Littelfuse, Inc. (LFUS) Earnings
Littelfuse, Inc. is expected to report next earnings on July 29, 2026 (in NaN days), with a consensus EPS estimate of $3.77. LFUS has beaten EPS estimates in 8 of its last 12 reported quarters (average surprise +13.2% over the last four).
| 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% |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q1 FY2026 · May 6, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
• Delivered strong first quarter results with net sales of $657 million, up 19% year-over-year. • Capitalized on broad-based demand strength across key markets. • Benefiting from leadership position in safe and efficient electrical energy transfer. • Sharpened growth focus with expansion in grid and utility infrastructure market, integration of Bassler acquisition showing transformative impact. • Partnering closely with customers to solve technology challenges, making progress in transportation market with share gains and expanding pipeline. • Enhancing operational excellence, driving margin expansion across portfolio, with transportation margins up 200 basis points, and semiconductor products business seeing profitability enhancement opportunities.
Guidance
• Expect second quarter net sales in the range of 690 million to 710 million, representing 14% growth versus the prior year, 8% organic growth and 6% contribution from Bassler acquisition. • Expect second quarter adjusted diluted EPS to be in the range of $3.65 to $3.85 with an adjusted effective tax rate of 21% to 22%.
Segment performance
Net sales in the first quarter were $657 million, up 19% year-over-year, 9% organically. Adjusted EBITDA margin finished at 22.9%, up 280 basis points. Electronics product segment: Sales increased 18% year over year, organic growth of 15%, passive products up 22% organically, semiconductor products grew 8% organically. Transportation product segment: Sales increased 5% year-over-year, organic growth 1%, passenger vehicle organic sales plus 4%, adjusted EBITDA margin increased 200 basis points to 19.1%. Industrial segment: Sales increased 45% year-over-year, organic growth 5%, adjusted EBITDA margin increased 340 basis points to 21.9%.
Analyst Q&A
Q: Drilled into electronics growth, specifically diversified industrial demand.
A: Strong performance across electronic segment, good in data center with pipeline up, industrial market broadening with all segments except HVAC doing well, book-to-bill well above one.
Q: Book-to-bill, sequential expansion of orders.
A: Sequential improvement from Q4 to Q1, within Q1 saw sequential improvement, bookings up over 20% year-over-year.
Q: Commercial vehicle double digit design wins.
A: Across transportation business, good momentum with content and share gains and strong pipeline.
Q: Data center, protection portfolio and industrial data center-related opportunities.
A: All segments participate in data center, strong growth in rack solutions and infrastructure, design wins from Bassler in data center infrastructure.
Q: Margin dynamics, offsets for commodity costs.
A: Flow-through in Q1 about 38%, guide for Q2 contemplates 31%, teams working to offset commodity pressures through supply chain savings, productivity, pricing.
Q: Margin pass-through pace.
A: Long-term 30% to 35% flow-through expected, quarter-to-quarter noise possible.
Q: Data center TAM and electronics margin.
A: Investor day to provide more color on data center TAM, electronics margin expected to improve over mid to long term with product rationalization and footprint optimization.
Q: Acquisition pipeline.
A: Growth strategy organic and inorganic, active pipeline, disciplined, will talk more about details in investor day, integration of Bassler going well.
Q: Residential HVAC market.
A: Market has cycles, some seasonality and noise in short term, medium to long term expect good performance.