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Littelfuse (LFUS) AI Stock Analysis
Littelfuse
(NASDAQ:LFUS)
LFUS scores moderately due to strong cash flow and a conservative balance sheet, reinforced by a very positive earnings call with strong guidance, bookings, and margin expansion. These positives are tempered by weak technical momentum (trading below key moving averages with negative MACD) and limited valuation support given a negative P/E and a low dividend yield.
Littelfuse Key Performance Indicators (KPIs)
Operating Income by SegmentCompares operating profit across Littelfuse’s reporting segments, revealing which parts of the business deliver the strongest margins, where cost pressures or investments are concentrated, and which segments are most important for overall profitability and capital allocation.
Electronics and Industrial are the real profit engines: Electronics’ operating income has rebounded with mix and power‑semiconductor tailwinds driving margin expansion, while Industrial’s step‑up aligns with Basler‑related growth (management now pegs Basler at ~$135–$140M in 2026). Transportation remains cyclical—still hurt by passenger‑vehicle sensor weakness but showing recovery supported by backlog. Crucially, the 'Other' line contains massive, lumpy negative charges that heavily distort consolidated results, so prioritize core segment run‑rates and record bookings when assessing earnings quality.
The FlyLittelfuse (LFUS) vs. SPDR S&P 500 ETF (SPY)
- Market Cap
- $9.82B
- Dividend Yield
- 0.79%
- Average Volume (3M)
- 229.74K
- Price to Earnings (P/E)
- 286.3
- Beta (1Y)
- 1.55
- Revenue Growth
- 18.72%
- EPS Growth
- -74.52%
- Country
- US
- Employees
- 18,000
- Sector
- Technology
- Sector Strength
- 61
- Industry
- Hardware, Equipment & Parts
Littelfuse Business Overview & Revenue Model
Company Description
Littelfuse, Inc. is an industrial technology manufacturing company, which engages in the business of designing, manufacturing, and selling electronic components, modules, and subassemblies to empower the long-term secular growth themes of sustainabil...
How the Company Makes Money
Littelfuse makes money primarily by selling engineered components and modules to original equipment manufacturers (OEMs) and electronics/industrial distributors. Revenue is generated from the design, manufacture, and sale of: (1) circuit protection p...
Littelfuse Earnings Call Summary
The call was strongly positive, with record revenue, accelerating organic growth, record adjusted EPS, substantial margin expansion, strong free cash flow, record bookings, broad-based end-market momentum, and an improved Basler outlook. The main challenges were the $28.5 million 1-time Dortmund fee, a 5% decline in passenger vehicle organic sales, inflationary costs, and the fact that higher-voltage data center revenue has not yet ramped meaningfully. Management nevertheless maintained an optimistic outlook and reaffirmed its long-term growth and profitability targets.
Q3-2026 Updates
Positive Updates
Negative Updates
Company Guidance
For the fourth quarter, Littelfuse expects net sales in the range of $750 million to $770 million, with the midpoint representing approximately 28% growth versus the prior year and better than typical seasonal sales, and adjusted diluted EPS in the range of $5.05 to $5.25 per share, assuming an adjusted effective tax rate of approximately 24%; the company expects to realize approximately 5 million in 2026 run rate savings, intends to be price cost neutral in 2026, and is targeting 7 to 9% organic growth over time, adjusted EBITDA margin toward 24% to 26%, 4.5 billion revenue, 1.1 billion adjusted EBITDA, and more than $600 million of annual free cash flow by 2030, while its latest view for Basler is 130 million to $140 million in top line and about $0.25 to $0.30 of accretion.
Littelfuse Financial Statement Overview
Summary
Mixed fundamentals. Strengths include strong and growing free cash flow (TTM FCF ~$529M, up ~19.6%) and a conservatively positioned balance sheet with reduced debt and low leverage (debt-to-equity ~0.27). The key drag is materially weakened profitability versus prior years (TTM operating margin ~4.1% vs mid-teens in 2022–2023, losses in 2025 and only thin profitability in TTM), which raises earnings-quality risk despite strong cash generation.
Income Statement
56NeutralBalance Sheet
74PositiveCash Flow
82Very Positive| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 2.76B | 2.39B | 2.19B | 2.36B | 2.51B | 2.08B |
| Gross Profit | 1.10B | 906.04M | 787.54M | 900.24M | 1.01B | 771.93M |
| EBITDA | 296.88M | 172.57M | 321.03M | 505.89M | 589.97M | 458.19M |
| Net Income | 37.79M | -71.70M | 100.19M | 259.49M | 373.31M | 283.81M |
Balance Sheet | ||||||
| Total Assets | 4.23B | 3.96B | 3.89B | 4.00B | 3.90B | 3.15B |
| Cash, Cash Equivalents and Short-Term Investments | 825.20M | 563.68M | 725.90M | 555.75M | 562.67M | 478.50M |
| Total Debt | 702.00M | 946.16M | 930.57M | 933.52M | 1.06B | 668.22M |
| Total Liabilities | 1.50B | 1.53B | 1.48B | 1.51B | 1.69B | 1.26B |
| Stockholders Equity | 2.72B | 2.43B | 2.41B | 2.48B | 2.21B | 1.89B |
Cash Flow | ||||||
| Free Cash Flow | 526.92M | 366.13M | 291.74M | 371.20M | 315.38M | 282.78M |
| Operating Cash Flow | 593.34M | 433.76M | 367.62M | 457.39M | 419.72M | 373.34M |
| Investing Cash Flow | -409.07M | -468.86M | -65.78M | -284.32M | -636.40M | -499.16M |
| Financing Cash Flow | -173.31M | -149.27M | -112.44M | -185.73M | 310.20M | -68.98M |
Littelfuse Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For LFUS, the sentiment is Negative. The current price of 386.47 is below the 20-day moving average (MA) of 391.93, below the 50-day MA of 409.05, and below the 200-day MA of 400.90, indicating a bearish trend. The MACD of -6.19 indicates Negative momentum. The RSI at 45.88 is Neutral, neither overbought nor oversold. The STOCH value of 75.33 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for LFUS.
Littelfuse Risk Analysis
Littelfuse disclosed 25 risk factors in its most recent earnings report. Littelfuse reported the most risks in the "Production" category.
Latest Risks Added
0 New RisksLittelfuse Peers Comparison
Overall Rating
BELFB75Outperform
APH74Outperform
ST74Outperform
CTS71Outperform- LFUS65Neutral
MEI48Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| BELFB | 75Outperform | $3.34B | 52.52 | 11.27% | 0.13% | 20.98% | -22.92% |
| APH | 74Outperform | $207.89B | 32.78 | 39.61% | 0.63% | 57.56% | 53.30% |
| ST | 74Outperform | $6.06B | 16.38 | 12.57% | 1.17% | 3.84% | ― |
| CTS | 71Outperform | $1.79B | 24.09 | 13.02% | 0.26% | 7.47% | 29.54% |
| LFUS | 65Neutral | $10.48B | 286.27 | 1.47% | 0.79% | 18.72% | -74.52% |
| Sector * | 61Neutral | $37.18B | 12.37 | -10.20% | 1.83% | 8.50% | -7.62% |
| MEI | 48Neutral | $535.75M | -12.78 | -5.46% | 1.51% | 1.36% | 32.69% |
* Technology Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| LFUS | Littelfuse | 386.47 | 147.39 | 61.65% | |
| APH | Amphenol Corporation | 79.01 | 10.43 | 15.22% | |
| BELFB | Bel Fuse B | 217.43 | 57.47 | 35.92% | |
| CTS | CTS Corporation | 61.91 | 21.02 | 51.42% | |
| MEI | Methode Electronics | 13.27 | 6.90 | 108.42% | |
| ST | Sensata Technologies | 41.12 | 10.80 | 35.62% |
Littelfuse Corporate Events
Littelfuse Delivers Record Q3 Sales and Earnings Growth
PositiveLittelfuse reported record third‑quarter 2026 net sales of $767 million and strong profitability gains, including a 62% jump in GAAP diluted EPS to $4.49 and a 96% rise in adjusted diluted EPS to $5.79, alongside significant margin expansion an...
Littelfuse Streamlines Dortmund Agreements for Greater Flexibility
PositiveOn June 28, 2023, Littelfuse announced that its subsidiary agreed to acquire a 200mm wafer fab in Dortmund, Germany from Elmos Semiconductor, and on December 17, 2024 it entered lease and supply agreements that expanded its business and set a multi-y...
Littelfuse Announces Leadership Changes in Electronics Segment
PositiveOn September 10, 2026, Littelfuse announced that longtime executive Deepak Nayar will transition from Senior Vice President and General Manager, Electronics Business to Special Advisor to the CEO on January 1, 2027, ahead of his retirement at the end...
Littelfuse Expands Board, Appoints Todd Kelsey Director
PositiveOn August 6, 2026, the board of Littelfuse, Inc. expanded its membership from eight to nine and appointed Todd Kelsey, President and CEO of Plexus Corp., as an independent director and member of the Compensation Committee. His appointment, announced...
Littelfuse Posts Strong Q2 Results, Raises Dividend
PositiveOn July 29, 2026, Littelfuse reported a strong second quarter ended June 27, 2026, highlighted by net sales of $739 million, up 20% year-on-year, with 14% organic growth and significantly higher cash generation and margins. GAAP diluted EPS reached $...
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.
Date of analysis: Oct 28, 2026