Littelfuse, Inc.

NasdaqGS:LFUS 주식 리포트

시가총액: US$10.5b

Littelfuse 경영진

경영진 기준 점검 2/4

Littelfuse CEO는 Greg Henderson, Feb2025 에 임명되었습니다 의 임기는 1.42 년입니다. 총 연간 보상은 $19.61M, 4.6% 급여 및 95.4% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $1.38M 가치에 해당하는 회사 주식의 0.013% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 3.5 년과 13.3 년입니다.

핵심 정보

Greg Henderson

최고경영자

US$19.6m

총 보수

CEO 급여 비율4.57%
CEO 재임 기간1.4yrs
CEO 지분 보유율0.01%
경영진 평균 재임 기간3.5yrs
이사회 평균 재임 기간13.3yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 Jun 30

LFUS: Strong Buy Rating And Higher Margins Will Drive Future Upside

The analyst fair value estimate for Littelfuse has been revised from $408 to $535. The change reflects updated models following recent conference presentations and a series of higher price targets from multiple research firms.
분석 기사 Jun 20

Littelfuse (LFUS) Stock Near Fair Value After Earnings Beat and Zacks Upgrade

Littelfuse (LFUS) has quickly drawn investor attention after reporting quarterly revenue of $657 million, up 18.5% year on year, and beating analyst expectations alongside stronger EBITDA and adjusted operating income. See our latest analysis for Littelfuse. The strong quarterly update and recent Zacks Rank #1 upgrade appear to have fed into Littelfuse’s momentum, with a 90 day share price return of 49.64% and a 1 year total shareholder return of 121.13% signaling that optimism has been...
내러티브 업데이트 Jun 16

LFUS: Raised Models And Rich P E Will Likely Cap Share Returns

The analyst price target for Littelfuse has been raised from $320 to $390, with analysts pointing to refreshed models that reflect updated expectations for revenue growth, profit margins, and a slightly adjusted P/E outlook following recent research updates. Analyst Commentary Recent research on Littelfuse centers on refreshed models and updated price targets, with several firms revising their views following conference presentations and new assumptions for revenue, margins, and P/E.
내러티브 업데이트 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
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
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 보수 분석

Greg Henderson의 보수는 Littelfuse의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Greg의 총 보수(USD19.61M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.60M)보다 높습니다.

보상과 수익: Greg의 보상은 회사가 적자임에도 증가했습니다.


CEO

Greg Henderson (57 yo)

1.4yrs
재임 기간
US$19,605,954
보수

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...


리더십 팀

이름직위재임 기간보수지분
Gregory Henderson
CEO, President & Director1.4yrsUS$19.61m0.013%
$ 1.4m
Abhishek Khandelwal
Executive VP & CFO1.1yrsUS$5.38m0.035%
$ 3.7m
Deepak Nayar
Senior VP & GM of Electronics Business15.5yrsUS$2.87m0.019%
$ 2.0m
Peter Kim
Senior VP & GM of Industrial Business4.3yrsUS$2.58m0.042%
$ 4.4m
Prasad Reddy
Senior Vice President of Global Operations1.5yrs데이터 없음데이터 없음
Jeffrey Gorski
Senior VP8.9yrs데이터 없음0.0019%
$ 203.7k
David Kelley
Head of Investor Relations2.7yrs데이터 없음데이터 없음
Anne-Marie D'Angelo
Chief Legal Officer & Corporate Secretaryless than a year데이터 없음데이터 없음
Maggie Chu
Senior VP & Chief Human Resources Officer5yrsUS$1.28m0.0039%
$ 405.3k
Alexander Conrad
Senior VP & GM of Passenger Vehicle Business8yrs데이터 없음데이터 없음
Eyal Altman
Senior VP and Chief Digital & Information Technology Officer6.5yrs데이터 없음데이터 없음
David Ruppel
Senior VP and GM of Passenger Vehicle Business & Commercial Vehicle Products2.5yrs데이터 없음0.021%
$ 2.2m
3.5yrs
평균 재임 기간
54yo
평균 나이

경험이 풍부한 관리: LFUS의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3.5 년).


이사회 구성원

이름직위재임 기간보수지분
Gregory Henderson
CEO, President & Director3.2yrsUS$19.61m0.013%
$ 1.4m
William Noglows
Independent Director19.4yrsUS$299.11k0.11%
$ 11.3m
Tzau-Jin Chung
Independent Lead Director19yrsUS$295.76k0.076%
$ 8.0m
Anthony Grillo
Independent Director34.6yrsUS$287.45k0.26%
$ 27.0m
Gordon Hunter
Independent Chairman of the Board24.1yrsUS$354.94k0.11%
$ 11.1m
Maria Green
Independent Director6.4yrsUS$277.42k0.0067%
$ 702.4k
Kristina Cerniglia
Independent Director7.6yrsUS$299.94k0.013%
$ 1.4m
Holly Paeper
Independent Directorless than a year데이터 없음데이터 없음
13.3yrs
평균 재임 기간
65.5yo
평균 나이

경험이 풍부한 이사회: LFUS의 이사회는 노련하고 경험이 풍부합니다(평균 재임 13.3 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/07/12 21:06
종가2026/07/10 00:00
수익2026/03/28
연간 수익2025/12/27

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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분석가 소스

Littelfuse, Inc.는 10명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Luke JunkBaird
Gary PrestopinoBarrington Research Associates, Inc.
Anthony KureKeyBanc Capital Markets Inc.