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Littelfuse, Inc.NasdaqGS:LFUS 株式レポート

時価総額 US$11.7b
株価
US$456.00
US$477.5
4.5% 割安 内在価値ディスカウント
1Y100.6%
7D-6.5%
1D
ポートフォリオ価値
表示

Littelfuse, Inc.

NasdaqGS:LFUS 株式レポート

時価総額:US$11.7b

Littelfuse(LFUS)株式概要

は、電子部品、モジュール、およびサブアセンブリの設計、製造、販売を行っています。 詳細

LFUS ファンダメンタル分析
スノーフレーク・スコア
評価0/6
将来の成長3/6
過去の実績0/6
財務の健全性6/6
配当金0/6

LFUS Community Fair Values

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Littelfuse, Inc. 競合他社

価格と性能

株価の高値、安値、推移の概要Littelfuse
過去の株価
現在の株価US$456.00
52週高値US$500.57
52週安値US$215.16
ベータ1.49
1ヶ月の変化-0.23%
3ヶ月変化37.85%
1年変化100.61%
3年間の変化67.46%
5年間の変化76.68%
IPOからの変化6,915.38%

最新ニュース

ナラティブの更新 Jun 02

LFUS: AI And Defense Demand Will Drive Balanced Future Return Potential

Narrative Update: Littelfuse Analyst Price Target Move The updated analyst fair value estimate for Littelfuse has shifted from $475 to $477.50, as analysts factor in Street research pointing to AI and defense demand tailwinds, a higher long term revenue growth assumption of 11.62% and a slightly lower future P/E of 31.21x. Analyst Commentary Recent Street research on Littelfuse has focused on how AI and defense demand, as well as prior stock price volatility, feed into valuation assumptions and execution risk.
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
ナラティブの更新 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.

Recent updates

ナラティブの更新 Jun 02

LFUS: AI And Defense Demand Will Drive Balanced Future Return Potential

Narrative Update: Littelfuse Analyst Price Target Move The updated analyst fair value estimate for Littelfuse has shifted from $475 to $477.50, as analysts factor in Street research pointing to AI and defense demand tailwinds, a higher long term revenue growth assumption of 11.62% and a slightly lower future P/E of 31.21x. Analyst Commentary Recent Street research on Littelfuse has focused on how AI and defense demand, as well as prior stock price volatility, feed into valuation assumptions and execution risk.
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
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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

株主還元

LFUSUS ElectronicUS 市場
7D-6.5%-6.2%-3.3%
1Y100.6%91.7%22.3%

業界別リターン: LFUS過去 1 年間で91.7 % の収益を上げたUS Electronic業界を上回りました。

リターン対市場: LFUS過去 1 年間で22.3 % の収益を上げたUS市場を上回りました。

価格変動

Is LFUS's price volatile compared to industry and market?
LFUS volatility
LFUS Average Weekly Movement6.1%
Electronic Industry Average Movement9.0%
Market Average Movement7.2%
10% most volatile stocks in US Market16.6%
10% least volatile stocks in US Market3.1%

安定した株価: LFUS 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: LFUSの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
192717,000Greg Hendersonwww.littelfuse.com

は、電子部品、モジュール、サブアセンブリの設計、製造、販売を行っています。同社は 3 つのセグメントで事業を展開しています:エレクトロニクス、運輸、および産業。エレクトロニクス部門では、ヒューズおよびヒューズアクセサリ、係数リセット可能ヒューズ、スイッチおよび相互接続ソリューション、ポリマー静電気放電サプレッサ、バリスタ、リードスイッチベースの磁気センシング、ガス放電管、ディスクリート過渡電圧サプレッサダイオード、TVS ダイオードアレイ、保護およびスイッチングサイリスタ、シリコンおよびシリコンカーバイド金属酸化物半導体電界効果トランジスタおよびダイオード、絶縁ゲートバイポーラトランジスタを提供しています。データセンター・コンピューティングおよび通信インフラ、産業用制御機器、ビル制御機器、航空宇宙および防衛、家電製品、民生用電子機器ソリューション、ヘルスケアソリューション、産業用機器、エネルギー貯蔵、多角化産業、送電網および公益事業インフラ、乗用車、商用車向けに製品を提供している。運輸部門では、ブレードヒューズ、リセット可能ヒューズ、高電流ヒューズ、高電圧ヒューズ、バッテリーケーブルプロテクター、サーキットブレーカー、配電モジュール、センサー製品を提供している。この部門は、大型トラック・バス、建設、農業、オフロードおよびレクリエーション用車両、マテリアルハンドリング、乗用車および商用車、船舶の市場にサービスを提供している。産業用セグメントでは、再生可能エネルギーおよびエネルギー貯蔵システム、電気自動車インフラ、HVACシステム、産業用安全装置、非住宅建設、MRO、鉱業、ファクトリーオートメーション用途向けに、産業用ヒューズ、保護リレー、接触器、変圧器、残留電流装置およびモニター、漏電遮断器、アークフォルト検出装置、ソリッドステートスイッチ、温度センサーを提供している。代理店、直販部隊、メーカー代理店を通じて製品を販売している。同社は1927年に設立され、イリノイ州ローズモントに本社を置いている。

Littelfuse, Inc. 基礎のまとめ

Littelfuse の収益と売上を時価総額と比較するとどうか。
LFUS 基礎統計学
時価総額US$11.74b
収益(TTM)-US$40.12m
売上高(TTM)US$2.49b
4.6x
P/Sレシオ
-287.4x
PER(株価収益率

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
LFUS 損益計算書(TTM)
収益US$2.49b
売上原価US$1.53b
売上総利益US$959.94m
その他の費用US$1.00b
収益-US$40.12m

直近の収益報告

Mar 28, 2026

次回決算日

該当なし

一株当たり利益(EPS)-1.59
グロス・マージン38.57%
純利益率-1.61%
有利子負債/自己資本比率25.1%

LFUS の長期的なパフォーマンスは?

過去の実績と比較を見る

配当金

0.7%
現在の配当利回り
-183%
配当性向

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/06/09 17:28
終値2026/06/09 00:00
収益2026/03/28
年間収益2025/12/27

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Littelfuse, Inc. 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。11

アナリスト機関
Luke JunkBaird
Gary PrestopinoBarrington Research Associates, Inc.
David WilliamsBenchmark Company