Want to see LFUS full AI Analyst Report?
EarningsQ2 2026 Earnings Report
LFUS Q2 2026 EPS Results
Actual EPS$4.19
Consensus EPS$3.78
Beat/MissBeat by +$0.41
One Year Ago EPS$2.85
LFUS Q2 2026 Revenue Results
Actual Revenue$738.78M
Expected Revenue$703.38M
Beat/MissBeat by +$35.40M
YoY Revenue Growth+20.44%
Earnings Announcement Details
QuarterQ2 2026
Date07/29/2026
TimeBefore Open
Conference CallWednesday, July 29, 2026
LFUS Upcoming Earnings
Littelfuse's next earnings date is estimated for November 3, 2026, based on past reporting schedules.
Q2 2026 Earnings Call Audio
LFUS Q2 2026 Earnings Call
0:00 / 0:00
Q2 2026 Earnings Slide Deck
Q2 2026 Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong financial and operational momentum: double-digit organic revenue growth, substantial margin and EPS expansion, robust cash flow, record bookings, and meaningful design-win traction across high-growth end markets (notably data center and industrial). Near-term headwinds and execution risks include pockets of end-market weakness (consumer electronics and passenger vehicles), a planned semiconductor site closure with multi-year rationalization implications, reliance on Basler for a portion of industrial growth, and the fact that high-voltage data center revenue is still in early stages. On balance, positive growth drivers and margin expansion notably outweigh the manageable lowlights.Company Guidance
Revenue Growth
Net sales of $739 million, up 20% year-over-year and 14% organically; Basler acquisition contributed ~6% to sales growth and foreign exchange was a 1% tailwind.
Margin and Earnings Expansion
Adjusted EBITDA margin of 23.6%, up 220 basis points year-over-year; adjusted diluted EPS of $4.19, up 47% versus prior year.
Strong Cash Generation and Balance Sheet
Operating cash flow of $146 million and free cash flow of $127 million (up 75% year-over-year); cash balance of $628 million and consolidated net leverage of ~0.8 turns.
Capital Return to Shareholders
Returned $90 million to shareholders during the quarter and increased the quarterly dividend by 7% to $0.80 per share.
Record Bookings and Design Win Momentum
Entered the quarter with record bookings and a book-to-bill well north of 1.0; design wins were up double digits across each market and more than doubled year-over-year, supporting future revenue visibility.
Electronics Products Strength
Electronics Products sales increased 21% year-over-year (20% organic); segment adjusted EBITDA margin improved to 26.3%, up 470 basis points driven by passives, protection and improved power semiconductor demand.
Industrial Segment Outperformance and Basler Integration
Industrial segment sales up 52% year-over-year (16% organic); Basler contributed ~36% of segment growth. Company now expects Basler to contribute ~$135M-$140M revenue in 2026 and $0.25-$0.30 in earnings for the full year, above prior outlook.
Confident Third Quarter Outlook
3Q guidance: net sales $780M-$800M (midpoint ~26% year-over-year growth, 21% organic), Basler ~6% contribution, FX ~1% headwind; adjusted diluted EPS guidance $4.85-$5.05 (midpoint ~68% year-over-year growth).
Data Center & High-Voltage Opportunity
Data center was a leading contributor to growth in the quarter (fastest-growing market); strong pipeline for high-voltage architectures with content opportunity estimated 2x-4x higher than low-voltage, supporting management's 25%-30% CAGR conviction for data center over the next five years.
Operational Execution and Incremental Margins
Management cited strong volume leverage, favorable mix and operational execution as drivers of improved incrementals and margin expansion (mix benefits from passives and protection delivering high flow-through).
LFUS Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed