Littelfuse (NASDAQ:LFUS) Issues Earnings Results, Beats Estimates By $0.41 EPS

Littelfuse (NASDAQ:LFUS) posted its earnings results on Wednesday. The technology company reported $4.19 EPS for the quarter, topping analysts’ consensus estimates of $3.78 by $0.41, FiscalAI reports. Littelfuse had a negative net margin of 1.61% and a positive return on equity of 11.62%. The business had revenue of $738.78 million during the quarter, compared to the consensus estimate of $703.38 million. During the same quarter in the previous year, the firm posted $2.30 EPS. The firm’s revenue was up 20.4% on a year-over-year basis. 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 7.8%

LFUS stock traded up $32.20 during mid-day trading on Thursday, reaching $442.67. The company had a trading volume of 256,491 shares, compared to its average volume of 314,298. The company has a market capitalization of $11.19 billion, a PE ratio of -261.98, a price-to-earnings-growth ratio of 2.20 and a beta of 1.49. The firm has a 50 day moving average of $443.60 and a 200 day moving average of $387.51. 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.

Littelfuse Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 3rd. Shareholders of record on Thursday, August 20th will be given a $0.80 dividend. This is a positive change from Littelfuse’s previous quarterly dividend of $0.75. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.20 annualized dividend and a yield of 0.7%. Littelfuse’s dividend payout ratio is presently -177.51%.

Insider Buying and Selling at Littelfuse

In other news, SVP Maggie Chu sold 11,397 shares of the stock in a transaction on Wednesday, May 20th. The stock was sold at an average price of $435.48, for a total transaction of $4,963,165.56. Following the transaction, the senior vice president owned 6,001 shares of the company’s stock, valued at approximately $2,613,315.48. This represents a 65.51% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Anthony Grillo sold 3,000 shares of the company’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. This trade represents a 4.42% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 1.00% of the company’s stock.

Institutional Trading of Littelfuse

Hedge funds have recently modified their holdings of the company. Logan Capital Management Inc. increased its position in shares of Littelfuse by 0.3% during the fourth quarter. Logan Capital Management Inc. now owns 11,543 shares of the technology company’s stock worth $2,920,000 after purchasing an additional 38 shares in the last quarter. Parallel Advisors LLC grew its stake in shares of Littelfuse by 7.6% during the fourth quarter. Parallel Advisors LLC now owns 563 shares of the technology company’s stock worth $142,000 after acquiring an additional 40 shares during the last quarter. Glenmede Investment Management LP boosted its stake in Littelfuse by 1.5% in the 3rd quarter. Glenmede Investment Management LP now owns 2,845 shares of the technology company’s stock worth $737,000 after purchasing an additional 43 shares in the last quarter. Larson Financial Group LLC grew its position in Littelfuse by 50.9% during the 3rd quarter. Larson Financial Group LLC now owns 160 shares of the technology company’s stock worth $41,000 after purchasing an additional 54 shares during the last quarter. Finally, Public Employees Retirement System of Ohio lifted its stake in shares of Littelfuse by 0.7% during the third quarter. Public Employees Retirement System of Ohio now owns 8,022 shares of the technology company’s stock worth $2,078,000 after buying an additional 57 shares during the period. 96.14% of the stock is owned by hedge funds and other institutional investors.

Littelfuse News Summary

Here are the key news stories impacting Littelfuse this week:

• Positive Sentiment: Q2 results exceeded expectations: Littelfuse reported adjusted earnings of $4.19 per share, above the roughly $3.78 analyst consensus, while revenue reached $738.8 million versus estimates near $703 million. Revenue grew 20.4% year over year, supported by 14% organic growth. Littelfuse Q2 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Broad-based operating momentum: Electronics sales increased 21%, Industrial sales surged 52%, and Transportation sales rose 2%. GAAP operating margin expanded 110 basis points to 16.2%, while operating cash flow was $146 million and free cash flow was $127 million. Littelfuse Q2 2026 Net Sales Rise 20%
• Positive Sentiment: Upbeat Q3 guidance: Management forecast revenue of $780 million to $800 million and EPS of $4.85 to $5.05, well above consensus estimates of approximately $722.7 million and $3.93, respectively. Record bookings and a raised 2026 outlook for the Basler business further strengthened the growth narrative. Littelfuse Raises Q3 Outlook
• Positive Sentiment: Dividend increase: Littelfuse raised its quarterly dividend 6.7% to $0.80 per share, payable September 3 to shareholders of record August 20. The increase signals confidence in cash generation and capital returns. Littelfuse Raises Quarterly Dividend
• Neutral Sentiment: The strong report pushed the stock closer to its 52-week high, potentially increasing valuation and profit-taking risk despite bullish earnings revisions.
• Negative Sentiment: Reported data show 48 insider open-market sales and no purchases over the past six months. These transactions may reflect scheduled selling, but they are a potential near-term sentiment headwind.

Wall Street Analyst Weigh In

LFUS has been the topic of several analyst reports. Robert W. Baird lifted their price target on shares of Littelfuse from $500.00 to $535.00 and gave the stock an “outperform” rating in a research note on Friday, June 5th. Weiss Ratings reiterated a “sell (d+)” rating on shares of Littelfuse in a research report on Friday, July 10th. Needham & Company LLC reiterated a “buy” rating and set a $520.00 price objective on shares of Littelfuse in a research note on Monday, May 18th. Oppenheimer raised their target price on shares of Littelfuse from $430.00 to $500.00 and gave the stock an “outperform” rating in a research note on Thursday, May 7th. Finally, Zacks Research cut shares of Littelfuse from a “strong-buy” rating to a “hold” rating in a research note on Monday, July 13th. Four analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $465.83.

Littelfuse Company Profile

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.