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Littelfuse, Inc. Stock Price

NasdaqGS:LFUS Community·US$11.8b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 9 Fair Values set on narratives written by author

LFUS Share Price Performance

US$456.55
207.24 (83.13%)
US$477.50
Fair Value
US$456.55
207.24 (83.13%)
4.4% undervalued intrinsic discount
US$477.50
Fair Value
Price US$456.55
AnalystConsensusTarget US$477.50
AnalystHighTarget US$520.00
AnalystLowTarget US$415.00

LFUS Community Narratives

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Fair Value US$477.5 4.4% undervalued intrinsic discount

Secular Trends And Artificial Intelligence Will Drive Broader Market Opportunities Ahead

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Fair Value US$520 12.2% undervalued intrinsic discount

Electrification, Renewables And IoT Will Expand Opportunities

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Fair Value US$415 10.0% overvalued intrinsic discount

Smart Electrical Solutions Will Advance Grid Storage And Data Centers

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US$415
10.0% overvalued intrinsic discount
Profit Margin
18.02%
Future PE
21.4x
Price in 2029
US$527.75
US$520
12.2% undervalued intrinsic discount
Profit Margin
16.78%
Future PE
28.91x
Price in 2029
US$649.27

Trending Discussion

No trending discussion available.

Updated Narratives

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LFUS: AI Demand And Elevated P/E Will Likely Temper Future Returns

Fair Value: US$415 10.0% overvalued intrinsic discount
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LFUS: Future Upside Will Rely On Execution Of Acquisition Pipeline

Fair Value: US$520 12.2% undervalued intrinsic discount
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LFUS: AI And Defense Demand Will Drive Balanced Future Return Potential

Fair Value: US$477.5 4.4% undervalued intrinsic discount
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Snowflake Analysis

Flawless balance sheet with moderate growth potential.

1 Risk
2 Rewards

Littelfuse, Inc. Key Details

US$2.6b

Revenue

US$1.6b

Cost of Revenue

US$1.0b

Gross Profit

US$1.0b

Other Expenses

-US$8.1m

Earnings

Last Reported Earnings
Jun 27, 2026
Next Reporting Earnings
n/a
-0.32
39.34%
-0.31%
24.0%
View Full Analysis

About LFUS

Founded
1927
Employees
18000
CEO
Gregory Henderson
WebsiteView website
www.littelfuse.com

Littelfuse, Inc. designs, manufactures, and sells electronic components, modules, and subassemblies. It operates through three segments: Electronics, Transportation, and Industrial. Its Electronics segment offers fuses and fuse accessories, coefficient resettable fuses, switches and interconnect solutions, polymer electrostatic discharge suppressors, varistors, reed switch based magnetic sensing, and gas discharge tubes; and discrete transient voltage suppressor diodes, TVS diode arrays, protection and switching thyristors, silicon and silicon carbide metal-oxide-semiconductor field effect transistors and diodes, and insulated gate bipolar transistors. This segment serves data center computing and communications infrastructure, industrial controls, building controls, aerospace and defense, appliances, consumer electronics solutions, healthcare solutions, industrial equipment, energy storage, diversified industrials, grid and utility infrastructure, passenger vehicles, and commercial vehicles. Its Transportation segment provides blade, resettable, high-current, and high-voltage fuses; battery cable protectors; circuit breakers, and power distribution modules; and sensor products. This segment serves heavy-duty truck and bus, construction, agriculture, off-road and recreational vehicles, material handling, passenger and commercial vehicles, and marine markets. Its Industrial segment offers industrial fuses, protection relays, contactors, transformers, residual current devices and monitors, ground fault circuit interrupters, arc fault detection devices, solid state switches, and temperature sensors for use in renewable energy and energy storage systems, electric vehicle infrastructure, HVAC systems, industrial safety, non-residential construction, MRO, mining, and factory automation applications. It sells its products through distributors, direct sales force, and manufacturers’ representatives. The company was founded in 1927 and is headquartered in Rosemont, Illinois.

Recent LFUS News & Updates

Seeking Alpha Aug 06

Littelfuse: Still Has More Growth To Prove

Summary The Littelfuse Industrial segment is witnessing impressive growth, boosted by AI infrastructure demand and the Basler Electric acquisition. This has resulted in the firm showing Q2 growth of 20%. While at face value this growth looks impressive, roughly 6% was boosted inorganically. Organic growth came at 14%, higher than the sector growth of 11.58%. This growth level is not significant enough to warrant the stock a premium valuation because net margins still lag the sector on a trailing basis. With the EBITDA multiple of 19, I think the stock is fairly valued. For a valuation above that, I would expect better growth rates. Read the full article on Seeking Alpha
Narrative Update Jul 30

LFUS: AI Demand And Elevated P/E Will Likely Temper Future Returns

Littelfuse's fair value assessment has been updated from $390 to $415, reflecting analysts' higher price targets and refreshed models following recent conference presentations and research updates. Analyst Commentary Recent research updates on Littelfuse point to refreshed models and higher price targets following conference presentations.

Recent updates

No updates