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Littelfuse (LFUS)
NASDAQ:LFUS
Earnings Data
Report Date
May 05, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
2.83Last Year’s EPS
2.19Same Quarter Last Year
Strong Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented multiple positive operational and financial developments: strong Q4 revenue and organic growth, meaningful margin expansion, robust cash generation, accelerating bookings and backlog, pronounced data center momentum, and the strategic Basler acquisition with clear revenue/EPS contributions for 2026. Counterbalancing these positives are a significant $301 million goodwill impairment, ongoing softness in certain end markets (transportation commercial vehicles and residential HVAC), commodity inflation pressures with timing risks, and an active rationalization of lower-value power semiconductor products that introduces execution risk. On balance, the company's growth, margin improvement, cash strength, and strategic moves materially outweigh the lowlights, though the impairment and execution risks merit monitoring.Company Guidance
Quarterly Revenue Growth
Q4 revenue of $594 million, up 12% year-over-year and up 7% organically; acquisitions (Dortmund and Basler) contributed ~3% and FX was a ~2% tailwind.
Margin Expansion and Profitability
Q4 adjusted EBITDA margin improved to 20.5%, up 180 basis points year-over-year; full-year 2025 adjusted EBITDA margin expanded 260 basis points to 20.9%.
Earnings and Cash Generation
Q4 adjusted diluted earnings were $2.69; operating cash flow was $139 million and free cash flow was $120 million in the quarter; full-year free cash flow grew 26% and management targets >100% free cash flow conversion in 2026.
Strong Balance Sheet and Capital Return
Ended Q4 with $563 million cash on hand and net debt-to-EBITDA leverage of 1.2x; returned $19 million to shareholders via dividend in the quarter.
Bookings and Backlog Momentum
Fourth-quarter bookings were up more than 20% versus prior year (book-to-bill >1), supporting management's expectation of double-digit Q1 revenue growth and strong 2026 momentum.
Data Center Momentum and Design Wins
Data center business grew double-digits in Q4; 2025 data center design wins more than doubled year-over-year; secured a significant design win for a 2-megawatt static transfer switch (shipments starting in 2026) that increases power density by ~20%.
Electronics Segment Outperformance
Electronics product segment sales increased 21% in the quarter with adjusted EBITDA margin of 23.7% (up 170 basis points); full-year electronics sales rose 13% with margin expansion of 190 basis points.
Basler Acquisition and Expected Synergies
Closed acquisition of Basler Electric in December; expected 2026 contribution of $130–$135 million revenue and $0.10–$0.15 of adjusted EPS, with Basler projected to deliver a high-teens adjusted EBITDA margin and to expand Littelfuse's high-power and grid/data center capabilities.
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 |
|---|---|---|---|
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% |
Apr 29, 2025 | $177.48 | $180.59 | +1.75% |
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 May 05, 2026, Before Open (Confirmed).
What is Littelfuse (LFUS) earnings time?
Littelfuse (LFUS) earnings time is at May 05, 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 (Q1) is 2.83.