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Littelfuse, Inc.NasdaqGS:LFUS Stock Report

Market Cap US$11.6b
Share Price
US$460.48
US$475
3.1% undervalued intrinsic discount
1Y124.2%
7D3.2%
1D
Portfolio Value
View

Littelfuse, Inc.

NasdaqGS:LFUS Stock Report

Market Cap: US$11.6b

Littelfuse (LFUS) Stock Overview

Designs, manufactures, and sells electronic components, modules, and subassemblies. More details

LFUS fundamental analysis
Snowflake Score
Valuation0/6
Future Growth3/6
Past Performance0/6
Financial Health6/6
Dividends0/6

Rewards

Risk Analysis

No risks detected for LFUS from our risk checks.

LFUS Community Fair Values

Create Narrative

See what 9 others think this stock is worth. Follow their fair value or set your own to get alerts.

Littelfuse, Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Littelfuse
Historical stock prices
Current Share PriceUS$460.48
52 Week HighUS$483.95
52 Week LowUS$201.19
Beta1.46
1 Month Change13.10%
3 Month Change25.00%
1 Year Change124.19%
3 Year Change69.57%
5 Year Change76.27%
Change since IPO6,984.31%

Recent News & Updates

Seeking Alpha May 12

Littelfuse: Riding The AI Supply Wave

Summary Littelfuse has delivered over 50% share price returns, underpinned by robust earnings growth and accelerating sales momentum. Littelfuse trades at ~30x forward earnings, justified by strong operational leverage and margin expansion, though organic growth lags leading AI peers. Recent results show 19% Q1 sales growth (9% organic), with the Basler acquisition and currency effects contributing about half of total growth. I remain cautious on Littelfuse at current multiples, as organic growth near 10% is unexceptional relative to other AI suppliers. Read the full article on Seeking Alpha
Narrative Update May 12

LFUS: AI And Defense Demand Will Support Future Returns After Recent Pullback

Analysts have lifted their price target on Littelfuse from $367 to $475, citing updated assumptions for higher revenue growth, stronger profit margins, and a modestly higher future P/E multiple supported by recent upbeat research commentary from several firms. Analyst Commentary Recent research notes on Littelfuse cluster firmly on the optimistic side, with several price target increases and positive tags reflecting confidence in the company’s long term setup.

Recent updates

Seeking Alpha May 12

Littelfuse: Riding The AI Supply Wave

Summary Littelfuse has delivered over 50% share price returns, underpinned by robust earnings growth and accelerating sales momentum. Littelfuse trades at ~30x forward earnings, justified by strong operational leverage and margin expansion, though organic growth lags leading AI peers. Recent results show 19% Q1 sales growth (9% organic), with the Basler acquisition and currency effects contributing about half of total growth. I remain cautious on Littelfuse at current multiples, as organic growth near 10% is unexceptional relative to other AI suppliers. Read the full article on Seeking Alpha
Narrative Update May 12

LFUS: AI And Defense Demand Will Support Future Returns After Recent Pullback

Analysts have lifted their price target on Littelfuse from $367 to $475, citing updated assumptions for higher revenue growth, stronger profit margins, and a modestly higher future P/E multiple supported by recent upbeat research commentary from several firms. Analyst Commentary Recent research notes on Littelfuse cluster firmly on the optimistic side, with several price target increases and positive tags reflecting confidence in the company’s long term setup.
Narrative Update Apr 21

LFUS: AI And Defense Optimism Will Likely Cap Future Return Potential

Analysts have raised the Littelfuse price target from $275 to $320, citing research that highlights supportive AI and defense demand trends, along with updated assumptions for revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent research on Littelfuse has focused on how AI and defense demand could support the business, with several firms updating their models and price targets.
Narrative Update Apr 06

LFUS: AI And Defense Demand Will Support Measured Returns After Pullback

The analyst fair value estimate for Littelfuse has moved from $353.60 to $367.00 as analysts highlight AI and defense demand as key supports for the updated targets. Analyst Commentary Recent Street research has turned more constructive on Littelfuse, with several firms updating views and price targets alongside the recalibrated fair value estimate.
Narrative Update Mar 23

LFUS: AI And Defense Tailwinds Will Steady Returns After Recent Pullback

Analysts have raised their Littelfuse price target by $35 to $408, citing what they view as favorable underlying trends supported by AI and defense demand, even after the recent selloff. Analyst Commentary Recent research has focused on how Littelfuse could be positioned against themes such as AI related infrastructure and defense demand, especially after the recent share price pullback.
Narrative Update Mar 09

LFUS: Higher Future P/E And Margin Assumptions Will Drive Upside Potential

The analyst price target for Littelfuse has shifted from $360 to $408. Analysts point to updated assumptions around the discount rate, revenue growth, profit margin, and future P/E to support the change.
Narrative Update Feb 23

LFUS: Rating Upgrade And 2026 Sales Outlook Will Guide Balanced Return Prospects

Analysts have adjusted their price target on Littelfuse to $353.60 from $344.00. This change reflects updated views on fair value and future P/E assumptions, supported by recent research updates and upgrades from multiple firms.
Narrative Update Feb 09

LFUS: Rating Upgrade And 2026 Sales Guidance Will Shape Balanced Risk Outlook

The analyst price target for Littelfuse has moved from US$307.50 to US$344.00, with analysts referencing their recent research updates as support for the higher fair value range. Analyst Commentary Bullish analysts are using the latest research updates to justify a higher fair value range for Littelfuse, reflected in the recent price target moves and an upgrade in rating.
Analysis Article Feb 04

What Littelfuse, Inc.'s (NASDAQ:LFUS) 26% Share Price Gain Is Not Telling You

Littelfuse, Inc. ( NASDAQ:LFUS ) shares have continued their recent momentum with a 26% gain in the last month alone...
Narrative Update Jan 25

LFUS: Higher P/E Assumptions Will Support A US$360 Upside Case

Analysts have raised their price target for Littelfuse by $35 to $360, citing updated assumptions for fair value, discount rate, revenue growth, profit margin, and forward P/E that reflect their latest research views. Analyst Commentary Bullish analysts lifting their fair value estimates to US$360 are signaling stronger confidence in how Littelfuse can execute against their updated assumptions on revenue, margins, discount rate, and forward P/E.
Narrative Update Jan 10

LFUS: Buyback Completion And Margin Assumptions Will Shape Balanced Return Outlook

Analysts have maintained their fair value estimate for Littelfuse at US$275.00. Updated assumptions for revenue growth, profit margins, the discount rate, and a slightly higher future P/E are shaping their revised price target narrative.
Analysis Article Jan 05

When Should You Buy Littelfuse, Inc. (NASDAQ:LFUS)?

Littelfuse, Inc. ( NASDAQ:LFUS ), might not be a large cap stock, but it saw a double-digit share price rise of over...
Narrative Update Dec 15

LFUS: AI Efficiencies And Margin Runway Will Shape Balanced Return Outlook

Analysts have raised their fair value estimate for Littelfuse from $194 to $275 per share, citing stronger secular growth tailwinds, early benefits from the company’s artificial intelligence initiatives, and an improving margin outlook that they believe is not yet fully reflected in the stock’s valuation. Analyst Commentary While recent research notes highlight Littelfuse’s exposure to attractive secular growth drivers and early benefits from its artificial intelligence initiatives, not all market observers are equally enthusiastic about the pace or durability of the current momentum.
Narrative Update Oct 26

Secular Trends And Artificial Intelligence Will Drive Broader Market Opportunities Ahead

Analysts have raised Littelfuse's price target by $20 to $310, citing anticipated benefits from secular growth trends as well as early positive results from the company's artificial intelligence initiatives. Analyst Commentary Recent commentary from industry analysts reflects a mix of optimism and caution regarding Littelfuse’s future prospects, particularly in light of its increasing focus on artificial intelligence and secular growth trends in its markets.
Narrative Update Oct 12

Electrification, Renewables And Data Centers Will Expand Future Markets

The analyst price target for Littelfuse has increased from $300 to $307.50. Analysts cite ongoing margin improvements, initial benefits from artificial intelligence initiatives, and industry growth drivers as the basis for their increased optimism.
Analysis Article Sep 17

Is Littelfuse (NASDAQ:LFUS) Using Too Much Debt?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analysis Article Aug 31

Littelfuse, Inc.'s (NASDAQ:LFUS) Price In Tune With Earnings

With a price-to-earnings (or "P/E") ratio of 60.1x Littelfuse, Inc. ( NASDAQ:LFUS ) may be sending very bearish signals...
Analysis Article Aug 12

Some Investors May Be Willing To Look Past Littelfuse's (NASDAQ:LFUS) Soft Earnings

Littelfuse, Inc.'s ( NASDAQ:LFUS ) stock was strong despite it releasing a soft earnings report last week. However, we...
Analysis Article Aug 07

Littelfuse's (NASDAQ:LFUS) Upcoming Dividend Will Be Larger Than Last Year's

Littelfuse, Inc. ( NASDAQ:LFUS ) has announced that it will be increasing its dividend from last year's comparable...
Analysis Article Jun 23

Are Investors Undervaluing Littelfuse, Inc. (NASDAQ:LFUS) By 25%?

Key Insights Littelfuse's estimated fair value is US$292 based on 2 Stage Free Cash Flow to Equity Current share price...
Analysis Article May 27

Littelfuse (NASDAQ:LFUS) Seems To Use Debt Quite Sensibly

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Seeking Alpha Apr 15

Littelfuse: Headwinds Likely To Persist, But Valuation Is Now Very Attractive

Summary Littelfuse’s growth depends heavily on macroeconomic conditions, and recent weakness in end-markets (e.g., consumer electronics, appliances) plus recession fears and tariffs have hampered revenue growth and share price performance. Despite short-term challenges, the company’s essential components for circuit protection, sensing, and power control are well-positioned to benefit from key mega-trends such as electrification, EV adoption, renewable energy, and industrial. Roughly half of Littelfuse’s revenue growth over the years has come from disciplined M&A, supported by a healthy balance sheet that gives it flexibility to act on attractive bolt-on opportunities. The company’s share price decline has left valuation multiples (Price/Sales, EV/Revenue, and forward P/E) below historical averages and even below levels seen during the pandemic, suggesting potential long-term upside once the macroeconomic environment stabilizes. Read the full article on Seeking Alpha
Seeking Alpha Jan 30

Sparks Fly, But Not Enough To Ignite A Buy On Littelfuse

Summary Littelfuse, Inc. is a well-established electronics manufacturer with a diversified portfolio across Electronics, Transportation, and Industrial segments, showing steady revenue despite recent declines. The company maintains a strong financial position with solid cash flow, expanding margins, and strategic acquisitions, but faces headwinds in key markets. Valuation concerns arise due to earnings multiple compression and market uncertainties, suggesting a “Hold” rating until clearer signs of demand recovery or a better entry point. Long-term potential exists in electrification and automation, but sequential margin improvement and stabilization in semiconductor/EV component orders are crucial for validating the LFUS stock bull case. Read the full article on Seeking Alpha

Shareholder Returns

LFUSUS ElectronicUS Market
7D3.2%2.4%1.1%
1Y124.2%97.6%28.7%

Return vs Industry: LFUS exceeded the US Electronic industry which returned 98.3% over the past year.

Return vs Market: LFUS exceeded the US Market which returned 28.7% over the past year.

Price Volatility

Is LFUS's price volatile compared to industry and market?
LFUS volatility
LFUS Average Weekly Movement6.6%
Electronic Industry Average Movement9.2%
Market Average Movement7.2%
10% most volatile stocks in US Market16.5%
10% least volatile stocks in US Market3.1%

Stable Share Price: LFUS has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: LFUS's weekly volatility (7%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
192717,000Greg Hendersonwww.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.

Littelfuse, Inc. Fundamentals Summary

How do Littelfuse's earnings and revenue compare to its market cap?
LFUS fundamental statistics
Market capUS$11.65b
Earnings (TTM)-US$40.12m
Revenue (TTM)US$2.49b
4.7x
P/S Ratio
-290.2x
P/E Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
LFUS income statement (TTM)
RevenueUS$2.49b
Cost of RevenueUS$1.53b
Gross ProfitUS$959.94m
Other ExpensesUS$1.00b
Earnings-US$40.12m

Last Reported Earnings

Mar 28, 2026

Next Earnings Date

n/a

Earnings per share (EPS)-1.59
Gross Margin38.57%
Net Profit Margin-1.61%
Debt/Equity Ratio25.1%

How did LFUS perform over the long term?

See historical performance and comparison

Dividends

0.7%
Current Dividend Yield
-183%
Payout Ratio

Does LFUS pay a reliable dividends?

See LFUS dividend history and benchmarks
When do you need to buy LFUS by to receive an upcoming dividend?
Littelfuse dividend dates
Ex Dividend DateMay 21 2026
Dividend Pay DateJun 04 2026
Days until Ex dividend4 days
Days until Dividend pay date10 days

Does LFUS pay a reliable dividends?

See LFUS dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/24 14:59
End of Day Share Price 2026/05/22 00:00
Earnings2026/03/28
Annual Earnings2025/12/27

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Littelfuse, Inc. is covered by 11 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Luke JunkBaird
Gary PrestopinoBarrington Research Associates, Inc.
David WilliamsBenchmark Company