common shares outstanding, with 2,115,000 Class A and 10,548,000 Class B shares. Bel Fuse designs, manufactures, and markets products for networking, telecommunications, computing, military, aerospace, transportation, and e-Mobility industries.

Vontier (VNT) is set to report Q2 earnings, with analysts expecting revenue growth of 5.4% YoY to $734 million, surpassing the 8.9% decline in the same quarter last year. The company beat revenue expectations by 2.8% and adjusted operating income estimates. Peer companies Bel Fuse and Acuity Brands also reported strong results, with Bel Fuse up 18.8% and Acuity Brands up 5.8% post-results. Vontier's stock has risen 8.2% over the past month, with an average analyst price target of $44.55.

AMETEK, an electronic products manufacturer, is set to announce earnings results, with analysts expecting flat year-on-year revenue of $1.73 billion and adjusted earnings of $1.69 per share. The company missed revenue estimates in the previous quarter but beat EBITDA expectations. Peer companies like Bel Fuse and Acuity Brands reported strong growth, while AMETEK's stock price remains stagnant despite positive sector sentiment.