Littelfuse, Inc.

NasdaqGS:LFUS 株式レポート

時価総額:US$12.1b

Littelfuse マネジメント

マネジメント 基準チェック /24

Littelfuseの CEO はGreg Hendersonで、 Feb2025年に任命され、 の在任期間は 1.25年です。 の年間総報酬は$ 19.61Mで、 4.6%給与と95.4%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.075%を直接所有しており、その価値は$ 9.09M 。経営陣と取締役会の平均在任期間はそれぞれ3.3年と13.1年です。

主要情報

Greg Henderson

最高経営責任者

US$19.6m

報酬総額

CEO給与比率4.57%
CEO在任期間1.3yrs
CEOの所有権0.08%
経営陣の平均在職期間3.3yrs
取締役会の平均在任期間13.1yrs

経営陣の近況

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
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

CEO報酬分析

Littelfuse の収益と比較して、Greg Henderson の報酬はどのように変化したか?
日付総報酬給与会社業績
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

報酬と市場: Gregの 総報酬 ($USD 19.61M ) は、 US市場 ($USD 14.81M ) の同規模の企業の平均を上回っています。

報酬と収益: Gregの報酬は増加しましたが、会社は利益を上げていません。


CEO

Greg Henderson (56 yo)

1.3yrs
在職期間
US$19,605,954
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Gregory Henderson
CEO, President & Director1.3yrsUS$19.61m0.075%
$ 9.1m
Abhishek Khandelwal
Executive VP & CFOless than a yearUS$5.38mデータなし
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 Operations1.3yrsデータなしデータなし
Jeffrey Gorski
Senior VP8.8yrsデータなし0.025%
$ 3.0m
David Kelley
Head of Investor Relations2.5yrsデータなしデータなし
Anne-Marie D'Angelo
Chief Legal Officer & Corporate Secretaryno dataデータなしデータなし
Maggie Chu
Senior VP & Chief Human Resources Officer4.8yrsUS$1.28m0.024%
$ 2.9m
Alexander Conrad
Senior VP & GM of Passenger Vehicle Business7.8yrsデータなしデータなし
Eyal Altman
Senior VP and Chief Digital & Information Technology Officer6.3yrsデータなしデータなし
David Ruppel
Senior VP and GM of Passenger Vehicle Business & Commercial Vehicle Products2.3yrsデータなし0.021%
$ 2.5m
3.3yrs
平均在職期間
53yo
平均年齢

経験豊富な経営陣: LFUSの経営陣は 経験豊富 であると考えられます ( 3.3年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
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 yearデータなし0.0025%
$ 302.6k
13.1yrs
平均在職期間
64.5yo
平均年齢

経験豊富なボード: LFUSの 取締役会 は経験豊富で 経験豊富 です ( 13.1年の平均在任期間)。


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2026/05/27 08:37
終値2026/05/27 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。

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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