View Future GrowthLittelfuse 과거 순이익 실적과거 기준 점검 0/6Littelfuse 의 수입은 연평균 -26.7%의 비율로 감소해 온 반면, Electronic 산업은 연평균 3.8%의 비율로 증가했습니다. 매출은 연평균 3.7%의 비율로 증가해 왔습니다.핵심 정보-26.73%순이익 성장률-26.94%주당순이익(EPS) 성장률Electronic 산업 성장률15.34%매출 성장률3.67%자기자본이익률-1.60%순이익률-1.61%최근 순이익 업데이트28 Mar 2026최근 과거 실적 업데이트Reported Earnings • May 06First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$3.00 (up from US$1.76 in 1Q 2025). Revenue: US$657.0m (up 19% from 1Q 2025). Net income: US$75.1m (up 73% from 1Q 2025). Profit margin: 11% (up from 7.9% in 1Q 2025). Revenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) also surpassed analyst estimates by 9.4%. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electronic industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 91 percentage points per year, which is a significant difference in performance.공시 • Apr 15Littelfuse, Inc. to Report Q1, 2026 Results on May 06, 2026Littelfuse, Inc. announced that they will report Q1, 2026 results Pre-Market on May 06, 2026Reported Earnings • Jan 28Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: US$2.89 loss per share (down from US$4.04 profit in FY 2024). Revenue: US$2.39b (up 8.9% from FY 2024). Net loss: US$71.7m (down 172% from profit in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electronic industry in the US. Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.공시 • Jan 15Littelfuse, Inc. to Report Q4, 2025 Results on Jan 28, 2026Littelfuse, Inc. announced that they will report Q4, 2025 results Pre-Market on Jan 28, 2026Reported Earnings • Oct 30Third quarter 2025 earnings: EPS exceeds analyst expectationsThird quarter 2025 results: EPS: US$2.80 (up from US$2.34 in 3Q 2024). Revenue: US$624.6m (up 10% from 3Q 2024). Net income: US$69.5m (up 20% from 3Q 2024). Profit margin: 11% (in line with 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.7%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Electronic industry in the US. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.공시 • Oct 15Littelfuse, Inc. to Report Q3, 2025 Results on Oct 29, 2025Littelfuse, Inc. announced that they will report Q3, 2025 results Pre-Market on Oct 29, 2025모든 업데이트 보기Recent updatesRecent Insider Transactions • Jun 12Independent Director recently sold US$1.4m worth of stockOn the 11th of June, Anthony Grillo sold around 3k shares on-market at roughly US$452 per share. This transaction amounted to 4.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$5.8m more than they bought in the last 12 months.Recent Insider Transactions Derivative • Jun 04Senior VP & GM of Industrial Business exercised options and sold US$2.5m worth of stockOn the 2nd of June, Peter Kim exercised 10k options at a strike price of around US$230 and sold these shares for an average price of US$478 per share. This trade did not impact their existing holding. Since June 2025, Peter's direct individual holding has increased from 10.16k shares to 10.52k. Company insiders have collectively sold US$19m more than they bought, via options and on-market transactions in the last 12 months.내러티브 업데이트 • Jun 02LFUS: AI And Defense Demand Will Drive Balanced Future Return PotentialNarrative 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.Board Change • Jun 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. Independent Director Holly Paeper was the last director to join the board, commencing their role in 2026. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions Derivative • May 28Insider exercised options and sold US$2.3m worth of stockOn the 20th of May, Maggie Chu exercised 11k options at a strike price of around US$230 and sold these shares for an average price of US$431 per share. This trade did not impact their existing holding. Since June 2025, Maggie's direct individual holding has increased from 990.00 shares to 6.00k. Company insiders have collectively sold US$16m more than they bought, via options and on-market transactions in the last 12 months.Seeking Alpha • May 12Littelfuse: Riding The AI Supply WaveSummary 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 Alpha내러티브 업데이트 • May 12LFUS: AI And Defense Demand Will Support Future Returns After Recent PullbackAnalysts 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.Declared Dividend • May 11First quarter dividend of US$0.75 announcedShareholders will receive a dividend of US$0.75. Ex-date: 21st May 2026 Payment date: 4th June 2026 Dividend yield will be 0.7%, which is lower than the industry average of 1.4%.속보 • May 09Littelfuse Exceeds Q1 Expectations With Basler Acquisition and Data Center GrowthLittelfuse reported Q1 2026 sales of about US$657m, with adjusted EPS of US$3.31, ahead of consensus estimates. The Basler acquisition contributed to 18.5% total sales growth and strengthened Littelfuse’s position in high-power applications tied to data centers and U.S. grid infrastructure. The company expanded operating margin to 15.4% from 12.7% and declared a US$0.75 per share cash dividend payable on June 4, 2026. For you as an investor, the latest quarter shows Littelfuse leaning further into higher-power, electrification-related opportunities such as high-voltage data centers and grid modernization. Management reports 9% organic growth on top of the Basler contribution, with demand spread across Electronics, Transportation and Industrial. The margin increase to 15.4% points to cost discipline and a sharper focus on higher-return product platforms, while the decision to exit the marine business indicates a tighter portfolio. The company is also signaling confidence with ongoing M&A capacity, a maintained dividend, and reference to a strong backlog. Management has highlighted a major U.S. utility win expected in 2027 and plans to share more details at the May 14 Investor Day. For investors who follow Littelfuse, that event is likely to be important for understanding how data centers, grid projects and future acquisitions could shape the business mix and capital allocation priorities.공시 • May 08+ 1 more updateLittelfuse, Inc. Announces Cash Dividend, Payable on June 4, 2026Littelfuse, Inc. will pay a cash dividend on its common stock of $0.75 per share on June 4, 2026, to shareholders of record as of May 21, 2026.Reported Earnings • May 06First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$3.00 (up from US$1.76 in 1Q 2025). Revenue: US$657.0m (up 19% from 1Q 2025). Net income: US$75.1m (up 73% from 1Q 2025). Profit margin: 11% (up from 7.9% in 1Q 2025). Revenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) also surpassed analyst estimates by 9.4%. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electronic industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 91 percentage points per year, which is a significant difference in performance.Buy Or Sell Opportunity • May 04Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 28% to US$425. The fair value is estimated to be US$351, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 3.5% over the last 3 years. Meanwhile, the company became loss making.Price Target Changed • May 04Price target increased by 11% to US$408Up from US$367, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of US$407. Stock is up 108% over the past year. The company is forecast to post earnings per share of US$12.55 next year compared to a net loss per share of US$2.89 last year.공시 • Apr 23Littelfuse, Inc. Appoints Anne-Marie D’Angelo as Chief Legal Officer and Corporate Secretary, Effective May 1, 2026Littelfuse, Inc. announced that Anne-Marie D’Angelo will join the company as Chief Legal Officer and Corporate Secretary, effective May 1, 2026. Ms. D’Angelo brings over two decades of legal and executive experience across diverse, highly regulated industries. Most recently, she served as Executive Vice President and General Counsel at Hilton Worldwide Holdings, Inc., where she led a global team of legal and compliance professionals and served as a trusted advisor to the Board of Directors. Prior to Hilton, Ms. D’Angelo held senior leadership roles including Chief Legal and Government Affairs Officer at Molson Coors Beverage Company and Executive Vice President and General Counsel at NiSource. She also served as General Counsel and Corporate Secretary for Global Brass and Copper Holdings, Inc., and spent over a decade in various legal leadership positions at McDonald’s Corporation. D’Angelo holds a Juris Doctor from the University of Notre Dame Law School and a Bachelor of Arts from the College of the Holy Cross.내러티브 업데이트 • Apr 21LFUS: AI And Defense Optimism Will Likely Cap Future Return PotentialAnalysts 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.공시 • Apr 15Littelfuse, Inc. to Report Q1, 2026 Results on May 06, 2026Littelfuse, Inc. announced that they will report Q1, 2026 results Pre-Market on May 06, 2026Price Target Changed • Apr 10Price target increased by 10% to US$380Up from US$344, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of US$383. Stock is up 146% over the past year. The company is forecast to post earnings per share of US$12.22 next year compared to a net loss per share of US$2.89 last year.내러티브 업데이트 • Apr 06LFUS: AI And Defense Demand Will Support Measured Returns After PullbackThe 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 23LFUS: AI And Defense Tailwinds Will Steady Returns After Recent PullbackAnalysts 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.공시 • Mar 13Littelfuse, Inc., Annual General Meeting, Apr 22, 2026Littelfuse, Inc., Annual General Meeting, Apr 22, 2026.내러티브 업데이트 • Mar 09LFUS: Higher Future P/E And Margin Assumptions Will Drive Upside PotentialThe 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.공시 • Mar 06Littelfuse, Inc. Appoints Holly B. Paeper to Board of Directors and Technology Committee, Effective March 4, 2026Littelfuse, Inc. announced the appointment of Holly B. Paeper to the company’s board of directors, effective March 4, 2026. Paeper was also appointed to the Technology Committee. Holly Paeper is the President, Commercial HVAC Americas, for Trane Technologies, a global climate innovator that delivers sustainable and efficient solutions for buildings, homes, and transportation. As President, Holly leads a thermal management, building technologies and energy services business, delivering innovative solutions for commercial, industrial, and data center customers. She previously served as President of the global Life Science Solutions business from 2021 to 2024 and held Vice President and General Manager roles within the Commercial HVAC business from 2016 to 2021. Prior to joining Trane Technologies, Paeper held executive leadership roles in general management, M&A, strategy, product management, and marketing at Corning, Eaton, and Intel. She currently serves on the board of directors of Mitsubishi Trane HVAC US (METUS) and previously served on the board of directors of LiquidStack from 2023 to 2025. Paeper holds a Bachelor of Science in Electrical Engineering from the University of Minnesota – Institute of Technology and a Master of Business Administration from the University of Minnesota – Carlson School of Management.내러티브 업데이트 • Feb 23LFUS: Rating Upgrade And 2026 Sales Outlook Will Guide Balanced Return ProspectsAnalysts 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.Upcoming Dividend • Feb 14Upcoming dividend of US$0.75 per shareEligible shareholders must have bought the stock before 19 February 2026. Payment date: 05 March 2026. The company is not currently making a profit but it is cash flow positive. Trailing yield: 0.8%. Lower than top quartile of American dividend payers (4.2%). In line with average of industry peers (0.9%).Recent Insider Transactions • Feb 12Independent Director recently sold US$1.7m worth of stockOn the 10th of February, Anthony Grillo sold around 5k shares on-market at roughly US$346 per share. This transaction amounted to 6.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$3.9m more than they bought in the last 12 months.내러티브 업데이트 • Feb 09LFUS: Rating Upgrade And 2026 Sales Guidance Will Shape Balanced Risk OutlookThe 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 04What Littelfuse, Inc.'s (NASDAQ:LFUS) 26% Share Price Gain Is Not Telling YouLittelfuse, Inc. ( NASDAQ:LFUS ) shares have continued their recent momentum with a 26% gain in the last month alone...Recent Insider Transactions Derivative • Feb 03Senior VP & GM of Electronics Business notifies of intention to sell stockDeepak Nayar intends to sell 9k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of February. If the sale is conducted around the recent share price of US$322, it would amount to US$2.9m. Deepak now holds 6.01k shares directly in their own name. Company insiders have collectively sold US$216k more than they bought, via options and on-market transactions in the last 12 months.Declared Dividend • Jan 30Fourth quarter dividend of US$0.75 announcedShareholders will receive a dividend of US$0.75. Ex-date: 19th February 2026 Payment date: 5th March 2026 Dividend yield will be 0.9%, which is lower than the industry average of 1.4%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (20% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability.Price Target Changed • Jan 29Price target increased by 14% to US$344Up from US$303, the current price target is an average from 5 analysts. New target price is 5.4% above last closing price of US$327. Stock is up 34% over the past year. The company is forecast to post earnings per share of US$12.38 next year compared to a net loss per share of US$2.89 last year.Reported Earnings • Jan 28Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: US$2.89 loss per share (down from US$4.04 profit in FY 2024). Revenue: US$2.39b (up 8.9% from FY 2024). Net loss: US$71.7m (down 172% from profit in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electronic industry in the US. Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.공시 • Jan 28Littelfuse, Inc. Provides Earnings Guidance for the First Quarter of 2026Littelfuse, Inc. provided earnings guidance for the first quarter of 2026. For the quarter, the company reported Net sales in the range of $625 million - $645 million.내러티브 업데이트 • Jan 25LFUS: Higher P/E Assumptions Will Support A US$360 Upside CaseAnalysts 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.공시 • Jan 15Littelfuse, Inc. to Report Q4, 2025 Results on Jan 28, 2026Littelfuse, Inc. announced that they will report Q4, 2025 results Pre-Market on Jan 28, 2026내러티브 업데이트 • Jan 10LFUS: Buyback Completion And Margin Assumptions Will Shape Balanced Return OutlookAnalysts 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.공시 • Jan 09Littelfuse, Inc. Announces Separation of Employment of Ryan K. Stafford as Executive Vice President, Mergers & Acquisitions, Chief Legal Officer and Corporate Secretary, Effective April 30, 2026On January 7, 2026, Littelfuse, Inc. and Ryan K. Stafford, Executive Vice President, Mergers & Acquisitions, Chief Legal Officer and Corporate Secretary of the Company, agreed to Mr. Stafford’s separation from employment with the Company, effective April 30, 2026.분석 기사 • Jan 05When 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...Recent Insider Transactions • Dec 16Executive VP recently sold US$580k worth of stockOn the 11th of December, Ryan Stafford sold around 2k shares on-market at roughly US$268 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought US$2.0m more than they sold in the last 12 months.내러티브 업데이트 • Dec 15LFUS: AI Efficiencies And Margin Runway Will Shape Balanced Return OutlookAnalysts 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.공시 • Dec 13Littelfuse, Inc. (NasdaqGS:LFUS) completed the acquisition of Basler Electric Company Inc. from a family.Littelfuse, Inc. (NasdaqGS:LFUS) entered into membership interest purchase agreement to acquire Basler Electric Company Inc. from a family for transaction valued at approximately $350 million on October 24, 2025. When adjusted for the present value of expected tax benefits of approximately $30 million, the net transaction value is approximately $320 million. The all-cash consideration of $353.2 million shall be subject to certain adjustments after closing. The transaction is subject to the satisfaction of customary closing conditions, including approval by regulatory board / committee. The expected completion of the transaction is by the end of fourth quarter of 2025. Adjusting for the present value of expected tax benefits of approximately $30 million, the transaction represents approximately 13.5x Basler’s forecasted full year 2025 adjusted EBITDA. Littelfuse expects the acquisition to be accretive to adjusted diluted EPS in 2026. King & Spalding LLP acted as legal advisor for Basler Electric Company Inc. Preti, Flaherty, Beliveau, Pachios & Haley LLC acted as legal advisor for Littelfuse, Inc. Barclays Capital Inc. acted as financial advisor for Littelfuse, Inc. Littelfuse, Inc. (NasdaqGS:LFUS) completed the acquisition of Basler Electric Company Inc. from a family on December 11, 2025.Recent Insider Transactions Derivative • Nov 28Senior VP & GM of Electronics Business notifies of intention to sell stockDeepak Nayar intends to sell 2k shares in the next 90 days after lodging an Intent To Sell Form on the 26th of November. If the sale is conducted around the recent share price of US$255, it would amount to US$596k. Company insiders have collectively bought US$715k more than they sold, via options and on-market transactions, in the last 12 months.Buy Or Sell Opportunity • Nov 20Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to US$235. The fair value is estimated to be US$295, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.5% over the last 3 years. Earnings per share has declined by 44%. For the next 3 years, revenue is forecast to grow by 7.6% per annum. Earnings are also forecast to grow by 22% per annum over the same time period.Upcoming Dividend • Nov 14Upcoming dividend of US$0.75 per shareEligible shareholders must have bought the stock before 20 November 2025. Payment date: 04 December 2025. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of American dividend payers (4.5%). Higher than average of industry peers (1.0%).Reported Earnings • Oct 30Third quarter 2025 earnings: EPS exceeds analyst expectationsThird quarter 2025 results: EPS: US$2.80 (up from US$2.34 in 3Q 2024). Revenue: US$624.6m (up 10% from 3Q 2024). Net income: US$69.5m (up 20% from 3Q 2024). Profit margin: 11% (in line with 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.7%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Electronic industry in the US. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.공시 • Oct 29+ 2 more updatesLittelfuse, Inc. Announces Cash Dividend , Payable Eon December 4, 2025Littelfuse, Inc. announced cash dividend on its common stock of $0.75 per share on December 4, 2025, to shareholders of record as of November 20, 2025.내러티브 업데이트 • Oct 26Secular Trends And Artificial Intelligence Will Drive Broader Market Opportunities AheadAnalysts 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.공시 • Oct 15Littelfuse, Inc. to Report Q3, 2025 Results on Oct 29, 2025Littelfuse, Inc. announced that they will report Q3, 2025 results Pre-Market on Oct 29, 2025내러티브 업데이트 • Oct 12Electrification, Renewables And Data Centers Will Expand Future MarketsThe 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 17Is 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 31Littelfuse, Inc.'s (NASDAQ:LFUS) Price In Tune With EarningsWith a price-to-earnings (or "P/E") ratio of 60.1x Littelfuse, Inc. ( NASDAQ:LFUS ) may be sending very bearish signals...Recent Insider Transactions • Aug 28Insider recently sold US$921k worth of stockOn the 25th of August, Alexander Conrad sold around 4k shares on-market at roughly US$262 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought US$2.1m more than they sold in the last 12 months.Recent Insider Transactions Derivative • Aug 12Independent Director notifies of intention to sell stockTzau-Jin Chung intends to sell 2k shares in the next 90 days after lodging an Intent To Sell Form on the 11th of August. If the sale is conducted around the recent share price of US$246, it would amount to US$576k. Since September 2024, Tzau-Jin's direct individual holding has increased from 17.64k shares to 18.73k. Company insiders have collectively bought US$2.5m more than they sold, via options and on-market transactions, in the last 12 months.분석 기사 • Aug 12Some Investors May Be Willing To Look Past Littelfuse's (NASDAQ:LFUS) Soft EarningsLittelfuse, Inc.'s ( NASDAQ:LFUS ) stock was strong despite it releasing a soft earnings report last week. However, we...분석 기사 • Aug 07Littelfuse's (NASDAQ:LFUS) Upcoming Dividend Will Be Larger Than Last Year'sLittelfuse, Inc. ( NASDAQ:LFUS ) has announced that it will be increasing its dividend from last year's comparable...공시 • Aug 07Littelfuse, Inc. Appoints Karim Hamed as Senior Vice President and General Manager, Semiconductor Business, Effective August 11, 2025Littelfuse, Inc. announced the appointment of Dr. Karim Hamed as Senior Vice President and General Manager, Semiconductor Business, within the Company’s Electronics Segment effective August 11, 2025. Dr. Hamed brings more than two decades of global leadership experience in the semiconductor industry. Most recently he was at Analog Devices where he served as Corporate Vice President, Industrial and Healthcare Business Group. Previously, he served as Vice President, Industrial Instrumentation Business Unit, and General Manager, Microwave Communications Group. Dr. Hamed also served in various leadership and technical roles at Hittite Microwave Corporation, TriQuint Semiconductor, and Mimix Broadband. Dr Hamed received a PhD in Electrical & Computer Engineering from Queen’s University in Canada.Declared Dividend • Aug 03Second quarter dividend of US$0.75 announcedShareholders will receive a dividend of US$0.75. Ex-date: 21st August 2025 Payment date: 4th September 2025 Dividend yield will be 1.1%, which is lower than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (65% earnings payout ratio) and cash flows (24% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 94% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • Aug 01Now 20% undervaluedOver the last 90 days, the stock has risen 30% to US$251. The fair value is estimated to be US$315, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.3% over the last 3 years. Earnings per share has declined by 41%. For the next 3 years, revenue is forecast to grow by 7.4% per annum. Earnings are also forecast to grow by 24% per annum over the same time period.Reported Earnings • Jul 31Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: EPS: US$2.32 (up from US$1.83 in 2Q 2024). Revenue: US$613.4m (up 9.8% from 2Q 2024). Net income: US$57.3m (up 26% from 2Q 2024). Profit margin: 9.3% (up from 8.1% in 2Q 2024). Revenue exceeded analyst estimates by 7.2%. Earnings per share (EPS) missed analyst estimates by 1.2%. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Electronic industry in the US. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has remained flat, which means it is well ahead of earnings.공시 • Jul 30+ 1 more updateLittelfuse, Inc. Announces Quarterly Cash Dividend, Payable on September 4, 2025Littelfuse, Inc. announced to pay a quarterly cash dividend on its common stock of $0.75 per share on September 4, 2025, to shareholders of record as of August 21, 2025.공시 • Jul 16Littelfuse, Inc. to Report Q2, 2025 Results on Jul 30, 2025Littelfuse, Inc. announced that they will report Q2, 2025 results Pre-Market on Jul 30, 2025공시 • Jul 02Raymarine Holdings Limited acquired Maretron LLC from Littelfuse, Inc. (NasdaqGS:LFUS).Raymarine Holdings Limited acquired Maretron LLC from Littelfuse, Inc. (NasdaqGS:LFUS) on July 1, 2025. Raymarine Holdings Limited completed the acquisition of Maretron LLC from Littelfuse, Inc. (NasdaqGS:LFUS) on July 1, 2025.분석 기사 • Jun 23Are 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...공시 • May 28+ 1 more updateLittelfuse, Inc. Appoints Abhi Khandelwal as Executive Vice President, Effective June 18, 2025Littelfuse, Inc. announced that Abhi Khandelwal has been appointed as Executive Vice President, effective June 18, 2025. Mr. Khandelwal brings more than 20 years of financial and operational experience to Littelfuse, most recently serving as Executive Vice President and Chief Financial Officer at IDEX Corporation. Prior to his current role at IDEX, Mr. Khandelwal served as Chief Financial Officer of Multi-Color Corporation, a global packaging services and label solutions provider. He also served as Senior Vice President and Chief Financial Officer for CIRCOR International. Mr. Khandelwal earned a Bachelor of Science in Business degree in Finance from Indiana University and a Master of Business Administration degree from Northwestern University.공시 • Apr 30+ 1 more updateLittelfuse, Inc. Provides Earnings Guidance for the Second Quarter of 2025Littelfuse, Inc. provided earnings guidance for the second quarter of 2025. For the quarter, the company expects Net sales in the range of $565 million- $595 million.공시 • Apr 15Littelfuse, Inc. to Report Q1, 2025 Results on Apr 29, 2025Littelfuse, Inc. announced that they will report Q1, 2025 results at 4:00 PM, US Eastern Standard Time on Apr 29, 2025Seeking Alpha • Apr 15Littelfuse: Headwinds Likely To Persist, But Valuation Is Now Very AttractiveSummary 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 Alpha공시 • Apr 10Littelfuse, Inc. Announces Meenal Sethna Steps Down as Chief Financial Officer, Effective September 1, 2025Littelfuse, Inc. announced that Meenal Sethna, Executive Vice President and Chief Financial Officer, will step down from her role after ten years of leadership. She will remain with the company through September 1, 2025, to ensure a smooth transition. This leadership change is not the result of any matters relating to the Company’s financials, operations, policies or practices. Littelfuse has commenced a formal search to identify the Company’s next CFO.공시 • Apr 09Littelfuse, Inc. Announces Step Down of Meenal Sethna as Executive Vice President, Effective September 1, 2025Littelfuse, Inc. announced that Meenal Sethna, executive vice president, will step down from her role after ten years of leadership. She will remain with the company through September 1, 2025, to ensure a smooth transition.공시 • Mar 17Littelfuse, Inc., Annual General Meeting, Apr 24, 2025Littelfuse, Inc., Annual General Meeting, Apr 24, 2025.공시 • Mar 01Littelfuse, Inc. announced delayed annual 10-K filingOn 02/27/2025, Littelfuse, Inc. announced that they will be unable to file their next 10-K by the deadline required by the SEC.Upcoming Dividend • Feb 15Upcoming dividend of US$0.70 per shareEligible shareholders must have bought the stock before 20 February 2025. Payment date: 06 March 2025. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of American dividend payers (4.5%). Lower than average of industry peers (1.3%).Recent Insider Transactions • Feb 09Independent Director recently bought US$4.1m worth of stockOn the 6th of February, Anthony Grillo bought around 18k shares on-market at roughly US$234 per share. This transaction amounted to 32% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$2.2m more in shares than they have sold in the last 12 months.Declared Dividend • Jan 31Fourth quarter dividend of US$0.70 announcedShareholders will receive a dividend of US$0.70. Ex-date: 20th February 2025 Payment date: 6th March 2025 Dividend yield will be 1.2%, which is lower than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (59% earnings payout ratio) and cash flows (24% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 85% over the next 3 years, which should provide support to the dividend and adequate earnings cover.New Risk • Jan 30New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 41% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (5.2% net profit margin).Seeking Alpha • Jan 30Sparks Fly, But Not Enough To Ignite A Buy On LittelfuseSummary 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 AlphaReported Earnings • Jan 29Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: US$4.55 (down from US$10.44 in FY 2023). Revenue: US$2.19b (down 7.3% from FY 2023). Net income: US$113.0m (down 56% from FY 2023). Profit margin: 5.2% (down from 11% in FY 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 46%. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Electronic industry in the US. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.공시 • Jan 29Littelfuse, Inc. Announces Cash Dividend, Payable on March 6, 2025Littelfuse, Inc. will pay cash dividend on its common stock of $0.70 per share on March 6, 2025, to shareholders of record as of February 20, 2025.공시 • Jan 14+ 2 more updatesLittelfuse, Inc. to Report Q4, 2024 Results on Jan 28, 2025Littelfuse, Inc. announced that they will report Q4, 2024 results After-Market on Jan 28, 2025공시 • Dec 30Littelfuse, Inc. completed the acquisition of Elmos wafer fabrication from Elmos Semiconductor SE.Littelfuse, Inc. entered into an agreement to acquire Elmos wafer fabrication from Elmos Semiconductor SE for €93 million on June 28, 2023. Under the agreement, Littelfuse will acquire the Dortmund wafer fab with a highly skilled technology team of approximately 225 employees. All other activities, including testing operations, will remain with Elmos. Following regulatory approvals of the transaction, the consideration will be paid initially €37 million and the remaining will be paid after closing. The transaction is subject to certain closing conditions and regulatory approvals, among them the investment control procedure under foreign trade law conducted by the German Federal Ministry for Economic Affairs and Climate Action. The closing of the transaction is expected to be effective December 31, 2024. As of August 8, 2023, The German Federal Ministry for Economic Affairs and Climate Action has granted the approval. The antitrust clearance has granted by the German Federal Cartel Office (Bundeskartellamt) on July 27, 2023. Hans Diekmann, Alexander Veith, Borries Ahrens, Christian Hilmes, Jens Matthes, Udo Olgemoeller, Heike Weber, Peter Wehner, Dorothée Kupiek, Daniel Bolm, Ioannis Thanos, Corvin Kieselhorst and Oliver Ahnseel of Allen & Overy advised Elmos Semiconductor on legal aspects of the transaction. Maike Holty, Matthias Berberich, Hendrik Bockenheimer, Markus Ernst, Marius Marx, Marco Mâallem, Alf-Henrik Bischke, Jan D. Bonhage, Erasmus Hoffman, Fabian Alexander Quast and Carolin Raspé of Hengeler Mueller acted as legal advisor of Littelfuse. Littelfuse, Inc. completed the acquisition of Elmos wafer fabrication from Elmos Semiconductor SE on December 30, 2024.Upcoming Dividend • Nov 15Upcoming dividend of US$0.70 per shareEligible shareholders must have bought the stock before 21 November 2024. Payment date: 05 December 2024. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (2.3%).Buy Or Sell Opportunity • Nov 11Now 20% undervaluedOver the last 90 days, the stock has risen 1.6% to US$257. The fair value is estimated to be US$321, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.5% over the last 3 years. Earnings per share has declined by 14%. For the next 3 years, revenue is forecast to grow by 6.0% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.Declared Dividend • Nov 01Third quarter dividend of US$0.70 announcedShareholders will receive a dividend of US$0.70. Ex-date: 21st November 2024 Payment date: 5th December 2024 Dividend yield will be 1.1%, which is lower than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 69% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Oct 30Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: US$2.34 (up from US$2.32 in 3Q 2023). Revenue: US$567.4m (down 6.5% from 3Q 2023). Net income: US$58.1m (flat on 3Q 2023). Profit margin: 10% (in line with 3Q 2023). Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 16%. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Electronic industry in the US. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.매출 및 비용 세부 내역Littelfuse가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이NasdaqGS:LFUS 매출, 비용 및 순이익 (USD Millions)날짜매출순이익일반관리비연구개발비28 Mar 262,489-4039311127 Dec 252,386-7238210727 Sep 252,32211937310628 Jun 252,26510735710529 Mar 252,2109535410628 Dec 242,19110035210828 Sep 242,19519535010629 Jun 242,23519535310530 Mar 242,28821935410330 Dec 232,36325935210230 Sep 232,44231034710401 Jul 232,49432835010401 Apr 232,50034534910331 Dec 222,5143733369601 Oct 222,4543323338802 Jul 222,3343493107802 Apr 222,2393442907101 Jan 222,0802842736625 Sep 211,9282912505926 Jun 211,7802542325627 Mar 211,5631632125326 Dec 201,4461302065326 Sep 201,384941985827 Jun 201,354742026528 Mar 201,4441272077328 Dec 191,5041392218028 Sep 191,5681492338429 Jun 191,6451672488530 Mar 191,7061662748629 Dec 181,7181652778729 Sep 181,6211212697930 Jun 181,5001102557131 Mar 181,3541172256130 Dec 171,2221202115030 Sep 171,2011581934801 Jul 171,1641461924701 Apr 171,1221241974631 Dec 161,0561042044201 Oct 16992981813902 Jul 16927791623702 Apr 16877801433202 Jan 16868811443126 Sep 15854801473027 Jun 158579814630양질의 수익: LFUS 은(는) 현재 수익성이 없습니다.이익 마진 증가: LFUS는 현재 수익성이 없습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: LFUS은 수익성이 없으며 지난 5년 동안 손실이 연평균 26.7% 증가했습니다.성장 가속화: 현재 수익성이 없어 지난 1년간 LFUS의 수익 성장률을 5년 평균과 비교할 수 없습니다.수익 대 산업: LFUS은 수익성이 없어 지난 해 수익 성장률을 Electronic 업계(10.6%)와 비교하기 어렵습니다.자기자본이익률높은 ROE: LFUS는 현재 수익성이 없으므로 자본 수익률이 음수(-1.6%)입니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YTech 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/14 03:01종가2026/06/12 00:00수익2026/03/28연간 수익2025/12/27데이터 소스당사의 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 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Littelfuse, Inc.는 11명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Luke JunkBairdGary PrestopinoBarrington Research Associates, Inc.David WilliamsBenchmark Company8명의 분석가 더 보기
Reported Earnings • May 06First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$3.00 (up from US$1.76 in 1Q 2025). Revenue: US$657.0m (up 19% from 1Q 2025). Net income: US$75.1m (up 73% from 1Q 2025). Profit margin: 11% (up from 7.9% in 1Q 2025). Revenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) also surpassed analyst estimates by 9.4%. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electronic industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 91 percentage points per year, which is a significant difference in performance.
공시 • Apr 15Littelfuse, Inc. to Report Q1, 2026 Results on May 06, 2026Littelfuse, Inc. announced that they will report Q1, 2026 results Pre-Market on May 06, 2026
Reported Earnings • Jan 28Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: US$2.89 loss per share (down from US$4.04 profit in FY 2024). Revenue: US$2.39b (up 8.9% from FY 2024). Net loss: US$71.7m (down 172% from profit in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electronic industry in the US. Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
공시 • Jan 15Littelfuse, Inc. to Report Q4, 2025 Results on Jan 28, 2026Littelfuse, Inc. announced that they will report Q4, 2025 results Pre-Market on Jan 28, 2026
Reported Earnings • Oct 30Third quarter 2025 earnings: EPS exceeds analyst expectationsThird quarter 2025 results: EPS: US$2.80 (up from US$2.34 in 3Q 2024). Revenue: US$624.6m (up 10% from 3Q 2024). Net income: US$69.5m (up 20% from 3Q 2024). Profit margin: 11% (in line with 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.7%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Electronic industry in the US. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
공시 • Oct 15Littelfuse, Inc. to Report Q3, 2025 Results on Oct 29, 2025Littelfuse, Inc. announced that they will report Q3, 2025 results Pre-Market on Oct 29, 2025
Recent Insider Transactions • Jun 12Independent Director recently sold US$1.4m worth of stockOn the 11th of June, Anthony Grillo sold around 3k shares on-market at roughly US$452 per share. This transaction amounted to 4.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$5.8m more than they bought in the last 12 months.
Recent Insider Transactions Derivative • Jun 04Senior VP & GM of Industrial Business exercised options and sold US$2.5m worth of stockOn the 2nd of June, Peter Kim exercised 10k options at a strike price of around US$230 and sold these shares for an average price of US$478 per share. This trade did not impact their existing holding. Since June 2025, Peter's direct individual holding has increased from 10.16k shares to 10.52k. Company insiders have collectively sold US$19m more than they bought, via options and on-market transactions in the last 12 months.
내러티브 업데이트 • Jun 02LFUS: AI And Defense Demand Will Drive Balanced Future Return PotentialNarrative 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.
Board Change • Jun 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. Independent Director Holly Paeper was the last director to join the board, commencing their role in 2026. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions Derivative • May 28Insider exercised options and sold US$2.3m worth of stockOn the 20th of May, Maggie Chu exercised 11k options at a strike price of around US$230 and sold these shares for an average price of US$431 per share. This trade did not impact their existing holding. Since June 2025, Maggie's direct individual holding has increased from 990.00 shares to 6.00k. Company insiders have collectively sold US$16m more than they bought, via options and on-market transactions in the last 12 months.
Seeking Alpha • May 12Littelfuse: Riding The AI Supply WaveSummary 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 12LFUS: AI And Defense Demand Will Support Future Returns After Recent PullbackAnalysts 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.
Declared Dividend • May 11First quarter dividend of US$0.75 announcedShareholders will receive a dividend of US$0.75. Ex-date: 21st May 2026 Payment date: 4th June 2026 Dividend yield will be 0.7%, which is lower than the industry average of 1.4%.
속보 • May 09Littelfuse Exceeds Q1 Expectations With Basler Acquisition and Data Center GrowthLittelfuse reported Q1 2026 sales of about US$657m, with adjusted EPS of US$3.31, ahead of consensus estimates. The Basler acquisition contributed to 18.5% total sales growth and strengthened Littelfuse’s position in high-power applications tied to data centers and U.S. grid infrastructure. The company expanded operating margin to 15.4% from 12.7% and declared a US$0.75 per share cash dividend payable on June 4, 2026. For you as an investor, the latest quarter shows Littelfuse leaning further into higher-power, electrification-related opportunities such as high-voltage data centers and grid modernization. Management reports 9% organic growth on top of the Basler contribution, with demand spread across Electronics, Transportation and Industrial. The margin increase to 15.4% points to cost discipline and a sharper focus on higher-return product platforms, while the decision to exit the marine business indicates a tighter portfolio. The company is also signaling confidence with ongoing M&A capacity, a maintained dividend, and reference to a strong backlog. Management has highlighted a major U.S. utility win expected in 2027 and plans to share more details at the May 14 Investor Day. For investors who follow Littelfuse, that event is likely to be important for understanding how data centers, grid projects and future acquisitions could shape the business mix and capital allocation priorities.
공시 • May 08+ 1 more updateLittelfuse, Inc. Announces Cash Dividend, Payable on June 4, 2026Littelfuse, Inc. will pay a cash dividend on its common stock of $0.75 per share on June 4, 2026, to shareholders of record as of May 21, 2026.
Reported Earnings • May 06First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$3.00 (up from US$1.76 in 1Q 2025). Revenue: US$657.0m (up 19% from 1Q 2025). Net income: US$75.1m (up 73% from 1Q 2025). Profit margin: 11% (up from 7.9% in 1Q 2025). Revenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) also surpassed analyst estimates by 9.4%. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electronic industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 91 percentage points per year, which is a significant difference in performance.
Buy Or Sell Opportunity • May 04Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 28% to US$425. The fair value is estimated to be US$351, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 3.5% over the last 3 years. Meanwhile, the company became loss making.
Price Target Changed • May 04Price target increased by 11% to US$408Up from US$367, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of US$407. Stock is up 108% over the past year. The company is forecast to post earnings per share of US$12.55 next year compared to a net loss per share of US$2.89 last year.
공시 • Apr 23Littelfuse, Inc. Appoints Anne-Marie D’Angelo as Chief Legal Officer and Corporate Secretary, Effective May 1, 2026Littelfuse, Inc. announced that Anne-Marie D’Angelo will join the company as Chief Legal Officer and Corporate Secretary, effective May 1, 2026. Ms. D’Angelo brings over two decades of legal and executive experience across diverse, highly regulated industries. Most recently, she served as Executive Vice President and General Counsel at Hilton Worldwide Holdings, Inc., where she led a global team of legal and compliance professionals and served as a trusted advisor to the Board of Directors. Prior to Hilton, Ms. D’Angelo held senior leadership roles including Chief Legal and Government Affairs Officer at Molson Coors Beverage Company and Executive Vice President and General Counsel at NiSource. She also served as General Counsel and Corporate Secretary for Global Brass and Copper Holdings, Inc., and spent over a decade in various legal leadership positions at McDonald’s Corporation. D’Angelo holds a Juris Doctor from the University of Notre Dame Law School and a Bachelor of Arts from the College of the Holy Cross.
내러티브 업데이트 • Apr 21LFUS: AI And Defense Optimism Will Likely Cap Future Return PotentialAnalysts 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.
공시 • Apr 15Littelfuse, Inc. to Report Q1, 2026 Results on May 06, 2026Littelfuse, Inc. announced that they will report Q1, 2026 results Pre-Market on May 06, 2026
Price Target Changed • Apr 10Price target increased by 10% to US$380Up from US$344, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of US$383. Stock is up 146% over the past year. The company is forecast to post earnings per share of US$12.22 next year compared to a net loss per share of US$2.89 last year.
내러티브 업데이트 • Apr 06LFUS: AI And Defense Demand Will Support Measured Returns After PullbackThe 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 23LFUS: AI And Defense Tailwinds Will Steady Returns After Recent PullbackAnalysts 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.
공시 • Mar 13Littelfuse, Inc., Annual General Meeting, Apr 22, 2026Littelfuse, Inc., Annual General Meeting, Apr 22, 2026.
내러티브 업데이트 • Mar 09LFUS: Higher Future P/E And Margin Assumptions Will Drive Upside PotentialThe 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.
공시 • Mar 06Littelfuse, Inc. Appoints Holly B. Paeper to Board of Directors and Technology Committee, Effective March 4, 2026Littelfuse, Inc. announced the appointment of Holly B. Paeper to the company’s board of directors, effective March 4, 2026. Paeper was also appointed to the Technology Committee. Holly Paeper is the President, Commercial HVAC Americas, for Trane Technologies, a global climate innovator that delivers sustainable and efficient solutions for buildings, homes, and transportation. As President, Holly leads a thermal management, building technologies and energy services business, delivering innovative solutions for commercial, industrial, and data center customers. She previously served as President of the global Life Science Solutions business from 2021 to 2024 and held Vice President and General Manager roles within the Commercial HVAC business from 2016 to 2021. Prior to joining Trane Technologies, Paeper held executive leadership roles in general management, M&A, strategy, product management, and marketing at Corning, Eaton, and Intel. She currently serves on the board of directors of Mitsubishi Trane HVAC US (METUS) and previously served on the board of directors of LiquidStack from 2023 to 2025. Paeper holds a Bachelor of Science in Electrical Engineering from the University of Minnesota – Institute of Technology and a Master of Business Administration from the University of Minnesota – Carlson School of Management.
내러티브 업데이트 • Feb 23LFUS: Rating Upgrade And 2026 Sales Outlook Will Guide Balanced Return ProspectsAnalysts 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.
Upcoming Dividend • Feb 14Upcoming dividend of US$0.75 per shareEligible shareholders must have bought the stock before 19 February 2026. Payment date: 05 March 2026. The company is not currently making a profit but it is cash flow positive. Trailing yield: 0.8%. Lower than top quartile of American dividend payers (4.2%). In line with average of industry peers (0.9%).
Recent Insider Transactions • Feb 12Independent Director recently sold US$1.7m worth of stockOn the 10th of February, Anthony Grillo sold around 5k shares on-market at roughly US$346 per share. This transaction amounted to 6.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$3.9m more than they bought in the last 12 months.
내러티브 업데이트 • Feb 09LFUS: Rating Upgrade And 2026 Sales Guidance Will Shape Balanced Risk OutlookThe 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 04What Littelfuse, Inc.'s (NASDAQ:LFUS) 26% Share Price Gain Is Not Telling YouLittelfuse, Inc. ( NASDAQ:LFUS ) shares have continued their recent momentum with a 26% gain in the last month alone...
Recent Insider Transactions Derivative • Feb 03Senior VP & GM of Electronics Business notifies of intention to sell stockDeepak Nayar intends to sell 9k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of February. If the sale is conducted around the recent share price of US$322, it would amount to US$2.9m. Deepak now holds 6.01k shares directly in their own name. Company insiders have collectively sold US$216k more than they bought, via options and on-market transactions in the last 12 months.
Declared Dividend • Jan 30Fourth quarter dividend of US$0.75 announcedShareholders will receive a dividend of US$0.75. Ex-date: 19th February 2026 Payment date: 5th March 2026 Dividend yield will be 0.9%, which is lower than the industry average of 1.4%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (20% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability.
Price Target Changed • Jan 29Price target increased by 14% to US$344Up from US$303, the current price target is an average from 5 analysts. New target price is 5.4% above last closing price of US$327. Stock is up 34% over the past year. The company is forecast to post earnings per share of US$12.38 next year compared to a net loss per share of US$2.89 last year.
Reported Earnings • Jan 28Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: US$2.89 loss per share (down from US$4.04 profit in FY 2024). Revenue: US$2.39b (up 8.9% from FY 2024). Net loss: US$71.7m (down 172% from profit in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electronic industry in the US. Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
공시 • Jan 28Littelfuse, Inc. Provides Earnings Guidance for the First Quarter of 2026Littelfuse, Inc. provided earnings guidance for the first quarter of 2026. For the quarter, the company reported Net sales in the range of $625 million - $645 million.
내러티브 업데이트 • Jan 25LFUS: Higher P/E Assumptions Will Support A US$360 Upside CaseAnalysts 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.
공시 • Jan 15Littelfuse, Inc. to Report Q4, 2025 Results on Jan 28, 2026Littelfuse, Inc. announced that they will report Q4, 2025 results Pre-Market on Jan 28, 2026
내러티브 업데이트 • Jan 10LFUS: Buyback Completion And Margin Assumptions Will Shape Balanced Return OutlookAnalysts 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.
공시 • Jan 09Littelfuse, Inc. Announces Separation of Employment of Ryan K. Stafford as Executive Vice President, Mergers & Acquisitions, Chief Legal Officer and Corporate Secretary, Effective April 30, 2026On January 7, 2026, Littelfuse, Inc. and Ryan K. Stafford, Executive Vice President, Mergers & Acquisitions, Chief Legal Officer and Corporate Secretary of the Company, agreed to Mr. Stafford’s separation from employment with the Company, effective April 30, 2026.
분석 기사 • Jan 05When 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...
Recent Insider Transactions • Dec 16Executive VP recently sold US$580k worth of stockOn the 11th of December, Ryan Stafford sold around 2k shares on-market at roughly US$268 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought US$2.0m more than they sold in the last 12 months.
내러티브 업데이트 • Dec 15LFUS: AI Efficiencies And Margin Runway Will Shape Balanced Return OutlookAnalysts 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.
공시 • Dec 13Littelfuse, Inc. (NasdaqGS:LFUS) completed the acquisition of Basler Electric Company Inc. from a family.Littelfuse, Inc. (NasdaqGS:LFUS) entered into membership interest purchase agreement to acquire Basler Electric Company Inc. from a family for transaction valued at approximately $350 million on October 24, 2025. When adjusted for the present value of expected tax benefits of approximately $30 million, the net transaction value is approximately $320 million. The all-cash consideration of $353.2 million shall be subject to certain adjustments after closing. The transaction is subject to the satisfaction of customary closing conditions, including approval by regulatory board / committee. The expected completion of the transaction is by the end of fourth quarter of 2025. Adjusting for the present value of expected tax benefits of approximately $30 million, the transaction represents approximately 13.5x Basler’s forecasted full year 2025 adjusted EBITDA. Littelfuse expects the acquisition to be accretive to adjusted diluted EPS in 2026. King & Spalding LLP acted as legal advisor for Basler Electric Company Inc. Preti, Flaherty, Beliveau, Pachios & Haley LLC acted as legal advisor for Littelfuse, Inc. Barclays Capital Inc. acted as financial advisor for Littelfuse, Inc. Littelfuse, Inc. (NasdaqGS:LFUS) completed the acquisition of Basler Electric Company Inc. from a family on December 11, 2025.
Recent Insider Transactions Derivative • Nov 28Senior VP & GM of Electronics Business notifies of intention to sell stockDeepak Nayar intends to sell 2k shares in the next 90 days after lodging an Intent To Sell Form on the 26th of November. If the sale is conducted around the recent share price of US$255, it would amount to US$596k. Company insiders have collectively bought US$715k more than they sold, via options and on-market transactions, in the last 12 months.
Buy Or Sell Opportunity • Nov 20Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 11% to US$235. The fair value is estimated to be US$295, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.5% over the last 3 years. Earnings per share has declined by 44%. For the next 3 years, revenue is forecast to grow by 7.6% per annum. Earnings are also forecast to grow by 22% per annum over the same time period.
Upcoming Dividend • Nov 14Upcoming dividend of US$0.75 per shareEligible shareholders must have bought the stock before 20 November 2025. Payment date: 04 December 2025. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of American dividend payers (4.5%). Higher than average of industry peers (1.0%).
Reported Earnings • Oct 30Third quarter 2025 earnings: EPS exceeds analyst expectationsThird quarter 2025 results: EPS: US$2.80 (up from US$2.34 in 3Q 2024). Revenue: US$624.6m (up 10% from 3Q 2024). Net income: US$69.5m (up 20% from 3Q 2024). Profit margin: 11% (in line with 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.7%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Electronic industry in the US. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
공시 • Oct 29+ 2 more updatesLittelfuse, Inc. Announces Cash Dividend , Payable Eon December 4, 2025Littelfuse, Inc. announced cash dividend on its common stock of $0.75 per share on December 4, 2025, to shareholders of record as of November 20, 2025.
내러티브 업데이트 • Oct 26Secular Trends And Artificial Intelligence Will Drive Broader Market Opportunities AheadAnalysts 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.
공시 • Oct 15Littelfuse, Inc. to Report Q3, 2025 Results on Oct 29, 2025Littelfuse, Inc. announced that they will report Q3, 2025 results Pre-Market on Oct 29, 2025
내러티브 업데이트 • Oct 12Electrification, Renewables And Data Centers Will Expand Future MarketsThe 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 17Is 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 31Littelfuse, Inc.'s (NASDAQ:LFUS) Price In Tune With EarningsWith a price-to-earnings (or "P/E") ratio of 60.1x Littelfuse, Inc. ( NASDAQ:LFUS ) may be sending very bearish signals...
Recent Insider Transactions • Aug 28Insider recently sold US$921k worth of stockOn the 25th of August, Alexander Conrad sold around 4k shares on-market at roughly US$262 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought US$2.1m more than they sold in the last 12 months.
Recent Insider Transactions Derivative • Aug 12Independent Director notifies of intention to sell stockTzau-Jin Chung intends to sell 2k shares in the next 90 days after lodging an Intent To Sell Form on the 11th of August. If the sale is conducted around the recent share price of US$246, it would amount to US$576k. Since September 2024, Tzau-Jin's direct individual holding has increased from 17.64k shares to 18.73k. Company insiders have collectively bought US$2.5m more than they sold, via options and on-market transactions, in the last 12 months.
분석 기사 • Aug 12Some Investors May Be Willing To Look Past Littelfuse's (NASDAQ:LFUS) Soft EarningsLittelfuse, Inc.'s ( NASDAQ:LFUS ) stock was strong despite it releasing a soft earnings report last week. However, we...
분석 기사 • Aug 07Littelfuse's (NASDAQ:LFUS) Upcoming Dividend Will Be Larger Than Last Year'sLittelfuse, Inc. ( NASDAQ:LFUS ) has announced that it will be increasing its dividend from last year's comparable...
공시 • Aug 07Littelfuse, Inc. Appoints Karim Hamed as Senior Vice President and General Manager, Semiconductor Business, Effective August 11, 2025Littelfuse, Inc. announced the appointment of Dr. Karim Hamed as Senior Vice President and General Manager, Semiconductor Business, within the Company’s Electronics Segment effective August 11, 2025. Dr. Hamed brings more than two decades of global leadership experience in the semiconductor industry. Most recently he was at Analog Devices where he served as Corporate Vice President, Industrial and Healthcare Business Group. Previously, he served as Vice President, Industrial Instrumentation Business Unit, and General Manager, Microwave Communications Group. Dr. Hamed also served in various leadership and technical roles at Hittite Microwave Corporation, TriQuint Semiconductor, and Mimix Broadband. Dr Hamed received a PhD in Electrical & Computer Engineering from Queen’s University in Canada.
Declared Dividend • Aug 03Second quarter dividend of US$0.75 announcedShareholders will receive a dividend of US$0.75. Ex-date: 21st August 2025 Payment date: 4th September 2025 Dividend yield will be 1.1%, which is lower than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (65% earnings payout ratio) and cash flows (24% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 94% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • Aug 01Now 20% undervaluedOver the last 90 days, the stock has risen 30% to US$251. The fair value is estimated to be US$315, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.3% over the last 3 years. Earnings per share has declined by 41%. For the next 3 years, revenue is forecast to grow by 7.4% per annum. Earnings are also forecast to grow by 24% per annum over the same time period.
Reported Earnings • Jul 31Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: EPS: US$2.32 (up from US$1.83 in 2Q 2024). Revenue: US$613.4m (up 9.8% from 2Q 2024). Net income: US$57.3m (up 26% from 2Q 2024). Profit margin: 9.3% (up from 8.1% in 2Q 2024). Revenue exceeded analyst estimates by 7.2%. Earnings per share (EPS) missed analyst estimates by 1.2%. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Electronic industry in the US. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
공시 • Jul 30+ 1 more updateLittelfuse, Inc. Announces Quarterly Cash Dividend, Payable on September 4, 2025Littelfuse, Inc. announced to pay a quarterly cash dividend on its common stock of $0.75 per share on September 4, 2025, to shareholders of record as of August 21, 2025.
공시 • Jul 16Littelfuse, Inc. to Report Q2, 2025 Results on Jul 30, 2025Littelfuse, Inc. announced that they will report Q2, 2025 results Pre-Market on Jul 30, 2025
공시 • Jul 02Raymarine Holdings Limited acquired Maretron LLC from Littelfuse, Inc. (NasdaqGS:LFUS).Raymarine Holdings Limited acquired Maretron LLC from Littelfuse, Inc. (NasdaqGS:LFUS) on July 1, 2025. Raymarine Holdings Limited completed the acquisition of Maretron LLC from Littelfuse, Inc. (NasdaqGS:LFUS) on July 1, 2025.
분석 기사 • Jun 23Are 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...
공시 • May 28+ 1 more updateLittelfuse, Inc. Appoints Abhi Khandelwal as Executive Vice President, Effective June 18, 2025Littelfuse, Inc. announced that Abhi Khandelwal has been appointed as Executive Vice President, effective June 18, 2025. Mr. Khandelwal brings more than 20 years of financial and operational experience to Littelfuse, most recently serving as Executive Vice President and Chief Financial Officer at IDEX Corporation. Prior to his current role at IDEX, Mr. Khandelwal served as Chief Financial Officer of Multi-Color Corporation, a global packaging services and label solutions provider. He also served as Senior Vice President and Chief Financial Officer for CIRCOR International. Mr. Khandelwal earned a Bachelor of Science in Business degree in Finance from Indiana University and a Master of Business Administration degree from Northwestern University.
공시 • Apr 30+ 1 more updateLittelfuse, Inc. Provides Earnings Guidance for the Second Quarter of 2025Littelfuse, Inc. provided earnings guidance for the second quarter of 2025. For the quarter, the company expects Net sales in the range of $565 million- $595 million.
공시 • Apr 15Littelfuse, Inc. to Report Q1, 2025 Results on Apr 29, 2025Littelfuse, Inc. announced that they will report Q1, 2025 results at 4:00 PM, US Eastern Standard Time on Apr 29, 2025
Seeking Alpha • Apr 15Littelfuse: Headwinds Likely To Persist, But Valuation Is Now Very AttractiveSummary 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
공시 • Apr 10Littelfuse, Inc. Announces Meenal Sethna Steps Down as Chief Financial Officer, Effective September 1, 2025Littelfuse, Inc. announced that Meenal Sethna, Executive Vice President and Chief Financial Officer, will step down from her role after ten years of leadership. She will remain with the company through September 1, 2025, to ensure a smooth transition. This leadership change is not the result of any matters relating to the Company’s financials, operations, policies or practices. Littelfuse has commenced a formal search to identify the Company’s next CFO.
공시 • Apr 09Littelfuse, Inc. Announces Step Down of Meenal Sethna as Executive Vice President, Effective September 1, 2025Littelfuse, Inc. announced that Meenal Sethna, executive vice president, will step down from her role after ten years of leadership. She will remain with the company through September 1, 2025, to ensure a smooth transition.
공시 • Mar 17Littelfuse, Inc., Annual General Meeting, Apr 24, 2025Littelfuse, Inc., Annual General Meeting, Apr 24, 2025.
공시 • Mar 01Littelfuse, Inc. announced delayed annual 10-K filingOn 02/27/2025, Littelfuse, Inc. announced that they will be unable to file their next 10-K by the deadline required by the SEC.
Upcoming Dividend • Feb 15Upcoming dividend of US$0.70 per shareEligible shareholders must have bought the stock before 20 February 2025. Payment date: 06 March 2025. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of American dividend payers (4.5%). Lower than average of industry peers (1.3%).
Recent Insider Transactions • Feb 09Independent Director recently bought US$4.1m worth of stockOn the 6th of February, Anthony Grillo bought around 18k shares on-market at roughly US$234 per share. This transaction amounted to 32% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$2.2m more in shares than they have sold in the last 12 months.
Declared Dividend • Jan 31Fourth quarter dividend of US$0.70 announcedShareholders will receive a dividend of US$0.70. Ex-date: 20th February 2025 Payment date: 6th March 2025 Dividend yield will be 1.2%, which is lower than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (59% earnings payout ratio) and cash flows (24% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 85% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
New Risk • Jan 30New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 41% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (5.2% net profit margin).
Seeking Alpha • Jan 30Sparks Fly, But Not Enough To Ignite A Buy On LittelfuseSummary 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
Reported Earnings • Jan 29Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: US$4.55 (down from US$10.44 in FY 2023). Revenue: US$2.19b (down 7.3% from FY 2023). Net income: US$113.0m (down 56% from FY 2023). Profit margin: 5.2% (down from 11% in FY 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 46%. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Electronic industry in the US. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
공시 • Jan 29Littelfuse, Inc. Announces Cash Dividend, Payable on March 6, 2025Littelfuse, Inc. will pay cash dividend on its common stock of $0.70 per share on March 6, 2025, to shareholders of record as of February 20, 2025.
공시 • Jan 14+ 2 more updatesLittelfuse, Inc. to Report Q4, 2024 Results on Jan 28, 2025Littelfuse, Inc. announced that they will report Q4, 2024 results After-Market on Jan 28, 2025
공시 • Dec 30Littelfuse, Inc. completed the acquisition of Elmos wafer fabrication from Elmos Semiconductor SE.Littelfuse, Inc. entered into an agreement to acquire Elmos wafer fabrication from Elmos Semiconductor SE for €93 million on June 28, 2023. Under the agreement, Littelfuse will acquire the Dortmund wafer fab with a highly skilled technology team of approximately 225 employees. All other activities, including testing operations, will remain with Elmos. Following regulatory approvals of the transaction, the consideration will be paid initially €37 million and the remaining will be paid after closing. The transaction is subject to certain closing conditions and regulatory approvals, among them the investment control procedure under foreign trade law conducted by the German Federal Ministry for Economic Affairs and Climate Action. The closing of the transaction is expected to be effective December 31, 2024. As of August 8, 2023, The German Federal Ministry for Economic Affairs and Climate Action has granted the approval. The antitrust clearance has granted by the German Federal Cartel Office (Bundeskartellamt) on July 27, 2023. Hans Diekmann, Alexander Veith, Borries Ahrens, Christian Hilmes, Jens Matthes, Udo Olgemoeller, Heike Weber, Peter Wehner, Dorothée Kupiek, Daniel Bolm, Ioannis Thanos, Corvin Kieselhorst and Oliver Ahnseel of Allen & Overy advised Elmos Semiconductor on legal aspects of the transaction. Maike Holty, Matthias Berberich, Hendrik Bockenheimer, Markus Ernst, Marius Marx, Marco Mâallem, Alf-Henrik Bischke, Jan D. Bonhage, Erasmus Hoffman, Fabian Alexander Quast and Carolin Raspé of Hengeler Mueller acted as legal advisor of Littelfuse. Littelfuse, Inc. completed the acquisition of Elmos wafer fabrication from Elmos Semiconductor SE on December 30, 2024.
Upcoming Dividend • Nov 15Upcoming dividend of US$0.70 per shareEligible shareholders must have bought the stock before 21 November 2024. Payment date: 05 December 2024. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (2.3%).
Buy Or Sell Opportunity • Nov 11Now 20% undervaluedOver the last 90 days, the stock has risen 1.6% to US$257. The fair value is estimated to be US$321, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.5% over the last 3 years. Earnings per share has declined by 14%. For the next 3 years, revenue is forecast to grow by 6.0% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.
Declared Dividend • Nov 01Third quarter dividend of US$0.70 announcedShareholders will receive a dividend of US$0.70. Ex-date: 21st November 2024 Payment date: 5th December 2024 Dividend yield will be 1.1%, which is lower than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 69% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Oct 30Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: US$2.34 (up from US$2.32 in 3Q 2023). Revenue: US$567.4m (down 6.5% from 3Q 2023). Net income: US$58.1m (flat on 3Q 2023). Profit margin: 10% (in line with 3Q 2023). Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 16%. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Electronic industry in the US. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
