Littelfuse (NASDAQ:LFUS – Get Free Report) released its earnings results on Wednesday. The technology company reported $5.79 earnings per share for the quarter, topping analysts’ consensus estimates of $4.97 by $0.82, FiscalAI reports. Littelfuse had a positive return on equity of 13.02% and a negative net margin of 0.31%. The company had revenue of $795.20 million during the quarter, compared to the consensus estimate of $792.49 million. During the same quarter in the previous year, the company posted $2.77 EPS. Littelfuse’s quarterly revenue was up 22.7% compared to the same quarter last year.
Here are the key takeaways from Littelfuse’s conference call:
- Record third-quarter performance: Net sales reached $767 million, organic revenue growth accelerated to 22%, adjusted EPS rose 96% to a record $5.79, and free cash flow increased 64% year over year.
- Demand was broad-based across data centers, grid and utility infrastructure, diversified industrials, commercial vehicles, and aerospace and defense. Record bookings, a book-to-bill ratio well above 1.0, and strong backlog support continued momentum into 2027.
- Electronics margins expanded 910 basis points to 33.1% excluding the Dortmund fee, while Transportation and Industrial margins also improved. Management cited volume leverage, favorable mix and pricing, plus power-semiconductor portfolio and footprint optimization.
- Fourth-quarter sales guidance of $750 million to $770 million implies approximately 28% year-over-year growth at the midpoint, with adjusted EPS guidance of $5.05 to $5.25. Basler is outperforming initial expectations, with full-year sales now projected at $135 million to $140 million and accretion of approximately $0.25 to $0.30.
- The Dortmund contract amendment reduced reported third-quarter semiconductor sales by $28.5 million, while passenger-vehicle sales declined 5% because of lower global auto production and planned exits from legacy, lower-margin sensor lines.
Littelfuse Trading Up 0.1%
Shares of Littelfuse stock traded up $0.34 during trading on Wednesday, reaching $383.34. 189,815 shares of the stock were exchanged, compared to its average volume of 286,721. The company has a quick ratio of 2.00, a current ratio of 2.76 and a debt-to-equity ratio of 0.20. The firm has a market cap of $9.74 billion, a price-to-earnings ratio of -766.66, a price-to-earnings-growth ratio of 1.86 and a beta of 1.48. Littelfuse has a 1 year low of $233.36 and a 1 year high of $500.57. The stock’s fifty day moving average is $411.20 and its 200 day moving average is $397.09.
Wall Street Analyst Weigh In
A number of equities research analysts have recently weighed in on the stock. Zacks Research lowered shares of Littelfuse from a “strong-buy” rating to a “hold” rating in a report on Monday, July 13th. Weiss Ratings upgraded Littelfuse from a “sell (d+)” rating to a “hold (c-)” rating in a report on Thursday, July 30th. Four investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $465.83.
Check Out Our Latest Stock Analysis on LFUS
Key Stories Impacting Littelfuse
Here are the key news stories impacting Littelfuse this week:
- Positive Sentiment: Q3 earnings exceeded expectations. Littelfuse reported adjusted earnings of $5.79 per share, above the $4.95–$4.97 analyst consensus and nearly double the prior-year result. Revenue rose 22.7% year over year to approximately $767 million–$795 million, depending on the reporting measure used. Littelfuse Beats Q3 Earnings Estimates
- Positive Sentiment: Profitability and cash flow were robust. GAAP net income increased to $115.4 million from $69.5 million, while operating margin reached 20%. Operating cash flow was $230.1 million and free cash flow was $215.7 million, supporting the company’s financial flexibility. Littelfuse Q3 Results
- Positive Sentiment: Management provided constructive fourth-quarter guidance. Littelfuse forecast fourth-quarter sales of $750 million to $770 million and adjusted diluted EPS of $5.05 to $5.25, indicating continued earnings momentum. The company also declared a quarterly dividend of $0.80 per share, payable December 3 to shareholders of record November 19. Littelfuse Declares Dividend
- Neutral Sentiment: Revenue slightly missed some estimates. One report characterized quarterly sales as below analyst expectations, although the shortfall was modest and results were helped by strong year-over-year growth. A $28.5 million Dortmund contract amendment fee was recorded as a reduction of semiconductor sales, adding some complexity to revenue comparisons. Littelfuse Reports Q3 Sales
- Negative Sentiment: Insider selling may weigh on sentiment. Reported insider activity showed 17 sales and no purchases during the past six months. This is not necessarily bearish because sales may reflect scheduled transactions or diversification, but it provides a potential overhang for investors.
Littelfuse Company Profile
Littelfuse, Inc is a diversified industrial technology company that develops and manufactures products designed to protect, control and sense electrical energy. Its portfolio includes fuses and other circuit-protection devices, power semiconductor products, relays, switches, sensors and related electronic components.
The company serves customers in the automotive, commercial vehicle, industrial, electronics, energy and communications markets. Its products are used in applications such as vehicle electrification, battery systems, industrial equipment, power distribution, renewable energy systems, data infrastructure and consumer electronics.
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