Littelfuse, Inc.
- Open
- 415.99
- Day high
- 423.84
- Day low
- 410.00
- Prev close
- 401.56
- Volume
- 265K
- Mkt cap
- $10.4B
- P/E (TTM)
- —
- EPS (TTM)
- —
- P/B
- 4.1
- P/S
- 4.2
- Yield
- 0.73%
- Per share
- $3.00
- ▼Insiders net selling -$11.3M over the last 3 months (0 open-market buys, 19 sales)
- 🏛Institutions mixed (13F)
Littelfuse, Inc. (LFUS) is a Technology company listed on NASDAQ. The stock is up 73% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 19 sales (SEC Form 4).
Littelfuse, Inc. (LFUS) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 3 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
LFUS earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 6, 2026 | $2.83 | $3.31 | +17.0% | $657M | +2.8% |
| Jan 28, 2026 | $2.51 | $2.69 | +7.2% | $594M | -5.9% |
| Oct 29, 2025 | $2.75 | $2.95 | +7.3% | $625M | +6.4% |
| Jul 30, 2025 | $2.35 | $2.85 | +21.3% | $613M | +1.2% |
| Jan 28, 2025 | $2.07 | $2.04 | -1.4% | $530M | +0.8% |
| Apr 30, 2024 | $1.75 | $1.76 | +0.6% | $535M | -0.9% |
| Jan 30, 2024 | $2.11 | $2.02 | -4.3% | $534M | -2.0% |
| Oct 31, 2023 | $2.61 | $2.97 | +13.8% | $607M | +3.7% |
| Aug 1, 2023 | $3.35 | $3.12 | -6.9% | $612M | -1.9% |
| May 2, 2023 | $2.86 | $3.64 | +27.3% | $610M | +0.6% |
| Feb 1, 2023 | $3.27 | $3.34 | +2.1% | $613M | -0.1% |
| Nov 1, 2022 | $3.81 | $4.28 | +12.3% | $659M | +3.4% |
LFUS insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jun 22, 2026 | Khandelwal Abhishekofficer: Executive VP, CFO | Tax | 1,122 | $479.82 |
| Jun 18, 2026 | Gorski Jeffrey Gofficer: SVP & Chief Accounting Officer | Sell | 247 | $483.26 |
| Jun 18, 2026 | Gorski Jeffrey Gofficer: SVP & Chief Accounting Officer | Sell | 1,142 | $482.31 |
| Jun 18, 2026 | Gorski Jeffrey Gofficer: SVP & Chief Accounting Officer | Option | 689 | $166.63 |
| Jun 16, 2026 | HUNTER GORDONdirector | Sell | 1,432 | $480.00 |
| Jun 16, 2026 | HUNTER GORDONdirector | Option | 1,432 | $132.08 |
| Jun 11, 2026 | GRILLO ANTHONYdirector | Sell | 209 | $454.07 |
| Jun 11, 2026 | GRILLO ANTHONYdirector | Sell | 256 | $450.66 |
| Jun 11, 2026 | GRILLO ANTHONYdirector | Sell | 38 | $452.75 |
| Jun 11, 2026 | GRILLO ANTHONYdirector | Sell | 35 | $449.76 |
| Jun 11, 2026 | GRILLO ANTHONYdirector | Sell | 2,462 | $451.93 |
| Jun 8, 2026 | Kim Peter Sung-Jipofficer: SVP & GM Industrial Business | Grant | 5 | $480.24 |
| Jun 8, 2026 | Khandelwal Abhishekofficer: Executive VP, CFO | Grant | 16 | $480.24 |
| Jun 8, 2026 | CHUNG T Jdirector | Grant | 10 | $480.24 |
| Jun 8, 2026 | Chu Maggieofficer: SVP, CHRO | Grant | 6 | $480.24 |
Source: LFUS SEC Form 4 filings, latest Jun 22, 2026. For informational purposes only — not investment advice.
See the full LFUS insider & 13F page →Littelfuse, Inc. company profile
Overview
Littelfuse, Inc. (NASDAQ:LFUS) is a Chicago-based manufacturer of circuit protection, power control, and sensing products founded in 1927. Originally established as a fuse manufacturer, the company has evolved over nearly a century into a global leader in electrical safety and power management solutions. Through strategic acquisitions and organic growth, Littelfuse has expanded its addressable market to over $20 billion and now serves diverse industries including automotive, industrial automation, renewable energy, data centers, and consumer electronics across the Asia-Pacific, Americas, and European markets.
Business
Littelfuse operates in the electrical components and circuit protection industry, manufacturing products that safeguard electrical systems from damage caused by overcurrent, overvoltage, and other electrical faults. The company's products are essential components in virtually every electronic device and electrical system, acting as the first line of defense against electrical failures that could cause fires, equipment damage, or system shutdowns. The company operates through three primary business segments: **Electronics Products (approximately 45-50% of revenue)** manufactures passive and active electronic components including traditional fuses, resettable fuses that automatically reset after a fault, varistors that protect against voltage surges, and semiconductor devices like transient voltage suppressors and power management chips. These components protect sensitive electronics in applications ranging from smartphones and laptops to industrial equipment and data center infrastructure. **Transportation Products (approximately 30-35% of revenue)** provides circuit protection and sensing solutions specifically designed for automotive applications. This includes fuses and relays for traditional vehicles, high-voltage protection systems for electric and hybrid vehicles, battery management components, and various sensors. The segment serves both passenger vehicles and commercial vehicles including trucks, buses, and off-road equipment. **Industrial Products (approximately 20-25% of revenue)** focuses on higher-power applications in industrial settings, offering protection relays, contactors, transformers, and temperature sensors for renewable energy systems, HVAC equipment, industrial safety systems, and electric vehicle charging infrastructure. These products typically handle higher voltages and currents than consumer electronics applications.
Revenue model
Littelfuse generates revenue primarily through direct product sales to original equipment manufacturers (OEMs), distributors, and end customers across its three business segments. The company operates a traditional manufacturing business model where it designs, manufactures, and sells physical products with established pricing structures. The Electronics segment achieves the highest margins (typically 25-30% operating margins) due to its focus on higher-value semiconductor products and specialized passive components that command premium pricing. Revenue comes from selling components to electronics manufacturers, distributors, and system integrators who incorporate these protection devices into their final products. The Transportation segment operates on lower margins (typically 9-12% operating margins) but benefits from long-term design-in cycles where Littelfuse products become integral to vehicle platforms for multiple model years. The company works directly with automotive OEMs and Tier-1 suppliers, often securing multi-year contracts that provide revenue visibility. The Industrial segment generates mid-range margins (typically 13-17% operating margins) by serving industrial customers who value reliability and performance over pure cost considerations. This segment benefits from the critical nature of electrical protection in industrial applications where failures can result in significant downtime costs. Factors that positively impact margins include increased adoption of electric vehicles (which require more sophisticated protection components), growth in renewable energy installations, expansion of data center infrastructure, and the company's ability to introduce higher-value semiconductor products. Margin pressures can arise from commodity pricing volatility, competitive pricing in mature markets, supply chain disruptions, and economic downturns that reduce industrial capital spending. The company's diverse end-market exposure and focus on mission-critical applications help maintain pricing discipline even during challenging market conditions.
Competitive moat
Littelfuse possesses a moderate but meaningful competitive moat built on several defensive characteristics. The company benefits from **high switching costs** as its products become integral to customer designs through lengthy qualification processes that can take 12-24 months. Once a Littelfuse component is designed into a product, customers are reluctant to change suppliers due to the time and cost required for re-qualification, particularly in safety-critical applications like automotive and industrial systems. The company's **technical expertise and application knowledge** accumulated over nearly a century provides another layer of protection. Littelfuse engineers work closely with customers to solve complex electrical protection challenges, creating relationships that extend beyond simple component supply to technical partnership. This consultative approach is particularly valuable in emerging applications like electric vehicle charging infrastructure and renewable energy systems. **Regulatory compliance and safety certifications** create additional barriers to entry, as Littelfuse products must meet stringent safety standards across multiple industries and geographies. The company's established relationships with certification bodies and deep understanding of regulatory requirements make it difficult for new entrants to quickly gain market access. However, the moat faces several challenges. The electronics industry's commoditization pressure means that while specialized products may maintain pricing power, more standardized components face intense competition from lower-cost manufacturers, particularly those based in Asia. Additionally, **large customers possess significant bargaining power** and can drive pricing negotiations, especially in high-volume automotive applications. The company's moat is strongest in specialized, safety-critical applications and weakest in commodity-like products where differentiation is limited.
Risks & safety
Littelfuse demonstrates a **strong financial position** with substantial margin of safety across key metrics: **Liquidity and Solvency:** - Cash and short-term investments of $619 million (Q1 2025) provides significant liquidity buffer - Current ratio of 3.88 indicates strong ability to meet short-term obligations - Debt-to-equity ratio of 0.36 represents conservative leverage - Positive free cash flow generation of $43 million in Q1 2025, with strong historical cash generation **Valuation Metrics:** - Trading at P/E ratio of 28.6x based on recent earnings - EV/EBITDA of 12.9x appears reasonable for a diversified industrial company - Price-to-book ratio of 2.03x reflects moderate premium to tangible assets - Graham number analysis suggests current valuation is within reasonable range **Other Considerations:** - Strong balance sheet with total assets of $3.9 billion and manageable total liabilities - Diversified revenue streams reduce single-market dependency risk - Consistent dividend payments demonstrate commitment to shareholder returns - However, cyclical nature of end markets creates earnings volatility risk
Recent development
Over the past few years, Littelfuse has pursued an aggressive acquisition strategy to expand its addressable market and technological capabilities. **Key strategic acquisitions** include C&K Switches to strengthen electronics capabilities, Carling Technologies for commercial vehicle applications, and most recently the acquisition of a semiconductor fabrication facility from Elmos in Germany, completed in late 2024. This $300 million investment provides Littelfuse with in-house semiconductor manufacturing capabilities, reducing dependence on third-party foundries and enabling better control over supply chain and product development. The company has strategically **pivoted toward higher-growth markets** including electric vehicle infrastructure, renewable energy systems, and data center applications. Management has emphasized focus on "sustainability, connectivity, and safety" megatrends, positioning the company to benefit from the global transition to electrification and digitalization. **Operational improvements** have been a consistent theme, with management implementing cost reduction initiatives, optimizing manufacturing footprint, and improving operational efficiency across all segments. The company has also invested in expanding its global manufacturing presence to mitigate supply chain risks and serve customers more effectively. Under new CEO Greg Henderson, who took over in early 2025, the company is **sharpening its strategic focus** on providing more complete solutions for customers rather than just individual components. This includes developing integrated protection systems and expanding software capabilities to complement hardware offerings. The company continues to generate strong design win momentum, with robust activity in automotive electrification, industrial automation, and data center applications, though conversion from design wins to production revenue typically takes 12-18 months.
LFUS company profile · for informational purposes only — not investment advice.
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