The earnings call highlighted strong revenue growth, improved operating margins, and a positive book-to-bill ratio, indicating a robust demand environment. The industrial segment showed significant growth, and the company is well-positioned for strategic acquisitions. However, the transportation segment faced challenges, power semiconductors experienced softness, and there is uncertainty related to tariffs and market conditions. Overall, the positive highlights outweigh the lowlights, but caution is warranted due to external uncertainties.

Company Guidance -

Q3 2025

In the first quarter of fiscal year 2025, Littelfuse reported revenue of $554 million, marking a 4% increase from the prior year and a 3% organic growth, exceeding the high end of their guidance range. The company's GAAP operating margins stood at 12.7%, while adjusted operating margins reached 14.2%, and adjusted EBITDA margins were 20.1%. The quarter also saw GAAP diluted earnings of $1.75 and adjusted diluted earnings of $2.19, up 24% year-over-year. Capital allocation highlights included $66 million in operating cash flow and $43 million in free cash flow, with a free cash conversion rate of 98%. The company ended the quarter with $619 million in cash and a net debt to EBITDA leverage ratio of 1.3 times. Littelfuse returned $45 million to shareholders, comprising $17 million in cash dividends and $27 million in share repurchases. For the second quarter, Littelfuse projected sales between $565 million and $595 million and EPS of $2.10 to $2.40, assuming a tax rate of 23% to 25%. The company also anticipates a $0.15 EPS benefit from current FX and commodity rates compared to the previous year.

Strong Revenue Growth

First quarter revenue was $554 million, up 4% year-over-year and 3% organically, surpassing the high end of guidance. Sales to Elmos Semiconductor contributed 2% to growth.

Positive Book-to-Bill Ratio

Improved book-to-bill ratio across all businesses, with total Littelfuse book-to-bill tracking above 1, indicating strong demand and customer positioning.

Industrial Segment Performance

Industrial Products segment experienced 16% organic sales growth, driven by strong renewables, data center, and HVAC growth, with operating margins up 880 basis points.

Improved Operating Margins

Adjusted operating margins increased by 320 basis points year-over-year to 14.2%, and adjusted EBITDA margins were 20.1%.

Strong Cash Generation

Operating cash flow was $66 million, with free cash flow of $43 million, driving a free cash conversion rate of 98%.

Strategic Focus on Acquisitions

Company plans to continue prioritizing strategic acquisitions for growth, with a focus on leveraging strong global teams and insights into technology evolutions.

Littelfuse (LFUS) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

LFUS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 04, 2025	2025 (Q3)	2.71 / -	2.71	―	―	―
Jul 30, 2025	2025 (Q2)	2.33 / 2.85	1.97	44.67% (+0.88)
Apr 29, 2025	2025 (Q1)	1.81 / 2.19	1.76	24.43% (+0.43)
Jan 28, 2025	2024 (Q4)	2.06 / 2.04	2.02	0.99% (+0.02)
Oct 29, 2024	2024 (Q3)	2.09 / 2.71	2.97	-8.75% (-0.26)
Jul 30, 2024	2024 (Q2)	1.75 / 1.97	3.12	-36.86% (-1.15)
Apr 30, 2024	2024 (Q1)	1.75 / 1.76	3.64	-51.65% (-1.88)
Jan 30, 2024	2023 (Q4)	2.03 / 2.02	3.34	-39.52% (-1.32)
Oct 31, 2023	2023 (Q3)	2.61 / 2.97	4.28	-30.61% (-1.31)
Aug 01, 2023	2023 (Q2)	3.35 / 3.12	4.26	-26.76% (-1.14)

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
Jul 30, 2025	$235.79	$260.40	+10.44%
Apr 29, 2025	$178.57	$181.70	+1.75%
Jan 28, 2025	$222.64	$233.81	+5.02%
Oct 29, 2024	$256.81	$249.01	-3.04%

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 Nov 04, 2025, Before Open (Confirmed).

What is Littelfuse (LFUS) earnings time?

Littelfuse (LFUS) earnings time is at Nov 04, 2025, 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 2025 (Q3) is 2.71.

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