Financial PerformanceLFUS 3Q EPS beat expectations by a wide margin on modest revenue upside, driven by improved operating leverage with gross and operating margin ahead of forecast.
Industrial Segment GrowthThe Industrial segment saw a 10% increase quarter-over-quarter, contributing a record 16% to company-wide sales, driven by strengths in Datacenter and Industrial Safety.
Market ValuationShares currently trade at ~21.6x FY25 Consensus EPS, slightly below its 5-year average of 22.2x, and 11.5x forward EV/EBITDA, vs. an average of 12.5x, making the entry point reasonable.