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Littelfuse (LFUS)

Market Price (4/7/2026): $338.47 | Market Cap: $8.4 Bil
Sector: Information Technology | Industry: Electronic Components

Littelfuse (LFUS)

Market Price (4/7/2026): $338.47
Market Cap: $8.4 Bil
Sector: Information Technology
Industry: Electronic Components

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0

Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 18%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 15%

Low stock price volatility
Vol 12M is 45%

Megatrend and thematic drivers
Megatrends include Electric Vehicles & Autonomous Driving, Automation & Robotics, and Renewable Energy Transition. Themes include EV Manufacturing, Show more.

Weak multi-year price returns
3Y Excs Rtn is -32%

Expensive valuation multiples
P/EBITPrice/EBIT or Price/(Operating Income) ratio is 223x

Stock price has recently run up significantly
12M Rtn12 month market price return is 125%

Weak revenue growth
Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -1.5%

Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -3.9%

Key risks
LFUS key risks include [1] its significant revenue dependency on the cyclical automotive industry and [2] the potential for costly product quality failures and recalls.

0 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 18%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 15%
1 Low stock price volatility
Vol 12M is 45%
2 Megatrend and thematic drivers
Megatrends include Electric Vehicles & Autonomous Driving, Automation & Robotics, and Renewable Energy Transition. Themes include EV Manufacturing, Show more.
3 Weak multi-year price returns
3Y Excs Rtn is -32%
4 Expensive valuation multiples
P/EBITPrice/EBIT or Price/(Operating Income) ratio is 223x
5 Stock price has recently run up significantly
12M Rtn12 month market price return is 125%
6 Weak revenue growth
Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -1.5%
7 Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -3.9%
8 Key risks
LFUS key risks include [1] its significant revenue dependency on the cyclical automotive industry and [2] the potential for costly product quality failures and recalls.

Valuation, Metrics & Events

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Littelfuse (LFUS) stock has gained about 35% since 12/31/2025 because of the following key factors:

1. Littelfuse reported stronger-than-expected financial results for the fourth quarter and full year 2025.

The company announced its Q4 2025 earnings on January 28, 2026, with adjusted diluted earnings per share (EPS) of $2.69, surpassing the consensus estimate of $2.51 by $0.18. Net sales for the quarter reached $594 million, representing a 12% year-over-year increase and exceeding analysts' expectations of $583.53 million. Furthermore, Littelfuse provided an optimistic Q1 2026 adjusted diluted EPS guidance of $2.70–$2.90, contributing to positive market sentiment.

2. The successful acquisition of Basler Electric strengthened Littelfuse's industrial presence.

Littelfuse completed its acquisition of Basler Electric on December 11, 2025, which expanded its Industrial segment by integrating Basler's electrical control and protection technologies. This strategic acquisition is anticipated to be accretive to Littelfuse's adjusted diluted EPS in 2026, signaling future growth potential.

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Stock Movement Drivers

Fundamental Drivers

The 34.2% change in LFUS stock from 12/31/2025 to 4/6/2026 was primarily driven by a 31.0% change in the company's P/S Multiple.
(LTM values as of)123120254062026Change
Stock Price ($)252.38338.8134.2%
Change Contribution By: 
Total Revenues ($ Mil)2,3222,3862.8%
P/S Multiple2.73.531.0%
Shares Outstanding (Mil)2525-0.3%
Cumulative Contribution34.2%

LTM = Last Twelve Months as of date shown

Market Drivers

12/31/2025 to 4/6/2026
ReturnCorrelation
LFUS34.2% 
Market (SPY)-5.4%52.7%
Sector (XLK)-5.0%52.1%

Fundamental Drivers

The 31.5% change in LFUS stock from 9/30/2025 to 4/6/2026 was primarily driven by a 25.6% change in the company's P/S Multiple.
(LTM values as of)93020254062026Change
Stock Price ($)257.64338.8131.5%
Change Contribution By: 
Total Revenues ($ Mil)2,2652,3865.4%
P/S Multiple2.83.525.6%
Shares Outstanding (Mil)2525-0.6%
Cumulative Contribution31.5%

LTM = Last Twelve Months as of date shown

Market Drivers

9/30/2025 to 4/6/2026
ReturnCorrelation
LFUS31.5% 
Market (SPY)-2.9%55.2%
Sector (XLK)-2.8%52.0%

Fundamental Drivers

The 74.2% change in LFUS stock from 3/31/2025 to 4/6/2026 was primarily driven by a 60.5% change in the company's P/S Multiple.
(LTM values as of)33120254062026Change
Stock Price ($)194.47338.8174.2%
Change Contribution By: 
Total Revenues ($ Mil)2,1912,3868.9%
P/S Multiple2.23.560.5%
Shares Outstanding (Mil)2525-0.4%
Cumulative Contribution74.2%

LTM = Last Twelve Months as of date shown

Market Drivers

3/31/2025 to 4/6/2026
ReturnCorrelation
LFUS74.2% 
Market (SPY)16.3%67.2%
Sector (XLK)33.1%65.8%

Fundamental Drivers

The 30.6% change in LFUS stock from 3/31/2023 to 4/6/2026 was primarily driven by a 38.4% change in the company's P/S Multiple.
(LTM values as of)33120234062026Change
Stock Price ($)259.50338.8130.6%
Change Contribution By: 
Total Revenues ($ Mil)2,5142,386-5.1%
P/S Multiple2.63.538.4%
Shares Outstanding (Mil)2525-0.6%
Cumulative Contribution30.6%

LTM = Last Twelve Months as of date shown

Market Drivers

3/31/2023 to 4/6/2026
ReturnCorrelation
LFUS30.6% 
Market (SPY)63.3%63.0%
Sector (XLK)84.7%58.4%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
LFUS Return24%-29%23%-11%9%37%43%
Peers Return27%-13%24%4%33%7%102%
S&P 500 Return27%-19%24%23%16%-4%75%

Monthly Win Rates [3]
LFUS Win Rate67%33%67%42%50%75% 
Peers Win Rate69%33%52%52%65%60% 
S&P 500 Win Rate75%42%67%75%67%50% 

Max Drawdowns [4]
LFUS Max Drawdown-6%-37%-1%-15%-36%0% 
Peers Max Drawdown-5%-29%-8%-15%-25%-5% 
S&P 500 Max Drawdown-1%-25%-1%-2%-15%-7% 

[1] Cumulative total returns since the beginning of 2021
[2] Peers: ETN, TEL, APH, VSH, ST. See LFUS Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 4/6/2026 (YTD)

How Low Can It Go

Unique KeyEventLFUSS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-40.6%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven68.2%34.1%
2022 Inflation ShockTime to BreakevenTime to Breakeven1,226 days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-45.3%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven82.9%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven217 days148 days
2018 Correction2018 Correction  
2018 Correction% Loss% Loss-35.6%-19.8%
2018 Correction% Gain to Breakeven% Gain to Breakeven55.2%24.7%
2018 CorrectionTime to BreakevenTime to Breakeven466 days120 days
2008 Global Financial Crisis2008 Global Financial Crisis  
2008 Global Financial Crisis% Loss% Loss-79.8%-56.8%
2008 Global Financial Crisis% Gain to Breakeven% Gain to Breakeven394.0%131.3%
2008 Global Financial CrisisTime to BreakevenTime to Breakeven569 days1,480 days

Compare to ETN, TEL, APH, VSH, ST

In The Past

Littelfuse's stock fell -40.6% during the 2022 Inflation Shock from a high on 11/17/2021. A -40.6% loss requires a 68.2% gain to breakeven.

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About Littelfuse (LFUS)

Littelfuse, Inc. manufactures and sells circuit protection, power control, and sensing products in the Asia-Pacific, the Americas, and Europe. The company's Electronics segment offers fuses and fuse accessories, positive temperature coefficient resettable fuses, polymer electrostatic discharge suppressors, varistors, reed switch based magnetic sensing products, and gas discharge tubes; and discrete transient voltage suppressor (TVS) diodes, TVS diode arrays, protection and switching thyristors, metal-oxide-semiconductor field-effect transistors and diodes, and insulated gate bipolar transistors. This segment serves industrial motor drives and power conversion, automotive electronics, electric vehicle and related infrastructure, power supplies, data centers, telecommunications, medical devices, alternative energy, building and home automation, appliances, and mobile electronics markets. Its Transportation segment provides blade, resettable, and high-current and high-voltage fuses, as well as battery cable protectors for hybrid and electric vehicles; fuses, switches, relays, circuit breakers, and power distribution modules for the commercial vehicles; and sensor products. This segment serves original equipment manufacturers, Tier-I suppliers, and parts distributors in the passenger car, heavy duty truck, off-road vehicles, material handling, agricultural, construction, and other commercial vehicle end markets. The company's Industrial segment offers industrial fuses, protection relays, contactors, transformers, and temperature sensors for use in renewable energy and energy storage systems, electric vehicle infrastructure, HVAC systems, industrial safety, non-residential construction, MRO, mining, and industrial automation. It sells its products through distributors, direct sales force, and manufacturers' representatives. Littelfuse, Inc. was founded in 1927 and is headquartered in Chicago, Illinois.

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Littelfuse is like:

  • '**Texas Instruments** for critical circuit protection and power control components.'
  • '**Infineon** for essential safety and power components in electric vehicles and industrial systems.'
  • '**Eaton** for the electronic and electrical safety components used across industries.'

AI Analysis | Feedback

  • Fuses and Circuit Breakers: Devices that protect electrical circuits from overcurrents, short circuits, and thermal events across various applications.
  • Semiconductor Protection Devices: Components like varistors, ESD suppressors, TVS diodes, and gas discharge tubes designed to shield electronics from voltage transients and electrostatic discharge.
  • Power Semiconductor Devices: Products such as MOSFETs, IGBTs, Diodes, and thyristors used for efficient power control, switching, and conversion.
  • Sensing Products: Devices including magnetic sensors (reed switches) and temperature sensors that detect and measure various physical parameters.
  • Relays, Switches, and Contactors: Electrically operated switches and control devices used for circuit functionality, protection, and power switching in diverse applications.
  • Power Distribution Modules & Transformers: Units that manage and distribute electrical power within systems or vehicles, and devices for transferring electrical energy.
  • Battery Cable Protectors: Specialized devices designed to protect high-current battery cables, particularly in hybrid and electric vehicles.

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Greg Henderson President, Chief Executive Officer & Director

Greg Henderson became President and Chief Executive Officer of Littelfuse effective February 10, 2025. He joined the Littelfuse Board in May 2023. Prior to Littelfuse, Dr. Henderson held senior leadership roles in the semiconductor industry. From 2017 to 2024, he served as the Senior Vice President of the Automotive & Energy, Communications, and Aerospace Group for Analog Devices, Inc. He was also Vice President of the RF and Microwave Business for Analog Devices from 2014 to 2017, and Vice President of the RF and Microwave Business for Hittite Microwave Corporation until its acquisition by Analog Devices in 2014. Before joining Hittite, Dr. Henderson held various technical and leadership positions at Harris Corporation, Tyco Electronics, TriQuint Semiconductor, and IBM.

Abhi Khandelwal Executive Vice President, Chief Financial Officer

Abhi Khandelwal was appointed Executive Vice President and Chief Financial Officer of Littelfuse, effective June 18, 2025. He brings over 20 years of financial and operational experience. Most recently, Mr. Khandelwal served as Senior Vice President and Chief Financial Officer at IDEX Corporation. Prior to IDEX, he was Chief Financial Officer of Multi-Color Corporation and Senior Vice President and Chief Financial Officer for CIRCOR International, which was acquired by KKR.

Deepak Nayar Senior Vice President and General Manager, Electronics Business

Deepak Nayar serves as Senior Vice President and General Manager, Electronics Business at Littelfuse. He joined Littelfuse in 2005 as Business Line Director of the Electronics Business Unit. Mr. Nayar has held various positions of increasing responsibility at Littelfuse, including Vice President, Global Sales, Electronics Business Unit; Senior Vice President, Electronics Business Unit; and Senior Vice President and General Manager, Electronics and Industrial Business before assuming his current role in 2022.

Jeffrey G. Gorski Senior Vice President and Chief Accounting Officer

Jeffrey Gorski is the Senior Vice President and Chief Accounting Officer of Littelfuse, a position he has held since August 2017. In this role, he is responsible for worldwide corporate and technical accounting, SEC reporting, and shared services. Prior to joining Littelfuse, Mr. Gorski served as Senior Vice President, Chief Accounting Officer, and Controller of R.R. Donnelley & Sons Company, where he held various roles of increasing responsibility from 2005 to 2017. He was also a senior manager at KPMG LLP.

Matthew J. Cole Senior Vice President and General Manager, Industrial Business Unit

Matthew J. Cole has been Senior Vice President and General Manager of the Industrial Business Unit at Littelfuse Inc. since July 2015. He is responsible for the electrical fuse, protection relay, and custom electrical products businesses. Mr. Cole's prior experience includes serving as Vice President and General Manager of Advanced Measurement Technology, Inc. of AMETEK. Before AMETEK, he held several positions with Danaher Corporation, including General Manager of Fluke Thermography and Manufacturing Manager for Fluke. He also served as Vice President of Marketing for Hennessy Industries and held operating, marketing, and service management positions with Honeywell Automation and Control Solutions and Matsushita Electronics/Panasonic.

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The key risks to Littelfuse's business are primarily linked to the volatility of global supply chains and raw material costs, as well as the cyclical nature of its major end markets.

1. Global Supply Chain Disruptions and Raw Material Cost Volatility

Littelfuse, as a manufacturer of electronic components and protection devices, relies heavily on a complex global supply chain for raw materials, subcomponents, and manufacturing processes. Disruptions due to geopolitical events, natural disasters, pandemics, or trade policies can severely impact the availability and cost of critical inputs such as semiconductors, metals, and other specialized materials. The company's Electronics segment, in particular, utilizes discrete transient voltage suppressor (TVS) diodes, metal-oxide-semiconductor field-effect transistors (MOSFETs), and insulated gate bipolar transistors (IGBTs), making it vulnerable to semiconductor shortages and price fluctuations. Such disruptions can lead to production delays, increased manufacturing costs, and an inability to meet customer demand, thereby negatively affecting revenue and profitability.

2. Cyclicality and Demand Fluctuations in End Markets

A significant portion of Littelfuse's revenue is derived from sectors highly susceptible to economic cycles and changing market conditions, particularly the automotive and industrial markets. The Transportation segment provides fuses, switches, and sensors to passenger car, heavy-duty truck, off-road vehicle, and other commercial vehicle manufacturers. Similarly, the Industrial segment caters to renewable energy, energy storage, industrial automation, and construction industries. A downturn in global vehicle production, reduced capital expenditures in industrial sectors, or shifts in consumer and business spending can lead to decreased demand for Littelfuse's products. This inherent cyclicality exposes the company to significant fluctuations in its order book, potentially impacting sales volumes and profitability.

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Littelfuse (symbol: LFUS) operates in several significant addressable markets related to circuit protection, power control, and sensing products across various industries.

Global Addressable Markets for Littelfuse's Main Products and Services:

  • Circuit Protection Market: The global circuit protection market was valued at approximately USD 55.2 billion in 2024 and is projected to reach USD 98.8 billion by 2034. Another estimate places the market at USD 48.97 billion in 2023, growing to USD 72.677.3 million by 2030.
  • Fuses Market: As a core component of circuit protection, the global fuse market was valued at around USD 5.84 billion in 2025 and is projected to grow to USD 10.88 billion by 2034. Another source estimates the global fuse market at USD 4.84 billion in 2024, expected to reach USD 9.44 billion by 2032.
  • Transient Voltage Suppressor (TVS) Diode Market: The global transient voltage suppressor (TVS) diode market was valued at approximately USD 1.15 billion in 2025 and is predicted to increase to USD 2.41 billion by 2035. The broader TVS and ESD Protection Diodes market was valued at USD 2.49 billion in 2026 and is expected to reach USD 3.89 billion by 2035.
  • Power Semiconductor Market: The global power semiconductor market, which includes components like MOSFETs, IGBTs, and diodes, was valued at approximately USD 55.7 billion in 2025 and is expected to grow to USD 97.5 billion by 2035. Another projection places the market at USD 54.94 billion in 2025, increasing to USD 81.70 billion by 2034.
  • Automotive Electronics Market: The global automotive electronics market was valued between approximately USD 302.45 billion and USD 362.4 billion in 2025, with projections suggesting growth to a range of USD 467.88 billion to USD 647.43 billion by 2034.
  • Automotive Sensor Market: The global automotive sensor market was valued between approximately USD 35.3 billion and USD 43.46 billion in 2025. It is expected to reach a range of USD 81.8 billion to USD 94.01 billion by 2035.
  • Temperature Sensor Market: The global temperature sensor market was valued at approximately USD 7.97 billion in 2024 and is poised to grow to USD 13.82 billion by 2033. Another estimate indicates a market size of USD 6.08 billion in 2024, projected to reach USD 11.21 billion by 2032.
  • Industrial Automation Market: The global industrial automation market was estimated between approximately USD 256.02 billion and USD 272.51 billion in 2025. It is predicted to increase to a range of USD 613.25 billion to USD 632.12 billion by 2035 or 2034, respectively.
  • Industrial Sensor Market: The global industrial sensor market was valued at approximately USD 53.7 billion in 2025 and is expected to grow to USD 98.1 billion by 2035.
  • Electric Vehicle (EV) Components Market: The global electric vehicle component market was valued between approximately USD 192.1 billion and USD 252.14 billion in 2025. Forecasts indicate significant growth, with projections ranging from USD 885.1 billion by 2034 to over USD 1,853.92 billion by 2035.

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Expected Drivers of Future Revenue Growth for Littelfuse (LFUS)

Littelfuse (LFUS) is positioned for future revenue growth over the next 2-3 years, driven by several strategic initiatives and strong market tailwinds:

  1. Strategic Acquisitions: Recent acquisitions, notably Basler Electric, are expected to significantly contribute to revenue growth. The Basler Electric acquisition, completed in December 2025, is projected to add $130 million to $135 million in revenue for 2026 and expands Littelfuse's exposure to high-power grid and data center applications.
  2. Expansion in High-Growth End Markets: Littelfuse is capitalizing on strong demand in several high-growth markets, including electric vehicles (EV) and related infrastructure, renewable energy, energy storage systems, and data centers. The company has observed double-digit revenue growth in data center, grid, utility infrastructure, and renewables markets. Its products are positioned to grow with 48V/Hybrid/EV platforms and in electric vehicle charging infrastructure.
  3. Increased Content and Share Gains: The company is focused on increasing its product content and gaining market share in its industrial, transportation, and electronics segments. This involves broadening its technology portfolio, leveraging industry-leading technical expertise, and providing more complete solutions for customers. A sharpened strategy for power semiconductors, targeting high-value applications, is also expected to drive improved performance.
  4. Strong Backlog and Customer Engagement: A robust backlog and deepening customer engagement are repeatedly cited by management as key factors supporting anticipated revenue growth. This indicates strong current demand for Littelfuse's offerings and a solid foundation for future sales.

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Share Repurchases

  • Littelfuse reported share repurchases of $28 million for the trailing twelve months ended December 2025.
  • Between September 28, 2025, and December 27, 2025, the company repurchased 120,689 shares for $27.37 million, completing a buyback announced on April 30, 2024, totaling 250,278 shares for $56.75 million.
  • The company plans to continue strategic share buybacks as part of its capital allocation strategy.

Share Issuance

  • Littelfuse's shares outstanding declined by 0.52% year-over-year for the quarter ending December 31, 2025.
  • Shares outstanding for 2025 declined by 0.89% from 2024, and 2024 saw a 0.25% decline from 2023.
  • However, shares outstanding increased by 0.46% in 2023 from 2022.

Outbound Investments

  • In October 2025, Littelfuse announced a definitive agreement to acquire Basler Electric Company for approximately $350 million in cash, which closed in December 2025.
  • The Basler Electric acquisition, with a net transaction value of approximately $320 million after tax benefits, is expected to add $130 million to $135 million in revenue and $0.10 to $0.15 in adjusted earnings for 2026.
  • The acquisition of Basler Electric aims to enhance high-power capabilities and expand Littelfuse's presence in high-growth industrial markets such as grid utility infrastructure, power generation, and data centers.

Capital Expenditures

  • Planned capital expenditures for 2025 were estimated to be between $90 million and $95 million.
  • Capital expenditures in fiscal year 2025 were $67.6 million, an $8.2 million decrease compared to fiscal year 2024.
  • Littelfuse prioritizes cash flow for organic investments and strategic acquisitions, utilizing its credit facility to finance capital expenditures among other corporate purposes.

Better Bets vs. Littelfuse (LFUS)

Latest Trefis Analyses

TitleDate
0DASHBOARDS 
1Littelfuse Earnings Notes12/28/2026
2Can Littelfuse Stock Hold Up When Markets Turn?10/17/2025
3Littelfuse vs Alphabet: Which Is A Better Investment?08/18/2025
4How Does Littelfuse Stock Stack Up Against Its Peers?08/13/2025
5Better Bet Than LFUS Stock: Pay Less Than Littelfuse To Get More From TMUS, PM 08/12/2025
6Better Bet Than LFUS Stock: Pay Less Than Littelfuse To Get More From AMAT, ACN 08/12/2025
7LFUS Dip Buy Analysis07/10/2025
8Littelfuse Total Shareholder Return (TSR): -9.4% in 2024 and -7.1% 3-yr compounded annual returns (below peer average)03/07/2025
9ARTICLES 
10Small Cap Stocks Trading At 52-Week High01/29/2026
11Why Has Littelfuse Stock Failed To Outperform The S&P, Despite Strong Sales Growth?07/14/2022
12Littelfuse Stock Set For Bounce After Shedding 4% Last Week?09/13/2021
13Stellar Demand Growth Could Drive 15% Rise In Littelfuse Stock06/09/2021
14Weak FY’20 Numbers To Drag Down Littelfuse Stock?02/22/2021
Title
0DASHBOARDS
1Littelfuse Earnings Notes
2Can Littelfuse Stock Hold Up When Markets Turn?
3Littelfuse vs Alphabet: Which Is A Better Investment?
4How Does Littelfuse Stock Stack Up Against Its Peers?
5Better Bet Than LFUS Stock: Pay Less Than Littelfuse To Get More From TMUS, PM 
6Better Bet Than LFUS Stock: Pay Less Than Littelfuse To Get More From AMAT, ACN 
7LFUS Dip Buy Analysis
8Littelfuse Total Shareholder Return (TSR): -9.4% in 2024 and -7.1% 3-yr compounded annual returns (below peer average)
9ARTICLES
10Small Cap Stocks Trading At 52-Week High
11Why Has Littelfuse Stock Failed To Outperform The S&P, Despite Strong Sales Growth?
12Littelfuse Stock Set For Bounce After Shedding 4% Last Week?
13Stellar Demand Growth Could Drive 15% Rise In Littelfuse Stock
14Weak FY’20 Numbers To Drag Down Littelfuse Stock?

Trade Ideas

Select ideas related to LFUS.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
PANW_3312026_Insider_Buying_GTE_1Mil_EBITp+DE_V203312026PANWPalo Alto NetworksInsiderInsider Buys | Low D/EStrong Insider Buying
Companies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap		0.0%0.0%0.0%
ALKT_3312026_Insider_Buying_45D_2Buy_200K03312026ALKTAlkami TechnologyInsiderInsider Buys 45DStrong Insider Buying
Companies with multiple insider buys in the last 45 days		0.0%0.0%0.0%
DBX_3272026_Dip_Buyer_FCFYield03272026DBXDropboxDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin		2.6%2.6%0.0%
DLB_3272026_Dip_Buyer_FCFYield03272026DLBDolby LaboratoriesDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin		3.5%3.5%0.0%
PTC_3272026_Dip_Buyer_FCFYield03272026PTCPTCDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin		3.5%3.5%0.0%
LFUS_3312025_Dip_Buyer_FCFYield03312025LFUSLittelfuseDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin		31.9%74.5%-23.9%
LFUS_10312023_Dip_Buyer_FCFYield10312023LFUSLittelfuseDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin		7.0%17.2%0.0%
LFUS_9302022_Dip_Buyer_FCFYield09302022LFUSLittelfuseDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin		35.6%25.7%-0.6%
LFUS_3312020_Dip_Buyer_FCFYield03312020LFUSLittelfuseDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin		34.0%100.1%-9.0%

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Peer Comparisons

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Financials

LFUSETNTELAPHVSHSTMedian
NameLittelfu.Eaton TE Conne.Amphenol Vishay I.Sensata . 
Mkt Price338.81363.89209.73126.4918.7634.83168.11
Mkt Cap8.4141.361.7155.02.55.135.1
Rev LTM2,38627,44818,09523,0953,0693,70410,900
Op Inc LTM3585,2103,6155,972575142,065
FCF LTM3663,5533,1374,378-894901,814
FCF 3Y Avg3433,3132,8702,894-663851,627
CFO LTM4344,4724,1265,3751846222,374
CFO 3Y Avg4204,1413,6773,5732415432,058

Growth & Margins

LFUSETNTELAPHVSHSTMedian
NameLittelfu.Eaton TE Conne.Amphenol Vishay I.Sensata . 
Rev Chg LTM8.9%10.3%14.2%51.7%4.5%-5.8%9.6%
Rev Chg 3Y Avg-1.5%9.8%3.8%24.1%-4.0%-2.7%1.2%
Rev Chg Q12.2%13.1%21.7%49.1%12.1%1.1%12.6%
QoQ Delta Rev Chg LTM2.8%3.1%4.8%10.1%2.9%0.3%3.0%
Op Mgn LTM15.0%19.0%20.0%25.9%1.9%13.9%17.0%
Op Mgn 3Y Avg14.4%18.1%18.8%22.7%6.7%13.0%16.3%
QoQ Delta Op Mgn LTM1.1%0.0%0.4%1.2%0.1%1.1%0.7%
CFO/Rev LTM18.2%16.3%22.8%23.3%6.0%16.8%17.5%
CFO/Rev 3Y Avg18.1%16.4%22.0%20.6%7.6%14.0%17.3%
FCF/Rev LTM15.3%12.9%17.3%19.0%-2.9%13.2%14.3%
FCF/Rev 3Y Avg14.8%13.1%17.2%16.7%-2.3%10.0%14.0%

Valuation

LFUSETNTELAPHVSHSTMedian
NameLittelfu.Eaton TE Conne.Amphenol Vishay I.Sensata . 
Mkt Cap8.4141.361.7155.02.55.135.1
P/S3.55.13.46.70.81.43.5
P/EBIT222.627.317.326.039.718.626.6
P/E-117.734.629.936.3-283.6162.132.2
P/CFO19.531.614.928.813.88.217.2
Total Yield0.0%3.2%4.7%3.3%1.8%1.3%2.5%
Dividend Yield0.9%0.3%1.3%0.5%2.1%0.7%0.8%
FCF Yield 3Y Avg5.5%2.8%-2.9%-3.3%8.2%2.9%
D/E0.10.10.10.10.40.60.1
Net D/E0.00.10.10.00.20.50.1

Returns

LFUSETNTELAPHVSHSTMedian
NameLittelfu.Eaton TE Conne.Amphenol Vishay I.Sensata . 
1M Rtn12.1%5.0%1.9%-3.9%13.0%5.6%5.3%
3M Rtn25.5%13.3%-9.1%-9.4%22.4%-0.8%6.3%
6M Rtn30.7%-3.7%-5.3%2.9%18.2%13.0%7.9%
12M Rtn124.7%49.4%74.4%115.6%62.1%88.9%81.7%
3Y Rtn39.7%142.7%42.1%234.2%-6.5%-20.9%40.9%
1M Excs Rtn7.9%6.1%2.8%-3.8%13.3%4.9%5.5%
3M Excs Rtn32.9%15.1%-6.2%-5.7%27.0%3.8%9.4%
6M Excs Rtn33.0%-1.3%-3.0%4.3%21.7%16.0%10.1%
12M Excs Rtn57.7%13.2%32.9%71.0%4.3%27.1%30.0%
3Y Excs Rtn-31.8%62.1%-22.0%160.9%-73.5%-89.9%-26.9%

Comparison Analyses

Financials

Segment Financials

Revenue by Segment
$ Mil20252024202320222021
Electronics1,1871,3501,4931,301938
Transportation672678716528396
Industrial332334305251112
Total2,1912,3632,5142,0801,446


Operating Income by Segment
$ Mil20252024202320222021
Electronics170301432310153
Transportation5934646642
Industrial4255492312
Other-112-28-43-13-44
Total159361501386162


Price Behavior

Price Behavior
Market Price$338.81 
Market Cap ($ Bil)8.4 
First Trading Date09/23/1992 
Distance from 52W High-10.1% 
   50 Days200 Days
DMA Price$337.28$273.66
DMA Trendupup
Distance from DMA0.5%23.8%
 3M1YR
Volatility46.6%40.6%
Downside Capture0.110.63
Upside Capture183.97164.04
Correlation (SPY)48.9%63.1%
LFUS Betas & Captures as of 3/31/2026

 1M2M3M6M1Y3Y
Beta2.061.671.901.651.581.45
Up Beta-0.442.502.621.991.381.37
Down Beta4.343.233.172.192.091.70
Up Capture175%146%238%208%222%229%
Bmk +ve Days7162765139424
Stock +ve Days10213570136378
Down Capture112%66%31%97%114%108%
Bmk -ve Days12233358110323
Stock -ve Days12212856116373

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return		Annualized
Volatility		Sharpe
Ratio		Correlation
with LFUS
LFUS74.7%44.8%1.37-
Sector ETF (XLK)31.3%27.0%0.9865.9%
Equity (SPY)15.3%19.0%0.6467.3%
Gold (GLD)49.6%28.0%1.4410.5%
Commodities (DBC)15.5%17.7%0.7428.1%
Real Estate (VNQ)3.1%16.5%0.0145.6%
Bitcoin (BTCUSD)-19.0%44.0%-0.3531.1%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
Annualized
Return		Annualized
Volatility		Sharpe
Ratio		Correlation
with LFUS
LFUS6.6%33.8%0.25-
Sector ETF (XLK)16.6%24.7%0.6062.4%
Equity (SPY)11.7%17.0%0.5366.2%
Gold (GLD)21.8%17.8%1.0112.1%
Commodities (DBC)11.6%18.8%0.5019.7%
Real Estate (VNQ)3.4%18.8%0.0947.3%
Bitcoin (BTCUSD)3.0%56.5%0.2726.9%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
Annualized
Return		Annualized
Volatility		Sharpe
Ratio		Correlation
with LFUS
LFUS12.1%34.7%0.43-
Sector ETF (XLK)21.5%24.3%0.8161.2%
Equity (SPY)14.0%17.9%0.6765.6%
Gold (GLD)14.0%15.9%0.737.5%
Commodities (DBC)8.4%17.6%0.3924.8%
Real Estate (VNQ)5.1%20.7%0.2147.6%
Bitcoin (BTCUSD)65.9%66.9%1.0517.6%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date3132026
Short Interest: Shares Quantity0.7 Mil
Short Interest: % Change Since 2282026-10.4%
Average Daily Volume0.4 Mil
Days-to-Cover Short Interest1.9 days
Basic Shares Quantity24.9 Mil
Short % of Basic Shares2.8%

Returns Analyses

Earnings Returns History

Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
1/28/20266.1%12.1%22.7%
10/29/2025-3.8%-8.1%-2.1%
7/30/202510.4%6.7%11.6%
4/29/20251.8%6.4%16.9%
1/28/20255.0%3.1%4.9%
10/29/2024-3.0%-3.7%-4.9%
7/30/20243.3%-8.5%4.0%
4/30/20241.2%11.6%11.1%
...
SUMMARY STATS   
# Positive141516
# Negative1098
Median Positive5.5%6.4%11.4%
Median Negative-3.4%-5.6%-5.4%
Max Positive10.7%12.1%22.7%
Max Negative-12.4%-15.1%-14.0%

SEC Filings

Expand for More
Report DateFiling DateFiling
12/31/202502/19/202610-K
09/30/202510/29/202510-Q
06/30/202507/30/202510-Q
03/31/202504/30/202510-Q
12/31/202403/13/202510-K
09/30/202410/30/202410-Q
06/30/202407/31/202410-Q
03/31/202405/01/202410-Q
12/31/202302/16/202410-K
09/30/202311/01/202310-Q
06/30/202308/02/202310-Q
03/31/202305/03/202310-Q
12/31/202202/16/202310-K
09/30/202211/02/202210-Q
06/30/202208/03/202210-Q
03/31/202205/04/202210-Q

Recent Forward Guidance [BETA]

Latest: Q4 2025 Earnings Reported 1/28/2026

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
Q1 2026 Revenue625.00 Mil635.00 Mil645.00 Mil9.5% Higher NewActual: 580.00 Mil for Q4 2025
Q1 2026 Revenue Growth 15.0% 50.0%5.0%Higher NewActual: 10.0% for Q4 2025
Q1 2026 EPS2.72.82.912.0% Higher NewActual: 2.5 for Q4 2025
Q1 2026 Adjusted Effective Tax Rate 24.0% 9.1%2.0%Higher NewActual: 22.0% for Q4 2025

Prior: Q3 2025 Earnings Reported 10/29/2025

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
Q4 2025 Revenue570.00 Mil580.00 Mil590.00 Mil-6.4% LoweredGuidance: 620.00 Mil for Q3 2025
Q4 2025 Revenue Growth 10.0%    
Q4 2025 Adjusted Diluted EPS2.42.52.6-9.1% LoweredGuidance: 2.75 for Q3 2025
Q4 2025 Adjusted Effective Tax Rate 22.0% -12.0%-3.0%LoweredGuidance: 25.0% for Q3 2025

Insider Activity

Expand for More
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value		Value of
Held Shares		Form
1Kim, Peter Sung-JipSVP & GM Industrial BusinessDirectSell12152025270.022,049553,2792,747,492Form
2Stafford, Ryan KExecutive VP, CLO & Corp SecDirectSell12152025268.312,162580,0867,671,251Form
3Nayar, DeepakSVP & GM Electronics BusinessDirectSell12082025259.123,036786,6881,554,202Form
4Nayar, DeepakSVP & GM Electronics BusinessDirectSell12082025259.074,4541,153,8981,556,752Form
5Nayar, DeepakSVP & GM Electronics BusinessDirectSell11282025255.502,333596,0821,532,489Form

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