Littelfuse (LFUS) AI Stock Analysis

• Market Cap: $6.35B
• Dividend Yield: 1.14%
• Average Volume (3M): 216.57K
• Price to Earnings (P/E): 48.6
• Beta (1Y): 1.48
• Revenue Growth: 5.78%
• EPS Growth: -32.34%
• Country: US
• Employees: 16,000
• Sector: Technology
• Sector Strength: 88
• Industry: Hardware, Equipment & Parts
• EPS (TTM): 2.95
• Shares Outstanding: 24,901,688
• 10 Day Avg. Volume: 246,541
• 30 Day Avg. Volume: 216,571
• PEG Ratio: -0.96
• Price to Book (P/B): 2.44
• Price to Sales (P/S): 2.69
• P/FCF Ratio: 20.17
• Enterprise Value/Market Cap: 0.90
• Enterprise Value/Revenue: 2.46
• Enterprise Value/Gross Profit: 6.67
• Enterprise Value/Ebitda: 15.92
• 1Y Price Target: $310.00
• Price Target Upside: 22.79% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 2
• EPS Forecast (FY): 10.51
• Revenue Forecast (FY): $2.37B

• Rating: 76 Outperform
• Price Target: $293.00 ▲(16.05% Upside)

Littelfuse's strong financial performance and positive earnings call sentiment are the primary drivers of its stock score. The company's strategic acquisition and robust cash flow generation support a favorable outlook. However, a high P/E ratio and potential overbought technical indicators suggest caution.

Positive Factors

Revenue Growth

Consistent revenue growth indicates strong market demand and effective business strategies, supporting long-term financial stability.

Strategic Acquisition

The acquisition of Basler Electric expands Littelfuse's market opportunities, enhancing its competitive edge in high-growth industrial sectors.

Cash Generation

Strong cash generation provides financial flexibility for reinvestment and growth initiatives, ensuring long-term business sustainability.

Negative Factors

Soft Power Semiconductor Demand

Weak demand in power semiconductors could limit growth in the Electronics segment, impacting overall revenue and profitability.

Challenges in Transportation Segment

Stagnant sales in the Transportation segment may hinder Littelfuse's ability to capitalize on automotive market opportunities.

Margin Pressure

Decreasing margins indicate potential operational inefficiencies, which could affect profitability and competitiveness over time.

Littelfuse Business Overview & Revenue Model

Company Description

Littelfuse, Inc. manufactures and sells circuit protection, power control, and sensing products in the Asia-Pacific, the Americas, and Europe. The company's Electronics segment offers fuses and fuse accessories, positive temperature coefficient resettable fuses, polymer electrostatic discharge suppressors, varistors, reed switch based magnetic sensing products, and gas discharge tubes; and discrete transient voltage suppressor (TVS) diodes, TVS diode arrays, protection and switching thyristors, metal-oxide-semiconductor field-effect transistors and diodes, and insulated gate bipolar transistors. This segment serves industrial motor drives and power conversion, automotive electronics, electric vehicle and related infrastructure, power supplies, data centers, telecommunications, medical devices, alternative energy, building and home automation, appliances, and mobile electronics markets. Its Transportation segment provides blade, resettable, and high-current and high-voltage fuses, as well as battery cable protectors for hybrid and electric vehicles; fuses, switches, relays, circuit breakers, and power distribution modules for the commercial vehicles; and sensor products. This segment serves original equipment manufacturers, Tier-I suppliers, and parts distributors in the passenger car, heavy duty truck, off-road vehicles, material handling, agricultural, construction, and other commercial vehicle end markets. The company's Industrial segment offers industrial fuses, protection relays, contactors, transformers, and temperature sensors for use in renewable energy and energy storage systems, electric vehicle infrastructure, HVAC systems, industrial safety, non-residential construction, MRO, mining, and industrial automation. It sells its products through distributors, direct sales force, and manufacturers' representatives. Littelfuse, Inc. was founded in 1927 and is headquartered in Chicago, Illinois.

How the Company Makes Money

Littelfuse generates revenue through the sale of its products across several key segments, including circuit protection, automotive, and industrial solutions. The company benefits from a diversified customer base, selling directly to OEMs (Original Equipment Manufacturers), distributors, and end-users. Key revenue streams include the sale of fuses, circuit breakers, and electronic components for automotive applications, as well as specialized products for industrial automation and renewable energy sectors. Littelfuse's strategic partnerships with major automotive manufacturers and electronics companies contribute significantly to its earnings, while ongoing investment in research and development allows the company to innovate and expand its product offerings, driving further growth.

Littelfuse Financial Statement Overview

Summary

Littelfuse exhibits a solid financial position with stable revenue growth, improved leverage, and strong cash flow generation. While profitability margins have faced some pressure, the company's balance sheet strength and cash flow resilience provide a strong foundation for future growth.

Income Statement

Littelfuse shows a stable revenue growth trend with a TTM revenue growth rate of 2.53%. Gross profit margin is healthy at 36.92%, and the net profit margin is modest at 5.11%. However, the EBIT and EBITDA margins have decreased compared to previous years, indicating potential pressure on operational efficiency.

Balance Sheet

The company's debt-to-equity ratio has improved significantly in the TTM period, reducing to 0.034 from higher levels in previous years, indicating better leverage management. Return on equity is moderate at 4.67%, suggesting room for improvement in profitability. The equity ratio is strong, reflecting a solid capital structure.

Cash Flow

Littelfuse has demonstrated strong free cash flow growth of 20.99% in the TTM period, indicating robust cash generation capabilities. The operating cash flow to net income ratio is above 1, reflecting efficient cash conversion. However, the free cash flow to net income ratio is slightly below optimal, suggesting potential reinvestment needs.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	2.32B	2.19B	2.36B	2.51B	2.08B	1.45B
Gross Profit	857.14M	787.54M	900.24M	1.01B	771.93M	501.17M
EBITDA	358.95M	321.03M	505.89M	589.97M	458.19M	278.51M
Net Income	118.65M	100.19M	259.49M	373.31M	283.81M	129.99M
Balance Sheet
Total Assets	4.17B	3.89B	4.00B	3.90B	3.15B	2.75B
Cash, Cash Equivalents and Short-Term Investments	815.02M	725.90M	555.75M	562.67M	478.50M	687.58M
Total Debt	890.26M	930.57M	933.52M	1.06B	668.22M	706.79M
Total Liabilities	1.50B	1.48B	1.51B	1.69B	1.26B	1.14B
Stockholders Equity	2.67B	2.41B	2.48B	2.21B	1.89B	1.61B
Cash Flow
Free Cash Flow	381.21M	291.74M	371.20M	315.38M	282.78M	201.84M
Operating Cash Flow	455.72M	367.62M	457.39M	419.72M	373.34M	258.03M
Investing Cash Flow	-124.35M	-65.78M	-284.32M	-636.40M	-499.16M	-51.43M
Financing Cash Flow	-147.41M	-112.44M	-185.73M	310.20M	-68.98M	-67.81M

Littelfuse Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 252.47
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Positive
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For LFUS, the sentiment is Positive. The current price of 252.47 is below the 20-day moving average (MA) of 257.03, below the 50-day MA of 253.38, and above the 200-day MA of 230.63, indicating a neutral trend. The MACD of 1.43 indicates Positive momentum. The RSI at 51.68 is Neutral, neither overbought nor oversold. The STOCH value of 20.95 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for LFUS.

Littelfuse Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
BMI	78 Outperform	$5.35B	38.70	21.45%	0.81%	12.11%	16.45%
LFUS	76 Outperform	$6.35B	48.60	5.01%	1.14%	5.78%	-32.34%
MKSI	75 Outperform	$10.72B	38.80	11.12%	0.54%	8.13%	780.20%
CGNX	70 Outperform	$6.17B	56.83	7.21%	0.88%	10.23%	25.53%
ITRI	70 Outperform	$4.41B	17.19	16.93%	―	0.14%	14.12%
ST	63 Neutral	$4.94B	-177.73	-0.92%	1.42%	-8.07%	63.50%
Sector *	61 Neutral	$37.18B	12.37	-10.20%	1.83%	8.50%	-7.62%

Littelfuse Corporate Events

Littelfuse Reports Strong Q3 2025 Financial Results

On October 29, 2025, Littelfuse reported strong financial results for the third quarter of 2025, with net sales of $625 million, a 10% increase year-over-year, and a GAAP diluted earnings per share of $2.77, up 19%. The company also announced the acquisition of Basler Electric, which is expected to enhance Littelfuse’s market opportunities and technological capabilities in the industrial sector. The acquisition aims to drive long-term growth and profitability, reflecting the company’s strategic focus on expanding its high-power technology and industrial customer base.

Littelfuse Announces Acquisition of Basler Electric

On October 28, 2025, Littelfuse announced a definitive agreement to acquire Basler Electric Company for approximately $350 million in cash, subject to adjustments. The acquisition aims to enhance Littelfuse’s position in high-growth industrial markets, such as grid and utility infrastructure, power generation, and data centers, by integrating Basler’s advanced electrical control and protection solutions. The transaction is expected to close by the end of the fourth quarter of 2025, pending customary closing conditions and regulatory approvals. Littelfuse anticipates that the acquisition will be accretive to its adjusted diluted EPS in 2026, and it will report Basler as part of its Industrial Segment.