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Littelfuse (LFUS)
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Littelfuse (LFUS) AI Stock Analysis

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LFUS

Littelfuse

(NASDAQ:LFUS)

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Outperform 71 (OpenAI - 4o)
Rating:71Outperform
Price Target:
$279.00
▲(10.51% Upside)
Littelfuse's overall stock score is driven primarily by its stable financial performance and positive earnings call, which highlighted strong revenue growth and strategic acquisitions. However, the high P/E ratio and weak technical indicators suggest caution. The stock's valuation and technical analysis scores are lower, reflecting potential overvaluation and weak momentum.
Positive Factors
Revenue Growth
The 10% year-over-year revenue growth reflects strong performance in key segments, indicating robust demand and effective market strategies, supporting long-term business expansion.
Strategic Acquisition
The acquisition of Basler Electric enhances Littelfuse's capabilities in power generation and distribution, aligning with strategic priorities and potentially boosting future earnings.
Cash Generation
Strong cash generation demonstrates effective operational management and provides financial flexibility for strategic investments and debt management.
Negative Factors
Soft Power Semiconductor Demand
Continued softness in power semiconductor demand could pressure revenue growth in the Electronics segment, impacting overall profitability.
Challenges in Transportation Segment
Flat sales and decreased margins in the Transportation segment highlight potential structural issues that could hinder growth in this key market.
Softer Demand in Industrial Areas
Weaker demand in certain industrial areas could limit growth opportunities, affecting Littelfuse's ability to capitalize on its industrial market presence.

Littelfuse (LFUS) vs. SPDR S&P 500 ETF (SPY)

Littelfuse Business Overview & Revenue Model

Company DescriptionLittelfuse, Inc. (LFUS) is a global leader in circuit protection, power control, and sensing technologies. The company operates primarily in three main sectors: Electronics, Automotive, and Industrial. Littelfuse offers a wide range of products including fuses, circuit breakers, relays, and sensors that ensure the protection and reliability of electronic components and systems across various applications such as automotive, industrial machinery, and consumer electronics.
How the Company Makes MoneyLittelfuse generates revenue through the sale of its diverse portfolio of products across its three main sectors. The company primarily makes money by selling circuit protection devices (like fuses and circuit breakers) and power control products to manufacturers in automotive and industrial markets. Key revenue streams include direct sales to OEMs (Original Equipment Manufacturers) and distribution partners. Littelfuse also benefits from partnerships with major automotive companies, enhancing its market reach and driving demand for its products. Additional revenue comes from the development of advanced sensing technologies, which are increasingly important in the automotive sector for improving safety and performance. The company's commitment to R&D allows it to innovate and adapt to market changes, further solidifying its revenue generation capabilities.

Littelfuse Earnings Call Summary

Earnings Call Date:Oct 29, 2025
(Q3-2025)
|
% Change Since: |
Next Earnings Date:Feb 03, 2026
Earnings Call Sentiment Positive
Littelfuse demonstrated strong revenue growth and strategic expansion through the Basler Electric acquisition. Significant progress was made in design wins and cash generation, but challenges remain in the power semiconductor demand and Transportation segment. Overall, the positive highlights outweighed the lowlights.
Q3-2025 Updates
Positive Updates
Strong Revenue Growth
Littelfuse delivered a 10% revenue growth relative to the prior year, driven by strong Electronics segment growth and continued performance in the Industrial segment despite mixed demand.
Acquisition of Basler Electric
Littelfuse announced the acquisition of Basler Electric, valued at approximately $350 million, enhancing capabilities in high-growth power generation and distribution markets.
Design Wins and Sales Realignment
Design wins are up more than double year-to-date, with significant progress in the data center market. The company realigned its sales structure to better serve customers, contributing to significant growth in design wins.
Strong Cash Generation
Operating cash flow was $147 million, with $131 million in free cash flow generated in the third quarter. Year-to-date free cash flow is $246 million, with a conversion rate of 145%.
Negative Updates
Soft Power Semiconductor Demand
Despite sequential growth, power semiconductor demand remained soft year-over-year, impacting the Electronics segment's performance.
Challenges in Transportation Segment
The Transportation Products segment faced challenges with flat sales year-over-year, and the adjusted EBITDA margin decreased by 220 basis points.
Softer Demand in Certain Industrial Areas
While the Industrial segment saw growth, softer demand was observed in HVAC and construction markets.
Company Guidance
During the Littelfuse Third Quarter 2025 Earnings Conference Call, the company reported a 10% revenue growth year-over-year, driven by strong performance in the Electronics segment. The company's third-quarter earnings exceeded the high end of their guidance range, underscoring a commitment to operational execution. Littelfuse announced the acquisition of Basler Electric, valued at approximately $350 million, which is expected to be accretive to adjusted earnings per share in 2026. The acquisition is aligned with Littelfuse's strategic priority to focus on the safe and efficient transfer of electrical energy. The company also highlighted a significant increase in bookings, up more than 20% compared to the third quarter of 2024, and noted that design wins are tracking up double digits year-to-date. Littelfuse expects solid fourth-quarter revenue and earnings growth, with anticipated sales in the range of $570 million to $590 million and projected EPS between $2.40 and $2.60.

Littelfuse Financial Statement Overview

Summary
Littelfuse demonstrates a stable financial position with strong operational cash flows and a conservative balance sheet. Despite facing revenue challenges, the company maintains effective cost management and leverage, positioning it well for future growth opportunities.
Income Statement
75
Positive
The income statement reflects moderate profitability and stability. The TTM gross profit margin stands at 37.34%, indicating effective cost management. However, the net profit margin is relatively low at 4.73%, suggesting some pressure on net income. Revenue shows a decline in recent years, with a negative growth rate of -6.27% from 2023 to 2024, highlighting a potential challenge in revenue generation.
Balance Sheet
80
Positive
The balance sheet indicates strong financial health with a low debt-to-equity ratio of 0.04, demonstrating conservative leverage. The equity ratio is solid at 63.92%, providing a stable capital structure. Return on equity for TTM stands at 4.12%, which is modest but consistent, indicating stable returns for shareholders.
Cash Flow
78
Positive
Cash flow analysis shows a robust operating cash flow to net income ratio of 3.63, indicating strong cash generation relative to profits. Free cash flow increased by 7.99% from 2024 to TTM, reflecting effective cash management. However, the free cash flow to net income ratio is moderate at 2.94, suggesting room for improvement in cash conversion.
BreakdownTTMDec 2024Dec 2023Dec 2022Dec 2019Dec 2018
Income Statement
Total Revenue1.79B2.19B2.36B2.51B1.50B1.72B
Gross Profit680.30M787.54M900.24M1.01B541.45M652.54M
EBITDA259.68M321.03M505.89M589.97M280.65M330.70M
Net Income170.44M100.19M259.49M373.31M139.08M164.56M
Balance Sheet
Total Assets4.17B3.89B4.00B3.90B2.56B2.61B
Cash, Cash Equivalents and Short-Term Investments815.02M725.90M555.75M562.67M531.18M489.77M
Total Debt90.37M930.57M933.52M1.06B696.32M694.73M
Total Liabilities1.50B1.48B1.51B1.69B1.06B1.14B
Stockholders Equity2.67B2.41B2.48B2.21B1.50B1.48B
Cash Flow
Free Cash Flow246.40M291.74M371.20M315.38M183.43M257.07M
Operating Cash Flow295.10M367.62M457.39M419.72M245.33M331.83M
Investing Cash Flow-99.70M-65.78M-284.32M-636.40M-56.46M-382.25M
Financing Cash Flow-126.27M-112.44M-185.73M310.20M-146.28M121.90M

Littelfuse Technical Analysis

Technical Analysis Sentiment
Negative
Last Price252.47
Price Trends
50DMA
260.95
Negative
100DMA
248.69
Negative
200DMA
228.38
Positive
Market Momentum
MACD
-1.82
Positive
RSI
35.65
Neutral
STOCH
13.09
Positive
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 252.47 is below the 20-day moving average (MA) of 260.27, below the 50-day MA of 260.95, and above the 200-day MA of 228.38, indicating a neutral trend. The MACD of -1.82 indicates Positive momentum. The RSI at 35.65 is Neutral, neither overbought nor oversold. The STOCH value of 13.09 is Positive, 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.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

Littelfuse Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
$5.32B38.4521.45%0.79%12.11%16.45%
$9.65B36.5311.12%0.61%4.47%2887.37%
$6.06B46.375.01%1.13%5.78%-32.34%
$4.60B18.0516.93%0.14%14.12%
$6.94B63.927.21%0.77%10.23%25.53%
$37.18B12.37-10.20%1.83%8.50%-7.62%
$4.64B-166.39-0.92%1.51%-7.98%63.50%
* Technology Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
LFUS
Littelfuse
243.31
-2.21
-0.90%
BMI
Badger Meter
180.45
-21.03
-10.44%
CGNX
Cognex
41.39
0.89
2.20%
ITRI
Itron
100.33
-14.64
-12.73%
MKSI
MKS
143.71
45.01
45.60%
ST
Sensata
31.83
-1.26
-3.81%

Littelfuse Corporate Events

Littelfuse Reports Strong Q3 2025 Results and Strategic Acquisition
Oct 30, 2025

Littelfuse, Inc. is a diversified industrial technology manufacturing company that develops smart solutions for safe and efficient electrical energy transfer across various sectors including industrial, transportation, and electronics. With a global presence in over 20 countries, Littelfuse serves more than 100,000 end customers, providing innovative and reliable solutions.

Littelfuse Earnings Call: Growth and Strategic Moves
Oct 30, 2025

Littelfuse’s recent earnings call painted a picture of robust growth and strategic advancement, with the company showcasing strong revenue growth and a significant acquisition. Despite some challenges in specific segments, the overall sentiment was positive, highlighting the company’s strategic direction and operational success.

Business Operations and StrategyFinancial DisclosuresM&A Transactions
Littelfuse Reports Strong Q3 2025 Financial Results
Positive
Oct 29, 2025

On October 29, 2025, Littelfuse reported strong financial results for the third quarter of 2025, with net sales of $625 million, a 10% increase year-over-year, and a GAAP diluted earnings per share of $2.77, up 19%. The company also announced the acquisition of Basler Electric, which is expected to enhance Littelfuse’s market opportunities and technological capabilities in the industrial sector. The acquisition aims to drive long-term growth and profitability, reflecting the company’s strategic focus on expanding its high-power technology and industrial customer base.

The most recent analyst rating on (LFUS) stock is a Buy with a $310.00 price target. To see the full list of analyst forecasts on Littelfuse stock, see the LFUS Stock Forecast page.

Business Operations and StrategyM&A Transactions
Littelfuse Announces Acquisition of Basler Electric
Positive
Oct 28, 2025

On October 28, 2025, Littelfuse announced a definitive agreement to acquire Basler Electric Company for approximately $350 million in cash, subject to adjustments. The acquisition aims to enhance Littelfuse’s position in high-growth industrial markets, such as grid and utility infrastructure, power generation, and data centers, by integrating Basler’s advanced electrical control and protection solutions. The transaction is expected to close by the end of the fourth quarter of 2025, pending customary closing conditions and regulatory approvals. Littelfuse anticipates that the acquisition will be accretive to its adjusted diluted EPS in 2026, and it will report Basler as part of its Industrial Segment.

The most recent analyst rating on (LFUS) stock is a Buy with a $310.00 price target. To see the full list of analyst forecasts on Littelfuse stock, see the LFUS Stock Forecast page.

Business Operations and StrategyExecutive/Board Changes
Littelfuse Appoints New Senior VP for Semiconductor Unit
Positive
Aug 7, 2025

On August 11, 2025, Littelfuse, Inc. announced a leadership change in its Semiconductor Business, appointing Dr. Karim Hamed as the new Senior Vice President and General Manager, succeeding Chad Marak. Dr. Hamed, with over two decades of experience in the semiconductor industry, is expected to drive strategic growth and innovation for Littelfuse, leveraging his expertise to enhance the company’s operations and industry positioning.

The most recent analyst rating on (LFUS) stock is a Buy with a $310.00 price target. To see the full list of analyst forecasts on Littelfuse stock, see the LFUS Stock Forecast page.

Littelfuse Reports Strong Growth Amid Strategic Expansions
Aug 1, 2025

Littelfuse’s recent earnings call painted a picture of robust growth and strategic advancements, with a strong emphasis on revenue increases and operational improvements. The company showcased impressive performance in its Transportation and Industrial segments, despite facing some challenges in the power semiconductor business and anticipated headwinds related to compensation and tariffs. Overall, the positive highlights, driven by strong bookings and new design wins, significantly outweighed the challenges mentioned.

Littelfuse Reports Strong Q2 2025 Financial Results
Jul 31, 2025

Littelfuse, Inc. is a diversified industrial technology manufacturing company that provides innovative solutions for safe and efficient electrical energy transfer across various sectors including industrial, transportation, and electronics. In its latest earnings report for the second quarter of 2025, Littelfuse announced a notable increase in net sales, reaching $613 million, which marks a 9.8% growth compared to the previous year. The company also reported a significant rise in both GAAP and adjusted diluted earnings per share, up by 26% and 45% respectively.

Business Operations and StrategyDividendsFinancial Disclosures
Littelfuse Reports Strong Q2 2025 Financial Results
Positive
Jul 30, 2025

On July 30, 2025, Littelfuse reported its financial results for the second quarter ending June 28, 2025, highlighting a 9.8% increase in net sales to $613 million and a 26% rise in GAAP diluted earnings per share to $2.30. The company also announced a 7% increase in its quarterly cash dividend, reflecting its strong operational execution and market leadership. Littelfuse’s strategic focus on operational excellence and capitalizing on growth opportunities has resulted in improved profitability and positions the company for continued growth in the third quarter, with expected net sales between $610 million and $630 million.

The most recent analyst rating on (LFUS) stock is a Buy with a $310.00 price target. To see the full list of analyst forecasts on Littelfuse stock, see the LFUS Stock Forecast page.

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

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 30, 2025