Littelfuse (NASDAQ:LFUS) Posts Quarterly Earnings Results, Beats Expectations By $0.41 EPS

Littelfuse (NASDAQ:LFUS) released its quarterly earnings data on Wednesday. The technology company reported $4.19 EPS for the quarter, beating analysts’ consensus estimates of $3.78 by $0.41, FiscalAI reports. The firm had revenue of $738.78 million for the quarter, compared to analysts’ expectations of $703.38 million. Littelfuse had a positive return on equity of 13.02% and a negative net margin of 0.31%.The firm’s quarterly revenue was up 20.4% on a year-over-year basis. During the same period in the prior year, the firm posted $2.30 earnings per share. 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 0.7%

NASDAQ LFUS traded up $3.09 during trading on Friday, hitting $445.09. The stock had a trading volume of 63,344 shares, compared to its average volume of 315,880. The company has a quick ratio of 1.82, a current ratio of 2.76 and a debt-to-equity ratio of 0.20. The company has a market capitalization of $11.26 billion, a PE ratio of -893.28, a PEG ratio of 2.30 and a beta of 1.49. The firm has a 50 day moving average price of $443.56 and a 200 day moving average price of $388.66. Littelfuse has a twelve month low of $233.36 and a twelve month high of $500.57.

Littelfuse Increases Dividend

The company also recently announced 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. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.20 annualized dividend and a yield of 0.7%. This is an increase from Littelfuse’s previous quarterly dividend of $0.75. Littelfuse’s dividend payout ratio is presently -177.51%.

Insider Activity

In related news, SVP Maggie Chu sold 11,397 shares of the company’s stock in a transaction that occurred on Wednesday, May 20th. The shares were sold at an average price of $435.48, for a total transaction of $4,963,165.56. Following the sale, the senior vice president directly owned 6,001 shares of the company’s stock, valued at $2,613,315.48. This represents a 65.51% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Anthony Grillo sold 3,000 shares of the firm’s stock in a transaction that occurred on Thursday, June 11th. The shares were sold at an average price of $451.96, for a total transaction of $1,355,880.00. Following the completion of the transaction, the director directly owned 64,928 shares of the company’s stock, valued at $29,344,858.88. This represents a 4.42% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 1.00% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of the stock. Focus Partners Wealth acquired a new position in shares of Littelfuse during the third quarter worth about $238,000. PharVision Advisers LLC purchased a new position in Littelfuse in the third quarter valued at $234,000. Shelton Capital Management acquired a new stake in Littelfuse in the third quarter valued at $228,000. Northeast Financial Consultants Inc purchased a new stake in Littelfuse during the 2nd quarter worth about $227,000. Finally, Evergreen Capital Management LLC purchased a new position in shares of Littelfuse in the 2nd quarter valued at about $203,000. 96.14% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

LFUS has been the topic of a number of research analyst reports. Weiss Ratings restated a “sell (d+)” rating on shares of Littelfuse in a research report on Friday, July 10th. Zacks Research lowered shares of Littelfuse from a “strong-buy” rating to a “hold” rating in a report on Monday, July 13th. Oppenheimer upped their target price on shares of Littelfuse from $430.00 to $500.00 and gave the company an “outperform” rating in a research report on Thursday, May 7th. Williams Trading set a $520.00 target price on shares of Littelfuse in a research note on Thursday, May 7th. Finally, Robert W. Baird lifted their price target on shares of Littelfuse from $500.00 to $535.00 and gave the company an “outperform” rating in a research report on Friday, June 5th. Four research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company 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.