Littelfuse, Inc.

Report azionario NasdaqGS:LFUS

Capitalizzazione di mercato: US$12.1b

Littelfuse Gestione

Criteri Gestione verificati 2/4

Littelfuse Il CEO è Greg Henderson, nominato in Feb2025, e ha un mandato di 1.25 anni. la retribuzione annua totale è $ 19.61M, composta da 4.6% di stipendio e 95.4% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.075% delle azioni della società, per un valore di $ 9.09M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 3.3 anni e 13.1 anni.

Informazioni chiave

Greg Henderson

Amministratore delegato

US$19.6m

Compenso totale

Percentuale dello stipendio del CEO4.57%
Mandato del CEO1.3yrs
Proprietà del CEO0.08%
Durata media del management3.3yrs
Durata media del Consiglio di amministrazione13.1yrs

Aggiornamenti recenti sulla gestione

Recent updates

Seeking Alpha May 12

Littelfuse: Riding The AI Supply Wave

Summary Littelfuse has delivered over 50% share price returns, underpinned by robust earnings growth and accelerating sales momentum. Littelfuse trades at ~30x forward earnings, justified by strong operational leverage and margin expansion, though organic growth lags leading AI peers. Recent results show 19% Q1 sales growth (9% organic), with the Basler acquisition and currency effects contributing about half of total growth. I remain cautious on Littelfuse at current multiples, as organic growth near 10% is unexceptional relative to other AI suppliers. Read the full article on Seeking Alpha
Aggiornamento della narrazione May 12

LFUS: AI And Defense Demand Will Support Future Returns After Recent Pullback

Analysts have lifted their price target on Littelfuse from $367 to $475, citing updated assumptions for higher revenue growth, stronger profit margins, and a modestly higher future P/E multiple supported by recent upbeat research commentary from several firms. Analyst Commentary Recent research notes on Littelfuse cluster firmly on the optimistic side, with several price target increases and positive tags reflecting confidence in the company’s long term setup.
Aggiornamento della narrazione Apr 21

LFUS: AI And Defense Optimism Will Likely Cap Future Return Potential

Analysts have raised the Littelfuse price target from $275 to $320, citing research that highlights supportive AI and defense demand trends, along with updated assumptions for revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent research on Littelfuse has focused on how AI and defense demand could support the business, with several firms updating their models and price targets.
Aggiornamento della narrazione Apr 06

LFUS: AI And Defense Demand Will Support Measured Returns After Pullback

The analyst fair value estimate for Littelfuse has moved from $353.60 to $367.00 as analysts highlight AI and defense demand as key supports for the updated targets. Analyst Commentary Recent Street research has turned more constructive on Littelfuse, with several firms updating views and price targets alongside the recalibrated fair value estimate.
Aggiornamento della narrazione Mar 23

LFUS: AI And Defense Tailwinds Will Steady Returns After Recent Pullback

Analysts have raised their Littelfuse price target by $35 to $408, citing what they view as favorable underlying trends supported by AI and defense demand, even after the recent selloff. Analyst Commentary Recent research has focused on how Littelfuse could be positioned against themes such as AI related infrastructure and defense demand, especially after the recent share price pullback.
Aggiornamento della narrazione Mar 09

LFUS: Higher Future P/E And Margin Assumptions Will Drive Upside Potential

The analyst price target for Littelfuse has shifted from $360 to $408. Analysts point to updated assumptions around the discount rate, revenue growth, profit margin, and future P/E to support the change.
Aggiornamento della narrazione Feb 23

LFUS: Rating Upgrade And 2026 Sales Outlook Will Guide Balanced Return Prospects

Analysts have adjusted their price target on Littelfuse to $353.60 from $344.00. This change reflects updated views on fair value and future P/E assumptions, supported by recent research updates and upgrades from multiple firms.
Aggiornamento della narrazione Feb 09

LFUS: Rating Upgrade And 2026 Sales Guidance Will Shape Balanced Risk Outlook

The analyst price target for Littelfuse has moved from US$307.50 to US$344.00, with analysts referencing their recent research updates as support for the higher fair value range. Analyst Commentary Bullish analysts are using the latest research updates to justify a higher fair value range for Littelfuse, reflected in the recent price target moves and an upgrade in rating.
Articolo di analisi Feb 04

What Littelfuse, Inc.'s (NASDAQ:LFUS) 26% Share Price Gain Is Not Telling You

Littelfuse, Inc. ( NASDAQ:LFUS ) shares have continued their recent momentum with a 26% gain in the last month alone...
Aggiornamento della narrazione Jan 25

LFUS: Higher P/E Assumptions Will Support A US$360 Upside Case

Analysts have raised their price target for Littelfuse by $35 to $360, citing updated assumptions for fair value, discount rate, revenue growth, profit margin, and forward P/E that reflect their latest research views. Analyst Commentary Bullish analysts lifting their fair value estimates to US$360 are signaling stronger confidence in how Littelfuse can execute against their updated assumptions on revenue, margins, discount rate, and forward P/E.
Aggiornamento della narrazione Jan 10

LFUS: Buyback Completion And Margin Assumptions Will Shape Balanced Return Outlook

Analysts have maintained their fair value estimate for Littelfuse at US$275.00. Updated assumptions for revenue growth, profit margins, the discount rate, and a slightly higher future P/E are shaping their revised price target narrative.
Articolo di analisi Jan 05

When Should You Buy Littelfuse, Inc. (NASDAQ:LFUS)?

Littelfuse, Inc. ( NASDAQ:LFUS ), might not be a large cap stock, but it saw a double-digit share price rise of over...
Aggiornamento della narrazione Dec 15

LFUS: AI Efficiencies And Margin Runway Will Shape Balanced Return Outlook

Analysts have raised their fair value estimate for Littelfuse from $194 to $275 per share, citing stronger secular growth tailwinds, early benefits from the company’s artificial intelligence initiatives, and an improving margin outlook that they believe is not yet fully reflected in the stock’s valuation. Analyst Commentary While recent research notes highlight Littelfuse’s exposure to attractive secular growth drivers and early benefits from its artificial intelligence initiatives, not all market observers are equally enthusiastic about the pace or durability of the current momentum.
Aggiornamento della narrazione Oct 26

Secular Trends And Artificial Intelligence Will Drive Broader Market Opportunities Ahead

Analysts have raised Littelfuse's price target by $20 to $310, citing anticipated benefits from secular growth trends as well as early positive results from the company's artificial intelligence initiatives. Analyst Commentary Recent commentary from industry analysts reflects a mix of optimism and caution regarding Littelfuse’s future prospects, particularly in light of its increasing focus on artificial intelligence and secular growth trends in its markets.
Aggiornamento della narrazione Oct 12

Electrification, Renewables And Data Centers Will Expand Future Markets

The analyst price target for Littelfuse has increased from $300 to $307.50. Analysts cite ongoing margin improvements, initial benefits from artificial intelligence initiatives, and industry growth drivers as the basis for their increased optimism.
Articolo di analisi Sep 17

Is Littelfuse (NASDAQ:LFUS) Using Too Much Debt?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Articolo di analisi Aug 31

Littelfuse, Inc.'s (NASDAQ:LFUS) Price In Tune With Earnings

With a price-to-earnings (or "P/E") ratio of 60.1x Littelfuse, Inc. ( NASDAQ:LFUS ) may be sending very bearish signals...
Articolo di analisi Aug 12

Some Investors May Be Willing To Look Past Littelfuse's (NASDAQ:LFUS) Soft Earnings

Littelfuse, Inc.'s ( NASDAQ:LFUS ) stock was strong despite it releasing a soft earnings report last week. However, we...
Articolo di analisi Aug 07

Littelfuse's (NASDAQ:LFUS) Upcoming Dividend Will Be Larger Than Last Year's

Littelfuse, Inc. ( NASDAQ:LFUS ) has announced that it will be increasing its dividend from last year's comparable...
Articolo di analisi Jun 23

Are Investors Undervaluing Littelfuse, Inc. (NASDAQ:LFUS) By 25%?

Key Insights Littelfuse's estimated fair value is US$292 based on 2 Stage Free Cash Flow to Equity Current share price...
Seeking Alpha Apr 15

Littelfuse: Headwinds Likely To Persist, But Valuation Is Now Very Attractive

Summary Littelfuse’s growth depends heavily on macroeconomic conditions, and recent weakness in end-markets (e.g., consumer electronics, appliances) plus recession fears and tariffs have hampered revenue growth and share price performance. Despite short-term challenges, the company’s essential components for circuit protection, sensing, and power control are well-positioned to benefit from key mega-trends such as electrification, EV adoption, renewable energy, and industrial. Roughly half of Littelfuse’s revenue growth over the years has come from disciplined M&A, supported by a healthy balance sheet that gives it flexibility to act on attractive bolt-on opportunities. The company’s share price decline has left valuation multiples (Price/Sales, EV/Revenue, and forward P/E) below historical averages and even below levels seen during the pandemic, suggesting potential long-term upside once the macroeconomic environment stabilizes. Read the full article on Seeking Alpha
Seeking Alpha Jan 30

Sparks Fly, But Not Enough To Ignite A Buy On Littelfuse

Summary Littelfuse, Inc. is a well-established electronics manufacturer with a diversified portfolio across Electronics, Transportation, and Industrial segments, showing steady revenue despite recent declines. The company maintains a strong financial position with solid cash flow, expanding margins, and strategic acquisitions, but faces headwinds in key markets. Valuation concerns arise due to earnings multiple compression and market uncertainties, suggesting a “Hold” rating until clearer signs of demand recovery or a better entry point. Long-term potential exists in electrification and automation, but sequential margin improvement and stabilization in semiconductor/EV component orders are crucial for validating the LFUS stock bull case. Read the full article on Seeking Alpha

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Greg Henderson rispetto agli utili di Littelfuse?
DataCompenso totaleStipendioUtili della società
Mar 28 2026n/an/a

-US$40m

Dec 27 2025US$20mUS$896k

-US$72m

Sep 27 2025n/an/a

US$119m

Jun 28 2025n/an/a

US$107m

Mar 29 2025n/an/a

US$95m

Dec 28 2024US$273kn/a

US$100m

Sep 28 2024n/an/a

US$195m

Jun 29 2024n/an/a

US$195m

Mar 30 2024n/an/a

US$219m

Dec 30 2023US$218kn/a

US$259m

Compensazione vs Mercato: La retribuzione totale di Greg ($USD 19.61M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.81M ).

Compensazione vs guadagni: La retribuzione di Greg è aumentata nonostante l'azienda non sia redditizia.


AMMINISTRATORE DELEGATO

Greg Henderson (56 yo)

1.3yrs
Mandato
US$19,605,954
Compensazione

Dr. Gregory N. Henderson, also known as Greg, Ph D., is an Independent Director at Littelfuse, Inc. since May 15, 2023 and is its President and Chief Executive Officer from February 10, 2025. He serves as...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Gregory Henderson
CEO, President & Director1.3yrsUS$19.61m0.075%
$ 9.1m
Abhishek Khandelwal
Executive VP & CFOless than a yearUS$5.38mNessun dato
Deepak Nayar
Senior VP & GM of Electronics Business15.3yrsUS$2.87m0.024%
$ 2.9m
Peter Kim
Senior VP & GM of Industrial Business4.1yrsUS$2.58m0.042%
$ 5.0m
Prasad Reddy
Senior Vice President of Global Operations1.3yrsNessun datoNessun dato
Jeffrey Gorski
Senior VP8.8yrsNessun dato0.025%
$ 3.0m
David Kelley
Head of Investor Relations2.5yrsNessun datoNessun dato
Anne-Marie D'Angelo
Chief Legal Officer & Corporate Secretaryno dataNessun datoNessun dato
Maggie Chu
Senior VP & Chief Human Resources Officer4.8yrsUS$1.28m0.024%
$ 2.9m
Alexander Conrad
Senior VP & GM of Passenger Vehicle Business7.8yrsNessun datoNessun dato
Eyal Altman
Senior VP and Chief Digital & Information Technology Officer6.3yrsNessun datoNessun dato
David Ruppel
Senior VP and GM of Passenger Vehicle Business & Commercial Vehicle Products2.3yrsNessun dato0.021%
$ 2.5m
3.3yrs
Durata media
53yo
Età media

Gestione esperta: Il team dirigenziale di LFUS è considerato esperto (durata media dell'incarico 3.3 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Gregory Henderson
CEO, President & Director3yrsUS$19.61m0.075%
$ 9.1m
William Noglows
Independent Director19.3yrsUS$299.11k0.11%
$ 13.0m
Tzau-Jin Chung
Independent Lead Director18.8yrsUS$295.76k0.076%
$ 9.2m
Anthony Grillo
Independent Director34.4yrsUS$287.45k0.27%
$ 32.4m
Gordon Hunter
Independent Chairman of the Board23.9yrsUS$354.94k0.11%
$ 13.0m
Maria Green
Independent Director6.3yrsUS$277.42k0.0067%
$ 806.6k
Kristina Cerniglia
Independent Director7.4yrsUS$299.94k0.011%
$ 1.3m
Holly Paeper
Independent Directorless than a yearNessun dato0.0025%
$ 302.6k
13.1yrs
Durata media
64.5yo
Età media

Consiglio di amministrazione esperto: Il consiglio di amministrazione di LFUS è composto da personale esperto e esperto (durata media dell'incarico 13.1 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/27 05:52
Prezzo dell'azione a fine giornata2026/05/27 00:00
Utili2026/03/28
Utili annuali2025/12/27

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Littelfuse, Inc. è coperta da 11 analisti. 4 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Luke JunkBaird
Gary PrestopinoBarrington Research Associates, Inc.
David WilliamsBenchmark Company