Littelfuse (LFUS)
NASDAQ:LFUS
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Earnings Data
Report Date
Aug 04, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
3.78Last Year’s EPS
2.85Same Quarter Last Year
Strong Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong financial and operational momentum: double-digit top-line growth, meaningful margin expansion, large EPS and free cash flow improvements, successful Basler integration, robust book-to-bill and design-win momentum—particularly in data center and grid infrastructure. Headwinds include ongoing power semiconductor restructuring, commodity cost pressure, softness in residential HVAC, and some longer-dated revenue from large design wins. On balance, the positive metrics and growth drivers materially outweigh the cited challenges.Company Guidance
Strong Top-Line Growth
Net sales of $657 million, up 19% year over year and 9% organically. Basler acquisition contributed 6% to sales growth and foreign exchange was a 3% tailwind.
Margin Expansion and Profitability
Adjusted EBITDA margin of 22.9%, up 180 basis points year over year; consolidated flow-through of ~38% in Q1 (above the stated long-term 30%–35% range).
Earnings and Cash Generation
Adjusted diluted EPS of $3.31, up 51% year over year. Operating cash flow of $80 million and free cash flow of $66 million, with free cash flow up 55% year over year. Returned $90 million to shareholders via dividend.
Segment-Level Strength — Electronics
Electronics Products sales +18% year over year (organic +15%). Passive products organic growth +22%; semiconductor products organic growth +8%. Electronics adjusted EBITDA margin 25.1%, up 300 basis points.
Segment-Level Strength — Industrial (Basler Impact)
Industrial segment sales +45% year over year (organic +5%), with the Basler acquisition contributing ~39% of growth and outpacing expectations. Industrial adjusted EBITDA margin 21.9%, up 340 basis points.
Transportation Performance and Profitability
Transportation sales +5% year over year (organic +1%), passenger vehicle organic sales +4% driven by content expansion and share gains; transportation adjusted EBITDA margin rose 200 basis points to 19.1%.
Strong Demand and Order Momentum
Book-to-bill exited well above 1.0; bookings up more than 20% year over year. Company notes broad-based demand strength (data center, grid/utility infrastructure, diversified industrial) and an expanding pipeline and design-win momentum.
Confident Near-Term Guidance
Q2 net sales outlook $690M–$710M (~14% growth vs. prior year), with 8% organic growth and 6% contribution from Basler. Q2 adjusted EPS guide $3.65–$3.85 and expected adjusted tax rate 21%–22%.
LFUS Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
LFUS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 06, 2026 | $422.80 | $441.67 | +4.46% |
Jan 28, 2026 | $296.17 | $314.25 | +6.10% |
Oct 29, 2025 | $261.71 | $251.68 | -3.83% |
Jul 30, 2025 | $234.34 | $258.80 | +10.44% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Littelfuse (LFUS) report earnings?
Littelfuse (LFUS) is schdueled to report earning on Aug 04, 2026, Before Open (Confirmed).
What is Littelfuse (LFUS) earnings time?
Littelfuse (LFUS) earnings time is at Aug 04, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is LFUS EPS forecast?
LFUS EPS forecast for the fiscal quarter 2026 (Q2) is 3.78.