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

Posted by George Bondi on Jul 29th, 2026

Littelfuse (NASDAQ:LFUS – Get Free Report) announced its earnings results on Wednesday. The technology company reported $4.19 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.78 by $0.41, FiscalAI reports. The business had revenue of $738.78 million for the quarter, compared to analyst estimates of $703.38 million. Littelfuse had a negative net margin of 1.61% and a positive return on equity of 11.62%. Littelfuse’s revenue was up 20.4% compared to the same quarter last year. During the same quarter in the previous 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 Price Performance

NASDAQ LFUS traded up $19.30 on Wednesday, reaching $411.36. The company’s stock had a trading volume of 421,875 shares, compared to its average volume of 311,475. The firm has a market cap of $10.40 billion, a PE ratio of -244.16, a price-to-earnings-growth ratio of 2.26 and a beta of 1.49. The business has a 50-day moving average price of $444.22 and a 200 day moving average price of $386.54. Littelfuse has a 52 week low of $233.36 and a 52 week high of $500.57. The company has a current ratio of 2.61, a quick ratio of 1.82 and a debt-to-equity ratio of 0.21.

Key Headlines Impacting Littelfuse

Here are the key news stories impacting Littelfuse this week:

Positive Sentiment: Quarterly results exceeded expectations. Littelfuse reported adjusted diluted EPS of $4.19, above the $3.77-$3.78 analyst consensus and its prior guidance range of $3.65-$3.85. Revenue reached $738.8 million, ahead of estimates near $703 million and up 20.4% year over year. Littelfuse Q2 Earnings and Revenues Surpass Estimates
Positive Sentiment: Growth was broad-based, with improving profitability. Organic sales increased 14%, GAAP operating margin expanded 110 basis points to 16.2%, and net income rose to $89.4 million from $57.3 million a year earlier. Electronics revenue rose 21%, while Industrial revenue jumped 52%; Transportation revenue increased 2%. Littelfuse Q2 2026 Net Sales Rise 20% to $739 Million
Positive Sentiment: Third-quarter guidance was well above consensus. Management projected EPS of $4.85-$5.05 versus consensus of $3.93 and revenue of $780-$800 million versus expectations of $722.7 million. The outlook suggests continued demand momentum in areas including data centers, grid infrastructure and utility markets. Littelfuse Posts Strong Q2 Results and Raises Dividend
Positive Sentiment: Shareholder returns improved. Littelfuse raised its quarterly dividend 7% to $0.80 per share, while reporting $146 million in operating cash flow and $127 million in free cash flow.
Neutral Sentiment: Institutional positioning was mixed. In the latest quarter, 229 institutions increased holdings while 198 reduced positions; notable additions and substantial exits point to divided fund sentiment.
Negative Sentiment: Insider trading remains a potential overhang. Company insiders recorded 48 open-market sales and no purchases during the past six months. While sales may reflect compensation or diversification, the absence of insider buying could temper enthusiasm.

Insider Transactions at Littelfuse

In other news, SVP Maggie Chu sold 11,397 shares of the company’s stock in a transaction that occurred on Wednesday, May 20th. The stock was sold at an average price of $435.48, for a total value of $4,963,165.56. Following the sale, the senior vice president directly owned 6,001 shares in the company, valued at approximately $2,613,315.48. This represents a 65.51% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Also, Director Anthony Grillo sold 3,000 shares of the stock in a transaction that occurred on Thursday, June 11th. The stock was sold at an average price of $451.96, for a total value 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 approximately $29,344,858.88. The trade was a 4.42% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 14,679 shares of company stock valued at $6,430,971. Corporate insiders own 1.00% of the company’s stock.

Institutional Trading of Littelfuse

Large investors have recently bought and sold shares of the stock. Atlas Capital Advisors Inc. acquired a new position in Littelfuse during the fourth quarter worth $27,000. Prosperity Bancshares Inc acquired a new stake in shares of Littelfuse during the 4th quarter worth about $36,000. Quarry LP bought a new position in Littelfuse during the 3rd quarter valued at about $36,000. Larson Financial Group LLC boosted its position in Littelfuse by 50.9% in the third quarter. Larson Financial Group LLC now owns 160 shares of the technology company’s stock valued at $41,000 after buying an additional 54 shares in the last quarter. Finally, Measured Wealth Private Client Group LLC acquired a new position in Littelfuse in the third quarter valued at about $42,000. 96.14% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

Several analysts have issued reports on the stock. Robert W. Baird raised their price target on shares of Littelfuse from $500.00 to $535.00 and gave the stock an “outperform” rating in a research report on Friday, June 5th. Oppenheimer increased their target price on shares of Littelfuse from $430.00 to $500.00 and gave the company an “outperform” rating in a research note on Thursday, May 7th. Weiss Ratings reissued a “sell (d+)” rating on shares of Littelfuse in a research report on Friday, July 10th. Zacks Research lowered Littelfuse from a “strong-buy” rating to a “hold” rating in a research note on Monday, July 13th. Finally, Williams Trading set a $520.00 price target on Littelfuse in a report on Thursday, May 7th. Four research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, Littelfuse has a consensus rating of “Moderate Buy” and an average price target of $465.83.

Read Our Latest Stock Report on LFUS

About Littelfuse

(Get Free Report)

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.