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Littelfuse Inc (LFUS) stock

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NASDAQ: LFUS Nasdaq Electronic Components Next results ~January 27, 2027

B Fundamentals grade

Littelfuse Inc is a US-listed company in the electronic components industry. Its financial year ends in December.

Stock price today

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Third-party market data · may be delayed

Fair value per share

~$530

Cash-flow model

Base case. Range ~$410–$700 across our lower- and higher-growth cases (6.4%–16.4% a year).

Price vs value

Undervalued

The price is below our entire value range; our base value is 35% above it.

Price used: $394.54, November 2, 2026

Littelfuse Inc valuation: adjust assumptions and compare models →

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Insiders0 buying, 9 selling0 purchases and 57 sales by directors and officers, last 12 monthsInsider trades
  • Funds286 adding, 253 cuttingOf 93 active managers that changed their stake, 47 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter Littelfuse files

10-Q filed October 28: Littelfuse

Model value +27.3%

Revenue for the twelve months to September 2026 was $2.76bn, up 18.7% on a year earlier, faster than the 15.4% growth a quarter earlier. Free-cash-flow margin rose to 19.2% from 16.4% a year earlier. Operating margin narrowed to 5.5% from 9.1%. Our model value rises from $420 to $534 a share, against a share price of $395. The rating stays Hold. At that price, our model says the market is pricing in about 7.5% a year of cash-flow growth for five years, close to the 5.8% a year revenue growth it has delivered.

Source: 10-Q filed October 28, 2026 on SEC EDGAR · Financials · Valuation

Earlier notes (2)

10-Q filed July 29: Littelfuse

Revenue for the twelve months to June 2026 reached $2.76bn, up 18.7% on a year earlier and ahead of the 15.4% growth recorded a quarter before. Cash generation improved too, with the free-cash-flow margin climbing to 19.2% from 16.4%. Less helpfully, operating margin narrowed to 5.5% from 9.1%. On balance, the fundamentals grade moves up from C+ to B, and our model value rises from $411 to $420 a share. The shares trade at $383, and the rating stays Hold. At that price, the market is pricing in roughly 8.3% annual cash-flow growth over five years, well above the 5.8% a year revenue growth the company has actually delivered.

10-Q on SEC EDGAR

Where Littelfuse stands after its latest 10-Q

Revenue for the twelve months to June 2026 was $2.61bn, up 15.4% on a year earlier, faster than 12.6% a quarter earlier. Free-cash-flow margin rose to 17.0% from 13.9% a year earlier. Operating margin narrowed to 3.7% from 8.9%. Against its peers on growth, profitability, cash generation and balance sheet, it grades C+. It passes 5 of our 7 financial-health checks. Our cash-flow model value is $362 a share, against a share price of $383. At that price, our model says the market is pricing in about 9.6% a year of cash-flow growth for five years, faster than the 4.7% a year revenue growth it has delivered.

10-Q on SEC EDGAR

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~January 27, 2027 (estimated)

Littelfuse Inc's trailing-twelve-month revenue grew 18.7% year on year, with a free-cash-flow margin of 19.2%. Where it stands out: free-cash-flow margin of 19.2% ranks 2 of 24 electronic components companies we cover.

Our discounted-cash-flow model values the business at ~$530 per share in the base case (~$410–$700 across growth scenarios) — model values under stated assumptions, not a price target.

Current signal Free cash flow diverging from earnings: TTM free cash flow grew 38.7% while net income fell 68.1%: a 107pp divergence.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

  • Priced below our value. The share price of $394.54 is 35% below our value per share of $530.
  • Fast growth. Revenue grew 18.7% over the last 12 months, against a median of 16.1% for electronic components companies we cover.
  • Growth speeding up. The growth rate is 3.3 points higher than a quarter earlier.
  • Net cash. Cash exceeds long-term debt by $0.3bn.
  • Beating expectations. Earnings per share beat the analysts' consensus estimate in each of the last four quarters.

Things to watch

  • Margins narrowing. Operating margin is down 3.6 points on a year ago.
  • High earnings multiple. The shares trade at 264 times the last 12 months' earnings, so expectations are demanding.
  • Volatile shares. Over the past year the shares showed annualised volatility of 43% and a beta of 1.8 against the S&P 500.
  • Insiders selling. 9 insiders sold $37M of stock over the past 365 days and none bought (4% under pre-set trading plans).

Latest results: FY2026 Q3

Filed October 28, 2026
Earnings per share
$5.79 against an average estimate of $4.98: beat by 16.2%
Revenue
$767m, up 22.7% on a year earlier
Share reaction
+5.5% in the first session after the results on October 28, 2026, against 0.0% for the S&P 500
Guidance given
revenue growth growth 28% (fourth quarter); net sales $750m to $770m (Fourth Quarter of 2026*)
Next report
October 28, 2026; average EPS estimate $4.45

Littelfuse's figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day+0.4%
  • 1 week+8.4%
  • 1 month-13.6%
  • This year+56.9%
  • 1 year+63.6%
  • 5 years+31.8%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

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Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$2.8B
Operating margin
5.5%
Net margin
1.4%
EPS (TTM, diluted)
$1.50

Growth

Revenue growth
+18.7%
Change in growth rate
+3.3 pts
Share count change
+1.1%

Cash

Free cash flow (TTM)
$529M
FCF margin
19.2%
Stock pay % of revenue
1.1%

Earnings

Last results
October 28, 2026
Next results (est.)
January 27, 2027

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Results
  2. Guidance
  3. Results
  4. Announcement
  5. Announcement
  6. Leadership
  7. Leadership
  8. Results
  9. Results

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

Littelfuse Inc valuation models and calculator

What the price is pricing in

The share price implies about 7.8% a year of cash-flow growth for five years.That is close to the 5.8% a year revenue growth Littelfuse has delivered.

  • Priced in7.8%
  • Last 12 months18.7%
  • 3 years a year4.1%
  • 5 years a year5.8%

Our cash-flow model with every input fixed except growth over the next five years, solved for the growth at which the model value equals the share price ($412.86, Nov 3, 2026). Cash-flow growth then fades to 2.5% a year; discount rate 8.5%. Delivered figures are revenue growth from SEC filings. This is a model exercise, not investment advice or a forecast of the share price. All companies

Fundamentalytics rating

model v1.6 · 2026-11-03
Hold12-month view
12-month price target
~$530
Price used
$412.86close November 3, 2026
Implied change
▲ +29%
Uncertainty
Medium

How we got here: a discounted-cash-flow model of Littelfuse Inc's free cash flow after stock-based pay with after-tax interest added back ($450M, FY2026 Q3 TTM), growing 19% and 11.1% in the next two years (forecasts, guidance and its record), then back to 11.4% by year five, and fading to 2.5%, discounted at 8.5%. Lower and higher growth cases span ~$410–~$700 ; that spread sets a 25% margin before we rate Buy or Sell.

Produced by Fundamentalytics' automated valuation model on November 3, 2026, using delayed market prices. Rating meanings, methodology and conflicts: recommendations disclosure and research disclaimer. General research, not personal advice — it does not consider your circumstances. Prices can fall as well as rise.

Our value per share comes from a discounted-cash-flow model of Littelfuse Inc's free cash flow after stock-based pay ( $450M, FY2026 Q3 TTM, with after-tax interest added back): growth for five years as below (the first two years from forecasts, guidance and the company's record), fading to 2.5%, discounted at 8.5%, then cash added and debt and other claims subtracted. These are model values under stated assumptions, not price targets or recommendations.

Valuation models

We value Littelfuse Inc as an operating company, with every model that fits that kind of business. Cost of equity 10.9%: the 10-year Treasury yield (4.9%) plus a beta of 1.33 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Cash-flow model (DCF) Free cash flow to the firm (after stock pay, with after-tax interest added back), grown then faded to 2.5%, discounted at 8.5% as the firm rate, less debt and other claims. ~$530 ~$410–$700 Primary model, counts double
Forward price-to-earnings vs peers Next year's consensus earnings per share times peers' typical (harmonic-mean) forward price-to-earnings. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$370 ~$290–$560 Included
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. ~$86 ~$63–$120 Included
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. ~$79 ~$70–$90 Included
Combined value Weighted average of the models that apply: the primary model (cash-flow model (dcf)) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. ~$320 ~$79–$530 4 models

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Littelfuse Inc with Electronic Components in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

What moves the value

  • Revenue growth 5 points lower ▼ −24%
  • Revenue growth 5 points higher ▲ +30%
  • Free-cash-flow margin 1 point lower ▼ −5%
  • Last year's free-cash-flow margin change, if it persists ▲ +16%
  • Discount rate 1 point higher ▼ −16%
Value per share under different assumptions
Discount rate ↓ / growth → −5% growth0% growth5% growth10% growth15% growth20% growth
7% $260$350$470$628$834$1100
8.5% $200$266$352$465$612$801
10% $164$215$281$368$480$623

Valuation multiples over time Market data may be delayed

At fiscal year end 20152016201720182019202020212022202320242025Now
Share price$96.67$138.50$181.96$155.78$179.90$238.24$300.04$211.88$259.99$232.81$260.60$394.54
Market value$2.2bn$3.1bn$4.2bn$3.9bn$4.5bn$5.9bn$7.5bn$5.3bn$6.5bn$5.8bn$6.5bn$10.0bn
+ Net debt (− = net cash)−$158m$183m$71m$210m$152m$4m$162m$444m$320m$134m$241m−$195m
Enterprise value$2.0bn$3.3bn$4.2bn$4.1bn$4.6bn$5.9bn$7.6bn$5.7bn$6.8bn$6.0bn$6.7bn$9.8bn
Multiples
Price / sales 2.5x3.0x3.4x2.3x3.0x4.1x3.6x2.1x2.8x2.7x2.7x3.6x
Price / earnings 27.2x30.1x34.9x23.9x32.1x45.1x26.4x14.2x25.2x58.2x—n/m
Price / free cash flow 18.0x23.5x20.5x15.3x24.3x29.0x26.5x16.8x17.6x20.0x17.7x18.8x
EV / EBITDA 14.0x18.1x15.1x12.6x16.2x22.7x15.8x9.2x13.7x26.3x59.7x—

Market value uses the period's diluted share count; figures for each fiscal year use that year's results and the price at year end. "Now" uses today's price and the last twelve months.

Moat

68 /100

Moderate moat

How hard Littelfuse's competitive advantage looks for rivals to wear away, judged from 10 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 17 / 20

    Cash operating profit has been a median 13.1% of total assets over 10 years.

  • Pricing power 13 / 20

    Gross margin has been a median 37.9%, moving by 1.9 percentage points (standard deviation) across 10 years.

  • Durability 9 / 20

    Operating margin has been a median 13.7%; its worst year was 5.5%.

  • Cash conversion 17 / 20

    Free cash flow was positive in 10 of 10 years, at a median 13.6% of revenue.

  • Discipline 16 / 20

    The diluted share count rose 1.4% over five years; stock-based pay has been a median 1.1% of revenue.

AI disruption exposure: Medium. In this industry, AI could change how the product is made or sold, without replacing the core asset. The score above includes a 5-point deduction for that exposure (73 before it).

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Analysts' consensus

Fiscal yearEPSGrowthRevenueGrowth
Current $17.05 +60% $3.0bn +24%
Next $20.17 +18% $3.3bn +10%

Next year's EPS estimate has moved +16.8% in 90 days, across 4 analysts.

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is +15.5% on 90 days ago. In the last 30 days, 4 analysts raised Littelfuse Inc's forecast and 0 cut it.

Consensus EPS forecast Littelfuse Inc, last 90 days
$14.00 $16.00 $18.00 $20.00 $22.00 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: $14.76 Current fiscal year, 60 days ago: $17.02 Current fiscal year, 30 days ago: $17.02 Current fiscal year, 7 days ago: $17.02 Current fiscal year, Now: $17.05 $17.05 Next fiscal year, 90 days ago: $17.27 Next fiscal year, 60 days ago: $20.09 Next fiscal year, 30 days ago: $20.09 Next fiscal year, 7 days ago: $20.09 Next fiscal year, Now: $20.17 $20.17

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago $14.76$17.27
60 days ago $17.02$20.09
30 days ago $17.02$20.09
7 days ago $17.02$20.09
Now $17.05$20.17

Earnings against estimates

Quarter toEstimateActualSurprise
Sept 2026 $4.98 $5.79 +16.2%
Jun 2026 $3.78 $4.19 +10.8%
Mar 2026 $2.84 $3.31 +16.5%
Dec 2025 $2.53 $2.69 +6.2%

Adjusted EPS as companies report it, against the average analyst estimate.

Management guidance

Earnings release, October 28, 2026
  • revenue growth fourth quarter about 28% growth
    “Looking ahead to the fourth quarter, we continue to see strong demand across our diverse market exposures, and we expect approximately +28% yr/yr revenue growth.” source
  • Net sales Fourth Quarter of 2026* $750m to $770m Non-GAAP
    “Net sales in the range of $750 - $770 million, adjusted diluted EPS in the range of $5.05 - $5.25 and an adjusted effective tax rate of approximately ~24%” source
  • adjusted diluted EPS Fourth Quarter of 2026* $5.05 to $5.25 Non-GAAP
    “Net sales in the range of $750 - $770 million, adjusted diluted EPS in the range of $5.05 - $5.25 and an adjusted effective tax rate of approximately ~24%” source
  • adjusted effective tax rate Fourth Quarter of 2026* about 24% Non-GAAP
    “Net sales in the range of $750 - $770 million, adjusted diluted EPS in the range of $5.05 - $5.25 and an adjusted effective tax rate of approximately ~24%” source

How earlier guidance turned out

  • Net sales, the third quarter guided $780m to $800m Below range: $767m

Figures and quotations are management's, copied from the company's own press release (SEC 8-K exhibit) and checked word for word against it. Forward-looking statements are the company's expectations, not ours and not advice; guidance can change or be missed.

How our valuation uses these forecasts

Our cash-flow model grows Littelfuse Inc's revenue by +19.0% next year and +11.1% the year after, then fades back toward its own record by year five. Next year's rate weighs analysts' consensus (+15.6%, weight 40%) , management guidance (+28.0%, weight 36%) and the company's own record (+11.4%, weight 24%) . How the weights are set.

Analyst recommendations

4 analysts, Oct 2026
Buy375%
Hold125%
Sell00%

Monthly trend

  1. Oct 20261214
  2. Sep 20261214

Counts of recommendations published by analysts covering Littelfuse Inc, by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
6.0%
of tradable shares
Days to cover
6.69
at average volume
Short interest, 1 month
+8%
to October 15, 2026
Held by institutions
—
of shares
Held by insiders
1.6%
of shares
Employees
18,000
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

What moved the share price

Last 12 months +63.6%

$241.15 on October 31, 2025 to $394.54

ThenNowEffect
Revenue (last 12 months) $2.3bn $2.6bn +15.4%
P/S multiple 2.7x 3.8x +42.5%
Share count 25m 25m −0.6%

Biggest factor: p/s multiple. Loss-making at one end, so the split uses price/sales.

Last 3 years +74.6%

$225.92 on November 3, 2023 to $394.54

ThenNowEffect
Revenue (last 12 months) $2.5bn $2.6bn +4.8%
P/S multiple 2.3x 3.8x +67.1%
Share count 25m 25m −0.3%

Biggest factor: p/s multiple. Loss-making at one end, so the split uses price/sales.

The effects multiply back to the price change exactly. Results are the last 12 months as known on each date (filings assumed public 45 days after quarter end).

Return and risk by year

Calendar year 202120222023202420252026 to date
Return
LFUS+25%−29%+23%−11%+9%+57%
Industry peers (median)+16%−12%+10%+11%+4%+19%
S&P 500+29%−18%+26%+25%+18%+11%
Months that ended higher
LFUS67%33%67%42%50%55%
S&P 50075%42%67%75%75%46%
Largest fall from a high during the year
LFUS−16%−39%−30%−15%−41%−28%
S&P 500−5%−25%−10%−8%−19%−9%

Worst fall since November 2, 2015: 54% from June 20, 2018 to March 18, 2020. Getting back needed a 118% gain, reached on November 16, 2020, 243 days after the low.

Price behaviour

52-week range
$233.58 – $488.16
From 52-week high
−19.2%
vs 50-day average
−3.6%
vs 200-day average
−1.3%
Volatility (1 year)
43%
Beta vs S&P 500
1.81

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
9 up, 3 down
typical move ±5.0%
After a week
7 up, 4 down
typical move ±7.6%
After a month
8 up, 3 down
typical move ±7.7%
Results releasedNext dayS&P 500 next day5 days21 days
October 28, 2026 +5.5% 0.0% — —
July 29, 2026 +12.7% +0.1% +17.6% +7.7%
May 6, 2026 +4.4% +1.1% +13.8% +8.4%
January 28, 2026 +10.2% −0.2% +11.8% +19.3%
October 29, 2025 −7.5% −1.1% −6.7% −2.2%
July 30, 2025 +9.1% −0.5% +5.7% +12.3%
April 29, 2025 +1.8% +0.7% +6.4% +17.0%
January 28, 2025 +2.6% +0.4% +0.8% +2.5%
October 29, 2024 −1.3% −0.1% −2.1% −3.2%
July 30, 2024 +2.7% +1.1% −9.0% +3.4%
April 30, 2024 −1.1% −1.9% +9.2% +8.6%
January 30, 2024 +1.1% −1.7% −0.5% −0.1%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Options strategies

All options ideas

How Littelfuse Inc’s listed options are priced, and three ways to use them that follow from our valuation. Quotes are delayed, read November 2, 2026. Check the live chain at your broker before trading.

Cash-secured put

Not offered: fundamentals grade B (needs B+ or better).

We suggest selling a put only on well-rated companies, at a strike where the price you would pay if assigned (strike less premium) is at or below our fair value.

Covered call

Not offered: no liquid call at or above our price target — the model says the upside is worth more than any listed strike.

For holders: sell a call at a strike at or above our fair value, so the shares are only sold at a price the model calls full value.

Collar

Not offered: the shares trade below our fair value: a collar caps upside the model expects.

For holders of a stock trading at or above our fair value: buy a put for a floor and sell a call to pay for it.

General research, not personal advice. Options can lose you more than you expect and are not suitable for everyone: put sellers can be made to buy shares that keep falling, call sellers give up gains above the strike, and results or news can move prices sharply. Chances shown are approximations from each option’s delta. Spreads, fees and early assignment are not modelled.

Littelfuse Inc in five measures

Fundamentals grade B
Growth Profitability Cash Balance sheet Value

Growth, profitability, cash generation and balance sheet are percentiles against the companies we cover in the same industry, from SEC filings (100 = best). Value compares the share price with our modelled value range (50 = at our base value; higher = cheaper). A description of reported data and our model — not a quality score or advice.

Fundamentals

Revenue (TTM) Littelfuse Inc
$2B $2.2B $2.4B $2.6B $2.8B FY23 Q4 FY24 Q3 FY25 Q2 FY26 Q3 Revenue (TTM), FY23 Q4: $2.4B Revenue (TTM), FY24 Q1: $2.3B Revenue (TTM), FY24 Q2: $2.2B Revenue (TTM), FY24 Q3: $2.2B Revenue (TTM), FY24 Q4: $2.2B Revenue (TTM), FY25 Q1: $2.2B Revenue (TTM), FY25 Q2: $2.3B Revenue (TTM), FY25 Q3: $2.3B Revenue (TTM), FY25 Q4: $2.4B Revenue (TTM), FY26 Q1: $2.5B Revenue (TTM), FY26 Q2: $2.6B Revenue (TTM), FY26 Q3: $2.8B $2.8B

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue (TTM)
FY23 Q4 $2.4B
FY24 Q1 $2.3B
FY24 Q2 $2.2B
FY24 Q3 $2.2B
FY24 Q4 $2.2B
FY25 Q1 $2.2B
FY25 Q2 $2.3B
FY25 Q3 $2.3B
FY25 Q4 $2.4B
FY26 Q1 $2.5B
FY26 Q2 $2.6B
FY26 Q3 $2.8B
Revenue growth, TTM YoY Littelfuse Inc
-20% -10% 0% 10% 20% FY23 Q4 FY24 Q3 FY25 Q2 FY26 Q3 Revenue growth, TTM YoY, FY23 Q4: -6.0% Revenue growth, TTM YoY, FY24 Q1: -8.5% Revenue growth, TTM YoY, FY24 Q2: -10.4% Revenue growth, TTM YoY, FY24 Q3: -10.1% Revenue growth, TTM YoY, FY24 Q4: -7.3% Revenue growth, TTM YoY, FY25 Q1: -3.4% Revenue growth, TTM YoY, FY25 Q2: 1.3% Revenue growth, TTM YoY, FY25 Q3: 5.8% Revenue growth, TTM YoY, FY25 Q4: 8.9% Revenue growth, TTM YoY, FY26 Q1: 12.6% Revenue growth, TTM YoY, FY26 Q2: 15.4% Revenue growth, TTM YoY, FY26 Q3: 18.7% 18.7%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue growth, TTM YoY
FY23 Q4 -6.0%
FY24 Q1 -8.5%
FY24 Q2 -10.4%
FY24 Q3 -10.1%
FY24 Q4 -7.3%
FY25 Q1 -3.4%
FY25 Q2 1.3%
FY25 Q3 5.8%
FY25 Q4 8.9%
FY26 Q1 12.6%
FY26 Q2 15.4%
FY26 Q3 18.7%
Operating margin (TTM) Littelfuse Inc
0% 5% 10% 15% 20% FY23 Q4 FY24 Q3 FY25 Q2 FY26 Q3 Operating margin (TTM), FY23 Q4: 15.3% Operating margin (TTM), FY24 Q1: 13.3% Operating margin (TTM), FY24 Q2: 12.5% Operating margin (TTM), FY24 Q3: 12.4% Operating margin (TTM), FY24 Q4: 7.2% Operating margin (TTM), FY25 Q1: 7.9% Operating margin (TTM), FY25 Q2: 8.9% Operating margin (TTM), FY25 Q3: 9.1% Operating margin (TTM), FY25 Q4: 1.6% Operating margin (TTM), FY26 Q1: 2.8% Operating margin (TTM), FY26 Q2: 3.7% Operating margin (TTM), FY26 Q3: 5.5% 5.5%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Operating margin (TTM)
FY23 Q4 15.3%
FY24 Q1 13.3%
FY24 Q2 12.5%
FY24 Q3 12.4%
FY24 Q4 7.2%
FY25 Q1 7.9%
FY25 Q2 8.9%
FY25 Q3 9.1%
FY25 Q4 1.6%
FY26 Q1 2.8%
FY26 Q2 3.7%
FY26 Q3 5.5%
FCF margin (TTM) Littelfuse Inc
12% 14% 16% 18% 20% FY23 Q4 FY24 Q3 FY25 Q2 FY26 Q3 FCF margin (TTM), FY23 Q4: 15.7% FCF margin (TTM), FY24 Q1: 16.8% FCF margin (TTM), FY24 Q2: 15.8% FCF margin (TTM), FY24 Q3: 12.7% FCF margin (TTM), FY24 Q4: 13.3% FCF margin (TTM), FY25 Q1: 13.3% FCF margin (TTM), FY25 Q2: 13.9% FCF margin (TTM), FY25 Q3: 16.4% FCF margin (TTM), FY25 Q4: 15.3% FCF margin (TTM), FY26 Q1: 15.7% FCF margin (TTM), FY26 Q2: 17.0% FCF margin (TTM), FY26 Q3: 19.2% 19.2%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period FCF margin (TTM)
FY23 Q4 15.7%
FY24 Q1 16.8%
FY24 Q2 15.8%
FY24 Q3 12.7%
FY24 Q4 13.3%
FY25 Q1 13.3%
FY25 Q2 13.9%
FY25 Q3 16.4%
FY25 Q4 15.3%
FY26 Q1 15.7%
FY26 Q2 17.0%
FY26 Q3 19.2%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-Q, 10-Q/A. Generated November 3, 2026. Definitions in our methodology.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year 2009 Jan 2010 2010 Jan 2011 2011 Dec 2011 2012 Dec 2012 2013 Dec 2013 2014 Dec 2014 2015 Jan 2016 2016 Dec 2016 2017 Dec 2017 2018 Dec 2018 2019 Dec 2019 2020 Dec 2020 2021 Jan 2022 2022 Dec 2022 2023 Dec 2023 2024 Dec 2024 2025 Dec 2025 LTM Sept 2026
Income
Revenue 430 608 665 668 758 852 868 1,056 1,222 1,718 1,504 1,446 2,080 2,514 2,363 2,191 2,386 2,756
Gross profit 125 234 257 258 296 324 330 413 507 653 546 501 772 1,007 900 788 906 1,105
EBITDA 45 140 146 138 164 176 146 184 282 328 285 259 484 622 498 227 112 −1,231
Operating income 14 108 114 107 130 134 104 131 219 225 193 162 386 501 361 159 38 151
Net income 9 79 87 75 89 98 81 104 120 165 139 130 284 373 259 100 −72 38
Diluted EPS $0.43 $3.52 $3.90 $3.40 $3.94 $4.32 $3.56 $4.60 $5.21 $6.52 $5.60 $5.29 $11.38 $14.94 $10.34 $4.00 −$2.89 $1.50
Growth (year on year)
Revenue — +41.4% +9.4% +0.4% +13.5% +12.4% +1.9% +21.7% +15.7% +40.7% −12.5% −3.9% +43.9% +20.9% −6.0% −7.3% +8.9% +18.7%
EBITDA — +208.2% +4.7% −5.4% +18.8% +6.9% −17.0% +26.1% +53.2% +16.6% −13.1% −9.4% +87.3% +28.3% −19.8% −54.4% −50.5% −448.0%
Operating income — +685.5% +5.9% −6.2% +21.5% +3.0% −22.2% +25.4% +67.3% +3.0% −14.3% −15.8% +137.5% +29.9% −27.9% −56.0% −76.4% −28.2%
Net income — +735.9% +10.6% −13.4% +17.9% +10.5% −17.6% +29.2% +14.4% +37.7% −15.5% −6.5% +118.3% +31.5% −30.5% −61.4% −171.6% −68.1%
Diluted EPS — +718.6% +10.8% −12.8% +15.9% +9.6% −17.6% +29.2% +13.3% +25.1% −14.1% −5.5% +115.1% +31.3% −30.8% −61.3% −172.3% −68.5%
Margins
Gross margin 29.1% 38.5% 38.6% 38.7% 39.1% 38.1% 38.1% 39.1% 41.5% 38.0% 36.3% 34.7% 37.1% 40.1% 38.1% 35.9% 38.0% 40.1%
EBITDA margin 10.5% 23.0% 22.0% 20.7% 21.7% 20.6% 16.8% 17.4% 23.0% 19.1% 19.0% 17.9% 23.3% 24.7% 21.1% 10.4% 4.7% −44.7%
Operating margin 3.2% 17.7% 17.1% 16.0% 17.1% 15.7% 12.0% 12.4% 17.9% 13.1% 12.8% 11.2% 18.5% 19.9% 15.3% 7.2% 1.6% 5.5%
Net margin 2.2% 12.9% 13.1% 11.3% 11.7% 11.5% 9.3% 9.9% 9.8% 9.6% 9.2% 9.0% 13.6% 14.8% 11.0% 4.6% −3.0% 1.4%
Free-cash-flow margin 3.3% 13.4% 15.5% 14.0% 10.9% 14.2% 14.0% 12.7% 16.6% 15.0% 12.2% 14.0% 13.6% 12.5% 15.7% 13.3% 15.3% 19.2%
Cash flow
Cash from operations 30 104 121 116 117 153 166 180 269 332 245 258 373 420 457 368 434 595
Capital spending 16 22 18 23 35 32 44 46 66 75 62 56 91 104 86 76 68 66
Free cash flow 14 82 103 94 82 121 122 134 203 257 183 202 283 315 371 292 366 529
Stock-based pay 6 5 6 7 9 9 10 12 16 27 19 18 20 24 24 26 27 29
Free cash flow after stock pay 9 76 97 86 74 112 112 122 187 230 164 184 263 292 347 266 339 500
Balance sheet
Cash 70 110 164 235 305 298 329 275 430 490 531 688 478 563 556 725 563 825
Total debt 0 — — 84 220 — 171 458 500 699 683 691 640 1,006 876 859 804 630
Net debt (negative = net cash) −70 −110 −164 −151 −85 −298 −158 183 71 210 152 4 162 444 320 134 241 −195
Diluted shares 22m 22m 22m 22m 23m 23m 23m 23m 23m 25m 25m 25m 25m 25m 25m 25m 25m 25m
Returned to shareholders
Dividends — 3 15 17 19 21 24 28 32 40 45 47 50 56 62 67 72 77
Buybacks — 25 37 — — 14 31 0 0 64 99 23 0 0 0 41 28 0
Total returned — 29 52 17 19 35 56 28 32 104 144 70 50 56 62 108 100 77

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Financial health

7 of 7 checks passed · September 26, 2026
What it owns · $4.2bn
Short-term assets $1.8bnLonger-term assets $2.4bn
What it owes, and who funded it · $4.2bn
Short-term liabilities $680mLonger-term liabilities $822mShareholders' equity $2.7bn
  • Short-term assets cover short-term liabilities $1.8bn of assets due within a year against $680m of liabilities due within a year.
  • Short-term assets cover long-term liabilities $1.8bn short-term assets against $822m of longer-dated liabilities.
  • More cash than debt $825m of cash against $630m of debt.
  • Debt below 40% of shareholders' equity Debt is 23% of equity.
  • Debt burden no higher than five years ago Debt to equity moved from 30% to 23% over five years.
  • A year's operating cash flow covers at least 20% of debt $595m of operating cash flow against $630m of debt.
  • Operating profit covers interest at least five times over Operating income of $151m against $27m of interest.

From Littelfuse Inc's latest balance sheet as filed. Checks are fixed, documented rules (methodology), counted only where the company reports the figures — a dot means the filing doesn't break the item out. Descriptions of reported data, not advice.

Dividends, buybacks and capital spending

FY2026 Q3 TTM
Buybacks (TTM)
$0
Dividends (TTM)
$76.9M
Returned to shareholders
15%
of free cash flow
Buybacks, last 3 fiscal years
$68.4M
Diluted share count
+1.1%
year over year
Total shareholder yield
0.8%
dividends 0.8% + buybacks 0.0% of market value
Dividend payout ratio
203%
of net income paid out
R&D spending
4.3%
of revenue
Sales & admin spending
15.7%
of revenue
Days sales outstanding
58 days
receivables vs revenue

Competitors: side by side with peers

Closest by revenue in electronic components
Last 12 months unless stated LFUS BDC VSH AEIS TTMI COHR Median
Revenue, last 12 months $2.8bn $3.1bn $3.3bn $2.3bn $3.8bn $7.1bn $647m
Revenue growth, last 12 months 18.7% 17.7% 13.4% 31.7% 37.6% 22.5% 15.0%
Revenue growth, 3-year average 4.1% 6.1% −2.2% 9.3% 18.8% 11.3% 5.6%
Revenue growth, latest quarter 22.7% 38.3% 16.6% 50.3% 59.9% 33.7% 18.4%
Gross margin 40.1% 36.8% 20.9% 40.3% 22.2% 37.5% 36.5%
Operating margin 5.5% 9.0% 3.3% 16.0% 11.1% 2.0% 8.5%
Operating margin, 3-year average 9.0% 10.1% 3.4% 8.5% 8.0% 4.6% 8.3%
Net margin 1.4% 5.6% 0.9% 12.7% 7.0% 11.3% 5.8%
Cash from operations / revenue 21.6% 12.8% 10.4% 9.9% 8.8% 1.1% 10.4%
Free-cash-flow margin 19.2% 7.3% −0.2% 3.1% 0.4% −14.4% 3.7%
Free-cash-flow margin, 3-year average 16.1% 8.1% −3.9% 5.7% 0.9% −2.3% 8.9%
Stock pay / revenue 1.1% 1.2% 0.9% 3.2% 1.9% 2.7% 1.9%
Change in share count 1.1% −2.7% 2.4% 8.7% 2.2% 26.3% 2.9%

Median of all 26 companies we cover in electronic components. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

26 electronic components companies
Measure Company Peer median Rank
Revenue growth Growth 18.7% 16.1% 11 of 26
Change in growth rate Growth +3.3pp +3.5pp 16 of 26
Gross margin Profitability 40.1% 36.8% 7 of 24
Operating margin Profitability 5.5% 9.0% 15 of 25
Net margin Profitability 1.4% 6.0% 18 of 26
Free-cash-flow margin Cash generation 19.2% 5.6% 2 of 24
Stock pay as % of revenue Cash generation 1.1% 2.1% 7 of 24
Long-term debt as % of assets Balance sheet 12.5% 12.5% 10 of 19
Change in share count Balance sheet 1.1% 3.5% 9 of 22
Days sales outstanding Balance sheet 58 days 69 days 7 of 24

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Where the revenue comes from

Fiscal year to December 27, 2025
Segments
Line of business Revenue Share YoY
Electronics $1.3B 56.4% ▲ 13.4%
Transportation $676M 28.3% ▲ 0.6%
Industrial $364M 15.3% ▲ 9.9%
Products and services
Line of business Revenue Share YoY
Electronics Passive Products and Sensors $676M 28.3% ▲ 18.3%
Electronics Semiconductor $670M 28.1% ▲ 8.8%
Industrial Products $364M 15.3% ▲ 9.9%
Commercial Vehicle Products $321M 13.4% 0.0%
Passenger Car Products $294M 12.3% ▲ 5.5%
Automotive Sensors $62.2M 2.6% ▼ 15.4%
Geography
Region Revenue Share YoY
Other Countries $984M 41.3% ▲ 11.4%
United States $830M 34.8% ▲ 3.7%
China $572M 24.0% ▲ 12.8%

From Littelfuse Inc's 10-K filed February 19, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.

Who owns it

Funds buying and selling
Reported value
$11.5B
Institutions reporting
606
Shares held vs prior quarter
▲ 0.8%
Positions opened / closed
114 / 43

Top buyers and sellers, Q2 2026: 286 institutions bought and 253 sold ; the biggest buyer was Jane Street Group, LLC (+285K shares) and the biggest seller T. Rowe Price Investment Management, Inc (−499K). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Blackrock, Inc. $1.1B 2.5M 10.0% ▲ 7.4%
Vanguard Portfolio Management LLC $685M 1.5M 6.0% ▼ 4.0%
Vanguard Capital Management LLC $520M 1.1M 4.5% ▲ 1.3%
Van Lanschot Kempen Investment Management N.V. $425M 934K 3.7% ▼ 5.0%
State Street Corp $362M 794K 3.1% ▲ 3.0%
Mairs & Power Inc $274M 602K 2.4% ▼ 16.9%
Geode Capital Management, LLC $266M 583K 2.3% ▲ 18.9%
Morgan Stanley $215M 471K 1.9% ▲ 10.4%
Neuberger Berman Group LLC $213M 468K 1.9% ▼ 36.9%
Dimensional Fund Advisors LP $203M 445K 1.8% ▼ 11.5%
Barrow Hanley Mewhinney & Strauss LLC $185M 406K 1.6% ▼ 11.1%
Invesco Ltd. $179M 394K 1.6% ▲ 176.8%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Littelfuse Inc's complete shareholder register. Values are as reported by the filers ; 1 inconsistently scaled filing rows were excluded.

Insider trading activity

Full insider history and chart
Insider purchases History → $0 0 trades by 0 insiders, last 12 months Insider sales History → $36.7M 57 trades by 9 insiders · 4% under pre-set plans
Net ▼ $36.7M net selling
Insider Date Trade Shares Price Value
Ruppel David SVP & GM Transportation Bus. October 29, 2026 Sell 1,493 $404.57 $604,023
Gorski Jeffrey G SVP & Chief Accounting Officer June 18, 2026 Sell 1,142 $482.31 $550,798
Gorski Jeffrey G SVP & Chief Accounting Officer June 18, 2026 Sell 247 $483.26 $119,365
Hunter Gordon Director June 15, 2026 Sell 1,432 $480.00 $687,360
Grillo Anthony Director June 11, 2026 Sell 209 $454.07 $94,901
Grillo Anthony Director June 11, 2026 Sell 38 $452.75 $17,204
Grillo Anthony Director June 11, 2026 Sell 2,462 $451.93 $1.1M
Grillo Anthony Director June 11, 2026 Sell 35 $449.76 $15,742
Grillo Anthony Director June 11, 2026 Sell 256 $450.66 $115,369
Hunter Gordon Director June 3, 2026 Sell pre-set plan 603 $488.31 $294,451
Kim Peter Sung-Jip SVP & GM Industrial Business June 2, 2026 Sell 81 $484.90 $39,277
Kim Peter Sung-Jip SVP & GM Industrial Business June 2, 2026 Sell 10,090 $486.18 $4.9M

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Trades by members of Congress

All 4 trades and filings

No trades in Littelfuse Inc disclosed in the last 12 months; 4 earlier trades on record.

  • Jefferson Shreve(R-IN 6):Sale (full), $15,001 - $50,000, traded May 12, 2025, filed June 22, 2025
  • Jefferson Shreve(R-IN 6):Purchase, $15,001 - $50,000, traded April 17, 2025, filed May 8, 2025
  • Jefferson Shreve(R-IN 6):Sale (full), $15,001 - $50,000, traded March 13, 2025, filed April 11, 2025

Value ranges as filed; reports can arrive up to 45 days after a trade.

Earnings dates and SEC filings

Results announcements

Next expected around January 27, 2027 estimated from the company's past filing pattern, not announced

  • October 28, 2026
  • July 29, 2026
  • May 6, 2026
  • January 28, 2026
  • October 29, 2025
  • July 30, 2025

Recent SEC filings

Data status

When each part of this page on Littelfuse Inc was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Littelfuse Inc in brief

What does Littelfuse Inc do?
Littelfuse Inc is a US-listed company in the electronic components industry. Its financial year ends in December.
What is Littelfuse Inc's stock ticker?
Littelfuse Inc trades under the ticker LFUS on Nasdaq. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Littelfuse Inc's revenue, and how fast is it growing?
Over its most recent trailing twelve months, Littelfuse Inc reported revenue of $2.8B, 18.7% higher than a year earlier, according to its SEC filings.
What is Littelfuse Inc's free cash flow?
Littelfuse Inc's free-cash-flow margin is 19.2% of revenue over the trailing twelve months, ranking 2 of the 24 electronic components companies we cover.
What is Littelfuse Inc's fair value (intrinsic value) per share?
Our discounted-cash-flow model of Littelfuse Inc's free cash flow after stock-based pay gives ~$530 per share in the base case, and ~$410–$700 across growth scenarios. These are model values under stated assumptions — not a price target or a recommendation.
Who are Littelfuse Inc's largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Blackrock, Inc., Vanguard Portfolio Management LLC and Vanguard Capital Management LLC. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
Is Littelfuse Inc buying back stock, and does it pay a dividend?
Littelfuse Inc spent $0 on share repurchases over the trailing twelve months, and its diluted share count still rose 1.1% over the year.
What is Littelfuse Inc's market cap?
On November 2, 2026, Littelfuse Inc's market capitalisation was about $10B, with a price-to-earnings ratio of 263.6 and net debt of -$195M. Market figures come from third-party market data and may be delayed.
Does Littelfuse Inc pay a dividend?
Yes: Littelfuse Inc paid $76.9M in dividends over the trailing twelve months, a dividend yield of 0.76% and a payout ratio of 203.4%.
How much debt does Littelfuse Inc have?
Littelfuse Inc's debt-to-equity ratio is 23.1%, from its latest balance sheet (30.3% five years earlier). The financial health section below sets out its other solvency checks.
Who are Littelfuse Inc's competitors?
In our Electronic Components peer group, the companies closest to Littelfuse Inc are Belden Inc., Vishay Intertechnology Inc, Advanced Energy Industries Inc, TTM Technologies Inc and Coherent Corp. The side-by-side comparison below sets their revenue, margins and growth against Littelfuse Inc's.
Are insiders buying or selling Littelfuse Inc stock?
Over the last 12 months, Littelfuse Inc's directors and officers reported 0 open-market purchases and 57 sales on Form 4. The insider trading page charts every trade.
When is Littelfuse Inc's next earnings date?
Around January 27, 2027, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Littelfuse Inc announces its own schedule.