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Littelfuse (LFUS)


Market Price (7/8/2026): $404.32 | Market Cap: $10.1 BilSector: Information Technology | Industry: Electronic Components

Littelfuse (LFUS)


Market Price (7/8/2026): $404.32
Market Cap: $10.1 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 16%

Low stock price volatility
Vol 12M is 39%

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 -25%

Expensive valuation multiples
P/EBITPrice/EBIT or Price/(Operating Income) ratio is 139x

Weak revenue growth
Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is 0.2%

Valuation getting more expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 54%

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 16%
1 Low stock price volatility
Vol 12M is 39%
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 -25%
4 Expensive valuation multiples
P/EBITPrice/EBIT or Price/(Operating Income) ratio is 139x
5 Weak revenue growth
Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is 0.2%
6 Valuation getting more expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 54%
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.

LFUS in ETFs

Weight = LFUS's share of each fund

VTI0.02%
ITOT0.01%
IWB0.01%
IJH0.32%
VIG0.05%
VB0.15%
IJJ0.38%
MDYV0.37%
+23 more covered ETFs

Valuation & Metrics

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Updated on 7/2/2026

Littelfuse (LFUS) stock has gained about 20% since 3/31/2026 because of the following key factors:

1. Littelfuse exceeded its fiscal Q1 2026 earnings expectations and provided strong guidance for fiscal Q2 2026. The company reported adjusted diluted EPS of $3.31 for fiscal Q1 2026 on May 6, 2026, which surpassed the consensus estimate of $2.83 by $0.48, representing a 17% beat. Revenue for the quarter reached $657 million, exceeding analyst expectations of $638.98 million and marking a 19% increase year-over-year. Following these strong results, Littelfuse issued an optimistic outlook for fiscal Q2 2026, projecting net sales between $690 million and $710 million (14% growth year-over-year) and adjusted diluted EPS in the range of $3.65 to $3.85, both exceeding prior consensus estimates.

2. The successful integration and significant contribution from the Basler Electric acquisition enhanced growth. The acquisition of Basler Electric, completed in December 2025, has notably contributed to Littelfuse's performance, outpacing initial expectations. In fiscal Q1 2026, Basler contributed 6% to the overall sales growth and accounted for a substantial 39% of the sales growth within the Industrial segment. This integration is regarded as transformative for high-power applications and has led to strategic design wins, particularly in grid and data center infrastructure.

Show more
Updated on 7/2/2026

Littelfuse (LFUS) stock has gained about 20% since 3/31/2026 because of the following key factors:

1. Littelfuse exceeded its fiscal Q1 2026 earnings expectations and provided strong guidance for fiscal Q2 2026. The company reported adjusted diluted EPS of $3.31 for fiscal Q1 2026 on May 6, 2026, which surpassed the consensus estimate of $2.83 by $0.48, representing a 17% beat. Revenue for the quarter reached $657 million, exceeding analyst expectations of $638.98 million and marking a 19% increase year-over-year. Following these strong results, Littelfuse issued an optimistic outlook for fiscal Q2 2026, projecting net sales between $690 million and $710 million (14% growth year-over-year) and adjusted diluted EPS in the range of $3.65 to $3.85, both exceeding prior consensus estimates.

2. The successful integration and significant contribution from the Basler Electric acquisition enhanced growth. The acquisition of Basler Electric, completed in December 2025, has notably contributed to Littelfuse's performance, outpacing initial expectations. In fiscal Q1 2026, Basler contributed 6% to the overall sales growth and accounted for a substantial 39% of the sales growth within the Industrial segment. This integration is regarded as transformative for high-power applications and has led to strategic design wins, particularly in grid and data center infrastructure.

3. Littelfuse demonstrated robust demand across key end markets and strong order momentum. The company experienced broad-based demand strength across various key markets, particularly within its Electronics segment, which saw 15% organic growth. This growth was fueled by increased demand from data center and diversified industrial applications. Evidence of strong forward momentum includes a reported book-to-bill ratio "well above 1.0" and a year-over-year increase in bookings of over 20%.

4. Positive analyst sentiment and raised price targets supported the stock's upward trend. Following the company's robust fiscal Q1 2026 results and favorable fiscal Q2 2026 guidance, Wall Street analysts maintained or upgraded their ratings and increased their price targets for Littelfuse. For example, Baird raised its price target to $535 from $500 on June 5, 2026. The overall consensus rating from analysts is a "Moderate Buy," with an average 12-month price target of $465.83, reflecting heightened investor confidence in the company's prospects.

5. An executive insider sold shares exceeding the USD 5 million threshold. On February 2, 2026, Executive Vice President Ryan K. Stafford sold 16,107 shares of Littelfuse stock for a total transaction value of $5.24 million.

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Stock Movement Drivers

Fundamental Drivers

The 19.4% change in LFUS stock from 3/31/2026 to 7/7/2026 was primarily driven by a 15.2% change in the company's P/S Multiple.
(LTM values as of)33120267072026Change
Stock Price ($)338.77404.3619.4%
Change Contribution By: 
Total Revenues ($ Mil)2,3862,4894.3%
P/S Multiple3.54.115.2%
Shares Outstanding (Mil)2525-0.7%
Cumulative Contribution19.4%

LTM = Last Twelve Months as of date shown

Market Drivers

3/31/2026 to 7/7/2026
ReturnCorrelation
LFUS19.4% 
Market (SPY)15.0%58.7%
Sector (XLK)34.8%67.3%

Fundamental Drivers

The 60.5% change in LFUS stock from 12/31/2025 to 7/7/2026 was primarily driven by a 51.1% change in the company's P/S Multiple.
(LTM values as of)123120257072026Change
Stock Price ($)251.95404.3660.5%
Change Contribution By: 
Total Revenues ($ Mil)2,3222,4897.2%
P/S Multiple2.74.151.1%
Shares Outstanding (Mil)2525-0.9%
Cumulative Contribution60.5%

LTM = Last Twelve Months as of date shown

Market Drivers

12/31/2025 to 7/7/2026
ReturnCorrelation
LFUS60.5% 
Market (SPY)9.9%55.9%
Sector (XLK)24.6%58.7%

Fundamental Drivers

The 80.1% change in LFUS stock from 6/30/2025 to 7/7/2026 was primarily driven by a 61.9% change in the company's P/S Multiple.
(LTM values as of)63020257072026Change
Stock Price ($)224.47404.3680.1%
Change Contribution By: 
Total Revenues ($ Mil)2,2102,48912.6%
P/S Multiple2.54.161.9%
Shares Outstanding (Mil)2525-1.2%
Cumulative Contribution80.1%

LTM = Last Twelve Months as of date shown

Market Drivers

6/30/2025 to 7/7/2026
ReturnCorrelation
LFUS80.1% 
Market (SPY)22.0%55.2%
Sector (XLK)42.1%55.4%

Fundamental Drivers

The 43.3% change in LFUS stock from 6/30/2023 to 7/7/2026 was primarily driven by a 45.7% change in the company's P/S Multiple.
(LTM values as of)63020237072026Change
Stock Price ($)282.14404.3643.3%
Change Contribution By: 
Total Revenues ($ Mil)2,5002,489-0.5%
P/S Multiple2.84.145.7%
Shares Outstanding (Mil)2525-1.2%
Cumulative Contribution43.3%

LTM = Last Twelve Months as of date shown

Market Drivers

6/30/2023 to 7/7/2026
ReturnCorrelation
LFUS43.3% 
Market (SPY)74.6%64.0%
Sector (XLK)110.0%61.2%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
LFUS Return24%-29%23%-11%9%68%75%
Peers Return27%-13%24%4%33%61%204%
S&P 500 Return27%-19%24%23%16%10%101%

Monthly Win Rates [3]
LFUS Win Rate67%33%67%42%50%57% 
Peers Win Rate69%33%52%52%65%57% 
S&P 500 Win Rate75%42%67%75%67%57% 

Max Drawdowns [4]
LFUS Max Drawdown-16%-39%-30%-15%-41%-20% 
Peers Max Drawdown-17%-30%-25%-28%-33%-21% 
S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 


[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 7/7/2026 (YTD)

How Low Can It Go

EventLFUSS&P 500
2025 US Tariff Shock
  % Loss-41.0%-18.8%
  % Gain to Breakeven69.6%23.1%
  Time to Breakeven113 days79 days
Summer-Fall 2023 Five Percent Yield Shock
  % Loss-27.9%-9.5%
  % Gain to Breakeven38.7%10.5%
  Time to Breakeven808 days24 days
2023 SVB Regional Banking Crisis
  % Loss-11.0%-6.7%
  % Gain to Breakeven12.3%7.1%
  Time to Breakeven22 days31 days
2022 Inflation Shock & Fed Tightening
  % Loss-37.3%-24.5%
  % Gain to Breakeven59.5%32.4%
  Time to Breakeven1220 days427 days
2020 COVID-19 Crash
  % Loss-43.5%-33.7%
  % Gain to Breakeven77.0%50.9%
  Time to Breakeven145 days140 days
Q4 2018 Fed Policy Error / Growth Scare
  % Loss-20.5%-19.2%
  % Gain to Breakeven25.8%23.8%
  Time to Breakeven63 days105 days

Compare to ETN, TEL, APH, VSH, ST

In The Past

Littelfuse's stock fell -41.0% during the 2025 US Tariff Shock. Such a loss loss requires a 69.6% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

EventLFUSS&P 500
2025 US Tariff Shock
  % Loss-41.0%-18.8%
  % Gain to Breakeven69.6%23.1%
  Time to Breakeven113 days79 days
Summer-Fall 2023 Five Percent Yield Shock
  % Loss-27.9%-9.5%
  % Gain to Breakeven38.7%10.5%
  Time to Breakeven808 days24 days
2022 Inflation Shock & Fed Tightening
  % Loss-37.3%-24.5%
  % Gain to Breakeven59.5%32.4%
  Time to Breakeven1220 days427 days
2020 COVID-19 Crash
  % Loss-43.5%-33.7%
  % Gain to Breakeven77.0%50.9%
  Time to Breakeven145 days140 days
Q4 2018 Fed Policy Error / Growth Scare
  % Loss-20.5%-19.2%
  % Gain to Breakeven25.8%23.8%
  Time to Breakeven63 days105 days
2011 US Debt Ceiling Crisis & European Contagion
  % Loss-30.6%-17.9%
  % Gain to Breakeven44.2%21.8%
  Time to Breakeven138 days123 days
2010 Eurozone Sovereign Debt Crisis / Flash Crash
  % Loss-26.6%-15.4%
  % Gain to Breakeven36.2%18.2%
  Time to Breakeven69 days125 days
2008-2009 Global Financial Crisis
  % Loss-74.5%-53.4%
  % Gain to Breakeven292.0%114.4%
  Time to Breakeven337 days1085 days

Compare to ETN, TEL, APH, VSH, ST

In The Past

Littelfuse's stock fell -41.0% during the 2025 US Tariff Shock. Such a loss loss requires a 69.6% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About Littelfuse (LFUS)

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Littelfuse (LFUS) is a global company that manufactures and sells a broad range of circuit protection, power control, and sensing products. Essentially, Littelfuse provides the critical components that safeguard electronic systems, manage power flow, and enable sensing functions across various applications worldwide. The company operates globally, serving markets in the Asia-Pacific, the Americas, and Europe.

The company's business is structured into three main segments. Its Electronics segment offers products such as fuses, resettable fuses, electrostatic discharge suppressors, varistors, reed switches, and advanced semiconductor components like TVS diodes, MOSFETs, and IGBTs. This segment primarily serves diverse markets including industrial motor drives, electric vehicles and infrastructure, data centers, telecommunications, medical devices, and mobile electronics. The Transportation segment focuses on providing specialized fuses, switches, relays, and sensors for original equipment manufacturers and suppliers in the passenger car, heavy-duty truck, and off-road vehicle industries. Lastly, the Industrial segment supplies industrial fuses, protection relays, contactors, and temperature sensors for applications in renewable energy, EV infrastructure, HVAC systems, industrial safety, and automation.

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AI Analysis | Feedback

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.

AI Analysis | Feedback

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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.

AI Analysis | Feedback

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.

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Peer Comparisons

Peers to compare with:

Financials

LFUSETNTELAPHVSHSTMedian
NameLittelfu.Eaton TE Conne.Amphenol Vishay I.Sensata . 
Mkt Price404.36395.68197.84158.6142.1944.29178.23
Mkt Cap10.1153.658.0194.95.76.434.1
Rev LTM2,48928,52218,69625,9043,1933,72811,212
Op Inc LTM3875,1813,7856,852785302,158
FCF LTM3903,7763,3914,632-915081,950
FCF 3Y Avg3563,3482,9473,026-1104001,673
CFO LTM4484,7414,4205,7312326252,522
CFO 3Y Avg4294,1983,7823,7692195522,160

Growth & Margins

LFUSETNTELAPHVSHSTMedian
NameLittelfu.Eaton TE Conne.Amphenol Vishay I.Sensata . 
Rev Chg LTM12.6%12.7%16.7%54.4%9.9%-2.8%12.7%
Rev Chg 3Y Avg0.2%10.1%4.7%28.9%-2.7%-2.7%2.5%
Rev Chg Q18.5%16.8%14.5%58.4%17.3%2.6%17.1%
QoQ Delta Rev Chg LTM4.3%3.9%3.3%12.2%4.0%0.6%4.0%
Op Inc Chg LTM34.3%7.3%23.4%86.8%10.3%22.6%23.0%
Op Inc Chg 3Y Avg-2.7%18.0%10.9%42.0%-37.2%-3.3%4.1%
Op Mgn LTM15.5%18.2%20.2%26.5%2.4%14.2%16.9%
Op Mgn 3Y Avg14.2%18.2%19.1%23.1%5.4%13.0%16.2%
QoQ Delta Op Mgn LTM0.6%-0.8%0.3%0.6%0.6%0.3%0.5%
CFO/Rev LTM18.0%16.6%23.6%22.1%7.3%16.8%17.4%
CFO/Rev 3Y Avg18.4%16.2%22.4%20.0%6.9%14.3%17.3%
FCF/Rev LTM15.7%13.2%18.1%17.9%-2.8%13.6%14.6%
FCF/Rev 3Y Avg15.2%12.9%17.4%16.2%-3.7%10.4%14.1%

Valuation

LFUSETNTELAPHVSHSTMedian
NameLittelfu.Eaton TE Conne.Amphenol Vishay I.Sensata . 
Mkt Cap10.1153.658.0194.95.76.434.1
P/S4.15.43.17.51.81.73.6
P/Op Inc26.229.615.328.473.412.227.3
P/EBIT139.329.715.428.769.622.029.2
P/E-252.738.519.943.62,519.6133.041.1
P/CFO22.632.413.134.024.810.323.7
Total Yield0.3%2.6%6.5%2.8%1.0%1.0%1.8%
Dividend Yield0.7%0.0%1.4%0.5%0.9%0.3%0.6%
FCF Yield 3Y Avg5.7%2.7%-3.0%-4.8%8.8%3.0%
D/E0.10.10.10.10.20.40.1
Net D/E0.00.10.10.10.10.30.1

Returns

LFUSETNTELAPHVSHSTMedian
NameLittelfu.Eaton TE Conne.Amphenol Vishay I.Sensata . 
1M Rtn-11.6%-0.1%-7.0%14.4%-26.1%-11.1%-9.1%
3M Rtn17.8%7.6%-5.9%23.7%122.7%26.9%20.7%
6M Rtn45.7%19.5%-13.9%12.6%156.7%23.9%21.7%
12M Rtn76.3%11.6%17.2%62.0%159.0%42.3%52.2%
3Y Rtn44.2%107.3%34.6%288.7%57.3%3.7%50.7%
1M Excs Rtn-14.7%-4.4%-9.3%9.3%-32.6%-14.8%-12.0%
3M Excs Rtn6.1%-4.5%-18.8%12.1%111.8%14.0%9.1%
6M Excs Rtn45.2%12.2%-24.0%4.5%168.6%18.3%15.2%
12M Excs Rtn53.2%-9.0%-4.4%41.1%130.9%19.9%30.5%
3Y Excs Rtn-24.5%36.2%-36.1%218.8%-16.2%-67.1%-20.4%

Comparison Analyses

Financials

Segment Financials

Revenue by Segment
$ Mil2025202420232022
Electronics1,3461,1871,3501,301
Transportation676672678528
Industrial364332334251
Total2,3862,1912,3632,080


Operating Income by Segment
$ Mil2025202420232022
Electronics220170301310
Transportation85593466
Industrial59425523
Other-326-112-28-13
Total38159361386


Assets by Segment
$ Mil20032002
The Americas274203
Asia-Pacific4845
Europe3433
Total355281


Price Behavior

Price Behavior
Market Price$404.36 
Market Cap ($ Bil)10.1 
First Trading Date09/23/1992 
Distance from 52W High-17.3% 
   50 Days200 Days
DMA Price$449.79$333.93
DMA Trendupup
Distance from DMA-10.1%21.1%
 3M1YR
Volatility44.3%38.8%
Downside Capture248.30132.26
Upside Capture195.38169.41
Correlation (SPY)59.2%55.5%
LFUS Betas & Captures as of 6/30/2026

 1M2M3M6M1Y3Y
Beta1.831.901.821.781.691.51
Up Beta-0.040.491.541.751.921.41
Down Beta1.881.962.252.582.151.74
Up Capture249%271%227%262%241%307%
Bmk +ve Days11244067140429
Stock +ve Days9193670136379
Down Capture216%203%164%96%109%109%
Bmk -ve Days10172358112321
Stock -ve Days12222755116372

[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
LFUS73.1%38.8%1.49-
Sector ETF (XLK)40.2%24.2%1.3455.8%
Equity (SPY)20.7%12.5%1.2255.4%
Gold (GLD)23.0%27.8%0.7323.6%
Commodities (DBC)22.9%18.6%0.97-1.4%
Real Estate (VNQ)13.6%13.8%0.6819.8%
Bitcoin (BTCUSD)-41.8%42.8%-1.1426.1%

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
LFUS11.0%34.8%0.37-
Sector ETF (XLK)20.4%25.5%0.7162.9%
Equity (SPY)13.3%17.1%0.6065.5%
Gold (GLD)17.8%18.3%0.7913.5%
Commodities (DBC)7.6%19.5%0.2915.7%
Real Estate (VNQ)3.1%18.9%0.0644.9%
Bitcoin (BTCUSD)13.2%53.5%0.4326.6%

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
LFUS14.4%35.3%0.48-
Sector ETF (XLK)25.1%24.8%0.9261.5%
Equity (SPY)15.7%17.9%0.7565.4%
Gold (GLD)11.6%16.1%0.599.5%
Commodities (DBC)6.2%18.0%0.2722.4%
Real Estate (VNQ)5.6%20.7%0.2346.5%
Bitcoin (BTCUSD)57.9%66.2%0.9817.8%

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

Short Interest

Short Interest: As Of Date6152026
Short Interest: Shares Quantity0.6 Mil
Short Interest: % Change Since 53120267.9%
Average Daily Volume0.3 Mil
Days-to-Cover Short Interest2.2 days
Basic Shares Quantity25.1 Mil
Short % of Basic Shares2.4%

Earnings Returns History

Updated 6/9/2026
Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
5/6/20264.5%7.9%13.8%
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%
...
SUMMARY STATS   
# Positive141616
# Negative1088
Median Positive4.7%6.5%11.4%
Median Negative-3.4%-6.9%-5.4%
Max Positive10.7%12.1%22.7%
Max Negative-12.4%-15.1%-14.0%
Collapse to Preview
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
5/6/20264.5%7.9%13.8%
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%
1/30/20240.0%-1.6%-1.2%
10/31/20234.1%6.0%7.7%
8/1/2023-12.4%-15.1%-11.7%
5/2/20238.2%4.7%5.7%
2/1/20234.0%3.4%4.7%
11/1/2022-5.0%0.5%13.3%
8/2/2022-5.8%-11.9%-14.0%
5/3/202210.7%7.5%18.4%
2/1/2022-5.7%-5.6%-6.9%
10/26/2021-2.3%9.9%10.5%
7/28/20216.2%8.3%15.2%
4/28/2021-0.5%-5.5%-5.9%
2/3/2021-0.9%2.7%-4.0%
10/28/2020-2.1%5.1%22.2%
7/29/20206.0%7.3%7.4%
SUMMARY STATS   
# Positive141616
# Negative1088
Median Positive4.7%6.5%11.4%
Median Negative-3.4%-6.9%-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
03/31/202605/06/202610-Q
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
Collapse to Preview
Report DateFiling DateFiling
03/31/202605/06/202610-Q
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
12/31/202102/17/202210-K
09/30/202110/27/202110-Q
06/30/202107/28/202110-Q
03/31/202104/28/202110-Q
12/31/202002/18/202110-K
09/30/202010/28/202010-Q
06/30/202007/29/202010-Q
03/31/202004/29/202010-Q
12/31/201902/21/202010-K
09/30/201910/30/201910-Q
06/30/201907/31/201910-Q

Recent Forward Guidance

Updated 6/1/2026

Latest: Q1 2026 Earnings Reported 5/6/2026

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
Q2 2026 Revenue690.00 Mil700.00 Mil710.00 Mil10.2% Higher NewGuidance: 635.00 Mil for Q1 2026
Q2 2026 Revenue Growth 14.0% -6.7%-1.0%Lower NewGuidance: 15.0% for Q1 2026
Q2 2026 Adjusted Diluted EPS3.653.753.8533.9% Higher NewGuidance: 2.8 for Q1 2026
Q2 2026 Adjusted Effective Tax Rate21.0%21.5%22.0%-10.4%-2.5%Lower NewGuidance: 24.0% for Q1 2026

Prior: 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

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

Updated 6/22/2026
Expand for More
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Gorski, Jeffrey GSVP & Chief Accounting OfficerDirectSell6182026482.481,389670,1632,713,462Form
2Hunter, Gordon DirectSell6162026480.001,432687,36012,807,840Form
3Grillo, Anthony DirectSell6112026451.963,0001,355,86729,344,585Form
4Hunter, Gordon DirectSell6042026488.31603294,45113,027,134Form
5Kim, Peter Sung-JipSVP & GM Industrial BusinessDirectSell6032026486.1710,1714,944,8335,113,048Form
Collapse to Preview
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Gorski, Jeffrey GSVP & Chief Accounting OfficerDirectSell6182026482.481,389670,1632,713,462Form
2Hunter, Gordon DirectSell6162026480.001,432687,36012,807,840Form
3Grillo, Anthony DirectSell6112026451.963,0001,355,86729,344,585Form
4Hunter, Gordon DirectSell6042026488.31603294,45113,027,134Form
5Kim, Peter Sung-JipSVP & GM Industrial BusinessDirectSell6032026486.1710,1714,944,8335,113,048Form
6Chu, MaggieSVP, CHRODirectSell5212026435.4811,3974,963,1312,613,297Form
7Nayar, DeepakSVP & GM Electronics BusinessDirectSell5202026446.785,9112,640,9172,181,180Form
8Ruppel, DavidSVP & GM Transportation Bus.DirectSell5202026445.16506225,2512,341,542Form
9Chu, MaggieSVP, CHRODirectSell4302026396.90282111,9262,381,797Form
10Chu, MaggieSVP, CHRODirectSell4302026392.47815319,8632,465,889Form
11Cerniglia, Kristina A DirectSell2252026368.382,343863,1141,567,457Form
12Hunter, Gordon DirectSell2202026367.68911334,9589,849,835Form
13Grillo, Anthony DirectSell2112026346.245,0001,731,21924,037,289Form
14Gorski, Jeffrey GSVP & Chief Accounting OfficerDirectSell2062026346.892,500867,2322,231,561Form
15Gorski, Jeffrey GSVP & Chief Accounting OfficerDirectSell2062026330.323,5001,156,1302,124,968Form
16Kim, Peter Sung-JipSVP & GM Industrial BusinessDirectSell2042026326.355,4881,790,9853,320,567Form
17Stafford, Ryan KExecutive VP, CLO & Corp SecDirectSell2042026325.2516,8395,476,8739,299,203Form
18Nayar, DeepakSVP & GM Electronics BusinessDirectSell2042026321.558,8752,853,7451,932,186Form
19Ruppel, DavidSVP & GM Transportation Bus.DirectSell2042026321.171,495480,1511,594,614Form
20Kim, Peter Sung-JipSVP & GM Industrial BusinessDirectSell12152025270.022,049553,2792,747,492Form
21Stafford, Ryan KExecutive VP, CLO & Corp SecDirectSell12152025268.312,162580,0867,671,251Form
22Nayar, DeepakSVP & GM Electronics BusinessDirectSell12082025259.074,4541,153,8981,556,752Form
23Nayar, DeepakSVP & GM Electronics BusinessDirectSell12082025259.123,036786,6881,554,202Form
24Nayar, DeepakSVP & GM Electronics BusinessDirectSell11282025255.502,333596,0821,532,489Form
25Stafford, Ryan KExecutive VP, CLO & Corp SecDirectSell8262025261.3410,2062,667,2228,030,152Form
26Conrad, AlexanderSVP &GM Passenger VehicleDirectSell8262025261.4313,2103,453,489895,920Form
27Gorski, Jeffrey GSVP & Chief Accounting OfficerDirectSell8152025262.4235091,8471,688,148Form
28Gorski, Jeffrey GSVP & Chief Accounting OfficerDirectSell8132025254.10750190,5751,723,560Form
29Chung, T J DirectSell8132025246.112,343576,6274,609,574Form
Core Cache Last Updated: 7/7/2026