Littelfuse (NASDAQ:LFUS) Issues Earnings Results

Littelfuse (NASDAQ:LFUS) released its quarterly earnings data on Wednesday. The technology company reported $4.19 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.78 by $0.41, FiscalAI reports. The business had revenue of $738.78 million for the quarter, compared to the consensus estimate of $703.38 million. Littelfuse had a positive return on equity of 11.62% and a negative net margin of 1.61%.The company’s revenue was up 20.4% compared to the same quarter last year. During the same quarter in the previous year, the company posted $2.30 EPS. Littelfuse updated its Q3 2026 guidance to 4.850-5.050 EPS.

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

• Second-quarter results exceeded expectations: Revenue rose 20% year over year to $739 million, including 14% organic growth, while adjusted EPS increased 47% to $4.19 and adjusted EBITDA margin expanded 220 basis points to 23.6%.
• Management reported broad-based demand across data centers, diversified industrials, grid modernization, industrial automation, construction, and recovering HVAC markets. Record bookings, a book-to-bill ratio well above 1.0, and double-digit design-win growth support continued momentum.
• Littelfuse raised its outlook for acquired Basler, now expecting $135 million-$140 million of 2026 revenue and $0.25-$0.30 of full-year EPS contribution, citing stronger-than-expected operational and commercial performance.
• Third-quarter guidance calls for $780 million-$800 million in sales, representing 21% organic growth at the midpoint, and adjusted EPS of $4.85-$5.05, or approximately 68% year-over-year growth at the midpoint.
• The company is rationalizing its power semiconductor portfolio and plans to close its Allen, Texas, facility in 2027; savings are expected primarily in the second half of 2027, while consumer electronics remained a declining end market and passenger-vehicle sales fell organically 2%.

Littelfuse Trading Up 5.2%

Shares of Littelfuse stock traded up $20.41 during trading on Wednesday, hitting $412.46. The stock had a trading volume of 449,413 shares, compared to its average volume of 311,571. Littelfuse has a 12 month low of $233.36 and a 12 month high of $500.57. The company has a debt-to-equity ratio of 0.21, a current ratio of 2.61 and a quick ratio of 1.82. The firm’s fifty day simple moving average is $444.22 and its 200-day simple moving average is $386.54. The stock has a market cap of $10.43 billion, a PE ratio of -244.07, a PEG ratio of 2.26 and a beta of 1.49.

Littelfuse News Summary

Here are the key news stories impacting Littelfuse this week:

• Positive Sentiment: Quarterly results exceeded expectations. Littelfuse reported adjusted diluted EPS of $4.19, above the $3.77-$3.78 analyst consensus and its prior guidance range of $3.65-$3.85. Revenue reached $738.8 million, ahead of estimates near $703 million and up 20.4% year over year. Littelfuse Q2 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Growth was broad-based, with improving profitability. Organic sales increased 14%, GAAP operating margin expanded 110 basis points to 16.2%, and net income rose to $89.4 million from $57.3 million a year earlier. Electronics revenue rose 21%, while Industrial revenue jumped 52%; Transportation revenue increased 2%. Littelfuse Q2 2026 Net Sales Rise 20% to $739 Million
• Positive Sentiment: Third-quarter guidance was well above consensus. Management projected EPS of $4.85-$5.05 versus consensus of $3.93 and revenue of $780-$800 million versus expectations of $722.7 million. The outlook suggests continued demand momentum in areas including data centers, grid infrastructure and utility markets. Littelfuse Posts Strong Q2 Results and Raises Dividend
• Positive Sentiment: Shareholder returns improved. Littelfuse raised its quarterly dividend 7% to $0.80 per share, while reporting $146 million in operating cash flow and $127 million in free cash flow.
• Neutral Sentiment: Institutional positioning was mixed. In the latest quarter, 229 institutions increased holdings while 198 reduced positions; notable additions and substantial exits point to divided fund sentiment.
• Negative Sentiment: Insider trading remains a potential overhang. Company insiders recorded 48 open-market sales and no purchases during the past six months. While sales may reflect compensation or diversification, the absence of insider buying could temper enthusiasm.

Insider Activity

In related news, SVP Maggie Chu sold 11,397 shares of the stock in a transaction dated Wednesday, May 20th. The shares were sold at an average price of $435.48, for a total value of $4,963,165.56. Following the sale, the senior vice president directly owned 6,001 shares of the company’s stock, valued at $2,613,315.48. This represents a 65.51% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Anthony Grillo sold 3,000 shares of the firm’s stock in a transaction dated Thursday, June 11th. The stock was sold at an average price of $451.96, for a total transaction of $1,355,880.00. Following the completion of the sale, the director directly owned 64,928 shares of the company’s stock, valued at approximately $29,344,858.88. The trade was a 4.42% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 14,679 shares of company stock worth $6,430,971 over the last quarter. 1.00% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Littelfuse

Hedge funds have recently bought and sold shares of the business. Focus Partners Wealth purchased a new stake in shares of Littelfuse during the third quarter valued at $238,000. Prelude Capital Management LLC purchased a new position in Littelfuse in the 3rd quarter worth about $233,000. Shelton Capital Management bought a new stake in Littelfuse during the 3rd quarter valued at about $228,000. Vise Technologies Inc. purchased a new stake in Littelfuse in the 4th quarter valued at about $210,000. Finally, Northwestern Mutual Wealth Management Co. grew its stake in Littelfuse by 104.2% in the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 627 shares of the technology company’s stock worth $162,000 after acquiring an additional 320 shares in the last quarter. Institutional investors own 96.14% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on the stock. Williams Trading set a $520.00 price target on shares of Littelfuse in a research report on Thursday, May 7th. Oppenheimer boosted their target price on shares of Littelfuse from $430.00 to $500.00 and gave the stock an “outperform” rating in a report on Thursday, May 7th. Wall Street Zen raised shares of Littelfuse from a “buy” rating to a “strong-buy” rating in a report on Saturday, May 9th. Zacks Research lowered Littelfuse from a “strong-buy” rating to a “hold” rating in a research report on Monday, July 13th. Finally, Needham & Company LLC reissued a “buy” rating and set a $520.00 price objective on shares of Littelfuse in a research note on Monday, May 18th. Four equities research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $465.83.

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.