Littelfuse (NASDAQ:LFUS) Posts Earnings Results, Beats Estimates By $0.18 EPS

Littelfuse (NASDAQ:LFUS) released its quarterly earnings results on Wednesday. The technology company reported $2.69 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.51 by $0.18, FiscalAI reports. The firm had revenue of $593.93 million for the quarter, compared to analysts’ expectations of $583.53 million. Littelfuse had a net margin of 5.66% and a return on equity of 9.89%. The firm’s revenue for the quarter was up 12.2% compared to the same quarter last year. During the same quarter last year, the company earned $2.04 EPS. Littelfuse updated its Q1 2026 guidance to 2.700-2.900 EPS.

Here are the key takeaways from Littelfuse’s conference call:

• Littelfuse closed the acquisition of Basler Electric in December, which management says strengthens its high‑power capabilities and should contribute about $130–$135M of revenue and $0.10–$0.15 of adjusted EPS in 2026 with a projected high‑teens adjusted EBITDA margin.
• Fourth quarter results showed momentum with $594M revenue (up 12% year‑over‑year, 7% organic), adjusted EBITDA margin of 20.5% (+480 bps), adjusted diluted EPS of $2.69, strong cash generation ($139M operating cash flow, $120M free cash flow) and a conservative capital structure (net debt/EBITDA ~1.2x).
• The company recorded a non‑cash $301M goodwill impairment related to the IXYS and Dortmund acquisitions due to weaker sales and profitability, prompting a portfolio rationalization and manufacturing footprint review in its power semiconductor business.
• Management highlighted strategic progress — a salesforce realignment, doubled data center design wins in 2025, bookings up >20% entering 2026, and a sharpened focus on high‑power markets (data center, battery storage, grid) — supporting expectation of strong near‑term growth and further updates at an Investor Day on May 14.

Littelfuse Stock Up 6.1%

Shares of LFUS opened at $314.25 on Thursday. Littelfuse has a 52-week low of $142.10 and a 52-week high of $332.48. The company has a quick ratio of 3.05, a current ratio of 4.00 and a debt-to-equity ratio of 0.30. The stock has a fifty day simple moving average of $267.52 and a two-hundred day simple moving average of $258.12. The company has a market capitalization of $7.82 billion, a PE ratio of 59.86, a price-to-earnings-growth ratio of 1.97 and a beta of 1.43.

Littelfuse Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, March 5th. Shareholders of record on Thursday, February 19th will be paid a $0.75 dividend. The ex-dividend date of this dividend is Thursday, February 19th. This represents a $3.00 dividend on an annualized basis and a dividend yield of 1.0%. Littelfuse’s dividend payout ratio (DPR) is 57.14%.

Key Stories Impacting Littelfuse

Here are the key news stories impacting Littelfuse this week:

• Positive Sentiment: Q4 beat — Littelfuse reported EPS of $2.69 (vs. $2.51 consensus) and revenue of $593.9M (+12.2% YoY), demonstrating underlying growth and margin recovery. This is a primary driver of the stock strength today. Littelfuse (LFUS) Surpasses Q4 Earnings and Revenue Estimates
• Positive Sentiment: Upside in guidance — Management set Q1 EPS of $2.70–2.90 (roughly in line with consensus) but issued revenue guidance of $625M–$645M, above the Street view, signaling stronger near-term demand versus expectations. This revenue beat potential is supporting the rally.
• Positive Sentiment: Short interest fell materially in January (down ~14%), reducing a potential short-term pressure source and removing some downside gamma from forced covering dynamics.
• Neutral Sentiment: Dividend declared — LFUS set a quarterly dividend of $0.75/share (yield ~1.0%), payable Mar 5 with ex-dividend Feb 19. Routine income support but expect the usual mechanical ex-date impact.
• Neutral Sentiment: Earnings call & transcript — Management balanced “growth strength” with calls-out of challenges (market variability, supply chain and cost dynamics); read the call highlights and full transcript for nuance on sustainability of margins. Littelfuse Earnings Call: Growth Strength Amid Challenges Littelfuse, Inc. (LFUS) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Market commentary / momentum — Analysts and commentators flagged LFUS as an overlooked stock hitting a four‑year high after the results, which can amplify short-term momentum but also attract profit-taking. Overlooked Stock: LFUS 4-Year High
• Negative Sentiment: Valuation and execution risks — LFUS trades at a high P/E (~60) implying elevated expectations; any slowdown in end markets, margin pressure, or guidance that disappoints could lead to multiple compression. The “challenges” discussed on the call (supply/cost variability, demand mix) are watch items that could cap upside.

Insider Activity at Littelfuse

In related news, SVP Peter Sung-Jip Kim sold 2,049 shares of the firm’s stock in a transaction dated Thursday, December 11th. The shares were sold at an average price of $270.02, for a total transaction of $553,270.98. Following the completion of the sale, the senior vice president directly owned 10,175 shares in the company, valued at approximately $2,747,453.50. This trade represents a 16.76% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, VP Ryan K. Stafford sold 2,162 shares of Littelfuse stock in a transaction dated Thursday, December 11th. The stock was sold at an average price of $268.31, for a total transaction of $580,086.22. Following the transaction, the vice president directly owned 28,591 shares in the company, valued at $7,671,251.21. This trade represents a 7.03% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 14,034 shares of company stock valued at $3,670,025. 2.50% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in the business. Ameriprise Financial Inc. raised its position in Littelfuse by 105.6% in the third quarter. Ameriprise Financial Inc. now owns 291,203 shares of the technology company’s stock valued at $75,425,000 after purchasing an additional 149,570 shares during the period. Bank of America Corp DE raised its holdings in Littelfuse by 13.6% in the 2nd quarter. Bank of America Corp DE now owns 249,439 shares of the technology company’s stock valued at $56,555,000 after buying an additional 29,925 shares during the period. AQR Capital Management LLC raised its holdings in Littelfuse by 20.5% in the 3rd quarter. AQR Capital Management LLC now owns 236,155 shares of the technology company’s stock valued at $60,808,000 after buying an additional 40,228 shares during the period. Raymond James Financial Inc. lifted its position in Littelfuse by 21.1% in the second quarter. Raymond James Financial Inc. now owns 208,107 shares of the technology company’s stock valued at $47,184,000 after buying an additional 36,306 shares during the last quarter. Finally, Sei Investments Co. boosted its stake in Littelfuse by 23.2% during the second quarter. Sei Investments Co. now owns 131,252 shares of the technology company’s stock worth $29,757,000 after buying an additional 24,674 shares during the period. 96.14% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several analysts have recently issued reports on the stock. Zacks Research lowered shares of Littelfuse from a “strong-buy” rating to a “hold” rating in a research report on Thursday, October 2nd. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Littelfuse in a research note on Thursday, January 22nd. UBS Group set a $360.00 price objective on Littelfuse in a research note on Thursday. Robert W. Baird upgraded Littelfuse from a “neutral” rating to an “outperform” rating and raised their price objective for the company from $290.00 to $310.00 in a report on Friday, October 10th. Finally, Wall Street Zen raised shares of Littelfuse from a “buy” rating to a “strong-buy” rating in a report on Monday. One research analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $347.50.

About Littelfuse

Littelfuse, Inc is a global manufacturer of circuit protection, power control, and sensing technologies. Founded in 1927 and headquartered in Chicago, Illinois, the company develops and produces a broad range of products designed to safeguard electrical and electronic systems across a variety of end markets. Littelfuse’s offerings include fuses, semiconductors, relays, and sensors, all engineered to protect against overcurrent, overvoltage, and thermal events in demanding applications.

The company’s product portfolio is organized into key segments such as Automotive, Industrial & Electronics, and Power & Sensor.