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Littelfuse
(NASDAQ:LFUS)
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Rating:71Outperform
Price Target:
$447.00
▲(10.41% Upside)
Action:Reiterated
Date:05/14/26
LFUS scores well mainly on balance-sheet strength and cash generation, plus a strong and confident near-term outlook from the latest earnings call (double-digit growth guidance and robust order momentum). Offsetting these positives are weakened recent profitability (negative net income) and a premium valuation, while technicals show strong trend but overbought conditions that add short-term risk.
Positive Factors
Strong cash generation
Sustained high operating and free cash flow provides durable internal funding for R&D, capex, M&A and shareholder returns. Strong FCF cushions earnings volatility, supports deleveraging and funds strategic investments that can compound value over the next 2–6 months and beyond.
Negative Factors
Weakened profitability
Trailing margins and net losses indicate earnings quality remains impaired despite revenue growth. Low EBIT and negative net margin constrain return on capital and limit the company’s ability to convert top-line gains into sustainable EPS improvement in the medium term.
Read all positive and negative factors
Positive Factors
Negative Factors
Strong cash generation
Sustained high operating and free cash flow provides durable internal funding for R&D, capex, M&A and shareholder returns. Strong FCF cushions earnings volatility, supports deleveraging and funds strategic investments that can compound value over the next 2–6 months and beyond.
Read all positive factors
Littelfuse Key Performance Indicators (KPIs)
Any
Operating Income by Segment
Compares operating profit across Littelfuse’s reporting segments, revealing which parts of the business deliver the strongest margins, where cost pressures or investments are concentrated, and which segments are most important for overall profitability and capital allocation.
Compares operating profit across Littelfuse’s reporting segments, revealing which parts of the business deliver the strongest margins, where cost pressures or investments are concentrated, and which segments are most important for overall profitability and capital allocation.
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The Fly
The FlyLittelfuse (LFUS) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$10.19B
Dividend Yield0.77%
Average Volume (3M)341.12K
Price to Earnings (P/E)―
Beta (1Y)1.50
Revenue Growth12.64%
EPS Growth-136.87%
CountryUS
Employees17,000
SectorTechnology
Sector Strength88
IndustryHardware, Equipment & Parts
Share Statistics
EPS (TTM)-0.39
Shares Outstanding25,288,904
10 Day Avg. Volume367,553
30 Day Avg. Volume341,118
Financial Highlights & Ratios
PEG Ratio0.53
Price to Book (P/B)2.69
Price to Sales (P/S)2.74
P/FCF Ratio17.83
Enterprise Value/Market Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda<0.01
Forecast
1Y Price Target
$518.33Price Target Upside28.03% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering3
EPS Forecast (FY)14.54
Revenue Forecast (FY)$2.77B
Littelfuse Business Overview & Revenue Model
Company Description
Littelfuse, Inc. is an industrial technology manufacturing company, which engages in the business of designing, manufacturing, and selling electronic components, modules, and subassemblies to empower the long-term secular growth themes of sustaina...
How the Company Makes Money
Littelfuse primarily makes money by selling engineered components and solutions used to protect, control, and monitor electrical and electronic systems. Revenue is generated through product sales across its major operating segments: (1) Electronic...
Littelfuse Earnings Call Summary
Earnings Call Date:May 06, 2026
(Q1-2026)
| % Change Since: |
Next Earnings Date:Nov 03, 2026
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.Positive Updates
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.
Negative Updates
Power Semiconductor Portfolio Rationalization
Power semiconductor business requires product rationalization and footprint optimization to improve structural profitability; work is ongoing and will take time, indicating near-term uncertainty in that sub‑segment.
Read all updates
Q1-2026 Updates
Positive
Negative
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.
Read all positive updates
Company Guidance
Littelfuse’s guidance for Q2 calls for net sales of $690–$710 million (≈+14% year‑over‑year), comprised of ~8% organic growth and ~6% contribution from the Basler acquisition, and adjusted diluted EPS of $3.65–$3.85 with an adjusted effective tax rate of 21%–22%; management expects Q2 flow‑through of about 31% (versus a long‑term 30%–35% flow‑through target), and highlighted demand drivers including a strong backlog, book‑to‑bill well above 1.0 and bookings up >20% YoY—while noting a healthy balance sheet (net leverage ~1.0x) and recent cash metrics of $80M operating cash flow, $66M free cash flow (up 55% YoY) and $90M returned to shareholders.Littelfuse Financial Statement Overview
Summary
Income Statement
Balance Sheet
Cash Flow
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 2.61B | 2.39B | 2.19B | 2.36B | 2.51B | 2.08B |
| Gross Profit | 1.03B | 906.04M | 787.54M | 900.24M | 1.01B | 771.93M |
| EBITDA | 233.68M | 138.51M | 321.03M | 505.89M | 589.97M | 458.19M |
| Net Income | -8.06M | -71.70M | 100.19M | 259.49M | 373.31M | 283.81M |
Balance Sheet | ||||||
| Total Assets | 4.01B | 3.96B | 3.89B | 4.00B | 3.90B | 3.15B |
| Cash, Cash Equivalents and Short-Term Investments | 628.59M | 563.68M | 725.90M | 555.75M | 562.67M | 478.50M |
| Total Debt | 168.15M | 946.16M | 930.57M | 933.52M | 1.06B | 668.22M |
| Total Liabilities | 1.39B | 1.53B | 1.48B | 1.51B | 1.69B | 1.26B |
| Stockholders Equity | 2.62B | 2.43B | 2.41B | 2.48B | 2.21B | 1.89B |
Cash Flow | ||||||
| Free Cash Flow | 444.35M | 366.13M | 291.74M | 371.20M | 315.38M | 282.78M |
| Operating Cash Flow | 512.01M | 433.76M | 367.62M | 457.39M | 419.72M | 373.34M |
| Investing Cash Flow | -405.88M | -468.86M | -65.78M | -284.32M | -636.40M | -499.16M |
| Financing Cash Flow | -160.67M | -149.27M | -112.44M | -185.73M | 310.20M | -68.98M |
Littelfuse Technical Analysis
Negative
404.86
Price Trends
443.22
Negative
408.65
Negative
345.13
Positive
Market Momentum
-11.04
Negative
40.83
Neutral
69.01
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For LFUS, the sentiment is Negative. The current price of 404.86 is below the 20-day moving average (MA) of 412.69, below the 50-day MA of 443.22, and above the 200-day MA of 345.13, indicating a neutral trend. The MACD of -11.04 indicates Negative momentum. The RSI at 40.83 is Neutral, neither overbought nor oversold. The STOCH value of 69.01 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for LFUS.
Littelfuse Risk Analysis
Littelfuse disclosed 25 risk factors in its most recent earnings report. Littelfuse reported the most risks in the "Production" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
Littelfuse Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
73 Outperform | $10.20B | 70.19 | 9.56% | 0.54% | 13.81% | 23.79% | |
72 Outperform | $3.71B | 31.37 | 18.03% | 1.27% | 0.80% | -7.04% | |
71 Outperform | $10.19B | -245.03 | -1.57% | 0.74% | 12.64% | -136.87% | |
70 Outperform | $21.32B | 58.59 | 12.24% | 0.28% | 11.44% | 44.67% | |
66 Neutral | $3.76B | 17.60 | 17.44% | ― | -3.99% | 14.06% | |
61 Neutral | $37.18B | 12.37 | -10.20% | 1.83% | 8.50% | -7.62% | |
59 Neutral | $6.75B | 137.44 | 1.72% | 1.05% | -3.37% | -59.55% |
* Technology Sector Average
LFUS
Littelfuse
392.05
158.61
67.94%
BMI
Badger Meter
134.58
-51.46
-27.66%
CGNX
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60.36
26.34
77.40%
ITRI
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107.02
-29.60
-21.67%
MKSI
MKS
285.31
184.20
182.18%
ST
Sensata
46.73
14.67
45.77%
Littelfuse Corporate Events
Business Operations and Strategy
Littelfuse Outlines Growth Strategy at 2026 Investor Day
Positive
May 14, 2026
On May 14, 2026, Littelfuse hosted an Investor Day in New York City to present its strategy for capitalizing on accelerating global electrification and rising electricity demand across its core end markets. Management highlighted the company’...
Business Operations and StrategyDividendsFinancial Disclosures
Littelfuse Delivers Strong Q1 2026 Results, Raises Outlook
Positive
May 6, 2026
Littelfuse reported strong first-quarter 2026 results on May 6, with net sales rising 19% year over year to $657 million, driven by 9% organic growth and robust performance across all segments. GAAP diluted EPS reached $2.96, adjusted EPS was $3.3...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.