Littelfuse (NASDAQ:LFUS) Announces Earnings Results, Beats Estimates By $0.82 EPS

Littelfuse (NASDAQ:LFUS) released its quarterly earnings data on Wednesday. The technology company reported $5.79 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.97 by $0.82, FiscalAI reports. The business had revenue of $795.20 million for the quarter, compared to analysts’ expectations of $792.49 million. Littelfuse had a return on equity of 15.86% and a net margin of 1.37%. Littelfuse’s quarterly revenue was up 22.7% on a year-over-year basis. During the same period in the previous year, the business posted $2.77 earnings per share.

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

• Record third-quarter performance: Net sales reached $767 million, organic revenue growth accelerated to 22%, adjusted EPS rose 96% to a record $5.79, and free cash flow increased 64% year over year.
• Demand was broad-based across data centers, grid and utility infrastructure, diversified industrials, commercial vehicles, and aerospace and defense. Record bookings, a book-to-bill ratio well above 1.0, and strong backlog support continued momentum into 2027.
• Electronics margins expanded 910 basis points to 33.1% excluding the Dortmund fee, while Transportation and Industrial margins also improved. Management cited volume leverage, favorable mix and pricing, plus power-semiconductor portfolio and footprint optimization.
• Fourth-quarter sales guidance of $750 million to $770 million implies approximately 28% year-over-year growth at the midpoint, with adjusted EPS guidance of $5.05 to $5.25. Basler is outperforming initial expectations, with full-year sales now projected at $135 million to $140 million and accretion of approximately $0.25 to $0.30.
• The Dortmund contract amendment reduced reported third-quarter semiconductor sales by $28.5 million, while passenger-vehicle sales declined 5% because of lower global auto production and planned exits from legacy, lower-margin sensor lines.

Littelfuse Stock Down 4.6%

Shares of Littelfuse stock traded down $18.49 on Friday, reaching $385.59. The stock had a trading volume of 173,101 shares, compared to its average volume of 288,003. The company has a 50 day moving average price of $409.98 and a 200 day moving average price of $398.29. Littelfuse has a 1 year low of $233.36 and a 1 year high of $500.57. The stock has a market capitalization of $9.79 billion, a P/E ratio of 315.97, a P/E/G ratio of 2.04 and a beta of 1.48. The company has a quick ratio of 2.00, a current ratio of 2.67 and a debt-to-equity ratio of 0.19.

Littelfuse Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, December 3rd. Stockholders of record on Thursday, November 19th will be given a $0.80 dividend. This represents a $3.20 annualized dividend and a dividend yield of 0.8%. The ex-dividend date of this dividend is Thursday, November 19th. Littelfuse’s dividend payout ratio is presently -640.00%.

Wall Street Analysts Forecast Growth

A number of research analysts recently issued reports on the stock. Needham & Company LLC restated a “buy” rating and set a $520.00 price objective on shares of Littelfuse in a report on Wednesday. Oppenheimer reissued an “outperform” rating on shares of Littelfuse in a research note on Thursday. Zacks Research cut shares of Littelfuse from a “strong-buy” rating to a “hold” rating in a research report on Monday, July 13th. Finally, Weiss Ratings reissued a “hold (c-)” rating on shares of Littelfuse in a research note on Wednesday. Four research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $465.83.

Littelfuse Company Profile

Littelfuse, Inc is a diversified industrial technology company that develops and manufactures products designed to protect, control and sense electrical energy. Its portfolio includes fuses and other circuit-protection devices, power semiconductor products, relays, switches, sensors and related electronic components.

The company serves customers in the automotive, commercial vehicle, industrial, electronics, energy and communications markets. Its products are used in applications such as vehicle electrification, battery systems, industrial equipment, power distribution, renewable energy systems, data infrastructure and consumer electronics.